Axis Small Cap Fund - Regular Plan - Growth

Equity: Small Cap Open Ended Scheme
Download Fund Card download share-white
arrow-up
NAV
₹ 107.35 ₹ 2.23 (2.08 %)
as on 12-06-2026
Asset Size (AUM)
28,093.17 Cr
Launch Date
Nov 05, 2013
Invest in this scheme
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Nov 05, 2013
arrow-up

20.81

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.64 %
Expense Ratio
1.58%
Volatility
11.78 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL on FIFO basis For remaining investments: 1% w.e.f., 29/11/2018
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Axis Small Cap Fund - Regular Plan - Growth
Performance

Scheme Performance (%)

Data as on - 12-06-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 1.7 5.16 15.24 16.16 18.1
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings