Axis Small Cap Fund
Small CapVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹113.55+0.92%1 day
- Return since launch
- 20.6%
- 52-week range
- ₹92.58 — ₹118.49
- AUM
- ₹29,231 Cr
Axis Small Cap Fund is a Small Cap equity fund from Axis Mutual Fund with ₹29,231 Cr under management, launched in 2013. Over three years it has returned 8.3% a year, against 12.9% for its category. The expense ratio is 1.68% and the SEBI riskometer reading is Very High.
Performance
Axis Small Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +5.9% against +7.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 10.7% | +2.6 pts | 8.2% | 12.1% |
| 2Y | 7.9% | −1.4 pts | 9.2% | 8.5% |
| 3Y | 8.3% | −4.6 pts | 12.9% | 8.0% |
| 5Y | 13.1% | −0.1 pts | 13.2% | 13.2% |
| 7Y | 17.7% | −1.3 pts | 19.0% | 17.8% |
| 10Y | 18.3% | +2.4 pts | 15.9% | 16.2% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -0.4% | +0.4 pts | -0.8% | -1.0% |
| 3M | -2.5% | 0.0 pts | -2.5% | -3.0% |
| 6M | 4.5% | −1.4 pts | 5.9% | 5.0% |
| 1Y | 5.8% | −2.4 pts | 8.2% | 7.6% |
| 2Y | 4.5% | +0.9 pts | 3.6% | 2.9% |
| 3Y | 12.6% | −0.3 pts | 12.9% | 12.5% |
| 5Y | 13.2% | 0.0 pts | 13.2% | 12.4% |
| 7Y | 20.0% | −2.1 pts | 22.1% | 19.8% |
| 10Y | 17.6% | +1.7 pts | 15.9% | 14.2% |
Since launch (11 Nov 2013): 20.6%
Calendar-year returns
Category average22.4%
58.2%
2.6%
34.0%
24.8%
-2.0%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -2.0% | +1.3 pts | -3.3% |
| 2024 | 24.8% | −3.4 pts | 28.2% |
| 2023 | 34.0% | −8.8 pts | 42.8% |
| 2022 | 2.6% | −0.1 pts | 2.7% |
| 2021 | 58.2% | −6.8 pts | 65.0% |
| 2020 | 22.4% | −9.7 pts | 32.1% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.68%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.35%
- Brokerage
- 0.03%
- Transaction charges
- 0.00%
- Statutory levies
- 0.30%
- Exit load
- Exit load of 1% for investments beyond 10% if redeemed within 12 months
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Smallcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 1.80 | 6.95 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.77 | 0.91 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.42 | 0.65 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.64 | 0.99 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 17.37 | 20.78 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Axis Small Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity90.3%
- Debt9.2%
- Other0.5%
Market cap split
- Large7.0%
- Mid10.6%
- Small82.4%
- P/E
- 30.59
- P/B
- 3.73
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 9.19% | ₹2,821 Cr | +14.46% | +23.51% | +20.43% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 2.46% | ₹756 Cr | +2.81% | +2.63% | +2.87% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.32% | ₹711 Cr | — | — | — |
| CCL Products (India) Ltd. | Consumer Staples | 2.24% | ₹686 Cr | +2.70% | +3.00% | +2.26% |
| City Union Bank Ltd. | Financial | 1.94% | ₹594 Cr | +1.86% | +1.98% | +1.62% |
| Sansera Engineering Ltd. | Automobile | 1.86% | ₹572 Cr | +1.41% | +0.87% | +0.52% |
| Sai Life Sciences Ltd. | Healthcare | 1.84% | ₹564 Cr | +1.58% | +1.53% | +1.25% |
| Brigade Enterprises Ltd. | Construction | 1.54% | ₹472 Cr | +1.40% | +1.67% | +2.12% |
| Welspun Corp Ltd. | Metals & Mining | 1.51% | ₹464 Cr | +0.88% | +0.58% | +0.53% |
| Avalon Technologies Ltd. | Capital Goods | 1.51% | ₹464 Cr | +1.24% | +0.78% | +0.78% |
| Syrma SGS Technology Ltd. | Capital Goods | 1.45% | ₹444 Cr | +1.18% | +0.80% | +0.73% |
| Navin Fluorine International Ltd. | Chemicals | 1.40% | ₹431 Cr | +1.37% | +1.35% | +0.93% |
| Craftsman Automation Ltd. | Automobile | 1.33% | ₹409 Cr | +1.44% | +1.31% | +1.17% |
| Minda Corporation Ltd. | Automobile | 1.30% | ₹400 Cr | +1.37% | +1.22% | +1.26% |
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.29% | ₹397 Cr | +1.38% | +0.96% | +0.61% |
| Karur Vysya Bank Ltd. | Financial | 1.28% | ₹394 Cr | +1.22% | +1.47% | +0.99% |
| HDFC Bank Ltd. | Financial | 1.26% | ₹387 Cr | +1.48% | +0.80% | +1.12% |
| Cholamandalam Financial Holdings Ltd. | Financial | 1.25% | ₹384 Cr | +1.56% | +1.58% | +2.08% |
| PNB Housing Finance Ltd. | Financial | 1.24% | ₹379 Cr | +1.05% | +0.49% | +0.32% |
| Gland Pharma Ltd. | Healthcare | 1.22% | ₹373 Cr | +0.81% | +0.33% | +0.35% |
| Blue Star Ltd. | Consumer Discretionary | 1.20% | ₹369 Cr | +1.35% | +1.75% | +1.89% |
| Multi Commodity Exchange Of India Ltd. | Services | 1.16% | ₹356 Cr | +1.33% | +2.55% | +1.98% |
| Kalpataru Projects International Ltd. | Capital Goods | 1.15% | ₹352 Cr | +1.19% | +0.86% | +0.86% |
| TBO Tek Ltd. | Services | 1.10% | ₹337 Cr | +0.63% | +0.43% | +0.57% |
| Galaxy Surfactants Ltd. | Chemicals | 1.07% | ₹328 Cr | +0.94% | +0.89% | +1.19% |
| The Phoenix Mills Ltd. | Construction | 1.06% | ₹325 Cr | +1.11% | +1.06% | +1.01% |
| Fine Organic Industries Ltd. | Chemicals | 1.06% | ₹325 Cr | +1.14% | +1.05% | +1.09% |
| RBL Bank Ltd. | Financial | 1.03% | ₹316 Cr | +0.98% | — | — |
| SJS Enterprises Ltd. | Automobile | 1.01% | ₹311 Cr | +1.04% | +0.89% | +0.77% |
| Narayana Hrudayalaya Ltd. | Healthcare | 0.97% | ₹298 Cr | +1.12% | +1.12% | +1.32% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | 0.97% | ₹296 Cr | +0.95% | +0.71% | +0.76% |
| Vesuvius India Ltd. | Capital Goods | 0.95% | ₹293 Cr | +1.08% | +1.26% | +1.36% |
| Aditya Infotech Ltd. | Communication | 0.94% | ₹290 Cr | +0.77% | +0.47% | +0.04% |
| Cyient Ltd. | Technology | 0.90% | ₹275 Cr | — | — | — |
| Ujjivan Small Finance Bank Ltd. | Financial | 0.85% | ₹260 Cr | +0.72% | +0.51% | — |
| DOMS Industries Ltd. | Consumer Staples | 0.81% | ₹249 Cr | +0.93% | +0.89% | +0.85% |
| Radico Khaitan Ltd. | Consumer Staples | 0.79% | ₹242 Cr | +0.74% | +0.61% | +0.62% |
| Sudeep Pharma Ltd. | Healthcare | 0.79% | ₹241 Cr | +0.58% | +0.50% | — |
| Can Fin Homes Ltd. | Financial | 0.78% | ₹239 Cr | +1.26% | +1.41% | +1.26% |
| Piramal Finance Ltd. | Financial | 0.78% | ₹239 Cr | +0.18% | — | — |
| Data Patterns (India) Ltd. | Capital Goods | 0.78% | ₹238 Cr | +0.85% | +0.90% | +0.69% |
| R R Kabel Ltd. | Consumer Discretionary | 0.77% | ₹237 Cr | +0.77% | +0.51% | +0.46% |
| RateGain Travel Technologies Ltd. | Technology | 0.77% | ₹235 Cr | +0.85% | +0.38% | +0.52% |
| Sudarshan Chemical Industries Ltd. | Chemicals | 0.76% | ₹234 Cr | +0.58% | +0.61% | +1.00% |
| Carborundum Universal Ltd. | Metals & Mining | 0.74% | ₹226 Cr | +0.72% | +0.51% | +0.56% |
| Neogen Chemicals Ltd. | Chemicals | 0.73% | ₹224 Cr | +0.56% | +0.57% | +0.70% |
| Sagility Ltd. | Services | 0.72% | ₹219 Cr | +0.63% | +0.64% | +0.29% |
| Healthcare Global Enterprises Ltd. | Healthcare | 0.71% | ₹218 Cr | +0.70% | +0.55% | +0.42% |
| CreditAccess Grameen Ltd. | Financial | 0.71% | ₹217 Cr | +0.78% | +0.74% | +0.80% |
| Kaynes Technology India Ltd. | Capital Goods | 0.69% | ₹213 Cr | +0.65% | +0.87% | +2.21% |
| Happy Forgings Ltd. | Metals & Mining | 0.69% | ₹212 Cr | +0.54% | +0.13% | +0.10% |
| JK Lakshmi Cement Ltd. | Materials | 0.69% | ₹212 Cr | +0.89% | +1.00% | +1.42% |
| Union Bank of India | Financial | 0.69% | ₹210 Cr | +0.72% | +0.76% | +0.57% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | 0.68% | ₹209 Cr | +0.62% | +0.76% | +0.98% |
| Pine Labs Ltd. | Financial | 0.68% | ₹208 Cr | +0.65% | — | — |
| Gujarat Fluorochemicals Ltd. | Chemicals | 0.67% | ₹206 Cr | +0.63% | +0.59% | +0.66% |
| Azad Engineering Ltd. | Capital Goods | 0.66% | ₹204 Cr | +0.48% | +0.43% | +0.16% |
| Jubilant Ingrevia Ltd. | Chemicals | 0.66% | ₹203 Cr | +0.54% | +0.60% | +0.63% |
| KFin Technologies Ltd. | Financial | 0.66% | ₹203 Cr | +0.72% | +0.88% | +0.98% |
| Coforge Ltd. | Technology | 0.64% | ₹198 Cr | +0.56% | +0.53% | +0.69% |
| Balrampur Chini Mills Ltd. | Consumer Staples | 0.63% | ₹195 Cr | +0.55% | +0.61% | +0.36% |
| Affle 3I Ltd. | Technology | 0.63% | ₹194 Cr | +0.61% | +0.74% | +0.91% |
| Timken India Ltd. | Capital Goods | 0.63% | ₹194 Cr | +0.73% | +0.44% | +0.38% |
| Niva Bupa Health Insurance Company Ltd. | Insurance | 0.63% | ₹193 Cr | +0.75% | +0.47% | +0.44% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | 0.63% | ₹193 Cr | +0.86% | +0.66% | +0.79% |
| Reliance Industries Ltd. | Energy | 0.62% | ₹190 Cr | +0.71% | +0.90% | — |
| PB Fintech Ltd. | Services | 0.62% | ₹189 Cr | +0.98% | +1.06% | +1.57% |
| Equitas Small Finance Bank Ltd. | Financial | 0.60% | ₹184 Cr | +0.66% | +0.37% | — |
| PG Electroplast Ltd. | Capital Goods | 0.60% | ₹184 Cr | +0.50% | +0.39% | +0.24% |
| Inventurus Knowledge Solutions Ltd. | Services | 0.59% | ₹181 Cr | +0.53% | +0.47% | +0.48% |
| Grindwell Norton Ltd. | Metals & Mining | 0.58% | ₹179 Cr | +0.66% | +0.51% | +0.55% |
| Laurus Labs Ltd. | Healthcare | 0.58% | ₹178 Cr | +0.83% | +0.88% | +0.69% |
| Computer Age Management Services Ltd. | Services | 0.58% | ₹178 Cr | +0.72% | +0.69% | +0.77% |
| Apar Industries Ltd. | Consumer Staples | 0.58% | ₹177 Cr | +0.79% | +0.61% | +0.61% |
| Ahluwalia Contracts (India) Ltd. | Construction | 0.57% | ₹176 Cr | +0.94% | +0.88% | +1.23% |
| Emcure Pharmaceuticals Ltd. | Healthcare | 0.55% | ₹170 Cr | +0.51% | — | — |
| RHI Magnesita India Ltd. | Capital Goods | 0.55% | ₹168 Cr | +0.54% | +0.61% | +0.74% |
| Rolex Rings Ltd | Capital Goods | 0.54% | ₹166 Cr | +0.50% | +0.46% | +0.49% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.54% | ₹164 Cr | +0.44% | +0.47% | +0.54% |
| Anant Raj Ltd. | Construction | 0.52% | ₹158 Cr | +0.47% | +0.43% | +0.68% |
| Chalet Hotels Ltd. | Services | 0.51% | ₹158 Cr | +0.52% | +0.30% | +0.56% |
| Mahindra Lifespace Developers Ltd. | Construction | 0.50% | ₹154 Cr | +0.40% | +0.40% | +0.44% |
| India Shelter Finance Corporation Ltd. | Financial | 0.50% | ₹152 Cr | +0.63% | +0.75% | +0.80% |
| Reserve Bank of India | Financial | 0.49% | ₹149 Cr | +0.51% | +0.62% | +0.62% |
| Devyani International Ltd. | Services | 0.48% | ₹147 Cr | +0.43% | +0.45% | +0.73% |
| Time Technoplast Ltd. | Materials | 0.47% | ₹145 Cr | +0.39% | +0.43% | +0.12% |
| Aditya Vision Ltd. | Services | 0.47% | ₹143 Cr | +0.54% | +0.44% | +0.48% |
| Tech Mahindra Ltd. | Technology | 0.46% | ₹142 Cr | +0.44% | +0.50% | +0.47% |
| Coal India Ltd. | Materials | 0.46% | ₹142 Cr | +0.50% | +0.63% | — |
| Gokaldas Exports Ltd. | Textiles | 0.46% | ₹141 Cr | +0.61% | +0.50% | +0.53% |
| Rainbow Children's Medicare Ltd. | Healthcare | 0.46% | ₹140 Cr | +0.51% | +0.41% | +0.45% |
| Onesource Specialty Pharma Ltd. | Healthcare | 0.45% | ₹139 Cr | +0.51% | +0.56% | +0.76% |
| CIE Automotive India Ltd. | Metals & Mining | 0.44% | ₹135 Cr | +0.55% | +0.65% | +0.54% |
| Central Depository Services (India) Ltd. | Financial | 0.43% | ₹132 Cr | +0.47% | +0.49% | +0.74% |
| Delhivery Ltd. | Services | 0.43% | ₹131 Cr | +0.52% | +0.56% | +0.26% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 0.42% | ₹130 Cr | +0.57% | +0.41% | +0.62% |
| Tenneco Clean Air India Ltd | Automobile | 0.40% | ₹122 Cr | +0.48% | +0.52% | — |
| Alembic Pharmaceuticals Ltd. | Healthcare | 0.39% | ₹120 Cr | +0.41% | +0.40% | +0.51% |
| Arvind Fashions Ltd. | Textiles | 0.37% | ₹113 Cr | +0.47% | +0.49% | +0.59% |
| Chemplast Sanmar Ltd. | Chemicals | 0.35% | ₹108 Cr | +0.39% | +0.64% | +0.87% |
| Orient Electric Ltd. | Consumer Discretionary | 0.35% | ₹107 Cr | +0.40% | +0.44% | +0.51% |
| Tata Consumer Products Ltd. | Consumer Staples | 0.34% | ₹105 Cr | +0.40% | +0.47% | +0.48% |
| Aptus Value Housing Finance India Ltd. | Financial | 0.33% | ₹101 Cr | +0.53% | +0.46% | +0.69% |
| Aarti Industries Ltd. | Chemicals | 0.31% | ₹94.80 Cr | +0.31% | +0.28% | +0.11% |
| Dhoot Transmission Ltd. | Capital Goods | 0.31% | ₹94.66 Cr | — | — | — |
| Birlasoft Ltd. | Technology | 0.30% | ₹91.11 Cr | +0.33% | +0.47% | +0.36% |
| Alicon Castalloy Ltd. | Metals & Mining | 0.29% | ₹87.97 Cr | +0.23% | +0.25% | +0.32% |
| Aadhar Housing Finance Ltd | Financial | 0.28% | ₹86.15 Cr | +0.24% | +0.23% | +0.22% |
| Ellenbarrie Industrial Gases Ltd. | Chemicals | 0.27% | ₹83.69 Cr | +0.21% | +0.19% | +0.42% |
| Strides Pharma Science Ltd. | Healthcare | 0.27% | ₹82.32 Cr | +0.27% | +0.29% | +0.23% |
| CESC Ltd. | Energy | 0.26% | ₹80.07 Cr | +0.34% | +0.38% | — |
| Titagarh Rail Systems Ltd. | Automobile | 0.25% | ₹77.65 Cr | +0.28% | +0.22% | +0.31% |
| Suprajit Engineering Ltd. | Automobile | 0.22% | ₹66.45 Cr | +0.22% | +0.19% | +0.20% |
| Havells India Ltd. | Capital Goods | 0.21% | ₹64.58 Cr | +0.25% | +0.32% | +0.37% |
| Engineers India Ltd. | Construction | 0.21% | ₹63.03 Cr | +0.17% | +0.16% | +0.15% |
| Ather Energy Ltd. | Automobile | 0.20% | ₹61.71 Cr | +0.07% | +0.05% | — |
| Heidelberg Cement India Ltd. | Materials | 0.19% | ₹56.97 Cr | +0.25% | +0.29% | +0.39% |
| Firstsource Solutions Ltd. | Services | 0.18% | ₹56.43 Cr | +0.17% | +0.19% | +0.28% |
| Bharat Dynamics Ltd. | Capital Goods | 0.18% | ₹55.65 Cr | +0.48% | +0.48% | +0.60% |
| Travel Food Services Ltd. | Services | 0.18% | ₹53.94 Cr | +0.20% | +0.22% | — |
| Midwest Ltd. | Materials | 0.17% | ₹50.95 Cr | +0.24% | +0.17% | — |
| PNC Infratech Ltd. | Construction | 0.17% | ₹50.68 Cr | +0.30% | +0.26% | +0.43% |
| PDS Ltd. | Services | 0.16% | ₹49.30 Cr | +0.17% | +0.15% | +0.17% |
| Power Grid Corporation Of India Ltd. | Energy | 0.16% | ₹48.60 Cr | +0.18% | — | — |
| INDO-MIM Ltd. | Capital Goods | 0.15% | ₹46.11 Cr | — | — | — |
| SBFC Finance Ltd. | Financial | 0.13% | ₹39.40 Cr | +0.20% | +0.22% | +0.26% |
| SEDEMAC Mechatronics Ltd. | Capital Goods | 0.12% | ₹37.18 Cr | — | — | — |
| SPR Auto Technologies Ltd. | Automobile | 0.11% | ₹34.00 Cr | — | — | — |
| Aditya Birla Real Estate Ltd | Consumer Staples | 0.09% | ₹26.19 Cr | +0.10% | +0.11% | +0.15% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 7.43% | 8.69% | +1.26% |
| company:6897 | 0.85% | 0.00% | -0.85% |
| PB Fintech Ltd. | 1.06% | 0.62% | -0.44% |
| Jyoti CNC Automation Ltd. | 0.34% | 0.00% | -0.34% |
| Gland Pharma Ltd. | 0.87% | 1.22% | +0.34% |
| Syrma SGS Technology Ltd. | 1.14% | 1.45% | +0.31% |
| Aditya Infotech Ltd. | 0.71% | 0.94% | +0.24% |
| Welspun Corp Ltd. | 1.30% | 1.51% | +0.21% |
| Sansera Engineering Ltd. | 1.66% | 1.86% | +0.20% |
| Bharat Dynamics Ltd. | 0.35% | 0.18% | -0.17% |
| Brigade Enterprises Ltd. | 1.71% | 1.54% | -0.17% |
| Neogen Chemicals Ltd. | 0.57% | 0.73% | +0.16% |
| Kirloskar Oil Engines Ltd. | 1.15% | 1.29% | +0.14% |
| Laurus Labs Ltd. | 0.70% | 0.58% | -0.12% |
| SEDEMAC Mechatronics Ltd. | 0.00% | 0.12% | +0.12% |
| Aptus Value Housing Finance India Ltd. | 0.44% | 0.33% | -0.11% |
| R R Kabel Ltd. | 0.88% | 0.77% | -0.10% |
| Carborundum Universal Ltd. | 0.64% | 0.74% | +0.10% |
| Happy Forgings Ltd. | 0.79% | 0.69% | -0.10% |
| Can Fin Homes Ltd. | 0.87% | 0.78% | -0.09% |
| PG Electroplast Ltd. | 0.69% | 0.60% | -0.09% |
| Sai Life Sciences Ltd. | 1.75% | 1.84% | +0.09% |
| KFin Technologies Ltd. | 0.74% | 0.66% | -0.08% |
| RBL Bank Ltd. | 0.95% | 1.03% | +0.08% |
| Computer Age Management Services Ltd. | 0.66% | 0.58% | -0.08% |
| Torrent Pharmaceuticals Ltd. | 2.39% | 2.32% | -0.08% |
| Piramal Finance Ltd. | 0.86% | 0.78% | -0.08% |
| SJS Enterprises Ltd. | 1.09% | 1.01% | -0.08% |
| CCL Products (India) Ltd. | 2.31% | 2.24% | -0.07% |
| Alicon Castalloy Ltd. | 0.21% | 0.29% | +0.07% |
| SBFC Finance Ltd. | 0.20% | 0.13% | -0.07% |
| Emcure Pharmaceuticals Ltd. | 0.48% | 0.55% | +0.07% |
| Blue Star Ltd. | 1.13% | 1.20% | +0.07% |
| Coforge Ltd. | 0.71% | 0.64% | -0.07% |
| Craftsman Automation Ltd. | 1.40% | 1.33% | -0.06% |
| Crompton Greaves Consumer Electricals Ltd. | 0.69% | 0.63% | -0.06% |
| PNC Infratech Ltd. | 0.23% | 0.17% | -0.06% |
| Amber Enterprises India Ltd. | 0.60% | 0.54% | -0.06% |
| Galaxy Surfactants Ltd. | 1.01% | 1.07% | +0.06% |
| Vesuvius India Ltd. | 0.89% | 0.95% | +0.06% |
| RateGain Travel Technologies Ltd. | 0.82% | 0.77% | -0.06% |
| Cholamandalam Financial Holdings Ltd. | 1.31% | 1.25% | -0.06% |
| Karur Vysya Bank Ltd. | 1.34% | 1.28% | -0.06% |
| Ahluwalia Contracts (India) Ltd. | 0.63% | 0.57% | -0.06% |
| Sagility Ltd. | 0.77% | 0.72% | -0.06% |
| Healthcare Global Enterprises Ltd. | 0.76% | 0.71% | -0.05% |
| Union Bank of India | 0.74% | 0.69% | -0.05% |
| Heidelberg Cement India Ltd. | 0.24% | 0.19% | -0.05% |
| Arvind Fashions Ltd. | 0.42% | 0.37% | -0.05% |
| Gokaldas Exports Ltd. | 0.51% | 0.46% | -0.05% |
| Mrs. Bectors Food Specialities Ltd. | 0.73% | 0.68% | -0.05% |
| INDO-MIM Ltd. | 0.10% | 0.15% | +0.05% |
| Pine Labs Ltd. | 0.63% | 0.68% | +0.05% |
| The Phoenix Mills Ltd. | 1.02% | 1.06% | +0.04% |
| Niva Bupa Health Insurance Company Ltd. | 0.67% | 0.63% | -0.04% |
| Havells India Ltd. | 0.25% | 0.21% | -0.04% |
| Jain Resource Recycling Ltd. | 0.04% | 0.00% | -0.04% |
| Rolex Rings Ltd | 0.50% | 0.54% | +0.04% |
| Azad Engineering Ltd. | 0.63% | 0.66% | +0.04% |
| Orient Electric Ltd. | 0.39% | 0.35% | -0.04% |
| Narayana Hrudayalaya Ltd. | 1.01% | 0.97% | -0.04% |
| Navin Fluorine International Ltd. | 1.44% | 1.40% | -0.04% |
| Delhivery Ltd. | 0.47% | 0.43% | -0.04% |
| Cyient Ltd. | 0.93% | 0.90% | -0.04% |
| Engineers India Ltd. | 0.17% | 0.21% | +0.04% |
| Coal India Ltd. | 0.43% | 0.46% | +0.04% |
| JK Lakshmi Cement Ltd. | 0.73% | 0.69% | -0.04% |
| Central Depository Services (India) Ltd. | 0.47% | 0.43% | -0.04% |
| Ather Energy Ltd. | 0.24% | 0.20% | -0.04% |
| Ellenbarrie Industrial Gases Ltd. | 0.24% | 0.27% | +0.03% |
| CreditAccess Grameen Ltd. | 0.74% | 0.71% | -0.03% |
| RHI Magnesita India Ltd. | 0.51% | 0.55% | +0.03% |
| Midwest Ltd. | 0.20% | 0.17% | -0.03% |
| Krishna Institute of Medical Sciences Ltd | 2.43% | 2.46% | +0.03% |
| Reliance Industries Ltd. | 0.65% | 0.62% | -0.03% |
| HDFC Bank Ltd. | 1.23% | 1.26% | +0.03% |
| Vijaya Diagnostic Centre Ltd. | 1.00% | 0.97% | -0.03% |
| Strides Pharma Science Ltd. | 0.24% | 0.27% | +0.03% |
| Equitas Small Finance Bank Ltd. | 0.63% | 0.60% | -0.03% |
| DOMS Industries Ltd. | 0.84% | 0.81% | -0.03% |
| Gujarat Fluorochemicals Ltd. | 0.70% | 0.67% | -0.03% |
| Chemplast Sanmar Ltd. | 0.33% | 0.35% | +0.03% |
| Aarti Industries Ltd. | 0.33% | 0.31% | -0.02% |
| Rainbow Children's Medicare Ltd. | 0.48% | 0.46% | -0.02% |
| Tata Consumer Products Ltd. | 0.36% | 0.34% | -0.02% |
| Data Patterns (India) Ltd. | 0.80% | 0.78% | -0.02% |
| Chalet Hotels Ltd. | 0.54% | 0.51% | -0.02% |
| City Union Bank Ltd. | 1.91% | 1.94% | +0.02% |
| Sudarshan Chemical Industries Ltd. | 0.78% | 0.76% | -0.02% |
| Affle 3I Ltd. | 0.65% | 0.63% | -0.02% |
| Tech Mahindra Ltd. | 0.48% | 0.46% | -0.02% |
| Inventurus Knowledge Solutions Ltd. | 0.57% | 0.59% | +0.02% |
| Devyani International Ltd. | 0.50% | 0.48% | -0.02% |
| Kaynes Technology India Ltd. | 0.71% | 0.69% | -0.02% |
| CESC Ltd. | 0.28% | 0.26% | -0.02% |
| Sudeep Pharma Ltd. | 0.77% | 0.79% | +0.02% |
| Aditya Birla Real Estate Ltd | 0.10% | 0.09% | -0.01% |
| Reserve Bank of India | 0.47% | 0.49% | +0.01% |
| Birlasoft Ltd. | 0.31% | 0.30% | -0.01% |
| Balrampur Chini Mills Ltd. | 0.65% | 0.63% | -0.01% |
| Timken India Ltd. | 0.62% | 0.63% | +0.01% |
| Avalon Technologies Ltd. | 1.52% | 1.51% | -0.01% |
| Onesource Specialty Pharma Ltd. | 0.44% | 0.45% | +0.01% |
| Kalpataru Projects International Ltd. | 1.14% | 1.15% | +0.01% |
| TBO Tek Ltd. | 1.11% | 1.10% | -0.01% |
| Dhoot Transmission Ltd. | 0.30% | 0.31% | +0.01% |
| Travel Food Services Ltd. | 0.19% | 0.18% | -0.01% |
| Aadhar Housing Finance Ltd | 0.29% | 0.28% | -0.01% |
| Anant Raj Ltd. | 0.51% | 0.52% | +0.01% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | 0.43% | 0.42% | -0.01% |
| Aditya Vision Ltd. | 0.46% | 0.47% | +0.01% |
| Tenneco Clean Air India Ltd | 0.40% | 0.40% | -0.01% |
| Titagarh Rail Systems Ltd. | 0.25% | 0.25% | +0.01% |
| Grindwell Norton Ltd. | 0.58% | 0.58% | +0.01% |
| Fine Organic Industries Ltd. | 1.06% | 1.06% | -0.01% |
| Multi Commodity Exchange Of India Ltd. | 1.17% | 1.16% | -0.01% |
| CIE Automotive India Ltd. | 0.44% | 0.44% | +0.01% |
| Jubilant Ingrevia Ltd. | 0.67% | 0.66% | -0.01% |
| Alembic Pharmaceuticals Ltd. | 0.39% | 0.39% | +0.01% |
| Mahindra Lifespace Developers Ltd. | 0.50% | 0.50% | +0.01% |
| Suprajit Engineering Ltd. | 0.22% | 0.22% | 0.00% |
| Minda Corporation Ltd. | 1.31% | 1.30% | 0.00% |
| Apar Industries Ltd. | 0.57% | 0.58% | 0.00% |
| SPR Auto Technologies Ltd. | 0.11% | 0.11% | 0.00% |
| PDS Ltd. | 0.16% | 0.16% | 0.00% |
| Power Grid Corporation Of India Ltd. | 0.16% | 0.16% | 0.00% |
| Firstsource Solutions Ltd. | 0.19% | 0.18% | 0.00% |
| Radico Khaitan Ltd. | 0.79% | 0.79% | 0.00% |
| India Shelter Finance Corporation Ltd. | 0.49% | 0.50% | 0.00% |
| Ujjivan Small Finance Bank Ltd. | 0.85% | 0.85% | 0.00% |
| Time Technoplast Ltd. | 0.47% | 0.47% | 0.00% |
| PNB Housing Finance Ltd. | 1.24% | 1.24% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,980 Cr | 2.04% | 22.0% | 13.6% | 19.5% |
 Bandhan Small Cap Fund | ₹35,856 Cr | 1.73% | 11.0% | 11.3% | 19.5% |
 Invesco India Small Cap Fund | ₹16,321 Cr | 1.83% | 24.4% | 15.3% | 20.0% |
 Mahindra Manulife Small Cap Fund | ₹5,373 Cr | 2.17% | 21.8% | 12.1% | — |
 Bank of India Small Cap Fund | ₹3,685 Cr | 2.25% | 31.1% | 15.8% | 18.8% |
 ITI Small Cap Fund | ₹3,666 Cr | 2.20% | 21.6% | 13.7% | 19.6% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund managers
- Mayank HyankiMr. Hyanki has done B.Tech and PGDM, FinancePrior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
- Pratik TibrewalMr. Tibrewal is a B.Com, LLB (Gen) and MBA (Finance).Prior to joining Axis Mutual Fund, he has worked with Inditrade Capital Ltd., Edelweiss Mutual Fund and Edelweiss Commodities trading Ltd..
- Shreyash DevalkarMr. Devalkar is a B.Tech from UDCT Mumbai and PGDM (Management) from JBIMS Mumbai UniversityPrior to joining Axis Mutual Fund he has worked with BNP Paribas Mutual Fund as a Fund Manager, IDFC Capital, JP Morgan Services India and Calyon Bank.
- Tejas ShethMr. Sheth has done PG Diploma in Management.Prior to joining Axis Mutual Fund he has worked with Nippon India Mutual Fund, Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months4.50% absolute | ₹60,000 | ₹62,700 | 4.50% | |
| 1 year5.76% annualised | ₹1,20,000 | ₹1,23,811 | 3.18% | |
| 3 years12.61% annualised | ₹3,60,000 | ₹4,39,388 | 22.05% | |
| 5 years13.20% annualised | ₹6,00,000 | ₹8,52,763 | 42.13% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Axis Small Cap Fund?
The NAV of Axis Small Cap Fund is ₹113.55 as on 9 Nov 2026.
What is the expense ratio of Axis Small Cap Fund?
The expense ratio of Axis Small Cap Fund is 1.68% per year.
What is the minimum SIP amount for Axis Small Cap Fund?
You can start a SIP in Axis Small Cap Fund with ₹3,000 a month.
What returns has Axis Small Cap Fund given?
Axis Small Cap Fund has returned 10.7% over 1 year, 8.3% over 3 years and 13.1% over 5 years (annualised).
Is there a lock-in or exit load on Axis Small Cap Fund?
Lock-in: None. Exit load: Exit load of 1% for investments beyond 10% if redeemed within 12 months.
How risky is Axis Small Cap Fund?
Axis Small Cap Fund is rated Very High on the SEBI riskometer and belongs to the Small Cap category.
Which fund house manages Axis Small Cap Fund?
Axis Small Cap Fund is managed by Axis Mutual Fund, which runs 74 schemes with ₹3,91,554 Cr under management.