Axis Small Cap Fund · Regular · Growth
NAV
₹110.1500
as of 17 Jun 2026
Expense Ratio
1.61%
AUM
₹25,599 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.22%
- 3Y
- +15.42%
- 5Y
- +17.16%
- Since Inception
- +21.07%
SIP returns (XIRR)
- 1Y
- +10.82%
- 3Y
- +10.49%
- 5Y
- +14.38%
- Since Inception
- +18.76%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹2,55,503
Benchmark
₹2,24,432
+₹31,071 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹75,500
Invested
₹2,55,503
Value today
18.1%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹10,512
Value today
20.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹7,55,000
Withdrawn
₹79,56,965
Corpus left
+₹77,11,965 net gain — withdrew ₹7,55,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹50,70,300
Value today
-19.6%
vs lumpsum
Direct lumpsum would have beaten STP by 19.6% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹4,53,494
Value today
4.5×
Multiple
Staying invested through that crash turned ₹1L into ₹4,53,494 — a 4.5× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.23
Sharpe Ratio
-0.01
Alpha
0.41
Beta
-0.22
Sortino
16.29%
Std Dev
-17.98%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Ccl Products (India) Limited2.79%
- 2Krishna Institute Of Medical Sciences Limited2.47%
- 3Jb Chemicals & Pharmaceuticals Limited2.23%
- 4Multi Commodity Exchange Of India Limited2.23%
- 5City Union Bank Limited1.94%
- 6Brigade Enterprises Limited1.78%
- 7Blue Star Limited1.61%
- 8Cholamandalam Financial Holdings Limited1.57%
- 9Sai Life Sciences Limited1.47%
- 10Can Fin Homes Limited1.35%
Investment Objective
Axis Small Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.
About This Fund
Axis Small Cap Fund · Regular · Growth is a Small Cap mutual fund offered by Axis Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹25,599 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 250 TRI. The current expense ratio is 1.61%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations