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Compare AXIS Small Cap Fund - Direct (G)

Compare Funds

Detailed comparison on NAV, returns, risk, holdings and cost

AXIS Small Cap Fund - Direct (G)

Axis Mutual Fund

Small Cap FundVery High Risk

₹134.25(+7.01% 1Y)

NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

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1M

3M

6M

1Y

3Y

5Y

Fund Details

Fund Details	AXIS Small Cap Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹10
Min Lumpsum	₹100
Expense Ratio	0.70%
NAV	₹134.25 (11 Nov 2026)
Fund Size	₹29,231.15 Cr
Fund Started	29 Nov 2013
Lock-in Period	No lock-in
Exit Load	If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.

Returns

Returns	AXIS Small Cap Fund - Direct (G)
1M	0.52%
3M	-1.94%
6M	4.44%
1Y	7.01%
3Y	13.93%
5Y	14.51%
Since Inception	22.11%

Risk Ratios

Trailing risk-adjusted performance measures

Risk Ratio	AXIS Small Cap Fund - Direct (G)
Alpha	1.81
Beta	0.76
Sharpe	0.47
Standard Deviation	5.02

Holding Analysis

Holding Analysis	AXIS Small Cap Fund - Direct (G)
Top 5 Holdings	17.18%
Top 10 Holdings	25.38%
Portfolio Turnover	0.45
Equity	90.49%
Debt	8.97%
Cash	—

Top Holdings

AXIS Small Cap Fund - Direct (G)

Name	Assets
C C IReverse Repo	8.46%
Torrent Pharmaceuti...Equity	2.34%
Krishna Institute o...Equity	2.28%
CCL Products (India...Equity	2.13%
Sai Life Sciences LtdEquity	1.97%
City Union Bank LtdEquity	1.92%
Sansera Engineering...Equity	1.77%
Navin Fluorine Inte...Equity	1.55%
Brigade Enterprises...Equity	1.48%
Karur Vysya Bank LtdEquity	1.48%

Fund Manager

Fund Manager	AXIS Small Cap Fund - Direct (G)
Name	, , , ,

About Fund

About	AXIS Small Cap Fund - Direct (G)
AMC	Axis Mutual Fund
Scheme Category	Small Cap Fund
Benchmark	Nifty Smallcap 250 TRI
Launch Date	11 Nov 2013