Standard Deviation
At 14.00, lower volatility compared to the category average.
Returns:
Why Invest in Equity Funds?
Overview
A Strategic Investment in Small-Cap Growth
The Axis Small Cap Fund - Direct Plan - Growth is a strategic choice for investors looking to capitalize on the growth potential of small-cap stocks.Here's why this fund is a compelling option
Beta
A value of 0.70, lower volatility compared to similar funds in the market.
Sharpe Ratio
At 1.11, better risk-adjusted returns than the category average.
Treynor’s Ratio
At 0.22, better risk-adjusted returns compared to the category average.
Performance
The fund has shown strong performance of CAGR since inception of 24.00% vs 19.91% (Benchmark – Nifty Smallcap 250 TRI).
Strong Investor Base
With 16,52,448 Active Investors and 7,97,712 Active SIPs in July, the fund demonstrates strong investor confidence and a robust investor base.
Cost-Efficiency
It has a relatively lower expense ratio of 0.57% (Direct Plan as on 31st July 2025), ensuring that a larger portion of your investment is put to work.
Expert Management
The fund follows a bottom-up stock selection approach, focusing on scalable and asset-light business models, which are key to thriving in the small-cap space.
Source: Total Expense Ratio (TER) is as on 31st July 2025 for Axis Smallcap Fund - Direct Plan. The TER of the Scheme is subject to change at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments
Benefits
Bottom up approach to investing in small caps aimed at identifying long term businesses
Aim to generate alpha with a diversified portfolio of stocks
Ideal for small cap investors who can patiently invest and those willing to absorb short term volatility
Investment horizon of 5 years or more
Build a portfolio keeping in mind risk and reward by containing mistakes and navigating volatile stock movements
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10 % of investments | Nil |
| For remaining investments | 1% |
| If redeemed / switched - out after 12 months | |
| From the date of allotment | NIL |
Tax implication
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- Investment in a diversified portfolio predominantly consisting of equity and equity related instruments of small cap companies
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Performance
Returns Calculator
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Returns Over The Years
Performance of Axis Small Cap Fund - Direct Growth as of February 28, 2026
| NIFTY Smallcap 250 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | NIFTY Smallcap 250 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | NIFTY Smallcap 250 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2013-11-29 | 22.36% | 18.18% | 13.50% | 1,18,520 | 77,453 | 47,221 |
| 5 Years | 20.82% | 19.02% | 12.93% | 25,776 | 23,902 | 18,379 |
| 3 Years | 19.26% | 21.92% | 14.64% | 16,961 | 18,121 | 15,066 |
| 1 Year | 15.86% | 15.40% | 15.12% | 11,581 | 11,536 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 29 Nov 2013 | 14,80,000 | 50,16,725.08 | 18.38% | 15.85% | 13.09% | 42,12,707.69 | 34,86,864.78 |
| 5 Years | 6,00,000 | 8,38,817.03 | 13.40% | 13.90% | 11.04% | 8,49,115.66 | 7,91,191.81 |
| 3 Years | 3,60,000 | 4,09,279.02 | 8.55% | 7.86% | 9.28% | 4,05,111.53 | 4,13,671.83 |
| 1 Year | 1,20,000 | 1,19,911.99 | -0.14% | -3.42% | 4.67% | 1,17,808.78 | 1,22,959.96 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
No. of stocks
10
Top 10 Stocks (%)
21.83%
Top 5 Stocks (%)
12.91%
Top 3 Stocks (%)
8.41%
Holdings
| Stocks | % of holdings |
|---|---|
| Krishna Institute Of Medical Sciences Limited | 2.9 |
| Multi Commodity Exchange of India Limited | 2.82 |
| CCL Products (India) Limited | 2.69 |
| JB Chemicals & Pharmaceuticals Limited | 2.36 |
| City Union Bank Limited | 2.14 |
IDCW
| Record Date | Option | IDCW (Per Unit) | NAV (Per Unit) | ||
|---|---|---|---|---|---|
| Individuals/HUF | Others | Cum IDCW | Ex- IDCW | ||
| 2026-01-20 | Dividend | 4.33 | 4.33 | 50.63 | 46.3 |
| 2025-01-17 | Dividend | 4.69 | 4.69 | 56.65 | 51.96 |
| 2024-03-20 | Dividend | 4.05 | 4.05 | 50.18 | 46.13 |
Outlook
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Frequently asked questions
What are the Risks associated with investing in the Axis Small Cap Fund?
All equity mutual funds, including the Axis Small Cap Fund, carry investment risk. Small-cap funds are considered riskier than large-cap funds because of market volatility and economic fluctuations.
How does the Small Cap Fund fit into an investment portfolio?
Small Cap Fund can form an integral part of your mutual fund portfolio if you have a long term investment horizon. Small Cap Fund invest at least 65% of their portfolio in small cap stocks.
What is the minimum investment required for the Axis Small Cap Fund?
Minimum investment required for Axis Small Cap Fund is Rs. 100 and in multiples of Re. 1/- thereafter.
Who should invest in Axis Small Cap Fund?
Small Cap Funds are ideal for aggressive investors who have very high-risk appetite and long time horizon to invest.
What type of fund is Small Cap Fund?
Equity mutual funds can be largely categorized based on market cap. Large cap, mid cap, and small cap funds are the different types of equity funds each of whom taps into companies belonging to specific market capitalization. Axis Small Cap Fund is an equity mutual fund that specifically targets credible stocks of companies with small market capitalization. This equity fund is different than a large cap, mid cap, or multi cap fund each of which possesses unique traits.
How does Axis Small Cap fund work?
Axis Small Cap Fund works pretty much like any other equity mutual fund scheme. This small cap fund invests a majority of its investible corpus in equity and equity related instruments of companies with small market capitalization. The scheme may invest the remaining corpus in other money market instruments in accordance with the scheme’s investment objective. The Asset Management Company running a small cap fund collects money from investors sharing a common investment objective and the fund manager invests this accumulated sum across the small cap sector. In exchange, the investors receive units in accordance with the scheme’s existing Net Asset Value (NAV). The NAV of the scheme may vary based on the mid cap scheme’s overall performance. Axis Small Cap Fund invests in stocks of small cap companies that have growth potential and can offer long term earnings to investors.
Benefits of Axis Small Cap Mutual Fund
Axis Small Cap Fund offers these benefits for retail investors:This small cap fund offers a bottom up approach to investing in small caps aimed at identifying long term businessesAxis Small Cap Fund aims to generate alpha with a diversified portfolio of stocksThis equity mutual fund scheme builds a portfolio keeping in mind risk and reward by containing mistakes and navigating volatile stock movementsAxis Small Cap Fund might be ideal for small cap investors who can patiently invest and those willing to absorb short term volatilityThis scheme can also be considered by investors with an investment horizon of 5 years or more
What is Axis Small Cap Fund?
Small cap funds are equity funds that invest in companies with a market capitalization of Rs. 500 crores or less. These funds are like large cap funds and mid cap funds both who invest a majority of their investible corpus in large cap and mid cap companies respectively. Axis Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks. The investment objective of this equity scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
How to invest in the Axis Small Cap Fund?
You can invest in the Axis Small Cap Fund directly from the Axis Mutual Fund website. You can also invest through platforms like MF Central and MF Utility.
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