Axis Small Cap Fund Direct Growth

Axis Small Cap Fund Direct Growth

Equity

Axis Mutual Fund

Small-Cap

Get the latest NAV of Axis Small Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹121.58

▲0.9%1D

NAV as on 12 Dec 2025

23.09%/per year

Since Inception

Absolute Gain%

▲▼

106351 people have invested ₹ 43Cr in Axis Small Cap Fund Direct Growth in the last three months

Axis Small Cap Fund Performance vs. Nifty Smallcap 250

Fund returns vs Benchmark returns vs Category Average returns as on (12-Dec-25)

The fund has outperformed the benchmark (Nifty Smallcap 250) over 1Y, 5Y, but underperformed over 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-2.87%
-1.6%
-0.21%
-3.47%
18.58%
24.08%
Nifty Smallcap 250
-4.31%
-4.85%
-7.23%
-12.11%
18.87%
22.62%
Small-Cap Avg
-3.44%
-2.64%
-1.33%
-7.65%
18.43%
24.19%
Best in Small-Cap
-1.51%
1.41%
5.39%
0.78%
30.13%
31.24%
Worst in Small-Cap
-5.33%
-8.62%
-9.15%
-15.79%
13.61%
20.24%
Category Rank
5/18
5/18
4/18
10/18
6/15
--

Axis Small Cap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

7
/18
48% Performance
65% Risk Management
67% Cost

Ranked 7 out of 18 mutual funds in the small-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Axis Small Cap Fund
7/18
26,769Cr
0.56%
-3.47%
18.58%
2.13
0.70
0.86
1.38
-0.22
Bandhan Small Cap Fund Direct Growth
1/18
17,380Cr
0.4%
-3.59%
30.46%
9.91
0.89
1.27
2.31
2.17
Invesco India Smallcap Fund Direct Growth
2/18
8,999Cr
0.4%
-3.66%
25.28%
7.06
0.78
1.13
1.82
0.80
HDFC Small Cap Fund Direct Growth
3/18
38,020Cr
0.67%
-4.25%
20.47%
3.52
0.76
0.94
1.60
0.14
See all
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: No bad points found for this fund.
No bad points found for this fund.

Axis Small Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Axis Small Cap Fund Asset Allocation

See fund asset allocation details as on (14-Nov-25)

Fund Distribution

as on (14-Nov-25)

Small cap
65.9%
Mid cap
18.5%
Large cap
5.7%
Small Cap allocation has gone up from 65.6% to 66%
Small Cap allocation has gone up from 65.6% to 66%
Mid Cap allocation has gone down from 18.8% to 18.3%
Mid Cap allocation has gone down from 18.8% to 18.3%
Large Cap allocation has gone up from 3.9% to 5%
Large Cap allocation has gone up from 3.9% to 5%
Cash allocation has gone down from 9% to 7.1%
Cash allocation has gone down from 9% to 7.1%

Axis Small Cap Fund Sector Allocation

See fund sector allocation details as on (14-Nov-25)

Sector Allocation

Industrial
21.3%
Financial Services
21.1%
Health
13.4%
Basic Materials
12%
Consumer Cyclical
11.6%
Tech
7.6%
Consumer Defensive
6.1%
Real Estate
5.4%
Communication
1%
Utilities
0.6%

Top 3 Sectors in October were Financial Services, Industrial & Health

Oct'25

Financial Services

20%

Industrial

17%

Health

14%

Sep'25

Financial Services

19%

Industrial

18%

Health

15%

Axis Small Cap Fund Holdings Details

as on (30-Nov-25)

Top Stocks bought last month
HDFC Bank Ltd's allocation increased from 1.12% to 1.48%
HDFC Bank Ltd's allocation increased from 1.12% to 1.48%
Multi Commodity Exchange of India Ltd's allocation increased from 1.98% to 2.26%
Multi Commodity Exchange of India Ltd's allocation increased from 1.98% to 2.26%
Brigade Enterprises Ltd's allocation increased from 2.12% to 2.36%
Brigade Enterprises Ltd's allocation increased from 2.12% to 2.36%
Top Stocks sold last month
Krishna Institute of Medical Sciences Ltd's allocation decreased from 2.87 % to 2.84 %
Krishna Institute of Medical Sciences Ltd's allocation decreased from 2.87 % to 2.84 %
CCL Products (India) Ltd's allocation decreased from 2.26 % to 2.21 %
CCL Products (India) Ltd's allocation decreased from 2.26 % to 2.21 %
Kaynes Technology India Ltd's allocation decreased from 2.21 % to 2.01 %
Kaynes Technology India Ltd's allocation decreased from 2.21 % to 2.01 %

Axis Small Cap Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.56%
Benchmark
Nifty Smallcap 250 TR INR
AUM₹26769 Cr
Inception Date5 December, 2013
Min Lumpsum/SIP₹100/₹100
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
39.98%
Risk
Risk meter
pointer
Very High Risk

About Axis Small Cap Fund

Axis Small Cap Fund is a small-cap mutual fund that invests a minimum of 65% of its assets in equity and equity-related instruments of small-cap companies. The rest is allocated across non-small-cap companies, debt and money market instruments, derivatives, REITs, and InvITs. Small-cap stocks are defined as those ranked 251st and beyond in terms of full market capitalization, as per SEBI guidelines. These companies often carry high-growth potential and may evolve into mid or large-cap businesses over time.

 

The fund tracks the Nifty Smallcap 250 TRI as its benchmark. This index represents the performance of the top 250 small-cap companies, including dividends paid. Axis Small Cap Fund follows a fair-value-based research approach, with a strong emphasis on identifying quality business models, sustainable competitive advantages, and long-term growth prospects.

Fund Manager

Tejas Sheth

Fund Manager of Axis Small Cap Fund Direct Growth, since 13 May 2024

Krishnaa N

Fund Manager of Axis Small Cap Fund Direct Growth, since 1 March 2024

Mayank Hyanki

Fund Manager of Axis Small Cap Fund Direct Growth, since 3 August 2023

Learn more about Axis Mutual Fund
Parameters
Oct'25
Sep'25
Aug'25
AUM
₹ 27.1K Cr
₹ 26K Cr
₹ 25.6K Cr
  • AUM of the fund stands at 27.1K Cr as of Oct'25
  • AUM increased by 1.1K Cr between Oct'25 and Sep'25

Compare Axis Small Cap Fund

Axis Small Cap Fund

VS

Nippon India Small Cap Fund Direct Growth

Frequently Asked Questions for Axis Small Cap Fund Direct Growth

How do I invest in Axis Small Cap Fund?

INDmoney makes it simple to invest in the Axis Small Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Axis Small Cap Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Axis Small Cap Fund?

The NAV of the fund today is ₹121.58. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Axis Small Cap Fund fund has generated a return of -3.47% in 1 year, 18.58% in 3 years, 24.08% in 5 years.

Who is the fund manager of Axis Small Cap Fund?

The fund managers are Tejas Sheth, Krishnaa N, Mayank Hyanki.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.56%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹26769 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Axis Small Cap Fund?

The top 3 holdings of the fund are Krishna Institute of Medical Sciences Ltd(2.72%), CCL Products (India) Ltd(2.6%), Multi Commodity Exchange of India Ltd(2.49%)