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Axis Mutual Fund

Axis Small Cap Fund - Regular Plan - Growth

Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★ISIN INF846K01K01
NAV · 06-Jul-2026
113.3000
1M
+6.42%
6M
+6.55%
1Y (CAGR)
+3.64%
3Y (CAGR)
+16.20%
5Y (CAGR)
+16.42%
Since inception (CAGR)
+21.24%

NAV history

80.9892.5210404-07-202303-07-2026112.80
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
14.82%
Downside dev (3y)
11.78%
Max drawdown (3y)
-19.8%
Sharpe (3y)
0.65
SIP XIRR (3y)
+10.97%
SIP XIRR (5y)
+14.83%
Calendar-year returns
2020 +22.4%2021 +58.2%2022 +2.6%2023 +34.0%2024 +25.0%2025 -2.0%

Fund facts

AUM₹2,78,400 Cr
TER · AMFI officialDirect 0.74% · Regular 1.67% (2026-06-30)
Launch date11-Nov-2013
Plan typeOpen Ended · Equity
Min lumpsumRs. 5000/- and in multiples of Re. 1/- thereafter
Lock-inNone
Volatility14.76
AMCAxis Asset Management Co. Ltd.

Objective · To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

scheme documents ↗