← Axis Mutual Fund
Axis Small Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★★ISIN INF846K01K43
NAV · 06-Jul-2026
₹53.3300
1M
+6.50%
6M
-2.08%
1Y (CAGR)
-4.26%
3Y (CAGR)
+7.69%
5Y (CAGR)
+7.84%
Since inception (CAGR)
+14.19%
NAV history
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Risk & SIP analytics
Q4 · 3Y in categoryVolatility (3y)
16.94%
Downside dev (3y)
16.46%
Max drawdown (3y)
-28.8%
Sharpe (3y)
0.07
SIP XIRR (3y)
+2.11%
SIP XIRR (5y)
+5.59%
Calendar-year returns
2020 +12.2%2021 +47.2%2022 -4.6%2023 +23.1%2024 +16.2%2025 -9.1%
Fund facts
Fund managerTejas Sheth · Mayank Hyanki · Krishnaa N
AUM₹2,78,400 Cr
Expense ratio0.61% · 2026-05-31
TER · AMFI officialDirect 0.74% · Regular 1.67% (2026-06-30)
Launch date11-Nov-2013
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹100
Lock-inNone
Volatility16.94
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 ↗