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Axis Mutual Fund

Axis Small Cap Fund - Regular Plan - IDCW

Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★ISIN INF846K01K19
NAV · 06-Jul-2026
45.1200
1M
+6.40%
6M
-2.58%
1Y (CAGR)
-5.24%
3Y (CAGR)
+6.55%
5Y (CAGR)
+6.58%
Since inception (CAGR)
+12.68%

NAV history

40.3344.7449.1604-07-202303-07-202644.92
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Risk & SIP analytics

Q4 · 3Y in category
Volatility (3y)
16.95%
Downside dev (3y)
16.44%
Max drawdown (3y)
-29.9%
Sharpe (3y)
0.00
SIP XIRR (3y)
+1.05%
SIP XIRR (5y)
+4.42%
Calendar-year returns
2020 +10.2%2021 +44.8%2022 -5.8%2023 +21.8%2024 +14.9%2025 -10.1%

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 ↗