← Axis Mutual Fund
Axis Small Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Small Cap Fund)Very High Risk★★★★★ISIN INF846K01K35
NAV · 06-Jul-2026
₹132.2100
1M
+6.50%
6M
+7.09%
1Y (CAGR)
+4.70%
3Y (CAGR)
+17.44%
5Y (CAGR)
+17.83%
Since inception (CAGR)
+22.74%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
14.82%
Downside dev (3y)
11.78%
Max drawdown (3y)
-19.4%
Sharpe (3y)
0.74
SIP XIRR (3y)
+12.14%
SIP XIRR (5y)
+16.12%
Calendar-year returns
2020 +24.6%2021 +60.7%2022 +4.1%2023 +35.6%2024 +26.4%2025 -0.9%
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
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 ↗