EQUITY•SMALL CAP FUND
Axis Small Cap Fund
3 Year return
17.14%
NAV on August 25, 2026
137.33
1D Returns
-0.65%
Launched on November 2013(13 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
31.42%₹1,131
Total Value ₹4,731
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹30,088.59 Cr.
Expense Ratio
0.77% (inclusive of GST)
Exit Load
If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
Ratings
4
Ratings by other agencies
Value Research
5
Crisil
3
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Axis Mutual Fund Manager
KN
Krishnaa N
Fund Manager since Mar 2024
MH
Mayank Hyanki
Fund Manager since Aug 2023
TS
Tejas Sheth
Fund Manager since May 2024
Fund House Details
Axis Mutual Fund
Asset management company
AUM
₹3,77,445.09 Cr.
No. of Schemes
275
Setup Date
January 2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Bank of India Small Cap Fund | 23.7121% | 2.5 |
| Invesco India Smallcap Fund | 24.5178% | 1 |
| Quant Small Cap Fund | 18.8428% | 4 |
Schemes by Axis Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment10.6742%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout10.2487%
Hybrid . Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment10.2487%
Axis Small Cap Fund Direct Plan-Growth, a mutual fund scheme from Axis Mutual Fund, primarily invests in small-cap stocks. This small-cap fund stands out for its bottom-up approach to investing, aiming to identify businesses with substantial long-term potential. The performance of Axis Small Cap Fund Direct Plan-Growth in terms of delivering consistent returns aligns with the average of its category. The fund also demonstrates an average ability to mitigate risk during market downturns.
Investment Objective of the Scheme
The investment objective of the Axis Small Cap Fund Direct Plan-Growth is to generate long-term capital appreciation. This is achieved by maintaining a diversified portfolio that primarily consists of equity and equity-related instruments belonging to small cap companies. The fund's strategy is designed to leverage the high growth potential of these small cap companies, with the aim of delivering substantial returns over the long term.
Key Features of The Fund
5-year return
18.0989%
Expense Ratio
0.77%
Fund Manager
Krishnaa N
Fund Size
₹30088.59 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
This Axis Small Cap Fund Direct Plan-Growth is an excellent fit for those who are patient and able to absorb short-term market volatility that can be associated with small-cap investments. However, the fund's strategy does require investors to have an investment horizon of at least five years to effectively reap the potential benefits of small-cap investing. In essence, this fund serves as a strategic investment tool for those willing to tolerate higher risk for potentially higher returns in the long term.
AMC Contact Details
| Name | Axis Mutual Fund |
| Launch Date | January 2009 |
| Address | Axis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025 |
| Contact | 8108622211 |
| customerservice@axismf.com | |
| Website | https://www.axismf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Axis Small Cap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Small Cap Fund on August 25, 2026, is ₹137.33
What is the AUM of Axis Small Cap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Small Cap Fund, is ₹30088.59 crore.
What is the expense ratio of Axis Small Cap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Small Cap Fund is 0.77%
What are the returns of Axis Small Cap Fund since inception?
The Axis Small Cap Fund was launched on November 11, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Axis Small Cap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Small Cap Fund is ₹100.
How do I invest in Axis Small Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Axis Small Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Axis Small Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Axis Small Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,731 in 3Y at 17.1358% returns
SIP Date1st of every month
Your next SIP Payment will be on 25 September 2026
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