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EQUITY•SMALL CAP FUND

Axis Small Cap Fund Direct Plan IDCW Reinvestment

3 Year return

18.20%
NAV on December 18, 2025
52.88
1D Returns
-0.34%
Launched on November 2013(12 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
33.75%₹1,215
Total Value ₹4,815

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹26,769.08 Cr.
Expense Ratio
0.56% (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

ARQ Rating
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

Axis Mutual Fund

Asset management company

AUM
₹3,54,362.32 Cr.
No. of Schemes
277
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant Small Cap Fund20.7452%
4
Nippon India Small Cap Fund20.987%
4
Invesco India Smallcap Fund24.9975%
1

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
12.2357%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
12.2349%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
12.2349%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
11.5738%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
11.5738%

About the Axis Small Cap Fund Direct Plan IDCW Reinvestment

The Axis Small Cap Fund Direct Plan IDCW Reinvestment is a mutual fund that invests in small-cap companies. Small-cap companies are those with a market capitalisation of less than Rs. 5,000 crores. This fund aims to provide long-term capital appreciation by investing in a diversified portfolio of small-cap companies. The Axis Small Cap Fund Direct Plan IDCW Reinvestment is a small-cap mutual fund managed by Axis Mutual Fund, one of the largest mutual fund companies in India. The fund has been around since 2013 and has a good track record of performance.

Investment Objectives of the Scheme

The investment objective of the Axis Small Cap Fund Direct Plan IDCW Reinvestment is to provide long-term capital appreciation by investing in a diversified portfolio of small-cap companies.

Key Features of The Fund

5-year return
23.331%
Expense Ratio
0.56%
Fund Manager
Krishnaa N
Fund Size
₹26769.08 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Axis Small Cap Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for long-term capital appreciation and who are willing to take on some high-risk investment over 3-5 years. The fund is not suitable for investors who need regular income or who are not comfortable with the volatility of small-cap stocks.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

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 Direct Plan IDCW Reinvestment on December 18, 2025, is ₹52.88
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 Direct Plan IDCW Reinvestment, is ₹26769.08 crore.
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 Direct Plan IDCW Reinvestment is 0.56%
The Axis Small Cap Fund Direct Plan IDCW Reinvestment was launched on November 11, 2013. The fund has delivered a CAGR of undefined since inception.
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 Direct Plan IDCW Reinvestment is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,815 in 3Y at 18.2034% returns
SIP Date1st of every month

Your next SIP Payment will be on 19 January 2026

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