Axis Small Cap Fund - Regular Plan - Growth
NAV as on 14-01-2026
₹ 102.93
₹
0.35
(
0.34%)
AUM as on 31-12-2025
26,316.14 Cr
Rtn (Since Inception)
21.16%
Axis Small Cap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Small Cap |
| Launch Date: | 05-11-2013 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Smallcap 250 TRI |
| TER: | 1.59% As on (31-12-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 26,316.14 Cr As on (31-12-2025) |
| Turn over: | 28 |
| Exit Load: | If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL on FIFO basis For remaining investments: 1% w.e.f., 29/11/2018 |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Axis Small Cap Reg Gr | 05-11-2013 | 2.33 | 8.61 | 17.35 | 20.25 | 18.01 |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 8.59 | 8.14 | 0.0 | 0.0 | 0.0 |
| Sundaram Small Cap Reg Gr | 10-02-2005 | 5.96 | 8.05 | 19.7 | 21.26 | 14.19 |
| Bandhan Small Cap Reg Gr | 08-02-2020 | 5.07 | 16.02 | 29.13 | 24.23 | 0.0 |
| TRUSTMF SMALL CAP FUND REG GR | 04-11-2024 | 4.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| PGIM India Small Cap Fund Reg Gr | 29-07-2021 | 4.06 | 7.08 | 13.1 | 0.0 | 0.0 |
| HDFC Small Cap Reg Gr | 02-04-2008 | 3.21 | 6.97 | 19.3 | 22.96 | 18.08 |
| DSP Small Cap Reg Gr | 15-06-2007 | 2.47 | 8.08 | 18.91 | 21.11 | 16.35 |
| Invesco India Small Cap Reg Gr | 05-10-2018 | 2.28 | 12.65 | 23.34 | 24.02 | 0.0 |
| ABSL Small Cap Gr | 31-05-2007 | 2.08 | 5.67 | 16.76 | 16.92 | 12.96 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Installment Amount
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