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Axis Small Cap Fund
Small CapRank #24
3/5
NAV (2026-09-07)
₹118.07
AUM
₹30,088.59 Cr
Exp. Ratio: 1.68%
RISK LEVEL
Very High
Returns & Performance
1 Year11.64%1.05% vs cat avgRank #22
3 Year14.62%0.49% vs cat avgRank #17
5 Year15.32%0.62% vs cat avgRank #14
Since Launch21.31%4.73% vs cat avg
Fund vs Category Average
1Y
11.64%-1.05%
3Y
14.62%-0.49%
5Y
15.32%-0.62%
Pros & Cons
Pros
✔No lock-in period
✔Outperforms category avg since launch
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (1.68%)
✖1Y category rank outside top 15 (#22)
✖Overall rank #24 in category
ISININF846K01K01
NAV₹118.07
NAV Date2026-09-07
AUM₹30,088.59 Cr
Expense Ratio1.68%
RiskVery High
Rating3 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2009-09-04
INVESTMENT OBJECTIVE
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Tejas Sheth
Mr. Sheth has done PG Diploma in Management.
Prior to joining Axis Mutual Fund he has worked with Nippon India Mutual Fund, Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Axis Small Cap Fund is ₹118.07 as of 2026-09-07.
Axis Small Cap Fund is classified as a Small Cap fund.
The Assets Under Management (AUM) of Axis Small Cap Fund is ₹30,088.59 Cr.
The expense ratio of Axis Small Cap Fund is 1.68%.
Axis Small Cap Fund is managed by Tejas Sheth.
The minimum SIP investment for Axis Small Cap Fund is ₹100.
As per the SEBI Riskometer, Axis Small Cap Fund carries a Very High risk level.
Axis Small Cap Fund has delivered 11.64% (1Y), 14.62% (3Y) and 15.32% (5Y) annualised returns as of 2026-09-07.
Axis Small Cap Fund was launched on 2009-09-04.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
