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Mutual Funds

Axis Small Cap Fund

Ax

Axis Small Cap Fund

Small CapRank #25
4/5

NAV (2026-07-14)

113.51

AUM

₹29,393.79 Cr

Exp. Ratio: 1.71%

RISK LEVEL

Very High

Returns & Performance

1 Year4.85%0.05% vs cat avgRank #18
3 Year15.50%2.13% vs cat avgRank #27
5 Year15.72%0.17% vs cat avgRank #13
Since Launch21.21%--

Fund vs Category Average

1Y
4.85%-0.05%
3Y
15.50%-2.13%
5Y
15.72%-0.17%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (1.71%)
1Y category rank outside top 15 (#18)
Overall rank #25 in category
ISININF846K01K01
NAV₹113.51
NAV Date2026-07-14
AUM₹29,393.79 Cr
Expense Ratio1.71%
RiskVery High
Rating4 / 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.

Top Holdings

Holdings data not available for this scheme