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axis small cap fund direct growth
Axis Small Cap Fund Direct Growth

Axis Small Cap Fund Direct Growth

  • Very High Risk
  • Equity
  • Small-Cap
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NAV as on Nov 26, 2025
i
Price per unit of the scheme.
₹ 124.24001.17%1 Day Change
0.10%
Minimum Investment₹500
Expense Ratio0.55%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Axis Small Cap Fund Direct Growth
VS
Equity: Small-Cap Average NAV
    Topper in Equity: Small-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Axis Small Cap Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Smallcap 250 TR INR
    Expense Ratio
    0.55%
    Category Avg Expense Ratio
    0.68%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 27,065.84 Cr(As on Oct, 2025)
    Inception Date
    Dec 05, 2013
    Turnover
    2.00 %
    Exit Load
    If redeemed / switched out within 12 months from the date of allotmentFor 10% of investments NIL For remaining investments 1% If redeemed / switched out after 12 months from the date of allotment NIL.

    bt_logoABOUT THE FUND

    Objective: To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

    Axis Small Cap Fund Direct Growth is an Equity - Small-Cap fund. The fund was launched inDec 05, 2013. Its risk level is . The NAV of the fund as onNov 26, 2025 is ₹124.24. Its expense ratio is 0.55 %. The fund has an AUM of ₹27,065.84 Cr.The fund is managed byShreyash Devalkar,Vinayak Jayanath,Mayank Hyanki,Krishnaa N,Tejas Sheth.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Vinayak Jayanath
    Vinayak Jayanath
    i
    Lead Fund Manager.
    Jan 17, 2023 - Present
    • Fund Manager Rank17Out of 23
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed19
    • Total AUM₹ 1,45,843.11 Cr
    • Highest Return In 1 Yr39.95 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Global Innovation Fund of Fund Direct Growth
    --
    ₹ 16.51
    -2.46%
    -%
    Very High Risk
    ₹642.11Cr
    Axis Business Cycles Fund Direct Growth
    --
    ₹ 17.47
    0.92%
    -%
    Very High Risk
    ₹2,298.23Cr
    Axis Growth Opportunities Fund Direct Growth
    ₹ 37.28
    -0.14%
    -0.26%
    Very High Risk
    ₹15,453.36Cr
    Axis Global Innovation Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.51
    • Fund Size₹642.11Cr
    Fund Return-2.46%
    Category Return--
    Axis Business Cycles Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.47
    • Fund Size₹2,298.23Cr
    Fund Return0.92%
    Category Return--
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 37.28
    • Fund Size₹15,453.36Cr
    Fund Return-0.14%
    Category Return-0.26%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Shreyash Devalkar
    Shreyash Devalkar
    i
    Lead Fund Manager.
    Mar 1, 2023 - Present
    • Schemes managed14
    • Total AUM₹ 1,82,091.40 Cr
    • Highest Return In 1 Yr11.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Multicap Fund Direct Growth
    --
    ₹ 19.33
    0.68%
    -0.29%
    Very High Risk
    ₹9,099.31Cr
    Axis Flexi Cap Fund Direct Growth
    ₹ 30.10
    -0.79%
    0.67%
    Very High Risk
    ₹13,319.21Cr
    Axis Bluechip Fund Direct Plan Growth
    ₹ 72.13
    0.75%
    1.27%
    Very High Risk
    ₹33,827.15Cr
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.33
    • Fund Size₹9,099.31Cr
    Fund Return0.68%
    Category Return-0.29%
    Axis Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 30.10
    • Fund Size₹13,319.21Cr
    Fund Return-0.79%
    Category Return0.67%
    Axis Bluechip Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 72.13
    • Fund Size₹33,827.15Cr
    Fund Return0.75%
    Category Return1.27%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mayank Hyanki
    Mayank Hyanki
    i
    Lead Fund Manager.
    Aug 3, 2023 - Present
    • Schemes managed6
    • Total AUM₹ 32,569.61 Cr
    • Highest Return In 1 Yr11.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Small Cap Fund Direct Growth
    ₹ 124.24
    0.10%
    -1.67%
    Very High Risk
    ₹27,065.84Cr
    Axis Special Situations Fund Direct Growth
    --
    ₹ 20.51
    -0.54%
    -%
    Very High Risk
    ₹1,205.76Cr
    Axis Business Cycles Fund Direct Growth
    --
    ₹ 17.47
    0.92%
    -%
    Very High Risk
    ₹2,298.23Cr
    Axis Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 124.24
    • Fund Size₹27,065.84Cr
    Fund Return0.10%
    Category Return-1.67%
    Axis Special Situations Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.51
    • Fund Size₹1,205.76Cr
    Fund Return-0.54%
    Category Return--
    Axis Business Cycles Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.47
    • Fund Size₹2,298.23Cr
    Fund Return0.92%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Krishnaa N
    Krishnaa N
    i
    Lead Fund Manager.
    Mar 1, 2024 - Present
    • Schemes managed22
    • Total AUM₹ 1,49,609.89 Cr
    • Highest Return In 1 Yr39.95 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Growth Opportunities Fund Direct Growth
    ₹ 37.28
    -0.14%
    -0.26%
    Very High Risk
    ₹15,453.36Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 23.70
    0.64%
    -0.21%
    Very High Risk
    ₹1,220.62Cr
    Axis Midcap Fund Direct Plan Growth
    ₹ 134.62
    0.91%
    1.65%
    Very High Risk
    ₹32,069.13Cr
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 37.28
    • Fund Size₹15,453.36Cr
    Fund Return-0.14%
    Category Return-0.26%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 23.70
    • Fund Size₹1,220.62Cr
    Fund Return0.64%
    Category Return-0.21%
    Axis Midcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 134.62
    • Fund Size₹32,069.13Cr
    Fund Return0.91%
    Category Return1.65%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Tejas Sheth
    Tejas Sheth
    i
    Lead Fund Manager.
    May 13, 2024 - Present
    • Schemes managed5
    • Total AUM₹ 1,46,582.54 Cr
    • Highest Return In 1 Yr17.41 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    ₹ 190.31
    -0.54%
    -1.67%
    Very High Risk
    ₹68,969.15Cr
    Nippon India Multi Asset Fund Direct Growth
    --
    ₹ 25.23
    0.63%
    -%
    Very High Risk
    ₹8,722.27Cr
    Nippon India Growth Fund - Direct Plan - Growth
    ₹ 4,692.44
    0.82%
    1.65%
    Very High Risk
    ₹41,267.69Cr
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    Very High Risk
    • NAV₹ 190.31
    • Fund Size₹68,969.15Cr
    Fund Return-0.54%
    Category Return-1.67%
    Nippon India Multi Asset Fund Direct Growth
    Very High Risk--
    • NAV₹ 25.23
    • Fund Size₹8,722.27Cr
    Fund Return0.63%
    Category Return--
    Nippon India Growth Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 4,692.44
    • Fund Size₹41,267.69Cr
    Fund Return0.82%
    Category Return1.65%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Oct, 2025
    EQUITY (92.94%)
    DEBT (-%)
    CASH (7.06%)
    Allocation by Market Cap
    Large Cap(4.97%)
    Mid Cap(18.27%)
    Small Cap(66.01%)
    Industry Holdings
    • -%
    Stock Holdings
    • Krishna Institute of Medical Sciences Ltd2.84%
    • Brigade Enterprises Ltd2.36%
    • Krishna Institute of Medical Sciences Ltd2.29%
    • Multi Commodity Exchange of India Ltd2.26%
    • CCL Products (India) Ltd2.21%
    • Persistent Systems Ltd2.02%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      1.82
      This Fund
      VS
      0.45
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      92.70
      This Fund
      VS
      88.70
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.70
      This Fund
      VS
      0.81
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.95
      This Fund
      VS
      0.83
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.52
      This Fund
      VS
      1.34
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.21
      This Fund
      VS
      16.69
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Axis Asset Management Company Limited
    Axis Asset Management Company Limited manages assets worth ₹ 3,57,662.10 crores. It’s current offering of mutual fund schemes includes 34 equity, 31 debt and 14 hybrid schemes.
    phone icon
    Phone
    +91 22 43255161
    mail icon
    Email
    customerservice@axismf.com
    aum
    AUM
    ₹ 3,57,662.10 Cr (
    As on Oct 31, 2025
    )
    location
    Address
    22nd & 23rd Floor, One Lodha Place Mumbai,400013

    bt_logoFAQ's

    What is the category of Axis Small Cap Fund Direct Growth ?
    The category of Axis Small Cap Fund Direct Growth is Equity - Small-Cap
    What is the current NAV of Axis Small Cap Fund Direct Growth ?
    The current NAV of Axis Small Cap Fund Direct Growth as on Nov 26, 2025 is ₹124.24
    How safe is Axis Small Cap Fund Direct Growth ?
    The risk level of Axis Small Cap Fund Direct Growth is Very High.
    What are short term returns given by Axis Small Cap Fund Direct Growth ?
    The return given by Axis Small Cap Fund Direct Growth in 1 month is 0.10%, 3 months is 2.65%, 6 months is 4.61%, and 1 year is 3.42%
    What are the long term returns given by Axis Small Cap Fund Direct Growth ?
    The return given by Axis Small Cap Fund Direct Growth in 3 years is 20.04% and 5 years is 25.54%.
    What is the expense ratio of Axis Small Cap Fund Direct Growth ?
    The expense ratio of Axis Small Cap Fund Direct Growth is 0.55%
    What is the AUM of Axis Small Cap Fund Direct Growth ?
    The assets under Management (AUM) of Axis Small Cap Fund Direct Growth is Rs 27,065.84 crores.
    What is the minimum investment in Axis Small Cap Fund Direct Growth ?
    The minimum Lumpsum investment in Axis Small Cap Fund Direct Growth is ₹500.00 and the minimum SIP investment in Axis Small Cap Fund Direct Growth is ₹100.00
    What is the asset allocation of Axis Small Cap Fund Direct Growth?
    Axis Small Cap Fund Direct Growth has an exposure of 92.94% in Equity and 7.06% in Cash & Money Market Securities

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