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axis small cap fund regular growth
Axis Small Cap Fund Regular Growth

Axis Small Cap Fund Regular Growth

  • Very High Risk
  • Equity
  • Small-Cap
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NAV as on Mar 31, 2026
i
Price per unit of the scheme.
₹ 92.9500-0.01%1 Day Change
-8.81%
Minimum Investment₹500
Expense Ratio1.66%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
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 Regular 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 Regular 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
    1.66%
    Category Avg Expense Ratio
    0.68%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 25,516.76 Cr(As on Jan, 2026)
    Inception Date
    Nov 29, 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 Regular Growth is an Equity - Small-Cap fund. The fund was launched inNov 29, 2013. Its risk level is . The NAV of the fund as onMar 31, 2026 is ₹92.95. Its expense ratio is 1.66 %. The fund has an AUM of ₹25,516.76 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 Rank18Out of 26
      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₹ 1,40,981.27 Cr
    • Highest Return In 1 Yr37.66 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Global Innovation Fund of Fund Direct Growth
    --
    ₹ 15.84
    -3.71%
    -%
    Very High Risk
    ₹698.75Cr
    Axis Business Cycles Fund Direct Growth
    --
    ₹ 15.10
    -11.75%
    -%
    Very High Risk
    ₹2,145.25Cr
    Axis Growth Opportunities Fund Direct Growth
    ₹ 32.71
    -10.92%
    -11.16%
    Very High Risk
    ₹15,286.98Cr
    Axis Global Innovation Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.84
    • Fund Size₹698.75Cr
    Fund Return-3.71%
    Category Return--
    Axis Business Cycles Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.10
    • Fund Size₹2,145.25Cr
    Fund Return-11.75%
    Category Return--
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 32.71
    • Fund Size₹15,286.98Cr
    Fund Return-10.92%
    Category Return-11.16%
    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₹ 1,73,717.29 Cr
    • Highest Return In 1 Yr3.20 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Multicap Fund Direct Growth
    --
    ₹ 16.86
    -10.32%
    -10.74%
    Very High Risk
    ₹9,091.56Cr
    Axis Flexi Cap Fund Direct Growth
    ₹ 26.07
    -11.24%
    -11.27%
    Very High Risk
    ₹12,639.37Cr
    Axis Bluechip Fund Direct Plan Growth
    ₹ 62.24
    -11.17%
    -11.60%
    Very High Risk
    ₹32,420.00Cr
    Axis Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.86
    • Fund Size₹9,091.56Cr
    Fund Return-10.32%
    Category Return-10.74%
    Axis Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 26.07
    • Fund Size₹12,639.37Cr
    Fund Return-11.24%
    Category Return-11.27%
    Axis Bluechip Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 62.24
    • Fund Size₹32,420.00Cr
    Fund Return-11.17%
    Category Return-11.60%
    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₹ 30,820.54 Cr
    • Highest Return In 1 Yr3.20 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Small Cap Fund Direct Growth
    ₹ 108.18
    -8.72%
    -9.68%
    Very High Risk
    ₹25,516.76Cr
    Axis Special Situations Fund Direct Growth
    --
    ₹ 17.77
    -7.30%
    -%
    Very High Risk
    ₹1,145.06Cr
    Axis Business Cycles Fund Direct Growth
    --
    ₹ 15.10
    -11.75%
    -%
    Very High Risk
    ₹2,145.25Cr
    Axis Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 108.18
    • Fund Size₹25,516.76Cr
    Fund Return-8.72%
    Category Return-9.68%
    Axis Special Situations Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.77
    • Fund Size₹1,145.06Cr
    Fund Return-7.30%
    Category Return--
    Axis Business Cycles Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.10
    • Fund Size₹2,145.25Cr
    Fund Return-11.75%
    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₹ 1,45,085.73 Cr
    • Highest Return In 1 Yr37.66 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Axis Growth Opportunities Fund Direct Growth
    ₹ 32.71
    -10.92%
    -11.16%
    Very High Risk
    ₹15,286.98Cr
    Axis ESG Equity Fund Direct Growth
    --
    ₹ 20.43
    -10.28%
    -11.91%
    Very High Risk
    ₹1,152.16Cr
    Axis Midcap Fund Direct Plan Growth
    ₹ 120.14
    -9.82%
    -10.66%
    Very High Risk
    ₹30,895.30Cr
    Axis Growth Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 32.71
    • Fund Size₹15,286.98Cr
    Fund Return-10.92%
    Category Return-11.16%
    Axis ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.43
    • Fund Size₹1,152.16Cr
    Fund Return-10.28%
    Category Return-11.91%
    Axis Midcap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 120.14
    • Fund Size₹30,895.30Cr
    Fund Return-9.82%
    Category Return-10.66%
    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₹ 1,46,092.18 Cr
    • Highest Return In 1 Yr14.97 %
    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
    ₹ 165.18
    -9.52%
    -9.68%
    Very High Risk
    ₹65,812.16Cr
    Nippon India Multi Asset Fund Direct Growth
    --
    ₹ 24.45
    -7.81%
    -%
    Very High Risk
    ₹12,513.31Cr
    Nippon India Growth Fund - Direct Plan - Growth
    ₹ 4,201.87
    -11.50%
    -10.66%
    Very High Risk
    ₹41,727.36Cr
    Nippon India Small Cap Fund - Direct Plan - Growth Plan
    Very High Risk
    • NAV₹ 165.18
    • Fund Size₹65,812.16Cr
    Fund Return-9.52%
    Category Return-9.68%
    Nippon India Multi Asset Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.45
    • Fund Size₹12,513.31Cr
    Fund Return-7.81%
    Category Return--
    Nippon India Growth Fund - Direct Plan - Growth
    Very High Risk
    • NAV₹ 4,201.87
    • Fund Size₹41,727.36Cr
    Fund Return-11.50%
    Category Return-10.66%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (91.13%)
    DEBT (-%)
    CASH (8.87%)
    Allocation by Market Cap
    Large Cap(5.64%)
    Mid Cap(15.57%)
    Small Cap(67.84%)
    Industry Holdings
    • Banks Regional7.16%
    • Auto Parts6.95%
    • Specialty Chemicals5.63%
    • Medical Care5.54%
    • Drug Manufacturers Specialty Generic5.20%
    • Packaged Foods4.47%
    Stock Holdings
    • Krishna Institute of Medical Sciences Ltd2.90%
    • Multi Commodity Exchange of India Ltd2.82%
    • CCL Products (India) Ltd2.69%
    • J.B. Chemicals & Pharmaceuticals Ltd2.36%
    • City Union Bank Ltd2.14%
    • Blue Star Ltd1.94%

    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.
      0.29
      This Fund
      VS
      0.40
      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.
      92.71
      This Fund
      VS
      89.84
      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.
      0.71
      This Fund
      VS
      0.82
      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.
      0.78
      This Fund
      VS
      0.77
      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.
      1.21
      This Fund
      VS
      1.22
      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.
      14.50
      This Fund
      VS
      17.13
      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 ₹ 3,67,766.04 crores. It’s current offering of mutual fund schemes includes 35 equity, 31 debt and 14 hybrid schemes.
    phone icon
    Phone
    8108622211
    mail icon
    Email
    customerservice@axismf.com
    aum
    AUM
    ₹ 3,67,766.04 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    22nd & 23rd Floor, One Lodha Place Mumbai,400013

    bt_logoFAQs

    What is the category of Axis Small Cap Fund Regular Growth ?
    The category of Axis Small Cap Fund Regular Growth is Equity - Small-Cap
    What is the current NAV of Axis Small Cap Fund Regular Growth ?
    The current NAV of Axis Small Cap Fund Regular Growth as on Mar 31, 2026 is ₹92.95
    How safe is Axis Small Cap Fund Regular Growth ?
    The risk level of Axis Small Cap Fund Regular Growth is Very High.
    What are short term returns given by Axis Small Cap Fund Regular Growth ?
    The return given by Axis Small Cap Fund Regular Growth in 1 month is -8.81%, 3 months is -11.28%, 6 months is -10.81%, and 1 year is -2.75%
    What are the long term returns given by Axis Small Cap Fund Regular Growth ?
    The return given by Axis Small Cap Fund Regular Growth in 3 years is 14.64% and 5 years is 16.24%.
    What is the expense ratio of Axis Small Cap Fund Regular Growth ?
    The expense ratio of Axis Small Cap Fund Regular Growth is 1.66%
    What is the AUM of Axis Small Cap Fund Regular Growth ?
    The assets under Management (AUM) of Axis Small Cap Fund Regular Growth is Rs 25,516.76 crores.
    What is the minimum investment in Axis Small Cap Fund Regular Growth ?
    The minimum Lumpsum investment in Axis Small Cap Fund Regular Growth is ₹500.00 and the minimum SIP investment in Axis Small Cap Fund Regular Growth is ₹100.00
    What is the asset allocation of Axis Small Cap Fund Regular Growth?
    Axis Small Cap Fund Regular Growth has an exposure of 91.13% in Equity and 8.87% in Cash & Money Market Securities

    bt_logoCALCULATORS

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