Axis Small Cap Fund - Regular Plan - Growth
Expense Ratio: 1.59
Risk: Very High
Equity Scheme - Small Cap Fund
Plan: Regular
Benchmark: Nifty Smallcap 250 TRI
Inception: 11-11-2013
Exit Load: Nil
Fund Size:₹26,692.24 Cr
Performance
1Y
Fund4.21%
Cat. Avg.4.92%
2Y
Fund6.55%
Cat. Avg.3.67%
3Y
Fund15.64%
Cat. Avg.16.80%
5Y
Fund15.87%
Cat. Avg.15.95%
10Y
Fund18.39%
Cat. Avg.17.06%
SI
Fund21.22%
Cat. Avg.17.09%
Fund Facts
Manager(s)
Ms. Krishnaa N
Beta
0.7
Std Dev
14.32%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd | 2125.39 | 7.23% |
| 2 | Krishna Institute Of Medical Sciences Limited | 825.26 | 2.81% |
| 3 | CCL Products (India) Limited | 794.72 | 2.70% |
| 4 | JB Chemicals & Pharmaceuticals Limited | 685.28 | 2.33% |
| 5 | Bank Nifty Index July 2026 Future | 612.91 | 2.09% |
| 6 | City Union Bank Limited | 547.90 | 1.86% |
| 7 | Sai Life Sciences Limited | 465.48 | 1.58% |
| 8 | Cholamandalam Financial Holdings Limited | 458.71 | 1.56% |
| 9 | HDFC Bank Limited | 435.81 | 1.48% |
| 10 | Craftsman Automation Limited | 424.23 | 1.44% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 65270 | +8.8% | +18.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.32 L. | +10.1% | +10.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.12 L. | +17.9% | +11.3% |
| 5Y | 09 Aug, 21 | 3 L. | 4.33 L. | +44.3% | +14.9% |
| 10Y | 08 Aug, 16 | 6 L. | 16.37 L. | +172.8% | +19.2% |
| SI | 09 Dec, 13 | 7.60 L. | 27.61 L. | +263.3% | +18.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.04 L. | +4.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.13 L. | +13.1% | +6.4% |
| 3Y | 20 Jul, 23 | 1 L. | 1.55 L. | +54.6% | +15.6% |
| 5Y | 20 Jul, 21 | 1 L. | 2.09 L. | +108.9% | +15.9% |
| 10Y | 20 Jul, 16 | 1 L. | 5.41 L. | +440.8% | +18.4% |
| SI | 05 Dec, 13 | 1 L. | 11.37 L. | +1036.7% | +21.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.