Axis Small Cap Fund - Regular Plan - IDCW
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
Fund-4.56%
Cat. Avg.6.26%
2Y
Fund-3.24%
Cat. Avg.4.10%
3Y
Fund6.09%
Cat. Avg.17.30%
5Y
Fund5.94%
Cat. Avg.16.24%
10Y
Fund9.26%
Cat. Avg.17.12%
SI
Fund12.74%
Cat. Avg.17.38%
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 | 2811.25 | 11.75% |
| 2 | CCL Products (India) Limited | 717.47 | 3.00% |
| 3 | Krishna Institute Of Medical Sciences Limited | 629.63 | 2.63% |
| 4 | JB Chemicals & Pharmaceuticals Limited | 616.18 | 2.58% |
| 5 | Multi Commodity Exchange of India Limited | 609.74 | 2.55% |
| 6 | NIFTY April 2026 Future | 479.15 | 2.00% |
| 7 | City Union Bank Limited | 472.49 | 1.98% |
| 8 | Blue Star Limited | 419.29 | 1.75% |
| 9 | Brigade Enterprises Limited | 400.54 | 1.67% |
| 10 | Cholamandalam Financial Holdings Limited | 377.98 | 1.58% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62647 | +4.4% | +9.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +1.2% | +1.3% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +2.8% | +1.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.38 L. | +12.7% | +4.8% |
| 10Y | 08 Aug, 16 | 6 L. | 9.40 L. | +56.7% | +8.8% |
| SI | 09 Dec, 13 | 7.60 L. | 14.01 L. | +84.3% | +9.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 95440 | -4.6% | -4.6% |
| 2Y | 15 Jul, 24 | 1 L. | 93630 | -6.4% | -3.2% |
| 3Y | 17 Jul, 23 | 1 L. | 1.19 L. | +19.1% | +6.0% |
| 5Y | 15 Jul, 21 | 1 L. | 1.33 L. | +33.4% | +5.9% |
| 10Y | 15 Jul, 16 | 1 L. | 2.42 L. | +142.4% | +9.3% |
| SI | 05 Dec, 13 | 1 L. | 4.54 L. | +353.7% | +12.7% |
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.