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-3.64%
Cat. Avg.8.24%
2Y
Fund-7.29%
Cat. Avg.0.37%
3Y
Fund3.33%
Cat. Avg.13.28%
5Y
Fund3.31%
Cat. Avg.13.15%
10Y
Fund8.15%
Cat. Avg.15.96%
SI
Fund12.35%
Cat. Avg.16.67%
Fund Facts
No available Data
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 Nov, 25 | 60000 | 61695 | +2.8% | +5.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +0.6% | +0.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.80 L. | +0.0% | +0.0% |
| 5Y | 08 Nov, 21 | 3 L. | 3.29 L. | +9.7% | +3.7% |
| 10Y | 07 Nov, 16 | 6 L. | 9.08 L. | +51.4% | +8.1% |
| SI | 09 Dec, 13 | 7.75 L. | 13.96 L. | +80.1% | +8.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96365 | -3.6% | -3.6% |
| 2Y | 16 Oct, 24 | 1 L. | 85955 | -14.0% | -7.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.10 L. | +10.3% | +3.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.17 L. | +17.2% | +3.2% |
| 10Y | 17 Oct, 16 | 1 L. | 2.21 L. | +120.8% | +8.2% |
| SI | 05 Dec, 13 | 1 L. | 4.48 L. | +347.6% | +12.4% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.