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-4.69%
Cat. Avg.4.92%
2Y
Fund-2.41%
Cat. Avg.3.67%
3Y
Fund6.04%
Cat. Avg.16.80%
5Y
Fund6.08%
Cat. Avg.15.95%
10Y
Fund9.14%
Cat. Avg.17.06%
SI
Fund12.70%
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 | 62510 | +4.2% | +8.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.21 L. | +1.0% | +1.0% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.85 L. | +2.6% | +1.7% |
| 5Y | 09 Aug, 21 | 3 L. | 3.37 L. | +12.4% | +4.7% |
| 10Y | 08 Aug, 16 | 6 L. | 9.38 L. | +56.3% | +8.7% |
| SI | 09 Dec, 13 | 7.60 L. | 13.98 L. | +83.9% | +9.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 95190 | -4.8% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 94851 | -5.1% | -2.6% |
| 3Y | 20 Jul, 23 | 1 L. | 1.19 L. | +19.2% | +6.0% |
| 5Y | 20 Jul, 21 | 1 L. | 1.34 L. | +34.3% | +6.1% |
| 10Y | 20 Jul, 16 | 1 L. | 2.40 L. | +139.8% | +9.1% |
| SI | 05 Dec, 13 | 1 L. | 4.53 L. | +352.7% | +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.