Axis Small Cap Fund Direct Growth
- Small-Cap
- Equity
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹27,840.05 Cr
Expense Ratio
0.61%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
5 Dec 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +5.7% | -- |
| 3 Months | +13.93% | -- |
| 6 Months | +10.4% | -- |
| 1 Year | +4.83% | +4.83% |
| 2 Years | -- | +5.88% |
| 3 Years | +60.61% | +17.11% |
| 5 Years | +123.56% | +17.46% |
| Since Launch | +1213.89% | +22.7% |
Holdings as on 12 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Clearing Corporation Of India Ltd | 2,927.72 | 10.52 |
| Krishna Institute of Medical Sciences Ltd | 768.78 | 2.76 |
| CCL Products (India) | 709.01 | 2.55 |
| JB Chemicals & Pharmaceuticals Ltd | 646.93 | 2.32 |
| Multi Commodity Exchange Of India | 525.62 | 1.89 |
| City Union Bank | 503.22 | 1.81 |
| Cholamandalam Financial Holdings | 437.98 | 1.57 |
| Sai Life Sciences | 437.46 | 1.57 |
| Nifty June 2026 Future | 414.79 | 1.49 |
| Craftsman Automation | 406.92 | 1.46 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.65
Sharpe Ratio
16.83%
Std. Deviation
13.50%
Tracking Error
14.60%
Alpha
0.68
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bandhan Small Cap Fund Direct Growth | +7.2% | +28.61% | +21.36% |
| Quant Small Cap Fund Growth Option Direct Plan | +8.86% | +21.31% | +20.2% |
| DSP Small Cap Fund Direct Plan Growth | +9.98% | +19.72% | +18.89% |
| Axis Small Cap Fund Direct Growth | +4.83% | +17.11% | +17.46% |
| SBI Small Cap Fund Direct Plan Growth | +2.72% | +14.02% | +14.92% |
Results are calculated on CAGR basis
About Fund
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
The Axis Small Cap Fund Direct Growth has an AUM of 27840.05 crores & has delivered CAGR of 17.46 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.61%. The minimum investment in Axis Small Cap Fund Direct Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Ltd, Krishna Institute of Medical Sciences Ltd, CCL Products (India), JB Chemicals & Pharmaceuticals Ltd.
The major sectors where the fund is invested are Construction Services, Biotechnology & Drugs, Chemical Manufacturing, Consumer Financial Services.
Some of the similar funds are Bandhan Small Cap Fund Direct Growth, Quant Small Cap Fund Growth Option Direct Plan, DSP Small Cap Fund Direct Plan Growth, Axis Small Cap Fund Direct Growth, SBI Small Cap Fund Direct Plan Growth. Axis Small Cap Fund Direct Growth has a sharpe ratio of 0.65 & a standard deviation of 16.83%.
FAQs
According to the morning star rating Axis Small Cap Fund Direct Growth has a Medium risk & Exceptional return.
Axis Small Cap Fund Direct Growth is managed by Tejas Sheth,Mayank Hyanki,Krishnaa N.
The expense ratio of Axis Small Cap Fund Direct Growth is 0.61%.
The 5 year annualized return on Axis Small Cap Fund Direct Growth is 17.46% & it has generated 4.83% in the last 1 year.
The minimum investment in Axis Small Cap Fund Direct Growth is 100 Rs.
Axis Small Cap Fund Direct Growth has an AUM of 27840.05 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.