Axis Small Cap Fund Regular Growth
- Small-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹29,393.79 Cr
Expense Ratio
1.67%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
29 Nov 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.06% | -- |
| 3 Months | +10.1% | -- |
| 6 Months | +13.95% | -- |
| 1 Year | +11.44% | +11.44% |
| 2 Years | -- | +7.72% |
| 3 Years | +57.47% | +16.34% |
| 5 Years | +112.88% | +16.31% |
| Since Launch | +1068.3% | +21.35% |
Holdings as on 14 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Clearing Corporation Of India Ltd | 2,125.40 | 7.23 |
| Krishna Institute of Medical Sciences Ltd | 825.26 | 2.81 |
| CCL Products (India) | 794.73 | 2.70 |
| JB Chemicals & Pharmaceuticals Ltd | 685.28 | 2.33 |
| Nifty Bank Future July 26 | 612.91 | 2.09 |
| City Union Bank | 547.91 | 1.86 |
| Sai Life Sciences | 465.48 | 1.58 |
| Cholamandalam Financial Holdings | 458.72 | 1.56 |
| HDFC Bank | 435.81 | 1.48 |
| Craftsman Automation | 424.23 | 1.44 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.56
Sharpe Ratio
16.77%
Std. Deviation
13.56%
Tracking Error
13.13%
Alpha
0.68
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bandhan Small Cap Fund Regular Growth | +12.83% | +25.63% | +18.73% |
| Quant Small Cap Fund Growth | +14.69% | +17.72% | +18.55% |
| DSP Small Cap Fund Regular Plan Growth | +19.27% | +18.03% | +17.94% |
| Axis Small Cap Fund Regular Growth | +11.44% | +16.34% | +16.31% |
| SBI Small Cap Fund Regular Plan Growth | +10.23% | +12.77% | +14.67% |
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 Regular Growth has an AUM of 29393.79 crores & has delivered CAGR of 16.31 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.67%. The minimum investment in Axis Small Cap Fund Regular 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 Biotechnology & Drugs, Regional Banks, Construction Services, Consumer Financial Services.
Some of the similar funds are Bandhan Small Cap Fund Regular Growth, Quant Small Cap Fund Growth, DSP Small Cap Fund Regular Plan Growth, Axis Small Cap Fund Regular Growth, SBI Small Cap Fund Regular Plan Growth. Axis Small Cap Fund Regular Growth has a sharpe ratio of 0.56 & a standard deviation of 16.77%.
FAQs
According to the morning star rating Axis Small Cap Fund Regular Growth has a Medium risk & Exceptional return.
Axis Small Cap Fund Regular Growth is managed by Tejas Sheth,Mayank Hyanki,Krishnaa N.
The expense ratio of Axis Small Cap Fund Regular Growth is 1.67%.
The 5 year annualized return on Axis Small Cap Fund Regular Growth is 16.31% & it has generated 11.44% in the last 1 year.
The minimum investment in Axis Small Cap Fund Regular Growth is 100 Rs.
Axis Small Cap Fund Regular Growth has an AUM of 29393.79 crores.
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