Axis Small Cap Fund - Direct - Growth

Equity Scheme by Axis Asset Management Co. Ltd.

3Y Returns (CAGR)
16.60%
Expense Ratio
0.78%

as of 01/07/2026

AUM
₹14,598.81 Cr

Qtr End: Mar 26

NAV
₹132.3

as of 17/07/2026

Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
Period
Returns
CAGR
Volatility
3M9.56%44.06%13.42%
6M11.93%25.28%18.14%
1Y4.89%4.89%15.04%
3Y58.52%16.60%15.02%
5Y119.00%16.97%14.40%
Scheme Details
Launch Date
11/11/2013
Fund Age
12.7 years
Minimum Investment
₹5,000
Fund House
Axis Mutual Fund
Category
Equity Scheme
Sub-category
Small Cap Fund (Equity Scheme)
Similar Funds

Top funds in the same category and sub-category.

Union Small Cap Fund - Direct - Growth
3Y CAGR18.71%
TER1.15%
AUM₹108.11 Cr
Sundaram Small Cap Fund - Direct - Growth
3Y CAGR18.42%
TER0.92%
AUM₹298.31 Cr
Invesco India Smallcap Fund - Direct - Growth
3Y CAGR23.93%
TER0.65%
AUM₹2,647.41 Cr
Motilal Oswal Small Cap Fund - Direct - Growth
3Y CAGR-
TER0.85%
AUM₹2,884.49 Cr
QUANTUM SMALL CAP FUND - Direct - Growth
3Y CAGR-
TER0.83%
AUM₹120.44 Cr
PGIM India Small Cap Fund - Direct - Growth
3Y CAGR15.63%
TER0.86%
AUM₹142.18 Cr
BANDHAN Small Cap Fund - Direct - Growth
3Y CAGR26.98%
TER0.60%
AUM₹8,900.65 Cr

Frequently Asked Questions