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Fund Overview

Fund Size

Fund Size

₹20,954 Cr

Expense Ratio

Expense Ratio

1.64%

ISIN

ISIN

INF846K01K01

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Nov 2013

About this fund

Axis Small Cap Fund Regular Growth is a Small-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 11 years, 3 months and 28 days, having been launched on 29-Nov-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹95.53, Assets Under Management (AUM) of 20954.45 Crores, and an expense ratio of 1.64%.
  • Axis Small Cap Fund Regular Growth has given a CAGR return of 22.06% since inception.
  • The fund's asset allocation comprises around 87.51% in equities, 0.00% in debts, and 12.49% in cash & cash equivalents.
  • You can start investing in Axis Small Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+11.30%

+7.73% (Cat Avg.)

3 Years

+16.63%

+17.59% (Cat Avg.)

5 Years

+31.51%

+35.74% (Cat Avg.)

10 Years

+17.70%

+16.44% (Cat Avg.)

Since Inception

+22.06%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity18,337.64 Cr87.51%
Others2,616.8 Cr12.49%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Clearing Corporation Of India LtdCash - Repurchase Agreement2,521.24 Cr12.03%
Blue Star LtdEquity810.35 Cr3.87%
Cholamandalam Financial Holdings LtdEquity619.94 Cr2.96%
Brigade Enterprises LtdEquity583.4 Cr2.78%
Krishna Institute of Medical Sciences LtdEquity560.92 Cr2.68%
Kaynes Technology India LtdEquity428.72 Cr2.05%
CCL Products (India) LtdEquity402.91 Cr1.92%
J.B. Chemicals & Pharmaceuticals LtdEquity397.04 Cr1.89%
Narayana Hrudayalaya LtdEquity364.85 Cr1.74%
HDFC Bank LtdEquity352.33 Cr1.68%
PB Fintech LtdEquity350.05 Cr1.67%
Galaxy Surfactants LtdEquity308.23 Cr1.47%
Multi Commodity Exchange of India LtdEquity289.24 Cr1.38%
JK Lakshmi Cement LtdEquity289.01 Cr1.38%
Minda Corp LtdEquity277.1 Cr1.32%
Vesuvius India LtdEquity275.24 Cr1.31%
Mrs Bectors Food Specialities Ltd Ordinary SharesEquity267.09 Cr1.27%
Phoenix Mills LtdEquity260.25 Cr1.24%
City Union Bank LtdEquity256.18 Cr1.22%
Can Fin Homes LtdEquity251.92 Cr1.20%
BSE LtdEquity241.92 Cr1.15%
Chemplast Sanmar LtdEquity234.64 Cr1.12%
Ahluwalia Contracts (India) LtdEquity230.69 Cr1.10%
Craftsman Automation LtdEquity228.92 Cr1.09%
Crompton Greaves Consumer Electricals LtdEquity225.18 Cr1.07%
Nifty March 2025 FutureEquity Index - Future222.74 Cr1.06%
Fine Organic Industries Ltd Ordinary SharesEquity221.94 Cr1.06%
Karur Vysya Bank LtdEquity203.34 Cr0.97%
Neogen Chemicals LtdEquity203.26 Cr0.97%
Coforge LtdEquity193.24 Cr0.92%
Navin Fluorine International LtdEquity180.56 Cr0.86%
Vijaya Diagnostic Centre LtdEquity180.21 Cr0.86%
DOMS Industries LtdEquity176.76 Cr0.84%
Persistent Systems LtdEquity174.83 Cr0.83%
India Shelter Finance Corporation LtdEquity173.88 Cr0.83%
RHI Magnesita India LtdEquity172.54 Cr0.82%
Affle India LtdEquity170.13 Cr0.81%
Sudarshan Chemical Industries LtdEquity168.28 Cr0.80%
Computer Age Management Services Ltd Ordinary SharesEquity166.91 Cr0.80%
Suven Pharmaceuticals LtdEquity161.73 Cr0.77%
91 DTB 28032025Bond - Gov't/Treasury159.25 Cr0.76%
Central Depository Services (India) LtdEquity155.7 Cr0.74%
CIE Automotive India LtdEquity150.61 Cr0.72%
Devyani International LtdEquity147.99 Cr0.71%
KFin Technologies LtdEquity141.55 Cr0.68%
CreditAccess Grameen Ltd Ordinary SharesEquity140.87 Cr0.67%
Rolex Rings LtdEquity138.82 Cr0.66%
Orient Electric Ltd Ordinary SharesEquity133.45 Cr0.64%
Carborundum Universal LtdEquity129.79 Cr0.62%
Tech Mahindra LtdEquity129.19 Cr0.62%
Fortis Healthcare LtdEquity128.95 Cr0.62%
Grindwell Norton LtdEquity128.8 Cr0.61%
Welspun Corp LtdEquity119.28 Cr0.57%
Anant Raj LtdEquity117.58 Cr0.56%
SJS Enterprises LtdEquity117.47 Cr0.56%
TBO Tek LtdEquity117.44 Cr0.56%
Birlasoft LtdEquity117.31 Cr0.56%
Mahanagar Gas LtdEquity113.62 Cr0.54%
Chalet Hotels LtdEquity113.05 Cr0.54%
Apar Industries LtdEquity113.04 Cr0.54%
Arvind Fashions LtdEquity110.98 Cr0.53%
Alembic Pharmaceuticals LtdEquity107.52 Cr0.51%
Tata Consumer Products LtdEquity106.28 Cr0.51%
Union Bank of IndiaEquity103.86 Cr0.50%
Rainbow Childrens Medicare LtdEquity103.25 Cr0.49%
Deepak Fertilisers & Petrochemicals Corp LtdEquity102.83 Cr0.49%
Data Patterns (India) LtdEquity101.5 Cr0.48%
Bharat Dynamics Ltd Ordinary SharesEquity101.49 Cr0.48%
Niva Bupa Health Insurance Co LtdEquity101.04 Cr0.48%
Kirloskar Oil Engines LtdEquity99.21 Cr0.47%
PNC Infratech LtdEquity98.54 Cr0.47%
HeidelbergCement India LtdEquity96.99 Cr0.46%
Sansera Engineering LtdEquity95.59 Cr0.46%
Aptus Value Housing Finance India LtdEquity95.46 Cr0.46%
Hindalco Industries LtdEquity90.72 Cr0.43%
Jyothy Labs LtdEquity90.4 Cr0.43%
Havells India LtdEquity86.95 Cr0.41%
Laurus Labs LtdEquity86.37 Cr0.41%
KNR Constructions LtdEquity85.37 Cr0.41%
MAS Financial Services Ltd Ordinary SharesEquity85.22 Cr0.41%
L&T Technology Services LtdEquity84.88 Cr0.41%
Sai Life Sciences LtdEquity84.25 Cr0.40%
R R Kabel LtdEquity83.8 Cr0.40%
Tata Consultancy Services LtdEquity82.64 Cr0.39%
Balrampur Chini Mills LtdEquity82.57 Cr0.39%
Timken India LtdEquity81.26 Cr0.39%
UNO Minda LtdEquity80.65 Cr0.38%
PG Electroplast LtdEquity77.73 Cr0.37%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity77.62 Cr0.37%
L&T Finance LtdEquity77.28 Cr0.37%
Sona BLW Precision Forgings LtdEquity77.05 Cr0.37%
Alicon Castalloy LtdEquity76.37 Cr0.36%
Firstsource Solutions LtdEquity76.33 Cr0.36%
Inventurus Knowledge Solutions LtdEquity74.93 Cr0.36%
Gokaldas Exports LtdEquity74.46 Cr0.36%
Amber Enterprises India Ltd Ordinary SharesEquity74.02 Cr0.35%
Rategain Travel Technologies LtdEquity70.99 Cr0.34%
GE Vernova T&D India LtdEquity66.92 Cr0.32%
KPIT Technologies LtdEquity65.38 Cr0.31%
Whirlpool of India LtdEquity64.46 Cr0.31%
Net Receivables / (Payables)Cash-63.69 Cr0.30%
PDS LtdEquity59.58 Cr0.28%
Premier Energies LtdEquity57.65 Cr0.28%
KEI Industries LtdEquity57.28 Cr0.27%
SBFC Finance LtdEquity56.41 Cr0.27%
Avalon Technologies LtdEquity54.74 Cr0.26%
Mahindra Lifespace Developers LtdEquity54.46 Cr0.26%
Jupiter Life Line Hospitals LtdEquity53.51 Cr0.26%
TeamLease Services LtdEquity52.83 Cr0.25%
Aether Industries LtdEquity50.08 Cr0.24%
VST Industries LtdEquity47.88 Cr0.23%
Strides Pharma Science LtdEquity45.53 Cr0.22%
OneSource Specialty Pharma LtdEquity45.51 Cr0.22%
JM Financial LtdEquity43.98 Cr0.21%
Aditya Birla Real Estate LtdEquity43.15 Cr0.21%
Container Corporation of India LtdEquity41.94 Cr0.20%
Sharda Motor Industries LtdEquity40.59 Cr0.19%
MTAR Technologies LtdEquity36.43 Cr0.17%
Titagarh Rail Systems LtdEquity34.41 Cr0.16%
EPL Ltd Ordinary SharesEquity31.07 Cr0.15%
Ajax Engnrg LEquity30.18 Cr0.14%
Suprajit Engineering LtdEquity29.64 Cr0.14%
Aarti Industries LtdEquity29.52 Cr0.14%
Engineers India LtdEquity29.37 Cr0.14%
Happy Forgings LtdEquity23.21 Cr0.11%
Jamna Auto Industries LtdEquity21.94 Cr0.10%
Kalpataru Projects International LtdEquity17.68 Cr0.08%
Ceigall India LtdEquity17.52 Cr0.08%
Premier Energies LimitedEquity17.42 Cr0.08%

Allocation By Market Cap (Equity)

Large Cap Stocks

4.05%

Mid Cap Stocks

17.51%

Small Cap Stocks

64.45%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Industrials3,856.4 Cr18.40%
Financial Services3,598.61 Cr17.17%
Healthcare2,394.57 Cr11.43%
Basic Materials2,216.11 Cr10.58%
Consumer Cyclical2,211.68 Cr10.55%
Technology1,493.36 Cr7.13%
Real Estate1,015.69 Cr4.85%
Consumer Defensive997.13 Cr4.76%
Communication Services170.13 Cr0.81%
Utilities113.62 Cr0.54%

Risk & Performance Ratios

Standard Deviation

This fund

14.37%

Cat. avg.

17.35%

Lower the better

Sharpe Ratio

This fund

0.61

Cat. avg.

0.60

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.93

Higher the better

Fund Managers

Tejas Sheth

Tejas Sheth

Since May 2024

Mayank Hyanki

Mayank Hyanki

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF846K01K01
Expense Ratio
1.64%
Exit Load
1.00%
Fund Size
₹20,954 Cr
Age
11 years 3 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Smallcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Fund nameExpense RatioExit LoadFund size
1Y
SBI Small Cap Fund Regular Growth

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1.6%1.0%₹28453.40 Cr5.9%
PGIM India Small Cap Fund Direct Growth

Very High Risk

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PGIM India Small Cap Fund Regular Growth

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HDFC Nifty Smallcap 250 ETF

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Sundaram Small Cap Fund Regular Growth

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Bandhan Emerging Businesses Fund Direct Growth

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Bandhan Emerging Businesses Fund Regular Growth

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Quant Small Cap Fund Regular Growth

Very High Risk

1.6%1.0%₹22832.42 Cr0.8%
Axis Small Cap Fund Regular Growth

Very High Risk

1.6%1.0%₹20954.45 Cr11.3%
Axis Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹20954.45 Cr12.5%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,16,417 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹60.15 Cr7.3%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹4926.22 Cr10.5%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr7.8%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low to Moderate Risk

-0.0%₹76.51 Cr7.6%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.74 Cr8.2%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12911.64 Cr8.3%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹862.06 Cr12.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹398.51 Cr9.7%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹11115.75 Cr11.5%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹16587.21 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1440.65 Cr12.4%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1071.19 Cr9.7%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹5968.70 Cr8.9%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.4%1.0%₹1163.13 Cr6.5%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5780.54 Cr7.8%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹402.66 Cr19.4%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹742.48 Cr14.9%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.2%0.0%₹148.37 Cr9.1%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹918.09 Cr10.2%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹30517.08 Cr7.1%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1334.23 Cr8.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹869.00 Cr31.2%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹11556.73 Cr6.6%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹267.48 Cr9.7%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1934.39 Cr9.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹32174.34 Cr8.5%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹8922.62 Cr8.8%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹44666.25 Cr7.4%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1270.15 Cr13.4%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹26087.92 Cr13.7%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5947.72 Cr8.1%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹929.60 Cr8.5%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2625.19 Cr13.5%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹371.77 Cr8.4%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹126.33 Cr10.0%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.60 Cr8.3%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹381.97 Cr9.0%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5297.38 Cr7.9%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹6347.87 Cr16.1%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.10 Cr8.6%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹278.60 Cr6.7%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹71.86 Cr32.7%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹268.82 Cr6.2%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹456.07 Cr7.5%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹474.13 Cr9.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹589.55 Cr7.7%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Axis Small Cap Fund Regular Growth, as of 27-Mar-2025, is ₹95.53.
The fund has generated 11.30% over the last 1 year and 16.63% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 87.51% in equities, 0.00% in bonds, and 12.49% in cash and cash equivalents.
The fund managers responsible for Axis Small Cap Fund Regular Growth are:-
  1. Tejas Sheth
  2. Mayank Hyanki
  3. Krishnaa N

Fund Overview

Fund Size

Fund Size

₹20,954 Cr

Expense Ratio

Expense Ratio

1.64%

ISIN

ISIN

INF846K01K01

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Nov 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Axis Small Cap Fund Regular Growth is a Small-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 11 years, 3 months and 28 days, having been launched on 29-Nov-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹95.53, Assets Under Management (AUM) of 20954.45 Crores, and an expense ratio of 1.64%.
  • Axis Small Cap Fund Regular Growth has given a CAGR return of 22.06% since inception.
  • The fund's asset allocation comprises around 87.51% in equities, 0.00% in debts, and 12.49% in cash & cash equivalents.
  • You can start investing in Axis Small Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+11.30%

+7.73% (Cat Avg.)

3 Years

+16.63%

+17.59% (Cat Avg.)

5 Years

+31.51%

+35.74% (Cat Avg.)

10 Years

+17.70%

+16.44% (Cat Avg.)

Since Inception

+22.06%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity18,337.64 Cr87.51%
Others2,616.8 Cr12.49%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Clearing Corporation Of India LtdCash - Repurchase Agreement2,521.24 Cr12.03%
Blue Star LtdEquity810.35 Cr3.87%
Cholamandalam Financial Holdings LtdEquity619.94 Cr2.96%
Brigade Enterprises LtdEquity583.4 Cr2.78%
Krishna Institute of Medical Sciences LtdEquity560.92 Cr2.68%
Kaynes Technology India LtdEquity428.72 Cr2.05%
CCL Products (India) LtdEquity402.91 Cr1.92%
J.B. Chemicals & Pharmaceuticals LtdEquity397.04 Cr1.89%
Narayana Hrudayalaya LtdEquity364.85 Cr1.74%
HDFC Bank LtdEquity352.33 Cr1.68%
PB Fintech LtdEquity350.05 Cr1.67%
Galaxy Surfactants LtdEquity308.23 Cr1.47%
Multi Commodity Exchange of India LtdEquity289.24 Cr1.38%
JK Lakshmi Cement LtdEquity289.01 Cr1.38%
Minda Corp LtdEquity277.1 Cr1.32%
Vesuvius India LtdEquity275.24 Cr1.31%
Mrs Bectors Food Specialities Ltd Ordinary SharesEquity267.09 Cr1.27%
Phoenix Mills LtdEquity260.25 Cr1.24%
City Union Bank LtdEquity256.18 Cr1.22%
Can Fin Homes LtdEquity251.92 Cr1.20%
BSE LtdEquity241.92 Cr1.15%
Chemplast Sanmar LtdEquity234.64 Cr1.12%
Ahluwalia Contracts (India) LtdEquity230.69 Cr1.10%
Craftsman Automation LtdEquity228.92 Cr1.09%
Crompton Greaves Consumer Electricals LtdEquity225.18 Cr1.07%
Nifty March 2025 FutureEquity Index - Future222.74 Cr1.06%
Fine Organic Industries Ltd Ordinary SharesEquity221.94 Cr1.06%
Karur Vysya Bank LtdEquity203.34 Cr0.97%
Neogen Chemicals LtdEquity203.26 Cr0.97%
Coforge LtdEquity193.24 Cr0.92%
Navin Fluorine International LtdEquity180.56 Cr0.86%
Vijaya Diagnostic Centre LtdEquity180.21 Cr0.86%
DOMS Industries LtdEquity176.76 Cr0.84%
Persistent Systems LtdEquity174.83 Cr0.83%
India Shelter Finance Corporation LtdEquity173.88 Cr0.83%
RHI Magnesita India LtdEquity172.54 Cr0.82%
Affle India LtdEquity170.13 Cr0.81%
Sudarshan Chemical Industries LtdEquity168.28 Cr0.80%
Computer Age Management Services Ltd Ordinary SharesEquity166.91 Cr0.80%
Suven Pharmaceuticals LtdEquity161.73 Cr0.77%
91 DTB 28032025Bond - Gov't/Treasury159.25 Cr0.76%
Central Depository Services (India) LtdEquity155.7 Cr0.74%
CIE Automotive India LtdEquity150.61 Cr0.72%
Devyani International LtdEquity147.99 Cr0.71%
KFin Technologies LtdEquity141.55 Cr0.68%
CreditAccess Grameen Ltd Ordinary SharesEquity140.87 Cr0.67%
Rolex Rings LtdEquity138.82 Cr0.66%
Orient Electric Ltd Ordinary SharesEquity133.45 Cr0.64%
Carborundum Universal LtdEquity129.79 Cr0.62%
Tech Mahindra LtdEquity129.19 Cr0.62%
Fortis Healthcare LtdEquity128.95 Cr0.62%
Grindwell Norton LtdEquity128.8 Cr0.61%
Welspun Corp LtdEquity119.28 Cr0.57%
Anant Raj LtdEquity117.58 Cr0.56%
SJS Enterprises LtdEquity117.47 Cr0.56%
TBO Tek LtdEquity117.44 Cr0.56%
Birlasoft LtdEquity117.31 Cr0.56%
Mahanagar Gas LtdEquity113.62 Cr0.54%
Chalet Hotels LtdEquity113.05 Cr0.54%
Apar Industries LtdEquity113.04 Cr0.54%
Arvind Fashions LtdEquity110.98 Cr0.53%
Alembic Pharmaceuticals LtdEquity107.52 Cr0.51%
Tata Consumer Products LtdEquity106.28 Cr0.51%
Union Bank of IndiaEquity103.86 Cr0.50%
Rainbow Childrens Medicare LtdEquity103.25 Cr0.49%
Deepak Fertilisers & Petrochemicals Corp LtdEquity102.83 Cr0.49%
Data Patterns (India) LtdEquity101.5 Cr0.48%
Bharat Dynamics Ltd Ordinary SharesEquity101.49 Cr0.48%
Niva Bupa Health Insurance Co LtdEquity101.04 Cr0.48%
Kirloskar Oil Engines LtdEquity99.21 Cr0.47%
PNC Infratech LtdEquity98.54 Cr0.47%
HeidelbergCement India LtdEquity96.99 Cr0.46%
Sansera Engineering LtdEquity95.59 Cr0.46%
Aptus Value Housing Finance India LtdEquity95.46 Cr0.46%
Hindalco Industries LtdEquity90.72 Cr0.43%
Jyothy Labs LtdEquity90.4 Cr0.43%
Havells India LtdEquity86.95 Cr0.41%
Laurus Labs LtdEquity86.37 Cr0.41%
KNR Constructions LtdEquity85.37 Cr0.41%
MAS Financial Services Ltd Ordinary SharesEquity85.22 Cr0.41%
L&T Technology Services LtdEquity84.88 Cr0.41%
Sai Life Sciences LtdEquity84.25 Cr0.40%
R R Kabel LtdEquity83.8 Cr0.40%
Tata Consultancy Services LtdEquity82.64 Cr0.39%
Balrampur Chini Mills LtdEquity82.57 Cr0.39%
Timken India LtdEquity81.26 Cr0.39%
UNO Minda LtdEquity80.65 Cr0.38%
PG Electroplast LtdEquity77.73 Cr0.37%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity77.62 Cr0.37%
L&T Finance LtdEquity77.28 Cr0.37%
Sona BLW Precision Forgings LtdEquity77.05 Cr0.37%
Alicon Castalloy LtdEquity76.37 Cr0.36%
Firstsource Solutions LtdEquity76.33 Cr0.36%
Inventurus Knowledge Solutions LtdEquity74.93 Cr0.36%
Gokaldas Exports LtdEquity74.46 Cr0.36%
Amber Enterprises India Ltd Ordinary SharesEquity74.02 Cr0.35%
Rategain Travel Technologies LtdEquity70.99 Cr0.34%
GE Vernova T&D India LtdEquity66.92 Cr0.32%
KPIT Technologies LtdEquity65.38 Cr0.31%
Whirlpool of India LtdEquity64.46 Cr0.31%
Net Receivables / (Payables)Cash-63.69 Cr0.30%
PDS LtdEquity59.58 Cr0.28%
Premier Energies LtdEquity57.65 Cr0.28%
KEI Industries LtdEquity57.28 Cr0.27%
SBFC Finance LtdEquity56.41 Cr0.27%
Avalon Technologies LtdEquity54.74 Cr0.26%
Mahindra Lifespace Developers LtdEquity54.46 Cr0.26%
Jupiter Life Line Hospitals LtdEquity53.51 Cr0.26%
TeamLease Services LtdEquity52.83 Cr0.25%
Aether Industries LtdEquity50.08 Cr0.24%
VST Industries LtdEquity47.88 Cr0.23%
Strides Pharma Science LtdEquity45.53 Cr0.22%
OneSource Specialty Pharma LtdEquity45.51 Cr0.22%
JM Financial LtdEquity43.98 Cr0.21%
Aditya Birla Real Estate LtdEquity43.15 Cr0.21%
Container Corporation of India LtdEquity41.94 Cr0.20%
Sharda Motor Industries LtdEquity40.59 Cr0.19%
MTAR Technologies LtdEquity36.43 Cr0.17%
Titagarh Rail Systems LtdEquity34.41 Cr0.16%
EPL Ltd Ordinary SharesEquity31.07 Cr0.15%
Ajax Engnrg LEquity30.18 Cr0.14%
Suprajit Engineering LtdEquity29.64 Cr0.14%
Aarti Industries LtdEquity29.52 Cr0.14%
Engineers India LtdEquity29.37 Cr0.14%
Happy Forgings LtdEquity23.21 Cr0.11%
Jamna Auto Industries LtdEquity21.94 Cr0.10%
Kalpataru Projects International LtdEquity17.68 Cr0.08%
Ceigall India LtdEquity17.52 Cr0.08%
Premier Energies LimitedEquity17.42 Cr0.08%

Allocation By Market Cap (Equity)

Large Cap Stocks

4.05%

Mid Cap Stocks

17.51%

Small Cap Stocks

64.45%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Industrials3,856.4 Cr18.40%
Financial Services3,598.61 Cr17.17%
Healthcare2,394.57 Cr11.43%
Basic Materials2,216.11 Cr10.58%
Consumer Cyclical2,211.68 Cr10.55%
Technology1,493.36 Cr7.13%
Real Estate1,015.69 Cr4.85%
Consumer Defensive997.13 Cr4.76%
Communication Services170.13 Cr0.81%
Utilities113.62 Cr0.54%

Risk & Performance Ratios

Standard Deviation

This fund

14.37%

Cat. avg.

17.35%

Lower the better

Sharpe Ratio

This fund

0.61

Cat. avg.

0.60

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.93

Higher the better

Fund Managers

Tejas Sheth

Tejas Sheth

Since May 2024

Mayank Hyanki

Mayank Hyanki

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF846K01K01
Expense Ratio
1.64%
Exit Load
1.00%
Fund Size
₹20,954 Cr
Age
11 years 3 months
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Smallcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Small-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
SBI Small Cap Fund Regular Growth

Very High Risk

1.6%1.0%₹28453.40 Cr5.9%
PGIM India Small Cap Fund Direct Growth

Very High Risk

0.6%0.0%₹1278.59 Cr9.8%
PGIM India Small Cap Fund Regular Growth

Very High Risk

2.1%0.0%₹1278.59 Cr8.1%
HDFC Nifty Smallcap 250 ETF

Very High Risk

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Sundaram Small Cap Fund Regular Growth

Very High Risk

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Bandhan Emerging Businesses Fund Direct Growth

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0.5%1.0%₹8474.84 Cr21.1%
Bandhan Emerging Businesses Fund Regular Growth

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Quant Small Cap Fund Regular Growth

Very High Risk

1.6%1.0%₹22832.42 Cr0.8%
Axis Small Cap Fund Regular Growth

Very High Risk

1.6%1.0%₹20954.45 Cr11.3%
Axis Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹20954.45 Cr12.5%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,16,417 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹60.15 Cr7.3%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹4926.22 Cr10.5%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr7.8%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low to Moderate Risk

-0.0%₹76.51 Cr7.6%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.74 Cr8.2%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹12911.64 Cr8.3%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹862.06 Cr12.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹398.51 Cr9.7%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹11115.75 Cr11.5%
Axis Money Market Fund Direct Growth

Moderate Risk

0.2%0.0%₹16587.21 Cr7.9%
Axis Equity Hybrid Fund Direct Growth

Very High Risk

1.1%1.0%₹1440.65 Cr12.4%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1071.19 Cr9.7%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹5968.70 Cr8.9%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.4%1.0%₹1163.13 Cr6.5%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹5780.54 Cr7.8%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.5%1.0%₹402.66 Cr19.4%
Axis Value Fund Direct Growth

Very High Risk

0.9%1.0%₹742.48 Cr14.9%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.2%0.0%₹148.37 Cr9.1%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹918.09 Cr10.2%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹30517.08 Cr7.1%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1334.23 Cr8.9%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹869.00 Cr31.2%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹11556.73 Cr6.6%
Axis Regular Saver Fund Direct Growth

Very High Risk

0.9%1.0%₹267.48 Cr9.7%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.6%1.0%₹1934.39 Cr9.4%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹32174.34 Cr8.5%
Axis Short Term Fund Direct Growth

Low to Moderate Risk

0.4%0.0%₹8922.62 Cr8.8%
Axis Liquid Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹44666.25 Cr7.4%
Axis Multi Asset Allocation Fund Direct Growth

Very High Risk

1.1%1.0%₹1270.15 Cr13.4%
Axis Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹26087.92 Cr13.7%
Axis Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹5947.72 Cr8.1%
Axis Equity Saver Fund Direct Growth

Moderately High risk

1.0%1.0%₹929.60 Cr8.5%
Axis Balanced Advantage Fund Direct Growth

Moderately High risk

0.8%1.0%₹2625.19 Cr13.5%
Axis Nifty Midcap 50 Index Fund Direct Growth

Low Risk

0.3%0.0%₹371.77 Cr8.4%
Axis Nifty IT Index Fund Direct Growth

Very High Risk

0.3%0.0%₹126.33 Cr10.0%
Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹32.60 Cr8.3%
Axis Credit Risk Fund Direct Growth

High Risk

0.8%1.0%₹381.97 Cr9.0%
Axis Ultra Short Term Fund Direct Growth

Moderate Risk

0.4%0.0%₹5297.38 Cr7.9%
Axis Multicap Fund Direct Growth

Very High Risk

0.8%1.0%₹6347.87 Cr16.1%
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹75.10 Cr8.6%
Axis Nifty AAA Bond Plus SDL Apirl 2026 50:50 ETF Fund Of Funds Direct Growth

Low to Moderate Risk

0.1%0.0%₹278.60 Cr6.7%
Axis Silver Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹71.86 Cr32.7%
Axis Nifty Next 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹268.82 Cr6.2%
Axis CRISIL IBX 70:30 CPSE Plus SDL April 2025 Index Fund Direct Growth

Low Risk

0.2%0.0%₹456.07 Cr7.5%
Axis Long Duration Fund Direct Growth

Moderate Risk

0.3%0.0%₹474.13 Cr9.9%
Axis Nifty 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹589.55 Cr7.7%

Still got questions?
We're here to help.

The NAV of Axis Small Cap Fund Regular Growth, as of 27-Mar-2025, is ₹95.53.
The fund has generated 11.30% over the last 1 year and 16.63% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 87.51% in equities, 0.00% in bonds, and 12.49% in cash and cash equivalents.
The fund managers responsible for Axis Small Cap Fund Regular Growth are:-
  1. Tejas Sheth
  2. Mayank Hyanki
  3. Krishnaa N
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