AXIS Small Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

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Fund Objective

To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Axis Small Cap Fund - Regular Plan - Growth 2.17 17.60 6.01 23.80 30.33 22.77
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Smallcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Small Cap Fund - Regular Plan - Growth Nov 29, 2013 6.01 23.80 30.33 1.60 25,062.36
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 -1.87 28.77 37.23 1.41 63,006.73
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 3.46 27.79 33.81 1.59 34,032.09
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 -2.59 20.82 28.44 1.56 34,028.06
Quant Small Cap Fund -Growth Oct 16, 1996 -4.33 30.43 44.21 1.58 28,205.21
Kotak-Small Cap Fund - Growth Feb 24, 2005 Unrated -1.48 20.91 32.28 1.66 17,329.27

Fund Holdings as on 30-June-2025

  • Clearing Corporation of India Ltd

  • Cholamandalam Financial Holdings Limited

  • NIFTY July 2025 Future

  • Krishna Institute Of Medical Sciences Limited

  • Brigade Enterprises Limited

  • Multi Commodity Exchange of India Limited

  • CCL Products (India) Limited

  • Narayana Hrudayalaya Limited

  • Blue Star Limited

  • Kaynes Technology India Limited

  • PB Fintech Limited

  • HDFC Bank Limited

  • JB Chemicals & Pharmaceuticals Limited

  • BSE Limited

  • JK Lakshmi Cement Limited

  • Vesuvius India Limited

  • City Union Bank Limited

  • Galaxy Surfactants Limited

  • Can Fin Homes Limited

  • Ahluwalia Contracts (India) Limited

  • KFin Technologies Limited

  • Fine Organic Industries Limited

  • Minda Corporation Limited

  • Mrs. Bectors Food Specialities Limited

  • Karur Vysya Bank Limited

  • The Phoenix Mills Limited

  • Chemplast Sanmar Limited

  • Coforge Limited

  • Craftsman Automation Limited

  • Crompton Greaves Consumer Electricals Limited

  • Affle 3i Limited

  • Sudarshan Chemical Industries Limited

  • Central Depository Services (India) Limited

  • Navin Fluorine International Limited

  • Computer Age Management Services Limited

  • India Shelter Finance Corporation Limited

  • RHI Magnesita India Limited

  • Data Patterns (India) Limited

  • Bharat Dynamics Limited

  • Neogen Chemicals Limited

  • Jubilant Ingrevia Limited

  • Cohance Lifesciences Limited

  • Vijaya Diagnostic Centre Limited

  • CreditAccess Grameen Limited

  • Doms Industries Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Aptus Value Housing Finance India Limited

  • Sai Life Sciences Limited

  • S.J.S. Enterprises Limited

  • Avalon Technologies Limited

  • Apar Industries Limited

  • Fortis Healthcare Limited

  • 91 Days Tbill (MD 01/08/2025)

  • Union Bank of India

  • Rolex Rings Limited

  • Kalpataru Projects International Limited

  • CIE Automotive India Limited

  • Grindwell Norton Limited

  • Laurus Labs Limited

  • Persistent Systems Limited

  • Orient Electric Limited

  • Carborundum Universal Limited

  • Devyani International Limited

  • Alembic Pharmaceuticals Limited

  • Welspun Corp Limited

  • Kirloskar Oil Engines Limited

  • Tech Mahindra Limited

  • Radico Khaitan Limited

  • Anant Raj Limited

  • Arvind Fashions Limited

  • Chalet Hotels Limited

  • TBO Tek Limited

  • Mahanagar Gas Limited

  • Onesource Specialty Pharma Limited

  • Premier Energies Limited

  • Rainbow Childrens Medicare Limited

  • R R Kabel Limited

  • Tata Consumer Products Limited

  • L&T Finance Limited

  • GE Vernova T&D India Limited

  • Sansera Engineering Limited

  • PNC Infratech Limited

  • Birlasoft Limited

  • Timken India Limited

  • Niva Bupa Health Insurance Company Limited

  • Balrampur Chini Mills Limited

  • Gokaldas Exports Limited

  • UNO Minda Limited

  • Amber Enterprises India Limited

  • HeidelbergCement India Limited

  • Hindalco Industries Limited

  • Havells India Limited

  • Whirlpool of India Limited

  • Jyothy Labs Limited

  • Alicon Castalloy Limited

  • Mahindra Lifespace Developers Limited

  • Titagarh Rail Systems Limited

  • KNR Constructions Limited

  • Firstsource Solutions Limited

  • L&T Technology Services Limited

  • Tata Consultancy Services Limited

  • Gujarat Fluorochemicals Limited

  • JM Financial Limited

  • Sona BLW Precision Forgings Limited

  • PG Electroplast Limited

  • SBFC Finance Limited

  • KEI Industries Limited

  • Inventurus Knowledge Solutions Limited

  • Rategain Travel Technologies Limited

  • Strides Pharma Science Limited

  • VST Industries Limited

  • PDS Limited

  • Aditya Birla Real Estate Limited

  • TeamLease Services Limited

  • PNB Housing Finance Limited

  • Container Corporation of India Limited

  • Engineers India Limited

  • Jyoti CNC Automation Ltd

  • Sharda Motor Industries Ltd.

  • MTAR Technologies Limited

  • Aether Industries Limited

  • EPL Limited

  • Aarti Industries Limited

  • Suprajit Engineering Limited

  • Prudent Corporate Advisory Services Limited

  • Ajax Engineering Limited

  • Electronics Mart India Limited

  • Happy Forgings Limited

  • Hexaware Technologies Limited

  • Ellenbarrie Industrial Gases Ltd.

  • Jupiter Life Line Hospitals Limited

  • Syrma SGS Technology Limited

  • Mas Financial Services Limited

  • Mankind Pharma Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Chemicals

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Tea/Coffee

  • Electronics - Components

  • Finance - Investment

  • Finance - Housing

  • Depository Services

  • Air Conditioners

  • Refractories

  • Consumer Durables - Domestic Appliances

  • Cement & Construction Materials

  • Finance - Others

  • Consumer Food

  • Finance - Stock Broking

  • Fintech

  • Household & Personal Products

  • Defence

  • Electric Equipment

  • BPO/ITeS

  • Finance - NBFC

  • Engineering - Construction

  • Abrasives

  • Bearings

  • Dyes & Pigments

  • Engineering - Industrial Equipments

  • Cable

  • Printing & Stationery

  • Textile

  • Retailing

  • Steel & Iron Products

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Bank - Public

  • Insurance

  • Travel Services

  • Gas Transmission/Marketing

  • Sugar

  • Engineering

  • Castings/Forgings

  • Metal - Non Ferrous

  • Railways Wagons

  • Cigarettes/Tobacco

  • Professional Services

  • Logistics

  • Diversified

  • Packaging

  • Forgings

  • Finance Term Lending

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Fund Manager

  • Cash

  • Derivatives

  • Equity

  • Sov

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About AXIS Small Cap Fund

Scheme Analysis

AXIS Small Cap Fund is a Equity - Small cap Fund fund and belongs to Axis Mutual Fund. It was launched on 29-Nov-2013 and currently has an AUM of ₹26,379.20 crore. AXIS Small Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Smallcap 250 - TRI as secondary index.

The NAV of AXIS Small Cap Fund ended up ₹0.29(0.27%)yesterday to ₹108.61.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, and

The AXIS Small Cap Fund is managed by Tejas Sheth and Mayank Hyanki.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com