AXIS Small Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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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 -7.34 -15.33 6.60 17.68 22.60 21.81
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 6.60 17.68 22.60 1.61 20,954.45
Nippon India Small Cap Fund - Growth Plan - Growth Option Sep 16, 2010 2.78 23.78 30.86 1.45 50,826.29
SBI Small Cap Fund - Regular Plan - Growth Sep 09, 2009 1.23 16.46 23.00 1.59 28,453.40
HDFC Small Cap Fund - Regular Growth Plan Apr 03, 2008 -0.70 20.92 26.66 1.59 28,119.87
Quant Small Cap Fund -Growth Oct 16, 1996 -5.21 23.13 40.90 1.63 22,832.42
Kotak-Small Cap Fund - Growth Feb 24, 2005 4.23 14.81 25.09 1.65 14,407.09

Fund Holdings as on 28-February-2025

  • Clearing Corporation of India Ltd

  • Blue Star Limited

  • Cholamandalam Financial Holdings Limited

  • Brigade Enterprises Limited

  • Krishna Institute Of Medical Sciences Limited

  • Kaynes Technology India Limited

  • CCL Products (India) Limited

  • JB Chemicals & Pharmaceuticals Limited

  • Narayana Hrudayalaya Limited

  • HDFC Bank Limited

  • PB Fintech Limited

  • Galaxy Surfactants Limited

  • Multi Commodity Exchange of India Limited

  • JK Lakshmi Cement Limited

  • Minda Corporation Limited

  • Vesuvius India Limited

  • Mrs. Bectors Food Specialities Limited

  • The Phoenix Mills Limited

  • City Union Bank Limited

  • Can Fin Homes Limited

  • BSE Limited

  • Chemplast Sanmar Limited

  • Ahluwalia Contracts (India) Limited

  • Craftsman Automation Limited

  • Crompton Greaves Consumer Electricals Limited

  • NIFTY March 2025 Future

  • Fine Organic Industries Limited

  • Karur Vysya Bank Limited

  • Neogen Chemicals Limited

  • Coforge Limited

  • Navin Fluorine International Limited

  • Vijaya Diagnostic Centre Limited

  • Doms Industries Limited

  • Persistent Systems Limited

  • India Shelter Finance Corporation Limited

  • RHI Magnesita India Limited

  • Affle (India) Limited

  • Sudarshan Chemical Industries Limited

  • Computer Age Management Services Limited

  • Suven Pharmaceuticals Limited

  • 91 Days Tbill (MD 28/03/2025)

  • Central Depository Services (India) Limited

  • CIE Automotive India Limited

  • Devyani International Limited

  • KFin Technologies Limited

  • CreditAccess Grameen Limited

  • Rolex Rings Limited

  • Orient Electric Limited

  • Carborundum Universal Limited

  • Tech Mahindra Limited

  • Fortis Healthcare Limited

  • Grindwell Norton Limited

  • Welspun Corp Limited

  • Anant Raj Limited

  • S.J.S. Enterprises Limited

  • TBO Tek Limited

  • Birlasoft Limited

  • Mahanagar Gas Limited

  • Chalet Hotels Limited

  • Apar Industries Limited

  • Arvind Fashions Limited

  • Alembic Pharmaceuticals Limited

  • Tata Consumer Products Limited

  • Union Bank of India

  • Rainbow Childrens Medicare Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Data Patterns (India) Limited

  • Bharat Dynamics Limited

  • Niva Bupa Health Insurance Company Limited

  • Kirloskar Oil Engines Limited

  • PNC Infratech Limited

  • HeidelbergCement India Limited

  • Sansera Engineering Limited

  • Aptus Value Housing Finance India Limited

  • Hindalco Industries Limited

  • Jyothy Labs Limited

  • Havells India Limited

  • Laurus Labs Limited

  • KNR Constructions Limited

  • Mas Financial Services Limited

  • L&T Technology Services Limited

  • Sai Life Sciences Limited

  • R R Kabel Limited

  • Tata Consultancy Services Limited

  • Balrampur Chini Mills Limited

  • Timken India Limited

  • UNO Minda Limited

  • PG Electroplast Limited

  • Gujarat Fluorochemicals Limited

  • L&T Finance Limited

  • Sona BLW Precision Forgings Limited

  • Alicon Castalloy Limited

  • Firstsource Solutions Limited

  • Premier Energies Limited-Locked IN

  • Inventurus Knowledge Solutions Limited

  • Gokaldas Exports Limited

  • Amber Enterprises India Limited

  • Rategain Travel Technologies Limited

  • GE Vernova T&D India Limited

  • KPIT Technologies Limited

  • Whirlpool of India Limited

  • PDS Limited

  • KEI Industries Limited

  • SBFC Finance Limited

  • Avalon Technologies Limited

  • Mahindra Lifespace Developers Limited

  • Jupiter Life Line Hospitals Limited

  • TeamLease Services Limited

  • Aether Industries Limited

  • VST Industries Limited

  • Strides Pharma Science Limited

  • Onesource Specialty Pharma Limited

  • JM Financial Limited

  • Aditya Birla Real Estate Limited

  • Container Corporation of India Limited

  • Sharda Motor Industries Ltd.

  • MTAR Technologies Limited

  • Titagarh Rail Systems Limited

  • EPL Limited

  • Ajax Engineering Limited

  • Suprajit Engineering Limited

  • Aarti Industries Limited

  • Engineers India Limited

  • Happy Forgings Limited

  • Jamna Auto Industries Limited

  • Kalpataru Projects International Limited

  • Ceigall India Ltd

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Chemicals

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • IT - Software

  • Air Conditioners

  • Bank - Private

  • Finance - Investment

  • Electronics - Components

  • Finance - Housing

  • Tea/Coffee

  • Consumer Durables - Domestic Appliances

  • Depository Services

  • Refractories

  • Consumer Food

  • Household & Personal Products

  • Cement & Construction Materials

  • Fintech

  • BPO/ITeS

  • Finance - Stock Broking

  • Finance - NBFC

  • Electric Equipment

  • Abrasives

  • Finance - Others

  • Engineering - Construction

  • Bearings

  • Defence

  • Printing & Stationery

  • Forgings

  • Dyes & Pigments

  • Cable

  • Textile

  • Engineering - Industrial Equipments

  • Steel & Iron Products

  • Travel Services

  • Gas Transmission/Marketing

  • Hotel, Resort & Restaurants

  • Retailing

  • Bank - Public

  • Fertilizers

  • Insurance

  • Metal - Non Ferrous

  • Finance Term Lending

  • Sugar

  • Castings/Forgings

  • Engineering

  • Professional Services

  • Cigarettes/Tobacco

  • Diversified

  • Logistics

  • Railways Wagons

  • Plastic Products

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  • Cash

  • Derivatives

  • Equity

  • Sovereign

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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 ₹20,954.45 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 down ₹-0.99(-1.07%)yesterday to ₹91.54.

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