AXIS Small Cap Fund - Growth - Direct Plan

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  • Net Change on 11-04-2025

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 - Direct Plan - Growth 2.78 -9.04 5.51 15.31 31.52 23.26
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 - Direct Plan - Growth Nov 29, 2013 5.51 15.31 31.52 0.57 22,735.71
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 0.25 14.30 30.48 0.72 30,828.79
Quant Small Cap Fund-Growth Option-Direct Plan Jan 07, 2013 -7.63 17.75 48.54 0.69 24,892.62
Kotak-Small Cap Fund - Growth - Direct Jan 01, 2013 2.38 12.23 35.12 0.58 15,706.46
HSBC Small Cap Fund - Direct Growth May 12, 2014 -2.76 15.35 35.80 0.65 14,493.32
Canara Robeco Small Cap Fund - Direct Plan- Growth Option Feb 15, 2019 -0.11 12.23 36.06 0.50 11,087.37

Fund Holdings as on 31-March-2025

  • Clearing Corporation of India Ltd

  • Blue Star Limited

  • Krishna Institute Of Medical Sciences Limited

  • Cholamandalam Financial Holdings Limited

  • Brigade Enterprises Limited

  • Kaynes Technology India Limited

  • NIFTY April 2025 Future

  • Narayana Hrudayalaya Limited

  • JB Chemicals & Pharmaceuticals Limited

  • CCL Products (India) Limited

  • PB Fintech Limited

  • HDFC Bank Limited

  • JK Lakshmi Cement Limited

  • Vesuvius India Limited

  • Minda Corporation Limited

  • Multi Commodity Exchange of India Limited

  • Mrs. Bectors Food Specialities Limited

  • Can Fin Homes Limited

  • Galaxy Surfactants Limited

  • BSE Limited

  • The Phoenix Mills Limited

  • City Union Bank Limited

  • Ahluwalia Contracts (India) Limited

  • Fine Organic Industries Limited

  • Chemplast Sanmar Limited

  • Crompton Greaves Consumer Electricals Limited

  • Craftsman Automation Limited

  • RHI Magnesita India Limited

  • Coforge Limited

  • Karur Vysya Bank Limited

  • Doms Industries Limited

  • Navin Fluorine International Limited

  • Vijaya Diagnostic Centre Limited

  • India Shelter Finance Corporation Limited

  • Computer Age Management Services Limited

  • Affle (India) Limited

  • Sudarshan Chemical Industries Limited

  • Neogen Chemicals Limited

  • Central Depository Services (India) Limited

  • KFin Technologies Limited

  • Persistent Systems Limited

  • CIE Automotive India Limited

  • 91 Days Tbill (MD 15/05/2025)

  • Carborundum Universal Limited

  • Suven Pharmaceuticals Limited

  • Grindwell Norton Limited

  • Fortis Healthcare Limited

  • CreditAccess Grameen Limited

  • Welspun Corp Limited

  • Orient Electric Limited

  • Alembic Pharmaceuticals Limited

  • Devyani International Limited

  • Bharat Dynamics Limited

  • Laurus Labs Limited

  • Mahanagar Gas Limited

  • Chalet Hotels Limited

  • Rolex Rings Limited

  • Anant Raj Limited

  • S.J.S. Enterprises Limited

  • Kirloskar Oil Engines Limited

  • Tech Mahindra Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Data Patterns (India) Limited

  • TBO Tek Limited

  • Union Bank of India

  • Rainbow Childrens Medicare Limited

  • Tata Consumer Products Limited

  • Arvind Fashions Limited

  • Niva Bupa Health Insurance Company Limited

  • Apar Industries Limited

  • Sansera Engineering Limited

  • Birlasoft Limited

  • Balrampur Chini Mills Limited

  • Amber Enterprises India Limited

  • HeidelbergCement India Limited

  • Hindalco Industries Limited

  • PNC Infratech Limited

  • Havells India Limited

  • Sai Life Sciences Limited

  • Jyothy Labs Limited

  • Aptus Value Housing Finance India Limited

  • Timken India Limited

  • Mas Financial Services Limited

  • PG Electroplast Limited

  • R R Kabel Limited

  • KNR Constructions Limited

  • L&T Finance Limited

  • Gujarat Fluorochemicals Limited

  • Tata Consultancy Services Limited

  • UNO Minda Limited

  • L&T Technology Services Limited

  • Premier Energies Limited

  • GE Vernova T&D India Limited

  • Firstsource Solutions Limited

  • Gokaldas Exports Limited

  • Sona BLW Precision Forgings Limited

  • Whirlpool of India Limited

  • Alicon Castalloy Limited

  • Avalon Technologies Limited

  • Rategain Travel Technologies Limited

  • Onesource Specialty Pharma Limited

  • Inventurus Knowledge Solutions Limited

  • PDS Limited

  • Jupiter Life Line Hospitals Limited

  • SBFC Finance Limited

  • KPIT Technologies Limited

  • Kalpataru Projects International Limited

  • KEI Industries Limited

  • Mahindra Lifespace Developers Limited

  • Titagarh Rail Systems Limited

  • VST Industries Limited

  • Strides Pharma Science Limited

  • TeamLease Services Limited

  • Aether Industries Limited

  • Container Corporation of India Limited

  • JM Financial Limited

  • Aditya Birla Real Estate Limited

  • Sharda Motor Industries Ltd.

  • Jubilant Ingrevia Limited

  • Radico Khaitan Limited

  • MTAR Technologies Limited

  • EPL Limited

  • Engineers India Limited

  • Aarti Industries Limited

  • Ajax Engineering Limited

  • Suprajit Engineering Limited

  • Electronics Mart India Limited

  • Happy Forgings Limited

  • Ceigall India Ltd

  • Jamna Auto Industries Limited

  • Mankind Pharma Limited

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Hospital & Healthcare Services

  • Construction - Real Estate

  • Chemicals

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Air Conditioners

  • IT - Software

  • Bank - Private

  • Finance - Investment

  • Electronics - Components

  • Finance - Housing

  • Consumer Durables - Domestic Appliances

  • Depository Services

  • Refractories

  • Tea/Coffee

  • Cement & Construction Materials

  • Consumer Food

  • Fintech

  • Household & Personal Products

  • BPO/ITeS

  • Abrasives

  • Finance - Stock Broking

  • Finance - NBFC

  • Finance - Others

  • Electric Equipment

  • Engineering - Construction

  • Defence

  • Bearings

  • Printing & Stationery

  • Dyes & Pigments

  • Engineering - Industrial Equipments

  • Cable

  • Steel & Iron Products

  • Retailing

  • Textile

  • Gas Transmission/Marketing

  • Hotel, Resort & Restaurants

  • Travel Services

  • Bank - Public

  • Insurance

  • Sugar

  • Metal - Non Ferrous

  • Finance Term Lending

  • Engineering

  • Castings/Forgings

  • Cigarettes/Tobacco

  • Professional Services

  • Railways Wagons

  • Logistics

  • Diversified

  • Breweries & Distilleries

  • Packaging

  • Forgings

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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 ₹22,735.71 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 ₹2.76(2.63%)yesterday to ₹107.88.

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