AXIS Small Cap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct 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 - Direct Plan - Growth -9.59 -9.55 4.43 16.90 23.03 23.37
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 4.43 16.90 23.03 0.56 23,139.08
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 2.31 21.87 29.49 0.70 57,009.70
HDFC Small Cap Fund - Direct Growth Plan Jan 01, 2013 -1.37 19.73 25.84 0.77 31,230.11
SBI Small Cap Fund - Direct Plan - Growth Jan 01, 2013 1.89 15.32 22.63 0.70 31,227.19
Quant Small Cap Fund-Growth Option-Direct Plan Jan 07, 2013 -5.79 21.16 39.77 0.68 25,183.45
Kotak-Small Cap Fund - Growth - Direct Jan 01, 2013 4.03 14.09 24.92 0.57 16,450.27

Fund Holdings as on 31-January-2025

  • Clearing Corporation of India Ltd

  • Blue Star Limited

  • Brigade Enterprises Limited

  • Krishna Institute Of Medical Sciences Limited

  • Cholamandalam Financial Holdings Limited

  • Kaynes Technology India Limited

  • CCL Products (India) Limited

  • JB Chemicals & Pharmaceuticals Limited

  • PB Fintech Limited

  • Narayana Hrudayalaya Limited

  • JK Lakshmi Cement Limited

  • HDFC Bank Limited

  • Galaxy Surfactants Limited

  • Multi Commodity Exchange of India Limited

  • Minda Corporation Limited

  • Ahluwalia Contracts (India) Limited

  • City Union Bank Limited

  • Mrs. Bectors Food Specialities Limited

  • Vesuvius India Limited

  • Can Fin Homes Limited

  • Fine Organic Industries Limited

  • BSE Limited

  • The Phoenix Mills Limited

  • Chemplast Sanmar Limited

  • Crompton Greaves Consumer Electricals Limited

  • NIFTY February 2025 Future

  • Neogen Chemicals Limited

  • Coforge Limited

  • Craftsman Automation Limited

  • Central Depository Services (India) Limited

  • RHI Magnesita India Limited

  • Karur Vysya Bank Limited

  • Vijaya Diagnostic Centre Limited

  • Persistent Systems Limited

  • Net Receivables / (Payables)

  • Sudarshan Chemical Industries Limited

  • Computer Age Management Services Limited

  • CIE Automotive India Limited

  • Carborundum Universal Limited

  • Affle (India) Limited

  • Doms Industries Limited

  • KFin Technologies Limited

  • Rolex Rings Limited

  • Grindwell Norton Limited

  • CreditAccess Grameen Limited

  • Navin Fluorine International Limited

  • 91 Days Tbill (MD 28/03/2025)

  • India Shelter Finance Corporation Limited

  • Data Patterns (India) Limited

  • Kirloskar Oil Engines Limited

  • TBO Tek Limited

  • Anant Raj Limited

  • Birlasoft Limited

  • Orient Electric Limited

  • Apar Industries Limited

  • Tech Mahindra Limited

  • Arvind Fashions Limited

  • Suven Pharmaceuticals Limited

  • S.J.S. Enterprises Limited

  • Bharat Dynamics Limited

  • Fortis Healthcare Limited

  • Alembic Pharmaceuticals Limited

  • Devyani International Limited

  • Mahanagar Gas Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • PNC Infratech Limited

  • Welspun Corp Limited

  • Rainbow Childrens Medicare Limited

  • Chalet Hotels Limited

  • R R Kabel Limited

  • KNR Constructions Limited

  • Tata Consumer Products Limited

  • Niva Bupa Health Insurance Company Limited

  • Jyothy Labs Limited

  • HeidelbergCement India Limited

  • Sansera Engineering Limited

  • Union Bank of India

  • L&T Technology Services Limited

  • KPIT Technologies Limited

  • Alicon Castalloy Limited

  • Tata Consultancy Services Limited

  • Havells India Limited

  • Aptus Value Housing Finance India Limited

  • Timken India Limited

  • Mas Financial Services Limited

  • UNO Minda Limited

  • GE Vernova T&D India Limited

  • Premier Energies Limited-Locked IN

  • Gokaldas Exports Limited

  • Amber Enterprises India Limited

  • Hindalco Industries Limited

  • L&T Finance Limited

  • Sai Life Sciences Limited

  • Whirlpool of India Limited

  • Sona BLW Precision Forgings Limited

  • Gujarat Fluorochemicals Limited

  • PG Electroplast Limited

  • KEI Industries Limited

  • Firstsource Solutions Limited

  • Balrampur Chini Mills Limited

  • Inventurus Knowledge Solutions Limited

  • Mahindra Lifespace Developers Limited

  • PDS Limited

  • Rategain Travel Technologies Limited

  • TeamLease Services Limited

  • VST Industries Limited

  • Jupiter Life Line Hospitals Limited

  • Onesource Specialty Pharma Limited

  • SBFC Finance Limited

  • Container Corporation of India Limited

  • JM Financial Limited

  • Laurus Labs Limited

  • Strides Pharma Science Limited

  • Titagarh Rail Systems Limited

  • Aditya Birla Real Estate Limited

  • Avalon Technologies Limited

  • Aether Industries Limited

  • Sharda Motor Industries Ltd.

  • MTAR Technologies Limited

  • EPL Limited

  • Aarti Industries Limited

  • Engineers India Limited

  • Suprajit Engineering Limited

  • Happy Forgings Limited

  • Jamna Auto Industries Limited

  • Ceigall India Ltd

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  • Miscellaneous

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Chemicals

  • IT - Software

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Air Conditioners

  • Electronics - Components

  • Finance - Investment

  • Depository Services

  • Consumer Durables - Domestic Appliances

  • Finance - Housing

  • Tea/Coffee

  • Refractories

  • Cement & Construction Materials

  • Household & Personal Products

  • Consumer Food

  • Fintech

  • Abrasives

  • Finance - Stock Broking

  • Electric Equipment

  • BPO/ITeS

  • Finance - NBFC

  • Defence

  • Finance - Others

  • Bearings

  • Engineering - Construction

  • Forgings

  • Dyes & Pigments

  • Cable

  • Printing & Stationery

  • Textile

  • Engineering - Industrial Equipments

  • Travel Services

  • Retailing

  • Gas Transmission/Marketing

  • Fertilizers

  • Steel & Iron Products

  • Hotel, Resort & Restaurants

  • Insurance

  • Bank - Public

  • Castings/Forgings

  • Finance Term Lending

  • Metal - Non Ferrous

  • Engineering

  • Sugar

  • Professional Services

  • Cigarettes/Tobacco

  • Logistics

  • Railways Wagons

  • Diversified

  • Plastic Products

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  • 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 ₹23,139.08 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 ₹0.66(0.62%)yesterday to ₹106.52.

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