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Axis Small Cap Fund Direct dividend reinvestment
Equity • Small Cap • Direct dividend reinvestment
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Small Cap
Direct dividend reinvestment
Launched On
05 Dec 2013
11.7 years ago
Lock-in Period
No lock-in
NAV
as of 03 Sep 2025
₹54.06
+0.7454% (0.40)
AUM
₹26,143 Cr
Expense ratio
0.57%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Industrials
Financial Services
Healthcare
Basic Materials
Consumer Cyclical
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,14,741 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Tejas Sheth
Experience: 1.31 yrs • Total AUM: 1,56,856 Cr
Mayank Hyanki
Experience: 2.07 yrs • Total AUM: 1,77,940 Cr
Krishnaa N
Experience: 1.49 yrs • Total AUM: 9,11,449 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
24.54%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.27%
Expense ratio
0.57%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.45%
Expense ratio
0.73%
Returns vs category
Risk vs category
Kotak Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
17.23%
Expense ratio
0.52%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
16.15%
Expense ratio
0.73%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.