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Axis Small Cap Fund Direct IDCW
+19.29%
3Y annualised
+0.56% 1D
NAV: 29 Apr '26
₹49.76
Min. for SIP
₹100
Fund size (AUM)
₹23,918.65 Cr
Expense ratio
0.56%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,676 | +2.79% | |
| 3 years | ₹1,80,000 | ₹2,08,589 | +15.88% | |
| 5 years | ₹3,00,000 | ₹4,31,634 | +43.88% | |
| 10 years | ₹6,00,000 | ₹17,04,110 | +184.02% |
Holdings (138)
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Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +19.3% | +19.6% | +19.7% | +22.4% |
| Category average (Equity Small Cap) | +19.7% | +22.6% | +16.1% | -- |
| Rank (Equity Small Cap) | 25 | 15 | 2 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Small Cap Fund Direct IDCW | +10.36% | +22.29% | 61,808.85 | |
Invesco India Smallcap Fund Direct IDCW | -- | -- | 9,207.58 | |
Bandhan Small Cap Fund Direct IDCW | -- | -- | 20,129.67 | |
Quant Small Cap Fund Direct Plan IDCW | -- | -- | 25,820.99 | |
Axis Small Cap Fund Direct IDCW | -- | -- | 23,918.65 | |
| Compare | ||||
Fund management
MHMayank HyankiAug 2023 - PresentView details
MH
Mayank Hyanki
Aug 2023 - Present
View details
TSTejas ShethMay 2024 - PresentView details
TS
Tejas Sheth
May 2024 - Present
View details
KNKrishnaa NarayanMar 2024 - PresentView details
KN
Krishnaa Narayan
Mar 2024 - Present
View details
About Axis Small Cap Fund Direct IDCW
Axis Small Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Mayank Hyanki is the Current Fund Manager of Axis Small Cap Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹3,16,229 Cr and the Latest NAV as of 29 Apr 2026 is ₹49.76.
The Axis Small Cap Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1% for investments beyond 10% if redeemed within 12 months
;
Investment Objective
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,16,229.36 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,