Axis Small Cap Fund Direct Growth

Axis Small Cap Fund Direct Growth

Equity
Small Cap
Very High Risk
+18.56%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹119.26
Min. SIP amount
₹100
Fund size
₹26,546.88 Cr
Expense ratio
0.58%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,679
+1.13%
3 years₹1,80,000₹2,11,892
+17.72%
5 years₹3,00,000₹4,41,955
+47.32%
10 years₹6,00,000₹17,33,225
+188.87%

Holdings (143)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity2.77%
CCL Products (India) Ltd.Consumer StaplesEquity2.45%
Krishna Institute of Medical Sciences LtdHealthcareEquity2.32%
City Union Bank Ltd.FinancialEquity2.16%
Brigade Enterprises Ltd.ConstructionEquity2.05%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity2.05%
Cholamandalam Financial Holdings Ltd.FinancialEquity1.89%
Blue Star Ltd.Consumer DiscretionaryEquity1.70%
PB Fintech Ltd.ServicesEquity1.57%
HDFC Bank Ltd.FinancialEquity1.52%
Can Fin Homes Ltd.FinancialEquity1.50%
Craftsman Automation Ltd.AutomobileEquity1.30%
Sai Life Sciences Ltd.HealthcareEquity1.29%
JK Lakshmi Cement Ltd.ConstructionEquity1.26%
Vesuvius India Ltd.ConstructionEquity1.25%
Minda Corporation Ltd.AutomobileEquity1.25%
Kaynes Technology India Ltd.Capital GoodsEquity1.22%
Karur Vysya Bank Ltd.FinancialEquity1.21%
Ahluwalia Contracts (India) Ltd.ConstructionEquity1.19%
Narayana Hrudayalaya Ltd.HealthcareEquity1.19%
The Phoenix Mills Ltd.ConstructionEquity1.17%
Navin Fluorine International Ltd.ChemicalsEquity1.17%
Galaxy Surfactants Ltd.ChemicalsEquity1.09%
KFin Technologies Ltd.FinancialEquity0.98%
Fine Organic Industries Ltd.ChemicalsEquity0.98%
Reliance Industries Ltd.EnergyEquity0.95%
Tata Consultancy Services Ltd.TechnologyEquity0.94%
Laurus Labs Ltd.HealthcareEquity0.88%
SJS Enterprises Ltd.AutomobileEquity0.88%
Mrs. Bectors Food Specialities Ltd.Consumer StaplesEquity0.88%
DOMS Industries Ltd.Consumer StaplesEquity0.88%
Affle 3I Ltd.TechnologyEquity0.82%
Kalpataru Projects International Ltd.Capital GoodsEquity0.80%
L&T Finance Ltd.FinancialEquity0.80%
Kirloskar Oil Engines Ltd.Capital GoodsEquity0.79%
Vijaya Diagnostic Centre Ltd.HealthcareEquity0.79%
Sagility Ltd.ServicesEquity0.75%
RHI Magnesita India Ltd.ConstructionEquity0.75%
Computer Age Management Services Ltd.ServicesEquity0.74%
CreditAccess Grameen Ltd.FinancialEquity0.74%
Onesource Specialty Pharma Ltd.HealthcareEquity0.73%
India Shelter Finance Corporation Ltd.FinancialEquity0.72%
Central Depository Services (India) Ltd.FinancialEquity0.71%
Coforge Ltd.TechnologyEquity0.71%
Data Patterns (India) Ltd.Capital GoodsEquity0.70%
Sudarshan Chemical Industries Ltd.ChemicalsEquity0.69%
Radico Khaitan Ltd.Consumer StaplesEquity0.69%
Syrma SGS Technology Ltd.Capital GoodsEquity0.69%
Jubilant Ingrevia Ltd.ChemicalsEquity0.68%
Avalon Technologies Ltd.Capital GoodsEquity0.67%
Crompton Greaves Consumer Electricals Ltd.Consumer DiscretionaryEquity0.67%
Gujarat Fluorochemicals Ltd.ChemicalsEquity0.64%
Sansera Engineering Ltd.AutomobileEquity0.64%
Devyani International Ltd.ServicesEquity0.63%
Union Bank of IndiaFinancialEquity0.62%
Apar Industries Ltd.Consumer StaplesEquity0.61%
TBO Tek Ltd.ServicesEquity0.61%
Aptus Value Housing Finance India Ltd.FinancialEquity0.59%
Bharat Dynamics Ltd.Capital GoodsEquity0.57%
Chemplast Sanmar Ltd.ChemicalsEquity0.57%
Gokaldas Exports Ltd.TextilesEquity0.57%
CIE Automotive India Ltd.Metals & MiningEquity0.56%
Reserve Bank of IndiaFinancialT-Bills0.56%
PNB Housing Finance Ltd.FinancialEquity0.56%
Arvind Fashions Ltd.TextilesEquity0.55%
RateGain Travel Technologies Ltd.TechnologyEquity0.54%
Neogen Chemicals Ltd.ChemicalsEquity0.54%
Birlasoft Ltd.TechnologyEquity0.54%
Inventurus Knowledge Solutions Ltd.ServicesEquity0.53%
Grindwell Norton Ltd.Metals & MiningEquity0.53%
Welspun Corp Ltd.Metals & MiningEquity0.52%
Anant Raj Ltd.ConstructionEquity0.52%
Deepak Fertilisers And Petrochemicals Corporation Ltd.ChemicalsEquity0.52%
Tech Mahindra Ltd.TechnologyEquity0.52%
R R Kabel Ltd.Consumer DiscretionaryEquity0.52%
Cohance Lifesciences Ltd.HealthcareEquity0.51%
Carborundum Universal Ltd.Metals & MiningEquity0.50%
Chalet Hotels Ltd.ServicesEquity0.50%
Mahanagar Gas Ltd.EnergyEquity0.50%
Tata Consumer Products Ltd.Consumer StaplesEquity0.50%
Mahindra Lifespace Developers Ltd.ConstructionEquity0.48%
Hindalco Industries Ltd.Metals & MiningEquity0.48%
Rolex Rings LtdCapital GoodsEquity0.48%
UNO Minda Ltd.AutomobileEquity0.47%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.46%
Orient Electric Ltd.Consumer DiscretionaryEquity0.45%
Niva Bupa Health Insurance Company Ltd.InsuranceEquity0.44%
Time Technoplast Ltd.ChemicalsEquity0.44%
Ujjivan Small Finance Bank Ltd.FinancialEquity0.44%
Balrampur Chini Mills Ltd.Consumer StaplesEquity0.43%
Azad Engineering Ltd.Capital GoodsEquity0.43%
Rainbow Children's Medicare Ltd.HealthcareEquity0.42%
Tenneco Clean Air India LtdAutomobileEquity0.42%
Healthcare Global Enterprises Ltd.HealthcareEquity0.42%
Premier Energies Ltd.EnergyEquity0.42%
Amber Enterprises India Ltd.Consumer DiscretionaryEquity0.42%
Jyoti CNC Automation Ltd.Capital GoodsEquity0.41%
Aditya Vision Ltd.ServicesEquity0.41%
Jain Resource Recycling Ltd.Metals & MiningEquity0.38%
Delhivery Ltd.ServicesEquity0.38%
CESC Ltd.EnergyEquity0.38%
PG Electroplast Ltd.Capital GoodsEquity0.38%
Timken India Ltd.Capital GoodsEquity0.37%
PNC Infratech Ltd.ConstructionEquity0.36%
GE Vernova T&D India LtdCapital GoodsEquity0.35%
Havells India Ltd.Capital GoodsEquity0.34%
Heidelberg Cement India Ltd.ConstructionEquity0.33%
Titagarh Rail Systems Ltd.AutomobileEquity0.31%
Alicon Castalloy Ltd.Metals & MiningEquity0.31%
Ellenbarrie Industrial Gases Ltd.ChemicalsEquity0.30%
Jyothy Labs Ltd.Consumer StaplesEquity0.30%
Gland Pharma Ltd.HealthcareEquity0.30%
Firstsource Solutions Ltd.ServicesEquity0.28%
JM Financial Ltd.FinancialEquity0.27%
Sudeep Pharma Ltd.HealthcareEquity0.25%
SBFC Finance Ltd.FinancialEquity0.25%
Strides Pharma Science Ltd.HealthcareEquity0.25%
KNR Constructions Ltd.ConstructionEquity0.24%
Whirlpool Of India Ltd.Consumer DiscretionaryEquity0.24%
Midwest Ltd.ConstructionEquity0.23%
Aadhar Housing Finance LtdFinancialEquity0.23%
Kei Industries Ltd.Capital GoodsEquity0.22%
Fortis Healthcare Ltd.HealthcareEquity0.22%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.21%
PDS Ltd.ServicesEquity0.20%
Suprajit Engineering Ltd.AutomobileEquity0.20%
Sharda Motor Industries Ltd.AutomobileEquity0.18%
Container Corporation Of India Ltd.ServicesEquity0.17%
TeamLease Services Ltd.ServicesEquity0.16%
Engineers India Ltd.ConstructionEquity0.15%
Aditya Birla Real Estate Ltd.Consumer StaplesEquity0.15%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.13%
Prudent Corporate Advisory Services Ltd.FinancialEquity0.12%
Happy Forgings Ltd.Metals & MiningEquity0.12%
Aarti Industries Ltd.ChemicalsEquity0.11%
Electronics Mart India Ltd.ServicesEquity0.10%
Equitas Small Finance Bank Ltd.FinancialEquity0.08%
Atlanta Electricals Ltd.Capital GoodsEquity0.08%
Canara Robeco Asset Management Company Ltd.FinancialEquity0.07%
Aequs Ltd.TechnologyEquity0.06%
Ather Energy Ltd.AutomobileEquity0.05%
Aditya Infotech Ltd.CommunicationEquity0.04%
Hi-Tech Pipes Ltd.Metals & MiningEquity0.01%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+18.6%+22.0%+19.7%+22.7%
Category average (Equity Small Cap)+19.7%+22.6%+16.1%--
Rank (Equity Small Cap)21152--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

TS
Tejas Sheth
May 2024 - Present
View details

Education
Mr. Sheth has done PG Diploma in Management.
Experience
Prior to joining Axis Mutual Fund he has worked with Nippon India Mutual Fund, Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.
Also manages these schemes

About Axis Small Cap Fund Direct Growth

Axis Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Tejas Sheth is the Current Fund Manager of Axis Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,54,746 Cr and the Latest NAV as of 16 Jan 2026 is ₹119.26. The Axis Small Cap Fund Direct Growth 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₹3,54,746.32 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,