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NAV: 14 Oct 2025
₹121.81
Rating
3
Min. SIP amount
₹100
Fund size
₹25,975.38Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (138)
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Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Returns and rankings
Category: Equity Small Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -2.1% | 19.8% | 27.3% | 23.4% |
| Category average | -7.4% | 20.4% | 27.6% | NA |
| Rank with in category | 7 | 20 | 18 | NA |
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Peer Comparison
| Equity, Small Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | 5 | -2.3% | 31.4% | 15,737.73 |
Invesco India Smallcap Fund Direct Growth | 5 | -0.7% | 27.3% | 8,055.38 |
Quant Small Cap Fund Direct Plan Growth | 4 | -6.7% | 25.8% | 29,287.52 |
Nippon India Small Cap Fund Direct Growth | 4 | -7.1% | 23.5% | 66,136.11 |
Franklin India Small Cap Fund Direct Growth | 4 | -8.9% | 22.2% | 13,265.80 |
Expense ratio, exit load and tax
Expense ratio: 0.56%
Inclusive of GST
Exit load
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Stamp duty
0.005% (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%.
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Check past data
Fund management
Tejas ShethMay 2024 - PresentView details
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
Mayank HyankiAug 2023 - PresentView details
Mayank Hyanki
Aug 2023 - Present
View details
Also manages these schemes
Krishnaa NarayanMar 2024 - PresentView details
Krishnaa Narayan
Mar 2024 - Present
View details
Education
She is a Chartered Accountant
Experience
Prior to joining Axis Mutual Fund, she has worked with Price Waterhouse Coopers
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NAWebsite
www.axismf.com
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Small Cap
Pros
1Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.56%
Cons
3Y and 5Y annualised returns lower than category average
Compare funds
Axis Small Cap Fund Direct Growth
VS
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