Axis Small Cap Fund Direct Growth
- Fund size
- ₹27,535 Cr
- Launched
- 5 Dec 2013
- Volatility (3Y)
- 15.0%
- Worst fall (5Y)
- -19.4%
NAV history
Returns
| Period | Return | Type |
|---|---|---|
| 1 month | -3.70% | Absolute |
| 6 months | +19.92% | Absolute |
| 1 year | +8.44% | CAGR |
| 3 years | +14.52% | CAGR |
| 5 years | +14.93% | CAGR |
| 10 years | +18.91% | CAGR |
| Since launch | +22.30% | CAGR · from 5 Dec 2013 |
CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.
If you had started a ₹10,000 SIP
- Invested
- ₹3,60,000
- Value today
- ₹4,15,052
- XIRR
- +9.93%
- Invested
- ₹6,00,000
- Value today
- ₹8,61,315
- XIRR
- +14.85%
Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.
Top holdings
As of Aug 2026 · 129 holdings · top 10 = 18.5%| Company | Sector | Weight |
|---|---|---|
| Krishna Institute Of Medical Sciences | Healthcare | 2.43% |
| Torrent Pharmaceuticals | Healthcare | 2.39% |
| CCL Products (India) | Consumer Staples | 2.31% |
| City Union Bank | Financial Services | 1.91% |
| Sai Life Sciences | Healthcare | 1.75% |
| Brigade Enterprises | Real Estate | 1.71% |
| Sansera Engineering | Automobiles | 1.66% |
| Avalon Technologies | Industrials | 1.52% |
| Navin Fluorine International | Materials | 1.44% |
| Craftsman Automation | Automobiles | 1.40% |
| Karur Vysya Bank | Financial Services | 1.34% |
| Cholamandalam Financial Holdings | Financial Services | 1.31% |
| Minda Corporation | Automobiles | 1.31% |
| Welspun Corp | Industrials | 1.30% |
| PNB Housing Finance | Financial Services | 1.24% |
About this fund
A small cap fund invests at least 65% of assets in companies ranked 251st and below by market capitalisation. Higher growth potential, with sharper drawdowns — suited to long horizons.
SEBI category: Equity Schemes - Small Cap Fund · ISIN INF846K01K35
Other small cap funds
Is this fund right for you?
Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.
Book a free 30-min call →Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.