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OmniAsset › Mutual funds › Axis Small Cap Fund

Axis Small Cap Fund

Small Cap fund benchmarked to NIFTY Smallcap 250 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026117.03
CategorySmall Cap
PlanRegular · Growth
Launched11 Nov 2013
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Smallcap 250 TRI
Expense ratiodirect plan, a year1.67%
AUM₹11,617 Cr
Growth of ₹10,000₹20,4132 Sep 2021 to 2 Sep 2026
₹20,617₹17,806₹14,995₹12,184₹9,374Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹20,413 (+15.3% a year) Axis Small Cap Fund

Performance (trailing, annualised)

1Y annualised11.31%
3Y annualised14.91%
5Y annualised15.34%
10Y annualised18.02%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,33,36921.20%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,31,32612.09%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,80,97215.35%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202158.22%
Calendar 20222.62%
Calendar 202334.04%
Calendar 202425.02%
Calendar 2025-1.97%

Rolling returns

Rolling 1Y · average606 windows since 10 Dec 201421.43%
Rolling 1Y · median15.23%
Rolling 1Y · worst window-15.80%
Rolling 1Y · best window98.57%
Rolling 1Y · windows positive88%
Rolling 3Y · average503 windows since 8 Dec 201619.81%
Rolling 3Y · median18.41%
Rolling 3Y · worst window-1.21%
Rolling 3Y · best window38.57%
Rolling 3Y · windows positive100%
Rolling 5Y · average400 windows since 10 Dec 201819.92%
Rolling 5Y · median19.84%
Rolling 5Y · worst window3.61%
Rolling 5Y · best window33.27%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.93%
Downside deviation (3Y)10.86%
Maximum drawdown-19.80%

Management

Fund managerMr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N
Managing since7 Jun 2024

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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