Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Axis Small Cap Fund - Direct Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 82/100 · Excellent
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)15.75%
- Expense ratio (20%)0.71%
- AUM (15%)₹30,089 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Axis Mutual Fund · Equity · Small Cap
₹138.49
AUM: ₹30,088 Cr
NAV updated 19 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.71%
Exit Load
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Fund Manager
Ashish Naik
Inception
Nov 2013
Benchmark
NIFTY Smallcap 250 Total Return Index
Sharpe Ratio
0.64
Std Dev (1Y)
14.7%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.15%
3m
+12.33%
6m
+20.18%
1y
+13.09%
3y
+15.75%
5y
+16.73%
10y
+19.57%
since inception
+22.87%
TopFund's Take on Axis Small Cap Fund - Direct Plan - Growth
Axis Small Cap Fund - Direct Plan - Growth ranks among the stronger performers in the Small Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 82/100.
Cost: At 0.71%, the expense ratio is roughly in line with the Small Cap category average of 0.77% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.64 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 14.7% is fairly typical for Small Cap funds.
Who should invest: This fund is best suited to investors with a 7-10 year horizon who can stomach 30-40% drawdowns in a bad year in exchange for higher long-term growth potential. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Axis Small Cap Fund - Direct Plan - Growth
The current NAV (Net Asset Value) of Axis Small Cap Fund - Direct Plan - Growth is ₹138.49. NAV is updated every business day after market close by AMFI.
1Y: 13.09% · 3Y CAGR: 15.75% · 5Y CAGR: 16.73%
The expense ratio of Axis Small Cap Fund - Direct Plan - Growth is 0.71% per annum. This is the annual fee charged by the fund to manage your investment.
Axis Small Cap Fund - Direct Plan - Growth is managed by Ashish Naik at Axis Mutual Fund.
Axis Small Cap Fund - Direct Plan - Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Axis Small Cap Fund - Direct Plan - Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Axis Small Cap Fund - Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Axis Small Cap Fund - Direct Plan - Growth is ₹30,089 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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