Why Invest in Equity Funds?
Overview
Benefits
Bottom up approach to investing in small caps aimed at identifying long term businesses
Aim to generate alpha with a diversified portfolio of stocks
Ideal for small cap investors who can patiently invest and those willing to absorb short term volatility
Investment horizon of 5 years or more
Build a portfolio keeping in mind risk and reward by containing mistakes and navigating volatile stock movements
Investment Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10 % of investments | Nil |
| For remaining investments | 1% |
| If redeemed / switched - out after 12 months | |
| From the date of allotment | NIL |
Minimum Investment Amount
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- Investment in a diversified portfolio predominantly consisting of equity and equity related instruments of small cap companies
Performance
Returns Calculator
Returns Over The Years
Performance of Axis Small Cap Fund - Direct Growth as of May 14, 2026
| NIFTY Smallcap 250 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | NIFTY Smallcap 250 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | NIFTY Smallcap 250 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2013-11-29 | 22.37% | 18.41% | 12.87% | 1,22,800 | 81,613 | 45,020 |
| 5 Years | 19.56% | 18.99% | 11.69% | 24,438 | 23,865 | 17,382 |
| 3 Years | 19.09% | 21.89% | 11.18% | 16,915 | 18,138 | 13,753 |
| 1 Year | 9.57% | 9.56% | -0.28% | 10,957 | 10,956 | 9,972 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-04-30) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 29 Nov 2013 | 15,00,000 | 52,10,110.40 | 18.45% | 16.24% | 12.10% | 44,61,037.10 | 33,44,550.47 |
| 5 Years | 6,00,000 | 8,40,549.52 | 13.47% | 14.76% | 8.34% | 8,67,582.45 | 7,40,184.79 |
| 3 Years | 3,60,000 | 4,11,051.94 | 8.83% | 8.80% | 4.61% | 4,10,856.33 | 3,86,095.65 |
| 1 Year | 1,20,000 | 1,22,656.59 | 4.16% | 4.38% | -6.15% | 1,22,790.99 | 1,16,014.37 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
Holdings
| Stocks | % of holdings |
|---|---|
| CCL Products (India) Limited | 2.79 |
| Nifty Index | 2.74 |
| Krishna Institute Of Medical Sciences Limited | 2.47 |
| JB Chemicals & Pharmaceuticals Limited | 2.23 |
| Multi Commodity Exchange of India Limited | 2.23 |
IDCW
| Record Date | Option | IDCW (Per Unit) | NAV (Per Unit) | ||
|---|---|---|---|---|---|
| Individuals/HUF | Others | Cum IDCW | Ex- IDCW | ||
| 2026-01-20 | Dividend | 4.33 | 4.33 | 50.63 | 46.3 |
| 2025-01-17 | Dividend | 4.69 | 4.69 | 56.65 | 51.96 |
| 2024-03-20 | Dividend | 4.05 | 4.05 | 50.18 | 46.13 |
Outlook
Similar Funds
Documents
Presentation
Leaflet
SID
KIM
Frequently asked questions
Axis Small Cap Fund offers these benefits for retail investors:This small cap fund offers a bottom up approach to investing in small caps aimed at identifying long term businessesAxis Small Cap Fund aims to generate alpha with a diversified portfolio of stocksThis equity mutual fund scheme builds a portfolio keeping in mind risk and reward by containing mistakes and navigating volatile stock movementsAxis Small Cap Fund might be ideal for small cap investors who can patiently invest and those willing to absorb short term volatilityThis scheme can also be considered by investors with an investment horizon of 5 years or more
Axis Small Cap Fund works pretty much like any other equity mutual fund scheme. This small cap fund invests a majority of its investible corpus in equity and equity related instruments of companies with small market capitalization. The scheme may invest the remaining corpus in other money market instruments in accordance with the schemes investment objective. The Asset Management Company running a small cap fund collects money from investors sharing a common investment objective and the fund manager invests this accumulated sum across the small cap sector. In exchange, the investors receive units in accordance with the schemes existing Net Asset Value (NAV). The NAV of the scheme may vary based on the mid cap schemes overall performance. Axis Small Cap Fund invests in stocks of small cap companies that have growth potential and can offer long term earnings to investors.
Small Cap Fund can form an integral part of your mutual fund portfolio if you have a long term investment horizon. Small Cap Fund invest at least 65% of their portfolio in small cap stocks.
You can invest in the Axis Small Cap Fund directly from the Axis Mutual Fund website. You can also invest through platforms like MF Central and MF Utility.
All equity mutual funds, including the Axis Small Cap Fund, carry investment risk. Small-cap funds are considered riskier than large-cap funds because of market volatility and economic fluctuations.
Small cap funds are equity funds that invest in companies with a market capitalization of Rs. 500 crores or less. These funds are like large cap funds and mid cap funds both who invest a majority of their investible corpus in large cap and mid cap companies respectively. Axis Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks. The investment objective of this equity scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Minimum investment required for Axis Small Cap Fund is Rs. 100 and in multiples of Re. 1/- thereafter.
Equity mutual funds can be largely categorized based on market cap. Large cap, mid cap, and small cap funds are the different types of equity funds each of whom taps into companies belonging to specific market capitalization. Axis Small Cap Fund is an equity mutual fund that specifically targets credible stocks of companies with small market capitalization. This equity fund is different than a large cap, mid cap, or multi cap fund each of which possesses unique traits.
Small Cap Funds are ideal for aggressive investors who have very high-risk appetite and long time horizon to invest.
