Axis Small Cap Fund - Direct Plan - Growth
Expense Ratio: 0.56
Risk: Very High
Equity Scheme - Small Cap Fund
Plan: Direct
Benchmark: Nifty Smallcap 250 TRI
Inception: 11-11-2013
Exit Load: Nil
Fund Size:₹26,692.24 Cr
Performance
1Y
Fund6.45%
Cat. Avg.9.53%
2Y
Fund2.28%
Cat. Avg.1.54%
3Y
Fund13.87%
Cat. Avg.14.58%
5Y
Fund14.17%
Cat. Avg.14.52%
10Y
Fund18.79%
Cat. Avg.17.13%
SI
Fund22.16%
Cat. Avg.18.90%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Clearing Corporation of India Ltd | 2125.39 | 7.23% |
| 2 | Krishna Institute Of Medical Sciences Limited | 825.26 | 2.81% |
| 3 | CCL Products (India) Limited | 794.72 | 2.70% |
| 4 | JB Chemicals & Pharmaceuticals Limited | 685.28 | 2.33% |
| 5 | Bank Nifty Index July 2026 Future | 612.91 | 2.09% |
| 6 | City Union Bank Limited | 547.90 | 1.86% |
| 7 | Sai Life Sciences Limited | 465.48 | 1.58% |
| 8 | Cholamandalam Financial Holdings Limited | 458.71 | 1.56% |
| 9 | HDFC Bank Limited | 435.81 | 1.48% |
| 10 | Craftsman Automation Limited | 424.23 | 1.44% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 63381 | +5.6% | +11.9% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.30 L. | +8.5% | +8.6% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.06 L. | +14.2% | +9.1% |
| 5Y | 08 Nov, 21 | 3 L. | 4.26 L. | +42.1% | +14.3% |
| 10Y | 07 Nov, 16 | 6 L. | 16.88 L. | +181.4% | +19.8% |
| SI | 09 Dec, 13 | 7.75 L. | 30.58 L. | +294.6% | +19.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.06 L. | +6.4% | +6.4% |
| 2Y | 16 Oct, 24 | 1 L. | 1.05 L. | +4.6% | +2.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.48 L. | +47.7% | +13.9% |
| 5Y | 18 Oct, 21 | 1 L. | 1.93 L. | +93.2% | +14.1% |
| 10Y | 17 Oct, 16 | 1 L. | 5.64 L. | +464.2% | +18.9% |
| SI | 05 Dec, 13 | 1 L. | 13.15 L. | +1215.0% | +22.2% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.