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Fund Overview

Fund Size

Fund Size

₹26,769 Cr

Expense Ratio

Expense Ratio

1.59%

ISIN

ISIN

INF846K01K01

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Nov 2013

About this fund

Axis Small Cap Fund Regular Growth is a Small-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 12 years and 13 days, having been launched on 29-Nov-13.
As of 11-Dec-25, it has a Net Asset Value (NAV) of ₹103.89, Assets Under Management (AUM) of 26769.08 Crores, and an expense ratio of 1.59%.
  • Axis Small Cap Fund Regular Growth has given a CAGR return of 21.47% since inception.
  • The fund's asset allocation comprises around 94.33% in equities, 0.00% in debts, and 5.67% in cash & cash equivalents.
  • You can start investing in Axis Small Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-6.00%

(Cat Avg.)

3 Years

+17.09%

+18.13% (Cat Avg.)

5 Years

+22.31%

+24.06% (Cat Avg.)

10 Years

+18.30%

+17.06% (Cat Avg.)

Since Inception

+21.47%

(Cat Avg.)

Portfolio Summaryas of 30th November 2025

Equity25,250.75 Cr94.33%
Others1,518.33 Cr5.67%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Clearing Corporation Of India LtdCash - Repurchase Agreement2,010.65 Cr7.51%
Krishna Institute of Medical Sciences LtdEquity729.34 Cr2.72%
CCL Products (India) LtdEquity695.29 Cr2.60%
Multi Commodity Exchange of India LtdEquity665.23 Cr2.49%
Nifty December 2025 FutureEquity Index - Future660.81 Cr2.47%
Net Receivables / (Payables)Cash - Collateral-651.93 Cr2.44%
Brigade Enterprises LtdEquity550.93 Cr2.06%
City Union Bank LtdEquity534.01 Cr1.99%
J.B. Chemicals & Pharmaceuticals LtdEquity528.69 Cr1.98%
Cholamandalam Financial Holdings LtdEquity511.12 Cr1.91%
Blue Star LtdEquity459.56 Cr1.72%
Kaynes Technology India LtdEquity446.28 Cr1.67%
PB Fintech LtdEquity414.13 Cr1.55%
HDFC Bank LtdEquity409.85 Cr1.53%
Can Fin Homes LtdEquity377.91 Cr1.41%
Minda Corp LtdEquity335.34 Cr1.25%
Sai Life Sciences LtdEquity333.52 Cr1.25%
Vesuvius India LtdEquity329.54 Cr1.23%
JK Lakshmi Cement LtdEquity326.36 Cr1.22%
Narayana Hrudayalaya LtdEquity323.69 Cr1.21%
Ahluwalia Contracts (India) LtdEquity320.49 Cr1.20%
Craftsman Automation LtdEquity315.06 Cr1.18%
Karur Vysya Bank LtdEquity300.86 Cr1.12%
Navin Fluorine International LtdEquity299.76 Cr1.12%
Phoenix Mills LtdEquity291.98 Cr1.09%
Galaxy Surfactants LtdEquity284.54 Cr1.06%
Fine Organic Industries Ltd Ordinary SharesEquity279.94 Cr1.05%
Mrs Bectors Food Specialities Ltd Ordinary SharesEquity262.94 Cr0.98%
KFin Technologies LtdEquity254.84 Cr0.95%
Reliance Industries LtdEquity252.09 Cr0.94%
SJS Enterprises LtdEquity233.47 Cr0.87%
DOMS Industries LtdEquity223.46 Cr0.83%
Laurus Labs LtdEquity218.39 Cr0.82%
Coforge LtdEquity215.67 Cr0.81%
Kalpataru Projects International LtdEquity212.89 Cr0.80%
Central Depository Services (India) LtdEquity211.82 Cr0.79%
India Shelter Finance Corporation LtdEquity210.62 Cr0.79%
L&T Finance LtdEquity209.9 Cr0.78%
Data Patterns (India) LtdEquity209.73 Cr0.78%
Computer Age Management Services Ltd Ordinary SharesEquity205.52 Cr0.77%
CreditAccess Grameen Ltd Ordinary SharesEquity204.93 Cr0.77%
Syrma SGS Technology LtdEquity203.76 Cr0.76%
RHI Magnesita India LtdEquity202.15 Cr0.76%
Affle 3i LtdEquity201.79 Cr0.75%
Sudarshan Chemical Industries LtdEquity197.13 Cr0.74%
Vijaya Diagnostic Centre LtdEquity196.41 Cr0.73%
Avalon Technologies LtdEquity195.52 Cr0.73%
Kirloskar Oil Engines LtdEquity193.71 Cr0.72%
Sagility LtdEquity192.51 Cr0.72%
BSE LtdEquity191.44 Cr0.72%
Gokaldas Exports LtdEquity189 Cr0.71%
Crompton Greaves Consumer Electricals LtdEquity186.06 Cr0.70%
Jubilant Ingrevia Ltd Ordinary SharesEquity182.55 Cr0.68%
Tata Consultancy Services LtdEquity182.04 Cr0.68%
Apar Industries LtdEquity178.59 Cr0.67%
Radico Khaitan LtdEquity177.84 Cr0.66%
Sansera Engineering LtdEquity175.96 Cr0.66%
Chemplast Sanmar LtdEquity164.82 Cr0.62%
Union Bank of IndiaEquity164.67 Cr0.62%
OneSource Specialty Pharma LtdEquity163.36 Cr0.61%
TBO Tek LtdEquity161.6 Cr0.60%
364 DTB 18122025Bond - Gov't/Treasury159.61 Cr0.60%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity158.92 Cr0.59%
Bharat Dynamics Ltd Ordinary SharesEquity157.48 Cr0.59%
Aptus Value Housing Finance India LtdEquity156.41 Cr0.58%
Devyani International LtdEquity153.43 Cr0.57%
Rategain Travel Technologies LtdEquity148.51 Cr0.55%
Deepak Fertilisers & Petrochemicals Corp LtdEquity147.66 Cr0.55%
Arvind Fashions LtdEquity146.92 Cr0.55%
Anant Raj LtdEquity146.31 Cr0.55%
Welspun Corp LtdEquity146.24 Cr0.55%
CIE Automotive India LtdEquity144.27 Cr0.54%
Cohance Lifesciences LtdEquity143.39 Cr0.54%
Inventurus Knowledge Solutions LtdEquity142.78 Cr0.53%
Grindwell Norton LtdEquity139.35 Cr0.52%
Mahanagar Gas LtdEquity138.92 Cr0.52%
Neogen Chemicals LtdEquity137.04 Cr0.51%
Chalet Hotels LtdEquity135.96 Cr0.51%
Mahindra Lifespace Developers LtdEquity135.46 Cr0.51%
Carborundum Universal LtdEquity133.72 Cr0.50%
R R Kabel LtdEquity132.1 Cr0.49%
Alembic Pharmaceuticals LtdEquity132.04 Cr0.49%
Tech Mahindra LtdEquity131.75 Cr0.49%
Orient Electric Ltd Ordinary SharesEquity131.09 Cr0.49%
Tata Consumer Products LtdEquity129.3 Cr0.48%
Premier Energies LtdEquity129.03 Cr0.48%
UNO Minda LtdEquity127.62 Cr0.48%
Amber Enterprises India Ltd Ordinary SharesEquity124.23 Cr0.46%
Time Technoplast LtdEquity123.95 Cr0.46%
HealthCare Global Enterprises LtdEquity123.45 Cr0.46%
Ujjivan Small Finance Bank Ltd Ordinary SharesEquity119.26 Cr0.45%
Aditya Vision LtdEquity115.82 Cr0.43%
Hindalco Industries LtdEquity115.61 Cr0.43%
Rainbow Childrens Medicare LtdEquity115.31 Cr0.43%
Balrampur Chini Mills LtdEquity115.1 Cr0.43%
Jyoti CNC Automation LtdEquity111.82 Cr0.42%
Birlasoft LtdEquity108.87 Cr0.41%
Tenneco Clean Air India LtdEquity107.11 Cr0.40%
Timken India LtdEquity103.6 Cr0.39%
Niva Bupa Health Insurance Co LtdEquity103.52 Cr0.39%
PG Electroplast LtdEquity102.93 Cr0.38%
CESC LtdEquity101.99 Cr0.38%
Rolex Rings LtdEquity100.11 Cr0.37%
Jain Resource Recycling LtdEquity97.86 Cr0.37%
PNB Housing Finance LtdEquity95.95 Cr0.36%
PNC Infratech LtdEquity94.14 Cr0.35%
HeidelbergCement India LtdEquity92.61 Cr0.35%
Ellenbarrie Industrial Gases LtdEquity92.13 Cr0.34%
Havells India LtdEquity91.65 Cr0.34%
Alicon Castalloy LtdEquity90.47 Cr0.34%
GE Vernova T&D India LtdEquity85.35 Cr0.32%
Jyothy Labs LtdEquity84.13 Cr0.31%
Gland Pharma LtdEquity80.6 Cr0.30%
Titagarh Rail Systems LtdEquity77.12 Cr0.29%
Firstsource Solutions LtdEquity76.28 Cr0.28%
Whirlpool of India LtdEquity74.46 Cr0.28%
JM Financial LtdEquity69.27 Cr0.26%
SBFC Finance LtdEquity69.26 Cr0.26%
Strides Pharma Science LtdEquity64.56 Cr0.24%
Delhivery LtdEquity63.74 Cr0.24%
KNR Constructions LtdEquity62.05 Cr0.23%
Aadhar Housing Finance LtdEquity59.99 Cr0.22%
Fortis Healthcare LtdEquity59.37 Cr0.22%
CG Power & Industrial Solutions LtdEquity57.82 Cr0.22%
KEI Industries LtdEquity53.86 Cr0.20%
Suprajit Engineering LtdEquity53.45 Cr0.20%
Midwest LtdEquity50.61 Cr0.19%
PDS LtdEquity50.58 Cr0.19%
Sharda Motor Industries LtdEquity48.27 Cr0.18%
TeamLease Services LtdEquity44.66 Cr0.17%
Azad Engineering LtdEquity44.45 Cr0.17%
Container Corporation of India LtdEquity42.97 Cr0.16%
Aditya Birla Real Estate LtdEquity41.08 Cr0.15%
Engineers India LtdEquity40.07 Cr0.15%
LG Electronics India LtdEquity37.14 Cr0.14%
Electronics Mart India LtdEquity31.51 Cr0.12%
Prudent Corporate Advisory Services LtdEquity30.92 Cr0.12%
Aarti Industries LtdEquity30.01 Cr0.11%
Canara Robeco Asset Management Co LtdEquity29.22 Cr0.11%
Happy Forgings LtdEquity28.54 Cr0.11%
Sudeep Pharma LtdEquity24.37 Cr0.09%
Atlanta Electricals LtdEquity21.67 Cr0.08%
Ather Energy LtdEquity15.91 Cr0.06%
Aditya Infotech LtdEquity11.54 Cr0.04%
Equitas Small Finance Bank Ltd Ordinary SharesEquity8.45 Cr0.03%
Hi-Tech Pipes LtdEquity2.91 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

5.73%

Mid Cap Stocks

18.45%

Small Cap Stocks

65.91%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services5,148.74 Cr19.23%
Industrials4,168.97 Cr15.57%
Healthcare3,571.78 Cr13.34%
Consumer Cyclical3,130.47 Cr11.69%
Basic Materials2,806.71 Cr10.48%
Technology2,438.14 Cr9.11%
Consumer Defensive1,464.6 Cr5.47%
Real Estate1,165.76 Cr4.35%
Energy252.09 Cr0.94%
Utilities240.9 Cr0.90%
Communication Services201.79 Cr0.75%

Risk & Performance Ratios

Standard Deviation

This fund

14.32%

Cat. avg.

16.80%

Lower the better

Sharpe Ratio

This fund

0.78

Cat. avg.

0.76

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.22

Higher the better

Fund Managers

Tejas Sheth

Tejas Sheth

Since May 2024

Mayank Hyanki

Mayank Hyanki

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 30th November 2025

ISIN
INF846K01K01
Expense Ratio
1.59%
Exit Load
1.00%
Fund Size
₹26,769 Cr
Age
12 years
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Smallcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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0.8%0.0%₹45.47 Cr7.8%
Sundaram Emerging Small Cap - Series VII Regular Growth

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Sundaram Emerging Small Cap - Series VII Direct Growth

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About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,61,982 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Gold and Silver Passive FoF Direct Growth

Very High Risk

-0.0%--
Axis Multi-Asset Active FoF Direct Growth

Very High Risk

-1.0%--
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth

Moderate Risk

-0.0%₹138.14 Cr-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹316.41 Cr-
Axis Nifty500 Quality 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹78.22 Cr-
Axis Services Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹1978.87 Cr-
Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct Growth

Moderate Risk

-0.0%--
Axis Nifty500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹119.68 Cr-
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹54.66 Cr8.2%
Axis Momentum Fund Direct Growth

Very High Risk

0.6%1.0%₹1262.88 Cr-
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹23.30 Cr8.4%
Axis Nifty500 Value 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹109.69 Cr1.5%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1524.10 Cr8.3%
Axis Consumption Fund Direct Growth

Very High Risk

0.5%1.0%₹3669.97 Cr-0.7%
Axis Nifty 500 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹307.42 Cr1.8%
Axis Nifty Bank Index Fund Direct Growth

Very High Risk

0.2%0.0%₹149.43 Cr11.7%
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹10.13 Cr5.6%
Axis S&P BSE Sensex Index Fund Direct Growth

Very High Risk

0.1%0.0%₹45.38 Cr5.2%
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 119 71 Days Direct Growth

Low to Moderate Risk

----
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹42.02 Cr11.8%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5246.31 Cr0.6%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr7.6%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low Risk

-0.0%₹76.51 Cr7.0%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹67.69 Cr7.5%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13711.73 Cr7.8%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹1287.36 Cr23.3%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹551.41 Cr-11.0%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹13275.82 Cr-0.7%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹24193.73 Cr7.6%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1574.65 Cr2.9%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1198.87 Cr-0.8%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.4%0.0%₹10088.90 Cr8.5%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1224.08 Cr-1.2%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹8083.99 Cr7.1%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.6%1.0%₹1695.55 Cr35.1%
Axis Value Fund Direct Growth

Very High Risk

0.8%1.0%₹1191.65 Cr2.3%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.1%0.0%₹2208.27 Cr7.8%
Axis Quant Fund Direct Growth

Very High Risk

0.7%1.0%₹925.27 Cr-2.2%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹599.23 Cr4.8%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹34071.52 Cr2.9%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1202.97 Cr6.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹1953.56 Cr63.9%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12445.38 Cr-0.2%
Axis Regular Saver Fund Direct Growth

Very High Risk

1.1%1.0%₹236.35 Cr6.5%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.7%1.0%₹1941.11 Cr8.8%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35083.65 Cr0.9%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Axis Small Cap Fund Regular Growth, as of 11-Dec-2025, is ₹103.89.
The fund has generated -6.00% over the last 1 year and 17.09% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 94.33% in equities, 0.00% in bonds, and 5.67% in cash and cash equivalents.
The fund managers responsible for Axis Small Cap Fund Regular Growth are:-
  1. Tejas Sheth
  2. Mayank Hyanki
  3. Krishnaa N

Fund Overview

Fund Size

Fund Size

₹26,769 Cr

Expense Ratio

Expense Ratio

1.59%

ISIN

ISIN

INF846K01K01

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

29 Nov 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Axis Small Cap Fund Regular Growth is a Small-Cap mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 12 years and 13 days, having been launched on 29-Nov-13.
As of 11-Dec-25, it has a Net Asset Value (NAV) of ₹103.89, Assets Under Management (AUM) of 26769.08 Crores, and an expense ratio of 1.59%.
  • Axis Small Cap Fund Regular Growth has given a CAGR return of 21.47% since inception.
  • The fund's asset allocation comprises around 94.33% in equities, 0.00% in debts, and 5.67% in cash & cash equivalents.
  • You can start investing in Axis Small Cap Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-6.00%

(Cat Avg.)

3 Years

+17.09%

+18.13% (Cat Avg.)

5 Years

+22.31%

+24.06% (Cat Avg.)

10 Years

+18.30%

+17.06% (Cat Avg.)

Since Inception

+21.47%

(Cat Avg.)

Portfolio Summaryas of 30th November 2025

Equity25,250.75 Cr94.33%
Others1,518.33 Cr5.67%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Clearing Corporation Of India LtdCash - Repurchase Agreement2,010.65 Cr7.51%
Krishna Institute of Medical Sciences LtdEquity729.34 Cr2.72%
CCL Products (India) LtdEquity695.29 Cr2.60%
Multi Commodity Exchange of India LtdEquity665.23 Cr2.49%
Nifty December 2025 FutureEquity Index - Future660.81 Cr2.47%
Net Receivables / (Payables)Cash - Collateral-651.93 Cr2.44%
Brigade Enterprises LtdEquity550.93 Cr2.06%
City Union Bank LtdEquity534.01 Cr1.99%
J.B. Chemicals & Pharmaceuticals LtdEquity528.69 Cr1.98%
Cholamandalam Financial Holdings LtdEquity511.12 Cr1.91%
Blue Star LtdEquity459.56 Cr1.72%
Kaynes Technology India LtdEquity446.28 Cr1.67%
PB Fintech LtdEquity414.13 Cr1.55%
HDFC Bank LtdEquity409.85 Cr1.53%
Can Fin Homes LtdEquity377.91 Cr1.41%
Minda Corp LtdEquity335.34 Cr1.25%
Sai Life Sciences LtdEquity333.52 Cr1.25%
Vesuvius India LtdEquity329.54 Cr1.23%
JK Lakshmi Cement LtdEquity326.36 Cr1.22%
Narayana Hrudayalaya LtdEquity323.69 Cr1.21%
Ahluwalia Contracts (India) LtdEquity320.49 Cr1.20%
Craftsman Automation LtdEquity315.06 Cr1.18%
Karur Vysya Bank LtdEquity300.86 Cr1.12%
Navin Fluorine International LtdEquity299.76 Cr1.12%
Phoenix Mills LtdEquity291.98 Cr1.09%
Galaxy Surfactants LtdEquity284.54 Cr1.06%
Fine Organic Industries Ltd Ordinary SharesEquity279.94 Cr1.05%
Mrs Bectors Food Specialities Ltd Ordinary SharesEquity262.94 Cr0.98%
KFin Technologies LtdEquity254.84 Cr0.95%
Reliance Industries LtdEquity252.09 Cr0.94%
SJS Enterprises LtdEquity233.47 Cr0.87%
DOMS Industries LtdEquity223.46 Cr0.83%
Laurus Labs LtdEquity218.39 Cr0.82%
Coforge LtdEquity215.67 Cr0.81%
Kalpataru Projects International LtdEquity212.89 Cr0.80%
Central Depository Services (India) LtdEquity211.82 Cr0.79%
India Shelter Finance Corporation LtdEquity210.62 Cr0.79%
L&T Finance LtdEquity209.9 Cr0.78%
Data Patterns (India) LtdEquity209.73 Cr0.78%
Computer Age Management Services Ltd Ordinary SharesEquity205.52 Cr0.77%
CreditAccess Grameen Ltd Ordinary SharesEquity204.93 Cr0.77%
Syrma SGS Technology LtdEquity203.76 Cr0.76%
RHI Magnesita India LtdEquity202.15 Cr0.76%
Affle 3i LtdEquity201.79 Cr0.75%
Sudarshan Chemical Industries LtdEquity197.13 Cr0.74%
Vijaya Diagnostic Centre LtdEquity196.41 Cr0.73%
Avalon Technologies LtdEquity195.52 Cr0.73%
Kirloskar Oil Engines LtdEquity193.71 Cr0.72%
Sagility LtdEquity192.51 Cr0.72%
BSE LtdEquity191.44 Cr0.72%
Gokaldas Exports LtdEquity189 Cr0.71%
Crompton Greaves Consumer Electricals LtdEquity186.06 Cr0.70%
Jubilant Ingrevia Ltd Ordinary SharesEquity182.55 Cr0.68%
Tata Consultancy Services LtdEquity182.04 Cr0.68%
Apar Industries LtdEquity178.59 Cr0.67%
Radico Khaitan LtdEquity177.84 Cr0.66%
Sansera Engineering LtdEquity175.96 Cr0.66%
Chemplast Sanmar LtdEquity164.82 Cr0.62%
Union Bank of IndiaEquity164.67 Cr0.62%
OneSource Specialty Pharma LtdEquity163.36 Cr0.61%
TBO Tek LtdEquity161.6 Cr0.60%
364 DTB 18122025Bond - Gov't/Treasury159.61 Cr0.60%
Gujarat Fluorochemicals Ltd Ordinary SharesEquity158.92 Cr0.59%
Bharat Dynamics Ltd Ordinary SharesEquity157.48 Cr0.59%
Aptus Value Housing Finance India LtdEquity156.41 Cr0.58%
Devyani International LtdEquity153.43 Cr0.57%
Rategain Travel Technologies LtdEquity148.51 Cr0.55%
Deepak Fertilisers & Petrochemicals Corp LtdEquity147.66 Cr0.55%
Arvind Fashions LtdEquity146.92 Cr0.55%
Anant Raj LtdEquity146.31 Cr0.55%
Welspun Corp LtdEquity146.24 Cr0.55%
CIE Automotive India LtdEquity144.27 Cr0.54%
Cohance Lifesciences LtdEquity143.39 Cr0.54%
Inventurus Knowledge Solutions LtdEquity142.78 Cr0.53%
Grindwell Norton LtdEquity139.35 Cr0.52%
Mahanagar Gas LtdEquity138.92 Cr0.52%
Neogen Chemicals LtdEquity137.04 Cr0.51%
Chalet Hotels LtdEquity135.96 Cr0.51%
Mahindra Lifespace Developers LtdEquity135.46 Cr0.51%
Carborundum Universal LtdEquity133.72 Cr0.50%
R R Kabel LtdEquity132.1 Cr0.49%
Alembic Pharmaceuticals LtdEquity132.04 Cr0.49%
Tech Mahindra LtdEquity131.75 Cr0.49%
Orient Electric Ltd Ordinary SharesEquity131.09 Cr0.49%
Tata Consumer Products LtdEquity129.3 Cr0.48%
Premier Energies LtdEquity129.03 Cr0.48%
UNO Minda LtdEquity127.62 Cr0.48%
Amber Enterprises India Ltd Ordinary SharesEquity124.23 Cr0.46%
Time Technoplast LtdEquity123.95 Cr0.46%
HealthCare Global Enterprises LtdEquity123.45 Cr0.46%
Ujjivan Small Finance Bank Ltd Ordinary SharesEquity119.26 Cr0.45%
Aditya Vision LtdEquity115.82 Cr0.43%
Hindalco Industries LtdEquity115.61 Cr0.43%
Rainbow Childrens Medicare LtdEquity115.31 Cr0.43%
Balrampur Chini Mills LtdEquity115.1 Cr0.43%
Jyoti CNC Automation LtdEquity111.82 Cr0.42%
Birlasoft LtdEquity108.87 Cr0.41%
Tenneco Clean Air India LtdEquity107.11 Cr0.40%
Timken India LtdEquity103.6 Cr0.39%
Niva Bupa Health Insurance Co LtdEquity103.52 Cr0.39%
PG Electroplast LtdEquity102.93 Cr0.38%
CESC LtdEquity101.99 Cr0.38%
Rolex Rings LtdEquity100.11 Cr0.37%
Jain Resource Recycling LtdEquity97.86 Cr0.37%
PNB Housing Finance LtdEquity95.95 Cr0.36%
PNC Infratech LtdEquity94.14 Cr0.35%
HeidelbergCement India LtdEquity92.61 Cr0.35%
Ellenbarrie Industrial Gases LtdEquity92.13 Cr0.34%
Havells India LtdEquity91.65 Cr0.34%
Alicon Castalloy LtdEquity90.47 Cr0.34%
GE Vernova T&D India LtdEquity85.35 Cr0.32%
Jyothy Labs LtdEquity84.13 Cr0.31%
Gland Pharma LtdEquity80.6 Cr0.30%
Titagarh Rail Systems LtdEquity77.12 Cr0.29%
Firstsource Solutions LtdEquity76.28 Cr0.28%
Whirlpool of India LtdEquity74.46 Cr0.28%
JM Financial LtdEquity69.27 Cr0.26%
SBFC Finance LtdEquity69.26 Cr0.26%
Strides Pharma Science LtdEquity64.56 Cr0.24%
Delhivery LtdEquity63.74 Cr0.24%
KNR Constructions LtdEquity62.05 Cr0.23%
Aadhar Housing Finance LtdEquity59.99 Cr0.22%
Fortis Healthcare LtdEquity59.37 Cr0.22%
CG Power & Industrial Solutions LtdEquity57.82 Cr0.22%
KEI Industries LtdEquity53.86 Cr0.20%
Suprajit Engineering LtdEquity53.45 Cr0.20%
Midwest LtdEquity50.61 Cr0.19%
PDS LtdEquity50.58 Cr0.19%
Sharda Motor Industries LtdEquity48.27 Cr0.18%
TeamLease Services LtdEquity44.66 Cr0.17%
Azad Engineering LtdEquity44.45 Cr0.17%
Container Corporation of India LtdEquity42.97 Cr0.16%
Aditya Birla Real Estate LtdEquity41.08 Cr0.15%
Engineers India LtdEquity40.07 Cr0.15%
LG Electronics India LtdEquity37.14 Cr0.14%
Electronics Mart India LtdEquity31.51 Cr0.12%
Prudent Corporate Advisory Services LtdEquity30.92 Cr0.12%
Aarti Industries LtdEquity30.01 Cr0.11%
Canara Robeco Asset Management Co LtdEquity29.22 Cr0.11%
Happy Forgings LtdEquity28.54 Cr0.11%
Sudeep Pharma LtdEquity24.37 Cr0.09%
Atlanta Electricals LtdEquity21.67 Cr0.08%
Ather Energy LtdEquity15.91 Cr0.06%
Aditya Infotech LtdEquity11.54 Cr0.04%
Equitas Small Finance Bank Ltd Ordinary SharesEquity8.45 Cr0.03%
Hi-Tech Pipes LtdEquity2.91 Cr0.01%

Allocation By Market Cap (Equity)

Large Cap Stocks

5.73%

Mid Cap Stocks

18.45%

Small Cap Stocks

65.91%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services5,148.74 Cr19.23%
Industrials4,168.97 Cr15.57%
Healthcare3,571.78 Cr13.34%
Consumer Cyclical3,130.47 Cr11.69%
Basic Materials2,806.71 Cr10.48%
Technology2,438.14 Cr9.11%
Consumer Defensive1,464.6 Cr5.47%
Real Estate1,165.76 Cr4.35%
Energy252.09 Cr0.94%
Utilities240.9 Cr0.90%
Communication Services201.79 Cr0.75%

Risk & Performance Ratios

Standard Deviation

This fund

14.32%

Cat. avg.

16.80%

Lower the better

Sharpe Ratio

This fund

0.78

Cat. avg.

0.76

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.22

Higher the better

Fund Managers

Tejas Sheth

Tejas Sheth

Since May 2024

Mayank Hyanki

Mayank Hyanki

Since August 2023

KN

Krishnaa N

Since March 2024

Additional Scheme Detailsas of 30th November 2025

ISIN
INF846K01K01
Expense Ratio
1.59%
Exit Load
1.00%
Fund Size
₹26,769 Cr
Age
12 years
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Smallcap 250 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Small-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Helios Small Cap Fund Regular Growth

Very High Risk

-1.0%₹482.18 Cr-
Helios Small Cap Fund Direct Growth

Very High Risk

-1.0%₹482.18 Cr-
Samco Small Cap Fund Direct Growth

Very High Risk

-1.0%--
Samco Small Cap Fund Regular Growth

Very High Risk

-1.0%--
Groww Nifty Smallcap 250 ETF

Very High Risk

0.3%-₹9.39 Cr-
Bajaj Finserv Small Cap Fund Direct Growth

Very High Risk

0.4%0.0%₹1524.66 Cr-
Bajaj Finserv Small Cap Fund Regular Growth

Very High Risk

2.0%0.0%₹1524.66 Cr-
Mirae Asset Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹2729.09 Cr-
Mirae Asset Small Cap Fund Direct Growth

Very High Risk

0.3%1.0%₹2729.09 Cr-
TrustMF Small Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹1250.47 Cr-0.6%
TrustMF Small Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1250.47 Cr-2.3%
JM Small Cap Fund Regular Growth

Very High Risk

2.3%1.0%₹759.87 Cr-11.8%
JM Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹759.87 Cr-10.3%
Motilal Oswal Nifty Smallcap 250 ETF

Very High Risk

0.3%-₹131.01 Cr-11.9%
Motilal Oswal Small Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹5861.86 Cr-8.6%
Motilal Oswal Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹5861.86 Cr-7.4%
Quantum Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹171.55 Cr-0.3%
Quantum Small Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹171.55 Cr-1.8%
Baroda BNP Paribas Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹1235.95 Cr-9.1%
Baroda BNP Paribas Small Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1235.95 Cr-10.2%
Sundaram Emerging Small Cap - Series VI Regular Growth

Low Risk

1.3%0.0%₹45.47 Cr7.2%
Sundaram Emerging Small Cap - Series VI Direct Growth

Low Risk

0.8%0.0%₹45.47 Cr7.8%
Sundaram Emerging Small Cap - Series VII Regular Growth

Low Risk

1.4%0.0%₹159.75 Cr10.9%
Sundaram Emerging Small Cap - Series VII Direct Growth

Low Risk

1.0%0.0%₹159.75 Cr11.3%
Sundaram Emerging Small Cap - Series V Regular Growth

Low Risk

1.3%0.0%₹83.88 Cr6.9%
Sundaram Emerging Small Cap - Series V Direct Growth

Low Risk

0.8%0.0%₹83.88 Cr7.5%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth

Very High Risk

1.2%0.0%₹36.21 Cr-4.8%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth

Very High Risk

1.4%0.0%₹36.21 Cr-5.0%
Union Small Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1778.32 Cr-9.8%
Union Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹1778.32 Cr-8.8%
HDFC Small Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹38020.31 Cr-5.2%
Kotak Small Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹17423.09 Cr-11.7%
ICICI Prudential Smallcap Fund Direct Growth

Very High Risk

0.8%1.0%₹8451.93 Cr-4.7%
Nippon India Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹68571.85 Cr-9.4%
Nippon India Small Cap Fund Regular Growth

Very High Risk

1.4%1.0%₹68571.85 Cr-10.1%
Invesco India Smallcap Fund Direct Growth

Very High Risk

0.4%1.0%₹8999.33 Cr-4.9%
Invesco India Smallcap Fund Regular Growth

Very High Risk

1.7%1.0%₹8999.33 Cr-6.2%
ICICI Prudential Smallcap Fund Regular Growth

Very High Risk

1.8%1.0%₹8451.93 Cr-5.7%
ITI Small Cap Fund Regular Growth

Very High Risk

1.9%0.0%₹2835.18 Cr-9.6%
ITI Small Cap Fund Direct Growth

Very High Risk

0.2%0.0%₹2835.18 Cr-8.2%
Mahindra Manulife Small Cap Fund Regular Growth

Very High Risk

1.8%1.0%₹4234.86 Cr-9.0%
Mahindra Manulife Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹4234.86 Cr-7.7%
Canara Robeco Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹13059.88 Cr-10.5%
Canara Robeco Small Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹13059.88 Cr-9.4%
Aditya Birla Sun Life Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹5048.59 Cr-8.3%
DSP Small Cap Fund Regular Growth

Very High Risk

1.7%1.0%₹17009.83 Cr-6.8%
UTI Small Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹4833.23 Cr-8.8%
UTI Small Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4833.23 Cr-7.7%
Tata Small Cap Fund Regular Growth

Very High Risk

1.7%0.0%₹11409.74 Cr-16.9%
Aditya Birla Sun Life Small Cap Fund Direct Growth

Very High Risk

0.9%1.0%₹5048.59 Cr-7.4%

About the AMC

Axis Mutual Fund

Axis Mutual Fund

Total AUM

₹3,61,982 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Axis Gold and Silver Passive FoF Direct Growth

Very High Risk

-0.0%--
Axis Multi-Asset Active FoF Direct Growth

Very High Risk

-1.0%--
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth

Moderate Risk

-0.0%₹138.14 Cr-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹316.41 Cr-
Axis Nifty500 Quality 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹78.22 Cr-
Axis Services Opportunities Fund Direct Growth

Very High Risk

0.7%1.0%₹1978.87 Cr-
Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct Growth

Moderate Risk

-0.0%--
Axis Nifty500 Momentum 50 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹119.68 Cr-
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹54.66 Cr8.2%
Axis Momentum Fund Direct Growth

Very High Risk

0.6%1.0%₹1262.88 Cr-
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹23.30 Cr8.4%
Axis Nifty500 Value 50 Index Fund Direct Growth

Very High Risk

0.2%0.0%₹109.69 Cr1.5%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹1524.10 Cr8.3%
Axis Consumption Fund Direct Growth

Very High Risk

0.5%1.0%₹3669.97 Cr-0.7%
Axis Nifty 500 Index Fund Direct Growth

Very High Risk

0.1%0.0%₹307.42 Cr1.8%
Axis Nifty Bank Index Fund Direct Growth

Very High Risk

0.2%0.0%₹149.43 Cr11.7%
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹10.13 Cr5.6%
Axis S&P BSE Sensex Index Fund Direct Growth

Very High Risk

0.1%0.0%₹45.38 Cr5.2%
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 119 71 Days Direct Growth

Low to Moderate Risk

----
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹42.02 Cr11.8%
Axis India Manufacturing Fund Direct Growth

Very High Risk

0.5%1.0%₹5246.31 Cr0.6%
Axis Fixed Term Plan Series 118 100 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 113 1228 Days Direct Growth

Low to Moderate Risk

-0.0%₹92.41 Cr7.6%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 105 1128 Days Direct Growth

Moderate Risk

-0.0%--
Axis Fixed Term Plan Series 112 1143 Days Direct Growth

Low Risk

-0.0%₹76.51 Cr7.0%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹67.69 Cr7.5%
Axis Banking & PSU Debt Fund Direct Growth

Moderate Risk

0.3%0.0%₹13711.73 Cr7.8%
Axis Global Equity Alpha Fund of Fund Direct Growth

Very High Risk

0.9%1.0%₹1287.36 Cr23.3%
Axis Nifty Smallcap 50 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹551.41 Cr-11.0%
Axis Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹13275.82 Cr-0.7%
Axis Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹24193.73 Cr7.6%
Axis Equity Hybrid Fund Direct Growth

High Risk

1.1%1.0%₹1574.65 Cr2.9%
Axis Special Situations Fund Direct Growth

Very High Risk

1.3%1.0%₹1198.87 Cr-0.8%
Axis Corporate Debt Fund Direct Growth

Moderate Risk

0.4%0.0%₹10088.90 Cr8.5%
Axis ESG Equity Fund Direct Growth

Very High Risk

1.3%1.0%₹1224.08 Cr-1.2%
Axis Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹8083.99 Cr7.1%
Axis Greater China Equity Fund of Fund Direct Growth

Very High Risk

0.6%1.0%₹1695.55 Cr35.1%
Axis Value Fund Direct Growth

Very High Risk

0.8%1.0%₹1191.65 Cr2.3%
Axis All Seasons Debt Fund of Funds Direct Growth

Moderate Risk

0.1%0.0%₹2208.27 Cr7.8%
Axis Quant Fund Direct Growth

Very High Risk

0.7%1.0%₹925.27 Cr-2.2%
Axis Gilt Fund Direct Growth

Moderate Risk

0.4%0.0%₹599.23 Cr4.8%
Axis Bluechip Fund Direct Growth

Very High Risk

0.7%1.0%₹34071.52 Cr2.9%
Axis Dynamic Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹1202.97 Cr6.8%
Axis Gold Fund Direct Growth

High Risk

0.2%1.0%₹1953.56 Cr63.9%
Axis Focused 25 Fund Direct Growth

Very High Risk

0.8%1.0%₹12445.38 Cr-0.2%
Axis Regular Saver Fund Direct Growth

Very High Risk

1.1%1.0%₹236.35 Cr6.5%
Axis Strategic Bond Fund Direct Growth

Moderately High risk

0.7%1.0%₹1941.11 Cr8.8%
Axis Long Term Equity Fund Direct Growth

Very High Risk

0.8%0.0%₹35083.65 Cr0.9%

Still got questions?
We're here to help.

The NAV of Axis Small Cap Fund Regular Growth, as of 11-Dec-2025, is ₹103.89.
The fund has generated -6.00% over the last 1 year and 17.09% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 94.33% in equities, 0.00% in bonds, and 5.67% in cash and cash equivalents.
The fund managers responsible for Axis Small Cap Fund Regular Growth are:-
  1. Tejas Sheth
  2. Mayank Hyanki
  3. Krishnaa N
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