axis-small-cap-fund-direct-g

AXIS Small Cap Fund - Direct (G)

  1. Equity
  2. Small Cap
  • NAV as on Jul 29, 2025 ₹123.58
  • Total Returns 24.04% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
axis-small-cap-fund-direct-g

Overview of AXIS Small Cap Fund - Direct (G)

  • Fund House
    AXIS Small Cap Fund
  • Fund Size
    ₹20,137 Cr
  • Expense Ratio
    0.56%
  • Benchmark
    Nifty Smallcap 250 TRI
  • Risk Level
    Very High
  • Inception Date
    Nov 29, 2013
  • Lock-in period
    0
  • Exit Load
    If redeemed/swich out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% NIL - If redeemed/switch out after 12 months from the date of allotment.
  • Minimum SIP Investment
    ₹10
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

AXIS Small Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

AXIS Small Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -0.83%
  • 8.77%
  • 9.88%
  • 3.97%
  • 22.65%
  • 31.21%

Category Average

  • -1.17%
  • 9.42%
  • 11.8%
  • -0.71%
  • 23.54%
  • 32.58%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    13.22%
  • Chemicals & Petrochemical
    7.5%
  • Finance
    7.33%
  • Healthcare Services
    7.19%
  • Consumer Durables
    6.89%
  • Industrial Products
    6.16%

More about AXIS Small Cap Fund - Direct (G)

AXIS Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Axis Mutual Fund. It was launched on 13 Jan 2009, and has been active for over 16 years. As of 31 Mar 2025 the fund manages assets worth ₹20,137 Crores. The expense ratio is 0.56%.

This fund generated returns of 3.97% in the last 1 year. Since its inception, it has provided an average annual return of 24.04%.

The fund's investments are mainly concentrated in sectors like Debt, Chemicals & Petrochemical, Finance, Healthcare Services and Consumer Durables.

The top five holdings in this fund include prominent companies such as C C I, Chola Financial, Nifty Future, Krishna Institu. and Brigade Enterpr..

Fund Managers

  • Tejas Sheth
  • Krishnaa N
  • Mayank Hyanki

Investment Objective

To generate long-term capital appreciation form a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

axis-small-cap-fund-direct-g

Frequently Asked Questions about AXIS Small Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high-risk appetite and are seeking high growth over the long term.

  3. How long should I stay invested in {{fund_type}}?

    A long-term holding period of five to ten years is ideal to capture growth in small companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.

  5. What are the expenses involved in {{fund_type}}?

    These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.

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