
Axis Small Cap Fund(G)-Direct Plan
+16.75%
5Y annualised
+16.75%
5Y annualised
+1.38% 1D
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Buy, Hold or Sell?
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NAV : 27 Jul 2026
₹132.39
Min. SIP amount
₹100
Fund size (AUM)
29393 Cr
Expense ratio
0.56%
Launched on
29 Nov 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 27 Jul 2026
₹132.39
Min. SIP amount
₹100
Fund size (AUM)
29393 Cr
Expense ratio
0.56%
Launched on
29 Nov 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
10.00%
Mid Cap
15.26%
Small Cap
76.69%
Others
11.68%
Sector Allocation
Bank
26.95%
Realty
15.32%
Finance
9.01%
Retailing
6.54%
Healthcare
4.82%
Fmcg
3.99%
Automobile & Ancillaries
3.94%
Cash & Cash Equivalents And Net Assets
3.18%
Others
22.09%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Tejas Sheth
Present
Mayank Hyanki
Present
Krishnaa N
Present
Similar/Peer Fund Comparison
TRUSTMF Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
Bank of India Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
JM Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
DSP Small Cap Fund(G)-Direct Plan
FAQs
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