
Axis Small Cap Fund(G)-Direct Plan
+18.01%
5Y annualised
+18.01%
5Y annualised
+0.11% 1D
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Buy, Hold or Sell?
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NAV : 27 Aug 2026
₹137.99
Min. SIP amount
₹100
Fund size (AUM)
30088 Cr
Expense ratio
0.56%
Launched on
29 Nov 2013
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 27 Aug 2026
₹137.99
Min. SIP amount
₹100
Fund size (AUM)
30088 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
6.89%
Mid Cap
12.56%
Small Cap
72.08%
Others
8.47%
Sector Allocation
Bank
26.01%
Realty
14.80%
Finance
8.94%
Retailing
6.27%
Healthcare
5.18%
Automobile & Ancillaries
4.14%
Fmcg
3.94%
Cash & Cash Equivalents And Net Assets
3.36%
Others
23.48%
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
Bank of India Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
Aditya Birla SL Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
JM Small Cap Fund(G)-Direct Plan
FAQs
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