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Axis Small Cap Fund(G)-Direct Plan

Axis Small Cap Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+16.75%

5Y annualised

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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

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,77,097

Stock Allocation

Stock nameSectorAllocation
City Union Bank LimitedBank21.61%
Brigade Enterprises LimitedRealty13.84%
Multi Commodity Exchange Of India LimitedFinance5.74%

Fund Composition

29393 Cr

Large Cap

10.00%

Mid Cap

15.26%

Small Cap

76.69%

Others

11.68%

Sector Allocation

29393 Cr

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

Min. for SIP100
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

TS

Tejas Sheth

Present

MH

Mayank Hyanki

Present

KN

Krishnaa N

Present

Similar/Peer Fund Comparison

Fund name
T

TRUSTMF Small Cap Fund(G)-Direct Plan

+0.00%
U

Union Small Cap Fund(G)-Direct Plan

+19.57%
B

Bank of India Small Cap Fund(G)-Direct Plan

+22.91%
M

Motilal Oswal Small Cap Fund(G)-Direct Plan

+0.00%
J

JM Small Cap Fund(G)-Direct Plan

+0.00%
I

ITI Small Cap Fund(G)-Direct Plan

+25.71%
M

Mahindra Manulife Small Cap Fund(G)-Direct Plan

+22.20%
D

DSP Small Cap Fund(G)-Direct Plan

+18.24%

FAQs

Axis Small Cap Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 29 Nov 2013. This fund is managed by Tejas Sheth, Mayank Hyanki and Krishnaa N. It is a Equity type of fund.

The current NAV of Axis Small Cap Fund(G)-Direct Plan is ₹132.39 (as of 27 Jul 2026).

Axis Small Cap Fund(G)-Direct Plan has delivered 6.93% in 1 year, 16.92% in 3 years, and 16.75% in 5 years (annualised).

The minimum SIP amount for Axis Small Cap Fund(G)-Direct Plan is ₹100.

The expense ratio of Axis Small Cap Fund(G)-Direct Plan is 0.56%.

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