MH
Mayank HyankiLead
Since Aug 2023
AUM managed
₹51,963.78Cr
Tenure
Since Aug 2023
Funds
5
Axis Small Cap Fund Reg Gr
Small Cap FundAxis Mutual Fund
NAV
₹112.87
-1.13% today
AUM
₹31,448.32 Cr
Fund size
Expense
1.71%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹100
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#11 of 24
Risk-o-meterVery High Risk
BenchmarkNifty Smallcap 250 TR INR (100%)
Number of holdings128
Inception29 Nov 2013
Exit load1.0
Risk metrics
Alpha1.22
Beta0.75
Sharpe ratio0.57
Standard deviation16.79%
Sortino ratio0.9
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
KN
Since Mar 2024
AUM managed
₹1,64,778.67Cr
Tenure
Since Mar 2024
Funds
24
TS
Since May 2024
AUM managed
₹31,448.32Cr
Tenure
Since May 2024
Funds
1
About Axis Small Cap Fund Reg Gr
Axis Small Cap Fund Reg Gr is an open-ended Small Cap Fund mutual fund scheme offered by Axis Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹112.87 per unit and the scheme manages ₹31,448.32 Cr in assets under management. The fund charges an expense ratio of 1.71% and is benchmarked against Nifty Smallcap 250 TR INR (100%). Over the trailing 5 years, Axis Small Cap Fund Reg Gr has delivered +12.92% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Regular Plan · Growth option · NAV as of 15 Oct 2026
Axis Small Cap Fund Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -1.67% | -2.88% |
| 3 months | -1.02% | +1.33% |
| 6 months | +10.81% | +16.71% |
| 1 year | +6.58% | +10.93% |
| 3 years | +12.75% | +14.11% |
| 5 years | +12.92% | +13.86% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -2.63% |
| 3 months | +10.81% | +2.76% |
| 6 months | +15.96% | +27.59% |
| 1 year | +14.31% | +12.40% |
| 3 years | +53.85% | +50.56% |
| 5 years | +105.03% | +101.54% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Axis Small Cap Fund Reg Gr — frequently asked questions
What is the NAV of Axis Small Cap Fund Reg Gr?
The latest net asset value (NAV) of Axis Small Cap Fund Reg Gr is ₹112.87 per unit, -1.13% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Axis Small Cap Fund Reg Gr delivered?
Axis Small Cap Fund Reg Gr has returned +12.92% over the trailing 5 years (1 year: +6.58%, 3 years: +12.75%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Axis Small Cap Fund Reg Gr?
Axis Small Cap Fund Reg Gr charges an expense ratio of 1.71% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Axis Small Cap Fund Reg Gr?
SEBI's riskometer classifies Axis Small Cap Fund Reg Gr as Very High Risk, which is typical for a Small Cap Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Axis Small Cap Fund Reg Gr?
You can start a SIP in Axis Small Cap Fund Reg Gr from ₹100 per month, and the minimum lumpsum investment is ₹100.
Who manages Axis Small Cap Fund Reg Gr?
Axis Small Cap Fund Reg Gr is managed by Axis Mutual Fund, holds ₹31,448.32 Cr in assets under management and invests across 128 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Axis Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Small Cap Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF846K01K01
- Scheme code
- FS0000AIGM