
Axis Small Cap Fund Direct Growth
Axis Small Cap Fund Direct Growth
as on 30 Oct 2026
Axis Small Cap Fund Direct Growth is a Equity mutual fund scheme launched on 05 Dec 2013. The current NAV stands at ₹126.9700 as of 30 Oct 2026. From the funds total AUM, its top holdings include Clearing Corporation Of India Ltd at 10.52%, Krishna Institute of Medical Sciences at 2.76%, CCL Products at 2.55%, Net Receivables / (Payables) at 2.50%, J B Chemicals and Pharmaceuticals at 2.32%
Scheme Overview
- Inception Date : 05 Dec 2013
- AUM : ₹30,677.50 Cr
- 5Y Returns (CAGR) : 14.44%
- Expense Ratio : 0.72%
- Min. SIP : ₹100
- Min. Lumpsum : ₹100
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 44.14 L
14.44%
Total Investment
₹ 30,00,000
Returns
₹ 14,14,094 (14.44%)
Maturity Value
₹ 44,14,094
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 30,677.50 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹30,677.50 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Financial Services | 16.51% | ||
| Industrials | 16.26% | ||
| Healthcare | 14.32% | ||
| Consumer Cyclical | 11.61% | ||
| Other | 11.59% | ||
| Basic Materials | 10.69% | ||
| Technology | 7.47% | ||
| Consumer Defensive | 5.09% | ||
| Real Estate | 3.47% | ||
| Energy | 1.31% | ||
| Utilities | 1.04% | ||
| Communication Services | 0.64% |
Stock Holdings
as of 31 May 2026
Fund Comparison
Fund Details
52W High NAV
-
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 30,677.50
Expense Ratio
0.72%
Lock-in Period
No Lock in Period
52W Low NAV
-
Inception Date
05 Dec 2013
Fund Age
12 Yrs
Benchmark
Nifty Smallcap 250 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1% for investments beyond 10% if redeemed within 12 months
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Shreyash Devalkar | Bachelor in Chemical Engineering & Masters in Management Studies |
| Tejas Sheth | PG Diploma in Managemaent. |
| Pratik Tibrewal | B.com, LLB (Gen), MBA (Finance) |
| Mayank Hyanki | Bachel or of Technol ogy, Post Gradua te Diplom |
| Krishnaa N | Chartered Accountant and Bachelor of Commerce |
Fund Objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
No. of Schemes
68
Total AUM
₹ 3,66,159.62 Cr
Contact Details
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Contact Details
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
FAQs
When was Axis Small Cap Fund launched?
What is the current NAV of Axis Small Cap Fund?
What is the AUM of Axis Small Cap Fund?
What is the rate of return of Axis Small Cap Fund?
- In the past 1Y: 1.02%
- In the past 3Y: 13.23%
- In the past 5Y: 14.44%
What is the expense ratio of Axis Small Cap Fund?
What is exit load of Axis Small Cap Fund?
What is the portfolio of Axis Small Cap Fund?
- Krishna Institute of Medical Sciences: 2.76%
- CCL Products: 2.55%
- J B Chemicals and Pharmaceuticals: 2.32%
- MCX: 1.89%
- City Union Bank: 1.81%
Top 3 sectoral holdings include:
- Others: 16.59%
- Financial Services: 16.51%
- Industrials: 16.26%
How risky is investing in Axis Small Cap Fund?
Who is the fund manager Axis Small Cap Fund?
What is the minimum investment required in Axis Small Cap Fund?
How to invest in Axis Small Cap Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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