Investment Objective - To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Fund House

Axis Mutual Fund

Return Since Launch

22.07%

Launch Date

Nov 11, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

14.19 vs 15.10

Fund Vs Category Avg

Beta

0.70 vs 0.81

Fund Vs Category Avg

Sharpe Ratio

0.75

Category Avg

Portfolio Turnover Ratio

50.04

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Multi Commodity Exchange of India Ltd.	3.27	Finance	Equity
CCL Products India Ltd.	2.62	Tea / Coffee	Equity
Krishna Institute of Medical Sciences Ltd.	2.40	Pharmaceuticals and health care	Equity
City Union Bank Ltd.	2.33	Banks	Equity
J B Chemicals & Pharmaceuticals Ltd.	2.19	Pharmaceuticals and health care	Equity
Blue Star Ltd.	1.85	Consumer Durables	Equity
Brigade Enterprises Ltd.	1.81	Construction	Equity
Cholamandalam Financial Holdings Ltd.	1.79	Finance	Equity
Can Fin Homes Ltd.	1.56	Finance	Equity
PB Fintech Ltd.	1.48	Information Technology	Equity

View All

Mar 6, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-2.77	-2.31	-5.15	-5.76	8.56	17.53	19.60	19.71	22.07
Category Average (%)	-2.99	-3.11	-5.38	-5.86	7.53	12.62	12.15	NA	11.76
Rank within Category	56	38	59	71	50	41	19	5	19

* Returns over 1 year are CAGR

Screen Funds Yourself to identify the best mutual funds and explore top mutual funds screens.

Peer Comparision

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Nippon India Small Cap Fund	177.47	65,812	-2.78	-2.24	-4.58	-5.74	9.13	20.15	22.60	22.12	24.39	0.66
HDFC Small Cap Fund	147.26	36,941	-3.75	-4.59	-7.05	-8.53	9.60	17.44	20.33	19.50	22.64	0.67
SBI Small Cap Fund	178.98	34,449	-3.13	-3.06	-7.33	-9.42	3.42	12.76	15.20	19.12	24.46	0.76
Quant Small Cap Fund	251.85	27,384	-2.55	-3.87	-8.51	-8.13	3.66	18.22	24.68	18.83	27.77	0.81
Axis Small Cap Fund	115.24	25,517	-2.77	-2.31	-5.15	-5.76	8.56	17.53	19.60	19.71	22.07	0.59
Bandhan Small Cap Fund	47.52	19,267	-3.39	-4.98	-6.70	-5.40	10.22	29.38	23.03	NA	29.51	0.48
Kotak Small Cap Fund	278.70	16,368	-3.26	-1.68	-5.19	-9.21	5.14	14.66	16.20	18.65	28.72	0.55
DSP Small Cap Fund	206.57	16,135	-3.93	-2.25	-3.72	-4.18	13.73	19.42	19.47	18.00	25.83	0.81
HSBC Small Cap Fund	82.08	15,029	-2.68	-2.59	-5.66	-7.86	5.59	16.40	20.67	19.68	19.50	0.71
Franklin India Small Cap Fund	177.36	12,764	-2.82	-2.94	-5.39	-6.90	6.22	17.67	18.84	16.77	24.37	0.98

View All

Mar 6, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,428 (+8.56%)

Fund Manager

Tejas Sheth

Mayank Hyanki

Krishnaa N

Mr. Tejas Sheth has done PG Diploma in Managemaent. Prior to joining Axis Mutual Fund he has worked with Nippon India Mutual Fund, Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.

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Here is the list of funds managed by Tejas Sheth

Scheme Name(Growth Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Small Cap Fund	Equity - Small Cap	115.24	25,517	8.56	19.60

Mar 6, 2026

Top Performing Related Funds

Scheme Name(Growth Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis Liquid Fund	3,052.61	48,416	0.09	0.46	1.48	2.97	6.44	7.05	6.01	6.22	8.83	0.11
Axis ELSS Tax Saver Fund	105.40	32,930	-3.24	-3.45	-5.17	-3.08	8.34	15.08	9.02	13.55	19.56	0.81
Axis Large Cap Fund	68.08	32,420	-2.84	-3.66	-5.33	-2.20	8.27	12.72	9.33	14.02	15.66	0.72
Axis Midcap Fund	129.87	30,895	-2.51	-0.91	-2.02	-1.11	15.12	20.12	16.35	18.80	21.47	0.57
Axis Small Cap Fund	115.24	25,517	-2.77	-2.31	-5.15	-5.76	8.56	17.53	19.60	19.71	22.07	0.59
Axis Money Market Fund	1,507.77	23,610	0.05	0.48	1.41	3.00	7.34	7.63	6.45	NA	6.44	0.17