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

22.46%

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.	2.77	Finance	Equity
CCL Products India Ltd.	2.45	Tea / Coffee	Equity
Krishna Institute of Medical Sciences Ltd.	2.32	Pharmaceuticals and health care	Equity
City Union Bank Ltd.	2.16	Banks	Equity
J B Chemicals & Pharmaceuticals Ltd.	2.05	Pharmaceuticals and health care	Equity
Brigade Enterprises Ltd.	2.05	Construction	Equity
Cholamandalam Financial Holdings Ltd.	1.89	Finance	Equity
Blue Star Ltd.	1.70	Consumer Durables	Equity
PB Fintech Ltd.	1.57	Information Technology	Equity
HDFC Bank Ltd.	1.52	Banks	Equity

View All

Feb 6, 2026

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	1.04	-3.82	-5.10	-2.31	7.64	18.15	21.04	19.71	22.46
Category Average (%)	1.68	-3.43	-4.34	-2.17	1.61	13.67	13.78	NA	12.51
Rank within Category	132	88	80	79	49	47	35	5	24

* 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	181.55	68,287	1.32	-3.25	-4.38	-2.97	2.31	21.82	25.59	21.92	24.76	0.66
HDFC Small Cap Fund	154.34	37,753	0.94	-2.91	-4.90	-2.61	5.40	20.36	22.96	19.71	23.22	0.67
SBI Small Cap Fund	184.63	36,268	0.72	-4.69	-6.66	-4.62	-1.91	14.19	17.45	19.09	24.92	0.76
Quant Small Cap Fund	261.99	29,785	2.23	-5.35	-6.54	-3.83	-1.16	20.40	27.97	19.34	28.34	0.81
Axis Small Cap Fund	117.96	26,547	1.04	-3.82	-5.10	-2.31	2.62	18.15	21.04	19.71	22.46	0.59
Bandhan Small Cap Fund	50.02	18,990	2.37	-3.38	-3.93	-0.04	6.10	31.42	25.46	NA	31.06	0.48
Kotak Small Cap Fund	283.47	17,258	1.31	-4.20	-6.54	-5.88	-4.30	15.43	18.79	18.78	29.08	0.55
DSP Small Cap Fund	211.33	16,935	2.97	-3.47	-1.52	-0.83	5.68	20.72	22.07	18.01	26.21	0.81
HSBC Small Cap Fund	84.26	15,969	2.15	-3.89	-5.77	-4.91	-4.03	17.81	23.26	19.25	19.91	0.71
Franklin India Small Cap Fund	182.73	13,238	1.47	-3.45	-5.31	-3.88	-2.08	20.13	21.34	16.90	24.82	0.98

View All

Feb 6, 2026

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹5,131 (+2.62%)

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.

View More

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	117.96	26,547	2.62	21.04

Feb 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	3,037.65	39,935	0.14	0.50	1.50	2.99	6.51	7.07	5.96	6.24	8.85	0.11
Axis ELSS Tax Saver Fund	109.18	34,263	1.85	-1.86	-1.15	1.55	6.35	16.64	10.46	13.60	20.01	0.81
Axis Large Cap Fund	70.67	33,556	1.49	-1.86	-0.21	3.08	7.01	13.88	10.12	14.35	16.09	0.72
Axis Midcap Fund	131.06	31,717	1.83	-1.39	-1.09	0.78	9.50	20.63	17.79	18.45	21.70	0.57
Axis Small Cap Fund	117.96	26,547	1.04	-3.82	-5.10	-2.31	2.62	18.15	21.04	19.71	22.46	0.59
Axis Money Market Fund	1,500.56	21,732	0.17	0.44	1.44	2.95	7.34	7.62	6.42	NA	6.44	0.17