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

13.48%

Launch Date

Nov 11, 2013

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

14.32 vs 15.10

Fund Vs Category Avg

Beta

0.70 vs 0.81

Fund Vs Category Avg

Sharpe Ratio

0.87 vs 0.75

Fund Vs Category Avg

Portfolio Turnover Ratio

33.00 vs 50.04

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Krishna Institute of Medical Sciences Ltd.	2.72	Pharmaceuticals and health care	Equity
CCL Products India Ltd.	2.60	Tea / Coffee	Equity
Multi Commodity Exchange of India Ltd.	2.49	Finance	Equity
Brigade Enterprises Ltd.	2.06	Construction	Equity
City Union Bank Ltd.	1.99	Banks	Equity
J B Chemicals & Pharmaceuticals Ltd.	1.98	Pharmaceuticals and health care	Equity
Cholamandalam Financial Holdings Ltd.	1.91	Finance	Equity
Blue Star Ltd.	1.72	Consumer Durables	Equity
Kaynes Technology India Ltd.	1.67	Electronics	Equity
PB Fintech Ltd.	1.55	Information Technology	Equity

View All

Dec 23, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	2.13	-0.69	-1.94	0.24	2.45	9.45	12.11	9.75	13.48
Category Average (%)	2.00	-0.60	-2.05	0.75	-2.70	15.95	16.24	NA	18.01
Rank within Category	60	84	74	71	124	116	108	57	98

* Returns over 1 year are CAGR

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Peer Comparision

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Nippon India Small Cap Fund	87.79	68,572	1.61	-0.94	-2.48	-0.46	-12.20	13.08	20.36	14.42	15.29	1.39
HDFC Small Cap Fund	44.80	38,020	1.70	-0.79	-3.48	2.85	-9.11	11.62	13.72	7.41	8.83	1.54
SBI Small Cap Fund	99.42	36,272	1.67	-0.58	-3.30	-0.26	-5.04	15.30	19.35	14.73	15.15	1.57
Quant Small Cap Fund	201.06	30,170	1.40	-1.62	-2.51	1.12	-1.93	23.76	29.91	18.34	10.84	1.59
Axis Small Cap Fund	45.95	26,769	2.13	-0.69	-1.94	0.24	-8.96	9.45	12.11	9.75	13.48	1.59
Bandhan Small Cap Fund	34.62	18,174	1.88	-0.57	-1.68	1.94	-6.96	23.16	19.02	NA	23.75	1.63
Kotak Small Cap Fund	109.46	17,423	1.48	0.19	-4.20	-3.53	-8.41	16.76	20.16	13.59	12.17	1.66
DSP Small Cap Fund	58.78	17,010	2.43	1.50	-0.24	1.43	-9.41	12.28	12.21	8.29	12.19	1.70
HSBC Small Cap Fund	39.05	16,203	2.42	-0.52	-4.30	-3.94	-18.70	10.09	15.92	9.70	12.44	1.67
Franklin India Small Cap Fund	45.95	13,529	1.72	-1.87	-2.95	-3.09	-16.61	11.05	13.77	6.12	7.95	1.75

View All

Dec 23, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,552 (-8.96%)

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(IDCW Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Axis Small Cap Fund	Equity - Small Cap	45.95	26,769	-8.96	12.11

Dec 23, 2025

Top Performing Related Funds

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Axis ELSS Tax Saver Fund	26.15	35,084	1.40	-0.37	0.28	2.31	-3.70	5.05	1.31	1.71	6.20	1.53
Axis Large Cap Fund	19.67	34,072	1.39	0.05	1.44	3.64	1.18	4.33	1.86	2.98	4.33	1.57
Axis Midcap Fund	42.42	32,202	1.82	-0.19	-0.86	1.48	-6.27	10.14	8.25	7.21	10.23	1.56
Axis Small Cap Fund	45.95	26,769	2.13	-0.69	-1.94	0.24	-8.96	9.45	12.11	9.75	13.48	1.59
Axis Large & Mid Cap Fund	21.09	15,605	1.93	0.57	1.10	4.25	-3.03	10.27	7.80	NA	10.98	1.68
Axis Flexi Cap Fund	17.65	13,276	1.61	-0.95	-1.62	1.20	-3.71	10.14	5.70	NA	7.28	1.72