Axis Small Cap Fund (Regular)
Axis Mutual Fund · benchmark Nifty Smallcap 250 TRI · 12.9 years old · AMFI code 125350
C (bottom 30%), score 47.9 out of 100. Describes the past, not a forecast.
Capped at C: persistently behind its index and most peers over rolling 3-year periods.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 5.7% | 4.1% | +1.6% | 11 / 35 |
| 1 year | 4.0% | 1.9% | +2.1% | 14 / 30 |
| 3 years (a year) | 12.9% | 13.4% | -0.5% | 5 / 25 |
| 5 years (a year) | 13.6% | 13.4% | +0.1% | 6 / 21 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Axis Small Cap Fund (Regular plan)?
₹112.99 on 5 Nov 2026 (Growth option).
What is the expense ratio of Axis Small Cap Fund (Regular)?
1.68% a year; the Direct plan's is 0.70%.
What return has Axis Small Cap Fund given over 3 years?
12.9% a year (Regular plan) over the 3 years to 5 Nov 2026, against 13.4% for the Nifty Smallcap 250 total-return index.
What does Axis Small Cap Fund invest in?
Its largest holdings are Krishna Institute Of Medical Sciences Li, Torrent Pharmaceuticals Limited, CCL Products (India) Limited, with 127 stocks in all (September 2026 portfolio).
How is Axis Small Cap Fund rated?
C: 14 of 25 Regular plans in Small Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.