Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Small Cap Fund

Axis Small Cap Fund - Direct Plan - IDCW

Axis Mutual Fund · Managed by Tejas Sheth; Mayank Hyanki; Krishnaa N

FundScore
Latest NAV
₹54.6900
as of 07 Aug 2026
AUM
Expense ratio
0.74%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
22/100slipping
Rank #100 of 143 in Small Cap Fund · top 78%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
4.95%
3M
6.50%
6M
14.94%
1Y
2.57%
3Y CAGR
7.57%
5Y CAGR
7.31%
Since incep.
14.33%
Fund details
Fund manager
Tejas Sheth; Mayank Hyanki; Krishnaa N
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
48%
Volatility (3Y)
14.8%
Rating (external)
★★★★☆as of 30 Jun 2026
Investment objective

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

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

No data yet

This fund hasn't disclosed a portfolio snapshot yet.