Axis Small Cap Fund Direct Growth

Scheme code: INF846K01K35 NAV value: ₹ 110.9400 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year0.0448.0328.1231.4
3 year13.4742.4428.3930.38
5 year6.5035.0922.3721.02
7 year16.9925.3121.2618.13
10 year17.6526.3722.2021

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3986.839.5428.12
3 year 4.0340.520.7728.39
5 year -10.6438.779.6222.37
7 year -2.2313.77.8121.26
10 year -4.316.337.6422.2
12 year -4.7915.157.27
15 year 0.1315.577.09
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
3 year -1.725.5410.9128.39
5 year 3.9721.5513.422.37
7 year 6.0610.248.521.26
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -16.4173.2233.3328.12
3 year 9.9547.7627.0428.39
5 year -5.0740.2114.3522.37
7 year 2.6618.2312.5321.26
10 year 0.7620.881222.2
12 year 0.0419.2311.6
15 year 5.4520.1511.46

Rolling return for 1 year

- Average return: 28.12% - Median return: 30.69% - Average standard deviation: 5.53

Rolling return for 3 year

- Average return: 28.39% - Median return: 28.23% - Average standard deviation: 2.07

Rolling return for 5 year

- Average return: 22.37% - Median return: 22.05% - Average standard deviation: 1.07

Rolling return for 7 year

- Average return: 21.26% - Median return: 21.15% - Average standard deviation: 0.72

Rolling return for 10 year

- Average return: 22.2% - Median return: 22.09% - Average standard deviation: 0.58

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,16,6751,16,6759.73
3 year36,00,00052,25,65416,25,65413.23
5 year60,00,0001,11,49,98751,49,98713.20
7 year84,00,0001,95,37,9111,11,37,91112.82
10 year1,20,00,0004,06,28,3602,86,28,36012.97

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Average return (%) Fund's return (%)
1 year 11.289.73
3 year 11.3313.23
5 year 8.4413.2
7 year 5.312.82
10 year 5.0412.97
NIFTY SMALLCAP 100
Duration Average return (%) Fund's return (%)
1 year -82.789.73
3 year 6.1913.23
5 year 6.0613.2
7 year -2.1312.82
NIFTY SMALLCAP 250
Duration Average return (%) Fund's return (%)
1 year 9.339.73
3 year 13.4113.23
5 year 10.6213.2
7 year 7.6312.82
10 year 7.412.97

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,16,675 - Absolute Returns: ₹1,16,675 - CAGR: 9.73%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,25,654 - Absolute Returns: ₹16,25,654 - CAGR: 13.23%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,11,49,987 - Absolute Returns: ₹51,49,987 - CAGR: 13.2%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,95,37,911 - Absolute Returns: ₹1,11,37,911 - CAGR: 12.82%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹4,06,28,360 - Absolute Returns: ₹2,86,28,360 - CAGR: 12.97%