Axis Small Cap Fund
Direct · Growth ₹124.51
05 Jun 2026
NAV
21.5%
3Y CAGR
21.6%
5Y CAGR
21.2%
10Y CAGR
21.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.80
Sharpe
-34.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.98 L | 23.1% | -42.1% | 105.3% |
| 3 Years | ₹36.00 L | ₹47.29 L | 21.2% | -10.1% | 49.9% |
| 5 Years | ₹60.00 L | ₹1.06 Cr | 21.7% | -0.3% | 34.9% |
| 7 Years | ₹84.00 L | ₹1.94 Cr | 23.7% | 14.3% | 30.4% |
| 10 Years | ₹1.20 Cr | ₹3.90 Cr | 22.4% | 18.0% | 25.6% |
| 12 Years | ₹1.44 Cr | ₹5.08 Cr | 19.8% | 17.9% | 21.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 23.1% | 22.0% | 20.7% | +1.1% |
| 3 Years | 21.2% | 15.4% | 23.0% | +5.9% |
| 5 Years | 21.7% | 14.3% | 22.6% | +7.5% |
| 7 Years | 23.7% | 14.2% | 21.7% | +9.5% |
| 10 Years | 22.4% | 13.9% | 21.0% | +8.5% |
| 12 Years | 19.8% | 13.4% | 19.4% | +6.4% |