Axis Small Cap Fund
Direct · Growth ₹120.76
20 Apr 2026
NAV
21.5%
3Y CAGR
21.7%
5Y CAGR
21.3%
10Y CAGR
21.8%
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.
6.75
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 | ₹12.99 L | 23.3% | -42.1% | 105.3% |
| 3 Years | ₹36.00 L | ₹47.43 L | 21.4% | -10.1% | 49.9% |
| 5 Years | ₹60.00 L | ₹1.06 Cr | 21.8% | -0.3% | 34.9% |
| 10 Years | ₹1.20 Cr | ₹3.92 Cr | 22.6% | 18.0% | 25.6% |
Fund SIP vs NIFTY SMALLCAP 250
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 23.3% | 6.4% | +17.0% |
| 3 Years | 21.4% | 21.7% | -0.3% |
| 5 Years | 21.8% | 19.0% | +2.8% |
| 10 Years | 22.6% | 14.5% | +8.1% |