Axis Small Cap Fund Direct Growth

Scheme code: INF846K01K35 NAV value: ₹ 112.4700 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 22.04 49.63 37.01 43.87
3 year 18.94 32.81 24.93 26.62
5 year 26.11 33.23 29.41 31.35
7 year 20.76 25.31 22.84 20.05
10 year 20.12 26.37 22.58 21.26

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 2.87 90.59 57.81 37.01
3 year 11.13 27.2 19.83 24.93
5 year 15.23 29.68 23.64 29.41
7 year 6.38 12.94 10.27 22.84
10 year 9.27 16.03 12.54 22.58
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -24.32 36.8 22.62 37.01
3 year 11.31 17.46 14.69 24.93
5 year 4.63 19.62 15.08 29.41
7 year 5.53 15.2 13.19 22.84
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 0.48 78.76 50.13 37.01
3 year 13.06 34.95 25.32 24.93
5 year 19.89 33.38 27.48 29.41
7 year 10.41 17.84 15.19 22.84
10 year 13.27 20.8 16.87 22.58

Rolling return for 1 year

Average return: 37.01%
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.29 22.04 28.29 22.04 3.12 25.16 01-2024 01-2025
29.36 30.62 34.47 25.66 3.15 30.03 12-2023 12-2024
31.99 30.08 39.72 22.88 5.99 31.17 11-2023 11-2024
37.1 41.19 48.03 30.76 6.28 39.27 10-2023 10-2024
38.45 41.22 45.57 34.31 4.1 39.89 09-2023 09-2024
35.55 39.14 45.06 30.01 5.47 37.44 08-2023 08-2024
41.07 42.37 47.3 36.35 3.9 41.77 07-2023 07-2024
31.57 39.76 47.05 25.05 8.3 35.86 06-2023 06-2024
38.16 37.78 46.18 30.22 5.65 38.08 05-2023 05-2024
42.98 42.89 48.56 37.52 3.9 42.99 04-2023 04-2024
38.43 42.4 49.63 31.74 6.48 40.55 03-2023 03-2024
42.1 41.55 46.39 37.4 3.18 41.86 02-2023 02-2024

Rolling return for 3 year

Average return: 24.93%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.62 20.14 22.62 20.14 1.24 21.38 01-2022 01-2025
23.8 22.62 25.41 21.05 1.6 23.22 12-2021 12-2024
21.41 21.22 23.74 18.94 1.7 21.33 11-2021 11-2024
22.21 22.91 25.38 19.8 1.99 22.58 10-2021 10-2024
24.55 24.7 26.65 22.63 1.42 24.63 09-2021 09-2024
24.19 24.83 27.03 22.04 1.78 24.52 08-2021 08-2024
26.03 25.07 27.85 23.28 1.65 25.56 07-2021 07-2024
23.57 25.81 28.24 21.23 2.6 24.71 06-2021 06-2024
25.8 25.06 28.19 22.73 1.95 25.44 05-2021 05-2024
27.8 27.31 29.44 25.7 1.33 27.56 04-2021 04-2024
26.51 28.23 29.83 24.95 1.83 27.38 03-2021 03-2024
31.5 30.15 32.81 28.87 1.47 30.83 02-2021 02-2024

Rolling return for 5 year

Average return: 29.41%
Min Max Min-Max Max-Min Standard Deviation Mean From To
29.24 27.06 29.24 27.06 1.09 28.15 01-2020 01-2025
29.79 29.84 30.8 28.84 0.69 29.82 12-2019 12-2024
28.21 29.21 29.68 27.75 0.77 28.71 11-2019 11-2024
29.73 30.27 31.74 28.29 1.23 30.01 10-2019 10-2024
31.69 31.06 33.02 29.75 1.18 31.38 09-2019 09-2024
31.43 31.43 33.23 29.66 1.26 31.44 08-2019 08-2024
31.33 30.72 32.47 29.59 1.04 31.03 07-2019 07-2024
27.24 29.48 30.11 26.63 1.46 28.36 06-2019 06-2024
28.57 27.83 30.03 26.39 1.31 28.2 05-2019 05-2024
27.86 28.51 28.84 27.53 0.52 28.18 04-2019 04-2024
27.39 28.09 29.38 26.11 1.18 27.74 03-2019 03-2024
29.85 29.82 30.62 29.05 0.56 29.84 02-2019 02-2024

Rolling return for 7 year

Average return: 22.84%
Min Max Min-Max Max-Min Standard Deviation Mean From To
22.71 21.78 22.71 21.78 0.46 22.24 01-2018 01-2025
22.61 22.36 23.29 21.69 0.57 22.49 12-2017 12-2024
22.24 22.48 23.24 21.49 0.62 22.36 11-2017 11-2024
23.44 23.78 24.8 22.43 0.85 23.61 10-2017 10-2024
24.42 24.38 25.31 23.49 0.64 24.4 09-2017 09-2024
23.65 23.94 24.86 22.74 0.76 23.8 08-2017 08-2024
23.29 23.67 24.05 22.9 0.43 23.48 07-2017 07-2024
21.82 23.1 23.77 21.16 1.03 22.46 06-2017 06-2024
22.12 22.38 23.11 21.4 0.61 22.25 05-2017 05-2024
21.81 21.95 22.48 21.28 0.43 21.88 04-2017 04-2024
21.95 22.11 23.31 20.76 0.9 22.03 03-2017 03-2024
23.08 23.03 23.6 22.51 0.39 23.06 02-2017 02-2024

Rolling return for 10 year

Average return: 22.58%
Min Max Min-Max Max-Min Standard Deviation Mean From To
20.61 20.12 20.61 20.12 0.24 20.37 01-2015 01-2025
21.28 20.94 21.75 20.48 0.46 21.11 12-2014 12-2024
20.59 20.88 21.28 20.19 0.4 20.74 11-2014 11-2024
21.49 21.73 22.43 20.8 0.58 21.61 10-2014 10-2024
22.12 21.91 22.74 21.3 0.51 22.02 09-2014 09-2024
22.28 22.28 23.11 21.45 0.59 22.28 08-2014 08-2024
22.51 22.36 23.04 21.83 0.43 22.44 07-2014 07-2024
22.04 22.17 23.41 20.82 0.92 22.11 06-2014 06-2024
24.08 22.74 24.78 22.05 1.08 23.41 05-2014 05-2024
24.4 24.25 24.88 23.77 0.4 24.32 04-2014 04-2024
24.77 24.42 25.74 23.46 0.82 24.6 03-2014 03-2024
25.99 25.93 26.37 25.56 0.29 25.96 02-2014 02-2024