Axis Small Cap Fund
Direct · Growth ₹133.20
21 Jul 2026
NAV
21.4%
3Y CAGR
21.6%
5Y CAGR
21.1%
10Y CAGR
21.5%
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.
6.87
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 | 23.0% | -42.1% | 105.3% |
| 3 Years | ₹36.00 L | ₹47.19 L | 21.1% | -10.1% | 49.9% |
| 5 Years | ₹60.00 L | ₹1.06 Cr | 21.6% | -0.3% | 34.9% |
| 7 Years | ₹84.00 L | ₹1.93 Cr | 23.6% | 14.3% | 30.4% |
| 10 Years | ₹1.20 Cr | ₹3.88 Cr | 22.4% | 18.0% | 25.6% |
| 12 Years | ₹1.44 Cr | ₹5.10 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 | 23.0% | 22.0% | 21.3% | +1.1% |
| 3 Years | 21.1% | 15.3% | 22.8% | +5.8% |
| 5 Years | 21.6% | 14.3% | 22.1% | +7.4% |
| 7 Years | 23.6% | 14.3% | 21.8% | +9.4% |
| 10 Years | 22.4% | 14.0% | 20.9% | +8.4% |
| 12 Years | 19.8% | 13.4% | 19.4% | +6.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.1% | 16.9% | -14.6% | 100.7% | 0.68 | 4.20 | 89% | — | — |
| 3 Years | 21.4% | 19.9% | -0.0% | 41.3% | 1.68 | 24.79 | 100% | — | — |
| 5 Years | 21.6% | 21.6% | 4.8% | 35.1% | 2.38 | 175.54 | 100% | — | — |
| 10 Years | 21.1% | 20.3% | 17.8% | 26.3% | 6.87 | — | 100% | — | — |
-34.6%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-4.3%
Avg Drawdown
Calmar Ratio by Duration
0.67
1Y
0.62
3Y
0.62
5Y
0.63
7Y
0.61
10Y
0.62
12Y
Compared against NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.40 | 0.84 | 86.5% | 82.1% | 5.5% | 1.2% |
| 3 Years | +2.34 | 0.75 | 78.0% | 75.4% | 17.2% | 17.7% |
| 5 Years | +4.54 | 0.73 | 76.1% | 71.1% | 17.1% | 14.9% |
| 7 Years | +6.32 | 0.75 | 77.1% | 70.9% | 23.7% | 21.0% |
| 10 Years | +7.83 | 0.70 | 72.3% | 64.2% | 19.9% | 14.4% |
| 12 Years | +8.12 | 0.70 | 72.8% | 64.6% | 19.6% | 13.7% |
| 15 Years | +6.64 | 0.70 | 72.5% | 64.0% | 18.8% | 14.7% |
129
Total Holdings
18.8%
Top 10 Weight
34
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Krishna Institute Of Medical Sciences Limited | 2.76% |
| 2 | CCL Products (India) Limited | 2.55% |
| 3 | JB Chemicals & Pharmaceuticals Limited | 2.32% |
| 4 | Multi Commodity Exchange of India Limited | 1.89% |
| 5 | City Union Bank Limited | 1.81% |
| 6 | Cholamandalam Financial Holdings Limited | 1.57% |
| 7 | Sai Life Sciences Limited | 1.57% |
| 8 | Craftsman Automation Limited | 1.46% |
| 9 | Brigade Enterprises Limited | 1.44% |
| 10 | Blue Star Limited | 1.41% |