Axis Small Cap Fund Direct Growth

Scheme code: INF846K01K35 NAV value: ₹ 112.3300 NAV date: 7 May, 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 -14.3982.1730.3328.12
3 year 7.6940.521.7528.39
5 year -7.7438.7711.0222.37
7 year -2.2313.77.8921.26
10 year -4.316.337.6422.2
12 year -4.7916.237.42
15 year 0.1315.577.15
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5316.4628.12
3 year -5.0120.946.0128.39
5 year -0.2421.559.4922.37
7 year 3.7412.058.3121.26
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -92.4970.1121.4828.12
3 year -49.7647.7626.5228.39
5 year -19.5140.2115.1722.37
7 year -21.6518.2312.3821.26
10 year -12.0520.8811.922.2
12 year -5.5419.2311.62
15 year -5.4720.1511.37

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 8.079.73
3 year 11.613.23
5 year 8.9713.2
7 year 5.4312.82
10 year 5.1112.97
NIFTY SMALLCAP 100
Duration Average return (%) Fund's return (%)
1 year 5.399.73
3 year -1.6413.23
5 year 3.6413.2
7 year 2.8812.82
NIFTY SMALLCAP 250
Duration Average return (%) Fund's return (%)
1 year 9.799.73
3 year 13.0413.23
5 year 10.9513.2
7 year 7.6312.82
10 year 7.4112.97

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%