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Axis Small Cap Fund - Regular Plan - Growth

Axis · Small Cap
Very High
₹109.13
Current NAV
27 Oct 2026
1.3%
1Y Return
12.4%
3Y CAGR
13.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹18,500 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.05%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
0.95
Sharpe Ratio
0.85
Beta
-0.55
Alpha
1.19
Sortino
Fund Details
Fund House Axis
Category Small Cap
AUM ₹18500 Cr
Expense Ratio 2.05%
Min SIP ₹500
Min Lumpsum ₹1000
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