TickerKhojAxis Mutual Fund · Equity · Small Cap · Direct plan
Axis Small Cap Fund - Direct Plan - Growth
₹126.97NAV on 30 Oct 2026Expense ratio 0.70%
29 Oct 2025NAV low 107.72 · high 138.49+1.1%
In plain words
Over 3 years it returned +13.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.4%.
On 3-year return it ranks 13 of 24 funds in Small Cap.
A monthly SIP over 10 years ended ₹2,55,130 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -5.2% | +1.9% |
| 3 months | -4.1% | -5.1% |
| 6 months | +3.4% | -3.2% |
| 1 year | +1.0% | -10.2% |
| 3 years (yearly) | +13.2% | +7.4% |
| 5 years (yearly) | +14.4% | +6.5% |
| 10 years (yearly) | +18.2% | +11.3% |
| Since start (yearly) | +21.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,153 | +4.3% |
| 3 years | ₹3,60,000 | ₹4,02,458 | +7.0% |
| 5 years | ₹5,90,000 | ₹8,15,350 | +12.7% |
| 10 years | ₹11,90,000 | ₹32,59,413 | +19.1% |
Other plan of this fund: Axis Small Cap Fund - Regular Plan - Growth