Axis Small Cap Fund - Regular Plan - Growth
Equity
Small Cap
Axis Small Cap Fund Returns
NAV: ₹106.5
As of 2026-05-22
4.32%
1yr
16.67%
3yr
16.9%
5yr
All
Axis Small Cap Fund Return Calculator
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Monthly SIP
Lumpsum
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Axis Small Cap Fund Overview
About Axis Small Cap Fund - Regular Plan - Growth
The Axis Small Cap Fund - Regular Plan - Growth , a Small Cap multi-cap fund Open Ended Mutual Funds from Axis Asset Management Company Ltd., has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
Axis Small Cap Fund - Regular Plan - Growth - Performance
The Axis Small Cap Fund - Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of 4.32. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹27,363.9694 Cr. and the latest NAV declared is 106.5 as on 2026-05-22.
Axis Small Cap Fund - Regular Plan - Growth - Investment Strategy
The Axis Small Cap Fund - Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
Axis Small Cap Fund - Regular Plan - Growth - Fees and Expenses
The Axis Small Cap Fund - Regular Plan - Growth has an expense ratio of 1.36 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 1 if redeemed within 1 year of investment.
Axis Small Cap Fund - Regular Plan - Growth - SIP Planning
The Axis Small Cap Fund - Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Axis Small Cap Fund - Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Small Cap provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Small Cap Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
100
Min Lumpsum
₹100
Fund Size(Cr)
₹27,363.97
Expense Ratio
1.36%
Exit Load
1%
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Fund Analysis
About Axis Small Cap Fund
Axis Small Cap Fund is an open-ended equity scheme primarily investing in the stocks of small-cap companies.
Investment Objective
The investment objective of the scheme is to provide long term capital appreciation to the investors by making investments in a diversified portfolio of equity & equity-related securities of small-cap companies.
Benchmark
The Benchmark of the scheme is NIFTY Smallcap 100 TRI Index.
Investment Details
| Particulars | Minimum Amount |
| Minimum Application Amount | Rs.5,000 & in multiples of Rs.1 thereafter |
| Minimum Additional Investment | Rs.100 & in multiples of Rs.1 thereafter |
SIP Details
| Type | Minimum Amount | Minimum Installments |
| Monthly | Rs.1,000 & in multiples of Rs.1 thereafter | 6 |
| Yearly | Rs.12,000 & in multiples of Rs.1 thereafter | 3 |
Loads
Entry Load: Nil
Exit Load:
If units are redeemed or switched out within 1 year:
- Upto 10% of units - Nil
- Remaining units - 1%
If units are redeemed or switched out after 1 year - Nil
Suitability
Axis Smallcap Fund is suitable for investors with a high-risk appetite and looking to invest for a period of 7 years & above.
Taxation:
As the fund predominantly invests in equity securities, Axis Smallcap Fund has the taxability of an equity mutual fund scheme. Following taxation is applicable:
- If the units are sold after 1 year, then the gains on investments are treated as Long Term Capital Gains (LTCG). LTCG of up to Rs 1.25 lacs in a financial year is tax-free and above that, it is taxed at the rate of 12.5% without the benefit of indexation.
- If the units are sold within 1 year, then the gains are treated as Short Term Capital Gains (STCG) and are taxed at the rate of 20%.
Axis Smallcap Fund’s Asset Allocation
Under normal conditions, the pattern of asset allocation is as follows:
| Assets | Minimum indicative allocation (% of total assets) | Maximum indicative allocation (% of total assets) | Risk Profile |
| Equity & Equity related securities of small-cap companies | 65 | 100 | High |
| Equity & Equity related securities of other companies | 0 | 35 | High |
| Debt & Money market instruments | 0 | 35 | Low to Moderate |
Who should invest ?
Small-cap funds are those equity mutual funds that invest in equity & equity-related securities of the companies beyond the top 250 companies in terms of market capitalization.
These companies have small market shares, but aim to come out with innovative products which could disrupt the market through their qualitative offerings. These stocks carry the potential to become midcaps and later, large-caps by gaining market share over time.
Investments in Axis Smallcap Fund can be made by investors who want to invest in startups or small businesses having the potential to deliver good returns over longer periods. The small size of the underlying holdings makes investments in these funds relatively risky & more volatile as compared to investments in other equity fund categories.
Investors with a high-risk appetite looking to invest in equity funds for a long investment horizon could consider investments in this fund. The fund can be a good investment for a diversified equity portfolio.
Eligibility - Who can invest ?
The following people are eligible to invest in this scheme:
- Indian Resident Adults (single holder or on a joint basis)
- Hindu Undivided Family
- Partnership entities
- Limited Liability Partnership units
- Minor through parent or a legal guardian
- Sole Proprietor
- Corporates, PSUs & others.
- NRIs/POIs/OCIs
- Banks & Financial Institutions
- Religious & Charitable Trusts
- Defense & paramilitary units
- Foreign Portfolio Investors
- Pension/Provident/Gratuity Funds
- Trustee, AMCs or Sponsors
- Other schemes of Axis or other mutual funds
- Alternative Investment Funds
- Others
How to invest in Axis Small Cap Fund ?
You can invest in Axis Small Cap Fund through any AMFI distributor, AMC, banks, or third party platforms. If you need any help with your investments, you can reach out to our ZFunds Experts on Whatsapp - 7217746224.
Frequently Asked Questions about Axis Small Cap Fund Regular Growth
Q. What is the expense ratio for Axis Small Cap Fund Regular Growth ?
A. The expense ratio for Axis Small Cap Fund Regular Growth is 1.91 percent as on 24th September 2022. This is the fee that the mutual fund company (Axis Mutual Fund in this case) charges investors towards the management of the mutual fund scheme. It is a percentage of your investment in the fund.
Q. What are Axis Small Cap Fund Regular Growth scheme’s three and five year returns ?
A. Axis Small Cap Fund Regular Growth scheme has given investors 3-year returns of 27.3 percent and 5-year returns of 19.7 percent.
Q. Is there any lock-in period for Axis Small Cap Fund Regular Growth ?
A. No, there is no lock-in period. You can easily sell your mutual fund units at any time. However, an exit load may apply.
Q. What is the AUM for Axis Small Cap Fund Regular Growth?
A. Total assets under management (AUM) or fund size for Axis Small Cap Fund Regular Growth is INR 10435.9 crores.
Q. Can I start an SIP in Axis Small Cap Fund Regular Growth?
A. Yes, you can easily start an Axis Small Cap Fund Regular Growth SIP with just INR 1000 per month.
Q. What is the minimum amount for lump sum investment in Axis Small Cap Fund?
A. The minimum amount for the initial lump sum investment in Axis Small Cap Fund is INR 5000. However, you can make additional lump sum investments of INR 100 and in multiples of 1 thereafter.
More Axis Mutual Funds:
Axis Bluechip Fund
Axis Multicap Fund Regular Plan
Axis Small Cap Fund Regular Plan
Axis Focused 25 Fund
Axis Long Term Equity Fund
Axis Liquid Fund Growth
Axis Equity Hybrid Fund
Axis Small Cap Fund Holdings
Axis Small Cap Fund AMC Details
Fund House
Axis Asset Management Company Ltd.
Fund Manager
Tejas Sheth
Axis Small Cap Fund FAQs
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.