Axis Small Cap Fund
Axis Mutual Fund · Small Cap Fund
Open Ended
Axis Small Cap Fund is a Small Cap Fund scheme from Axis Mutual Fund. Open Ended. The AMC's SEBI riskometer rates it Very High as of Jun 17, 2026. It is benchmarked to NIFTY Smallcap 250 TRI. The Regular plan's total expense ratio is 1.58% as of May 31, 2026.
Snapshot
| AMC | Axis Mutual Fund |
|---|---|
| Category | Equity › Small Cap Fund |
| Riskometer |
Very High as of Jun 17, 2026
The AMC's SEBI riskometer, not a FinSet view. |
| Benchmark | NIFTY Smallcap 250 TRI |
| Total expense ratio |
Regular 1.58%
· Direct 0.61%
as of May 31, 2026
Direct and Regular hold the same portfolio. They differ only by distributor commission. Neither is better. |
| Minimum investment | ₹100 |
| Exit load | If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL on FIFO basis For remaining investments: 1% w.e.f., 29/11/2018 |
Plans and options
| Plan | Option | IDCW detail | ISIN | AMFI code |
|---|---|---|---|---|
| Direct | Growth | Not Applicable | INF846K01K35 | 125354 |
| Direct | IDCW Payout | IDCW | INF846K01K43 | 125351 |
| Direct | IDCW Payout | IDCW | INF846K01K50 | 125351 |
| Regular | Growth | Not Applicable | INF846K01K01 | 125350 |
| Regular | IDCW Payout | IDCW | INF846K01K19 | 125352 |
| Regular | IDCW Payout | IDCW | INF846K01K27 | 125352 |
Mandate and risk class
Investment objective
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
Stated asset allocation
| Instrument | Min % | Max % |
|---|---|---|
| Equity and Equity related instruments of smallcap companies | 65% | 100% |
| Equity and Equity Related Instruments of non-small cap Companies | 0% | 35% |
| Debt & Money Market Instruments | 0% | 35% |
| Units issued by InvITs | 0% | 10% |
This is the allocation range permitted by the Scheme Information Document. It is the mandate, not the current portfolio holdings.
Service providers
| Registrar (RTA) | KFin Technologies |
|---|---|
| Custodian | Deutsche Bank |
| Auditor |
B S R & Co. LLP
KPMG network firm |
House-level providers for Axis Mutual Fund. The registrar processes your transactions and the custodian holds the securities.
Transacting and provisions
| Min additional | ₹100 |
|---|---|
| Face value | ₹10 |
Documents
Every fact, dated and sourced. No buy or sell call.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
FinSet is run by Sanket Dube, an AMFI-registered Mutual Fund Distributor (ARN 180462). This page is reference information assembled from AMFI and SEBI filings. It is dated wherever the source allows and it is not investment advice, a recommendation or an offer to buy or sell any scheme.
Figures such as the riskometer, expense ratio and AUM are point-in-time and can change. Always verify against the scheme's latest Scheme Information Document before acting. As a distributor FinSet may earn a commission on Regular plans. This does not change the facts shown here and FinSet does not tell you which scheme or plan to choose.