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 1.69% as of Aug 13, 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 1.69% · Direct 0.76% as of Aug 13, 2026 Direct plans cut out distributor commission. Direct vs Regular. Since SEBI's April 2026 rules, the capped headline is the base expense ratio (the fund's recurring management, operating and distribution charge), Regular 1.34% · Direct 0.54%. Brokerage and statutory levies (GST and other charges) sit outside the cap and are charged on actuals, so the total expense ratio above can vary over time. |
| 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 |
| Fund manager | Mr. Tejas Sheth, Mr. Mayank Hyanki, Ms. Krishnaa N |
Plans and options
| Plan | Option | IDCW detail | ISIN | AMFI code |
|---|---|---|---|---|
| Regular | Not Applicable | INF846K01K35 | 125354 | |
| Regular | Not Applicable | INF846K01K43 | 125351 | |
| Regular | Not Applicable | INF846K01K01 | 125350 | |
| Regular | Not Applicable | INF846K01K19 | 125352 | |
| Regular | IDCW Reinvestment | IDCW | INF846K01K50 | 125351 |
| Regular | IDCW Reinvestment | IDCW | INF846K01K27 | 125352 |
Returns
| Period | Regular plan | Direct plan |
|---|---|---|
| 1Y | 10.91% | 12.03% |
| 3Y | 16.76% | 18.00% |
| 5Y | 16.41% | 17.79% |
| 10Y | 18.45% | 19.94% |
Growth option, point-to-point returns as of Aug 18, 2026. Returns up to one year are absolute; beyond one year are compounded annually (CAGR). Past performance is not indicative of future returns.
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 scheme's mandate, not its current holdings.
Service providers
| Registrar (RTA) | Kfintech Ltd |
|---|---|
| Custodian | DEUTSCHE BANK AG |
| Auditor | B S R & Co. LLP |
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.
DISCLAIMERFinSet 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.