Should I invest in Axis Small Cap Fund?

We don't give personal investment advice. Axis Small Cap Fund - Regular Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.8%. 5-year CAGR: 16.43%.

Axis

Axis Small Cap Fund - Regular Plan - Growth

Latest NAV

₹106.0000

As of

3 Jun 2026

3,079 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.52%	+0.48%	+0.04	13 / 27	Q2
1W	-1.17%	-0.69%	-0.48	17 / 27	Q3
2W	+0.57%	+1.47%	-0.91	20 / 27	Q3
1M	-0.23%	+1.02%	-1.24	18 / 27	Q3
3M	+6.07%	+10.12%	-4.06	22 / 25	Q4
6M	+0.49%	+3.06%	-2.56	19 / 24	Q4
YTD	+1.33%	+3.98%	-2.66	18 / 24	Q3
1Y	+1.88%	+4.95%	-3.07	18 / 23	Q4
2Y	+6.46%	+6.32%	+0.14	10 / 20	Q2
3Y	+15.51%	+17.81%	-2.30	11 / 16	Q3
4Y	+16.55%	+17.92%	-1.37	8 / 13	Q3
5Y	+16.43%	+16.41%	+0.03	7 / 13	Q3
7Y	+20.15%	+20.78%	-0.63	7 / 9	Q4
10Y	+18.10%	+17.10%	+1.00	1 / 4	Q1
Inception	+20.81%	+15.19%	+5.62	7 / 27	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+1.33%	+3.98%	-2.66	18 / 24
2025	-2.62%	-5.58%	+2.96	5 / 21
2024	+25.14%	+28.55%	-3.42	11 / 19
2023	+33.27%	+39.81%	-6.55	12 / 15
2022	+2.62%	+0.62%	+2.00	4 / 13
2021	+57.18%	+57.64%	-0.46	8 / 12
2020	+22.67%	+32.44%	-9.77	8 / 9
2019	+19.15%	+5.44%	+13.71	1 / 7
2018	-8.60%	-18.51%	+9.91	1 / 4
2017	+36.71%	+49.46%	-12.75	4 / 4
2016	+3.89%	+2.96%	+0.93	2 / 4

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+22.00%

141 windows

min -16.0% · max 95.3%

86% positive

3-Year rolling

+19.73%

116 windows

min -1.2% · max 39.1%

99% positive

5-Year rolling

+19.90%

92 windows

min 3.3% · max 30.8%

100% positive

7-Year rolling

+20.04%

68 windows

min 16.3% · max 23.1%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.78%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-19.80%

Sep 2024 → Mar 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Small Cap Fund

Scheme	Fund house	NAV	As of
SBI Small Cap Fund - Regular Plan - Growth	SBI	₹168.3911	3 Jun 2026
Invesco India Smallcap Fund - Regular Plan - Growth	Invesco	₹42.9700	3 Jun 2026
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH	Bandhan	₹47.7120	3 Jun 2026
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION	Quantum	₹12.8000	3 Jun 2026
Motilal Oswal Small Cap Fund - Regular - Growth	Motilal Oswal	₹15.0859	3 Jun 2026
Mirae Asset Small Cap Fund - Regular Plan - Growth	Mirae Asset	₹11.3500	3 Jun 2026
Edelweiss Small Cap Fund - Regular Plan - Growth	Edelweiss	₹43.9560	3 Jun 2026
DSP BlackRock Micro Cap Fund - Regular - Growth	DSP BlackRock	₹207.4660	3 Jun 2026
HSBC Small Cap Fund - Regular Growth	HSBC	₹81.8992	3 Jun 2026
Baroda BNP Paribas Small Cap Fund - Regular Plan - Growth option	Baroda BNP Paribas	₹13.1378	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹106.0000
2 Jun 2026	₹106.2900
1 Jun 2026	₹105.7400
31 May 2026	₹106.6700
29 May 2026	₹106.6800
27 May 2026	₹107.6600
26 May 2026	₹107.5500
25 May 2026	₹107.5600
22 May 2026	₹106.5000
21 May 2026	₹106.6000

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Small Cap Fund - Regular Plan - Growth is ₹106.0000. It's a Small Cap Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Small Cap Fund - Regular Plan - Growth has NAV history starting from 05 Dec 2013, a track record of about 12 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Axis Small Cap Fund - Regular Plan - Growth is managed by Axis. It's classified by AMFI under the 'Small Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Small Cap Fund - Regular Plan - Growth has delivered a absolute return of 1.88% — -3.07 pp behind the Small Cap Fund category average of 4.95%. The fund ranks #18 of 23 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Small Cap Fund - Regular Plan - Growth has delivered a CAGR of 15.51% — -2.3 pp behind the Small Cap Fund category average of 17.81%. The fund ranks #11 of 16 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Axis Small Cap Fund - Regular Plan - Growth has delivered a CAGR of 16.43% — +0.03 pp ahead of the Small Cap Fund category average of 16.41%. The fund ranks #7 of 13 in its category — the third (Q3) quartile.

₹1 lakh invested in Axis Small Cap Fund - Regular Plan - Growth exactly 10 years ago would be worth approximately ₹528,019 today — a multiplier of 5.28×, based on the 10-year CAGR of 18.10%. The category average over the same window would have grown ₹1 lakh to ₹484,774.

A ₹10,000 monthly SIP in Axis Small Cap Fund - Regular Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹832,845 today. That's an XIRR (money-weighted annualised return) of 13.07%.

A ₹10,000 monthly SIP for 10 years in Axis Small Cap Fund - Regular Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹3,150,316 (multiplier 2.63×). XIRR: 18.34%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Axis Small Cap Fund - Regular Plan - Growth ranks #7 out of 13 funds in the Small Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 16.41%; this fund delivered 16.43%.

The worst peak-to-trough decline Axis Small Cap Fund - Regular Plan - Growth has experienced over the last 5-year window is 19.80% — its NAV fell from a high on 23 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Axis Small Cap Fund - Regular Plan - Growth averaged 19.90% (best 30.76%, worst 3.32%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.67 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Small Cap Fund - Regular Plan - Growth returned -2.62% — beating the Small Cap Fund category average of -5.58% by 2.96 pp. It ranked #5 of 21 in its category that year.

Axis Small Cap Fund - Regular Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Axis Small Cap Fund - Regular Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.8%. 5-year CAGR: 16.43%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.