Should I invest in Axis Small Cap Fund?

We don't give personal investment advice. Axis Small Cap Fund - Regular Plan - IDCW 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: 29.9%. 5-year CAGR: 6.59%.

Axis

Axis Small Cap Fund - Regular Plan - IDCW

Latest NAV

₹42.2200

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%	+0.50%	+0.02	13 / 27	Q2
1W	-1.17%	-0.71%	-0.46	17 / 27	Q3
2W	+0.57%	+1.08%	-0.51	19 / 27	Q3
1M	-0.24%	+0.30%	-0.53	16 / 27	Q3
3M	+6.06%	+8.06%	-2.00	17 / 26	Q3
6M	-8.12%	+0.29%	-8.41	22 / 25	Q4
YTD	-7.33%	+1.14%	-8.48	24 / 25	Q4
1Y	-6.84%	+1.31%	-8.16	20 / 23	Q4
2Y	-2.50%	+2.57%	-5.07	17 / 20	Q4
3Y	+5.92%	+13.27%	-7.34	17 / 17	Q4
4Y	+6.62%	+14.06%	-7.44	14 / 14	Q4
5Y	+6.59%	+12.58%	-5.98	13 / 14	Q4
7Y	+8.32%	+16.58%	-8.26	10 / 10	Q4
10Y	+8.88%	+11.46%	-2.58	3 / 4	Q3
Inception	+12.23%	+12.87%	-0.64	15 / 27	Q3

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	-7.33%	+1.14%	-8.48	24 / 25
2025	-10.69%	-8.95%	-1.73	15 / 21
2024	+15.03%	+26.60%	-11.57	18 / 19
2023	+21.04%	+35.46%	-14.42	16 / 16
2022	-5.77%	-1.15%	-4.62	11 / 14
2021	+43.89%	+51.10%	-7.21	9 / 13
2020	+10.52%	+28.16%	-17.64	10 / 10
2019	+8.75%	+2.28%	+6.47	1 / 7
2018	-8.63%	-24.20%	+15.57	1 / 4
2017	+25.25%	+44.24%	-18.99	4 / 4
2016	+3.90%	+2.96%	+0.94	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

+13.54%

141 windows

min -30.9% · max 95.3%

66% positive

3-Year rolling

+10.83%

116 windows

min -10.1% · max 28.2%

94% positive

5-Year rolling

+10.76%

92 windows

min -4.4% · max 19.7%

95% positive

7-Year rolling

+10.83%

68 windows

min 7.3% · max 16.0%

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

20.17%

3-year · annualised

Sharpe ratio

0.07

vs risk-free 6.5%

Sortino ratio

0.09

Downside-only deviation

Max drawdown

-29.93%

Sep 2024 → Mar 2026

% 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 - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.4828	3 Jun 2026
Invesco India Smallcap Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹30.7400	3 Jun 2026
BANDHAN SMALL CAP FUND - REGULAR PLAN IDCW	Bandhan	₹33.2130	3 Jun 2026
Motilal Oswal Small Cap Fund - Regular - IDCW	Motilal Oswal	₹15.0862	3 Jun 2026
Mirae Asset Small Cap Fund - Regular Plan - IDCW	Mirae Asset	₹11.3530	3 Jun 2026
Edelweiss Small Cap Fund - Regular Plan - IDCW Option	Edelweiss	₹38.1970	3 Jun 2026
DSP Small Cap Fund - Regular - IDCW	DSP	₹56.8460	3 Jun 2026
HSBC Small Cap Fund - Regular IDCW	HSBC	₹37.0614	3 Jun 2026
Baroda BNP Paribas Small Cap Fund - Regular Plan - IDCW option	Baroda BNP Paribas	₹12.8020	3 Jun 2026
CANARA ROBECO SMALL CAP FUND - REGULAR PLAN - IDCW (Payout/Reinvestment)	Canara Robeco	₹32.4400	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹42.2200
2 Jun 2026	₹42.3300
1 Jun 2026	₹42.1100
31 May 2026	₹42.4900
29 May 2026	₹42.4900
27 May 2026	₹42.8800
26 May 2026	₹42.8300
25 May 2026	₹42.8400
22 May 2026	₹42.4200
21 May 2026	₹42.4500

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 - IDCW is ₹42.2200. It's a Small Cap Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Small Cap Fund - Regular Plan - IDCW 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 - IDCW 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 - IDCW has delivered a absolute return of -6.84% — -8.16 pp behind the Small Cap Fund category average of 1.31%. The fund ranks #20 of 23 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Axis Small Cap Fund - Regular Plan - IDCW has delivered a CAGR of 5.92% — -7.34 pp behind the Small Cap Fund category average of 13.27%. The fund ranks #17 of 17 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Axis Small Cap Fund - Regular Plan - IDCW has delivered a CAGR of 6.59% — -5.98 pp behind the Small Cap Fund category average of 12.58%. The fund ranks #13 of 14 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Axis Small Cap Fund - Regular Plan - IDCW exactly 10 years ago would be worth approximately ₹234,126 today — a multiplier of 2.34×, based on the 10-year CAGR of 8.88%. The category average over the same window would have grown ₹1 lakh to ₹295,867.

A ₹10,000 monthly SIP in Axis Small Cap Fund - Regular Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹638,688 today. That's an XIRR (money-weighted annualised return) of 2.46%.

A ₹10,000 monthly SIP for 10 years in Axis Small Cap Fund - Regular Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,783,874 (multiplier 1.49×). XIRR: 7.69%. 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 - IDCW ranks #13 out of 14 funds in the Small Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 12.58%; this fund delivered 6.59%.

The worst peak-to-trough decline Axis Small Cap Fund - Regular Plan - IDCW has experienced over the last 5-year window is 29.93% — its NAV fell from a high on 23 Sep 2024 to a low on 23 Mar 2026. 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 - IDCW averaged 10.76% (best 19.74%, worst -4.44%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.09 — weak risk-adjusted performance.

In calendar year 2025, Axis Small Cap Fund - Regular Plan - IDCW returned -10.69% — lagging the Small Cap Fund category average of -8.95% by 1.73 pp. It ranked #15 of 21 in its category that year.

Axis Small Cap Fund - Regular Plan - IDCW 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 - IDCW 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: 29.9%. 5-year CAGR: 6.59%.

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