EquitySmall Cap FundDirect · Growth
Axis Small Cap Fund - Direct Plan - Growth
Axis · Scheme 125354
₹137.56▲ 0.32%NAV · 2026-09-18
Strong FundScore
AUM
₹30,089 cr
Expense ratio
0.73%
3Y CAGR
18.0%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Ashish NaikExit load: Exit load of 1% for investments beyond 10% if redeemed within 12 months
Strong · 70/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 17.8% CAGR over 5 years.
- ✓Compounding well recently — 18.0% CAGR over 3 years.
- ✓3Y CAGR: +18.0%
- ✓5Y CAGR: +17.8%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Beat category: beat category in 44% of windows
FundScore breakdown
70/100 · Strong
Returns
Strong
Consistency
Decent
Risk-adjusted
Decent
Downside protection
Strong
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.