EquitySmall Cap FundDirect · Growth
Axis Small Cap Fund - Direct Plan - Growth
Axis · Scheme 125354
₹134.42▼ 0.08%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
16.9%
Risk level
High
Min SIP
—
Benchmark
Nifty Smallcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.13% |
| 3 Months | +7.92% |
| 6 Months | +13.28% |
| 1 Year | +9.58% |
| 3 Years (CAGR) | +16.93% |
| 5 Years (CAGR) | +17.10% |
| 10 Years (CAGR) | +19.79% |
| Since Launch | +22.77% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns68
Consistency60
Risk-adjusted69
Downside protection71
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +16.9%
- ✓ 5Y CAGR: +17.1%
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 8.8%
- ✓ Alpha vs benchmark: +9.2%
What to watch
- • 1Y return vs category: -1.3% vs category avg
- • Beat category: beat category in 44% of windows
Risk metrics
Sharpe ratio
1.06
Sortino ratio
1.22
Volatility
14.76%
Max drawdown
-34.64%
Downside capture
71.80%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.