Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Schemes - Small Cap Fund ) / AMFI 125350

Axis Small Cap Fund - Regular Plan - Growth

Axis Mutual Fund • Open Ended Schemes ( Equity Schemes - Small Cap Fund ) • Regular Plan • Growth Option

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹113.5500
AMFI Code / ISIN
125350 / INF846K01K01
Category Peer Standing
#18 of 47 ranked peers in Open Ended Schemes ( Equity Schemes - Small Cap Fund ) by 3Y Sortino
Historical Track
2013-12-05 to 2026-11-09 (3,190 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+5.90% p.a.
3Y CAGR
+12.76% p.a.
5Y CAGR
+13.20% p.a.
10Y CAGR
+17.65% p.a.
Since Inception CAGR
+20.67% p.a.
Sortino Ratio (3Y)
0.57
Sharpe Ratio (3Y)
0.42
Calmar Ratio
0.37
Annualized Volatility (3Y)
+15.05%
Maximum Drawdown
-34.78%
1Y / 3Y / 5Y Rolling Mean CAGR
+21.04% / +19.76% / +19.90%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

Related Open Ended Schemes ( Equity Schemes - Small Cap Fund ) Funds