Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Schemes - Small Cap Fund ) / AMFI 125354

Axis Small Cap Fund - Direct Plan - Growth

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

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

Latest NAV (2026-11-09)
₹132.9500
AMFI Code / ISIN
125354 / INF846K01K35
Category Peer Standing
#12 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
+6.98% p.a.
3Y CAGR
+13.94% p.a.
5Y CAGR
+14.52% p.a.
10Y CAGR
+19.12% p.a.
Since Inception CAGR
+22.15% p.a.
Sortino Ratio (3Y)
0.68
Sharpe Ratio (3Y)
0.49
Calmar Ratio
0.40
Annualized Volatility (3Y)
+15.05%
Maximum Drawdown
-34.64%
1Y / 3Y / 5Y Rolling Mean CAGR
+22.55% / +21.29% / +21.47%

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.

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