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Small Cap · Equity

Axis Small Cap Fund

Axis Mutual Fund
Benchmark
Nifty Smallcap 250 TRI
Riskometer
Very High
Size
₹30,668 cr
Allotted
29 Nov 2013
Holdings as of
Not on record

Axis Small Cap Fund is a small cap fund of Axis Mutual Fund with ₹30,668 cr under management. It is ahead of its benchmark (Nifty Smallcap 250 TRI) in 4 of 4 periods. Its direct plan charges 0.69% a year. Tejas Sheth has managed it for 2.4 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Axis Small Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty Smallcap 250 TRI, in 4 of 4 periods in AMFI's figures; +9.00% over the last year against +5.12%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty Smallcap 250 TRI) in 4 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +9.00%+7.91%+5.12% +3.88 🔒
3y +14.42%+13.23%+13.51% +0.91 🔒
5y +14.61%+13.28%+13.33% +1.28 🔒
10y +19.09%+17.61%+14.41% +4.68 🔒
Ahead in points a year · its rank among Small Cap funds, and how steady the lead is, in the app

Risk, falls and every year

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Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Axis Small Cap Fund cost?

0.69% a year on the direct plan, 1.68% on the regular plan; 7 of 36 funds in its category charge less.

Direct plan
0.69% a year
Category median 0.90%
Regular plan
1.68% a year
Category median 2.05%
Gap
0.99 points
for the same holdings
7 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Small Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Axis Small Cap Fund?

Tejas Sheth, since 13 May 2024; Mayank Hyanki, since 13 May 2024; Krishnaa N, since 13 May 2024.

Tejas Sheth
2.4 years
since 13 May 2024
Mayank Hyanki
2.4 years
since 13 May 2024
Krishnaa N
2.4 years
since 13 May 2024
Benchmark as filedNIFTY Smallcap 250 TRI
Exit load
If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL.For remaining investments: 1%.If redeemed / switched-out after 12 months from the date of allotment: NIL.
From 4 Scheme Summary Documents filed with NSE, first on 10 Sep 2026; as on 5 Oct 2026

What does Axis Small Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Axis Small Cap Fund?

Tejas Sheth (manager) since 13 May 2024; Mayank Hyanki (manager) since 13 May 2024; Krishnaa N (manager) since 13 May 2024.

What is the expense ratio of Axis Small Cap Fund?

0.69% a year on the direct plan and 1.68% on the regular plan (expense report, Oct 2026).

How has Axis Small Cap Fund done?

Its direct plan returned +14.42% a year over 3 years against +13.51% for its benchmark, Nifty Smallcap 250 TRI, as of 13 Oct 2026.

Inside the app

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Axis Small Cap Fund in the app: beside your own funds, with what you own through them

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