Axis Small Cap Fund

Fund at a Glance
NAV Growth (Rs.)	136.58
NAV IDCW (Rs.)	55.09
NAV Bonu (Rs.)	—
Min. Investment (Rs.)	100
Min. SIP Investment (Rs.)	100
Min. No of Cheques	6
Benchmark	NIFTY Smallcap 250 TRI
AUM Rs.	30,089 Cr
	(As on 31-Jul-2026)
Expense	0.55%
1 Year Return (%)	13.34
3 Year Return (%)	17.57
5 Year Return (%)	17.64
10 Year Return (%)	19.97
Return Since Launch	22.84%

Suitable For Which Investors?
Small-cap funds are suitable for investors:
1. Seeking exposure in small-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP

Fund’s Investment Strategy:
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.

Fund Manager:

1) Mayank Hyanki
Education: Mr. Hyanki has done B.Tech and PGDM, Finance
Experience: Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
2) Tejas Sheth
Education: Mr. Sheth has done PG Diploma in Management.
Experience: Prior to joining Axis Mutual Fund he has worked with Nippon India Mutual Fund, Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.

Investment Details

Min. Investment (Rs)	100
Min. Addl Investment (Rs)	100
Min. SIP Investment (Rs)	100
Min. Withdrawal (Rs)	—
Min. No of Cheques	6
Min. Balance (Rs)	—
Lock-in Period	NA
Exit Load	For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days

Basic Details of Axis Small Cap Fund

Fund House	Axis Mutual Fund
Launch Date	29-Nov-13
Return Since Launch	22.84%
Benchmark	NIFTY Smallcap 250 TRI
Riskometer	Very High
Type	Open-ended
Assets	30,089 Cr
	(As on 31-Jul-2026)
Expense	0.55%
	(As on 31-Jul-2026)
Risk Grade	Low
Return Grade	Below Average
Turnover	48.00%