59
Small CapHold
Axis Small Cap
Axis · Direct–Growth · rank #10 of 36 by Smart Score
Data updated
Trailing returns
1 Year
9.7%
+5.0% vs index
3 Years
15.9%
+1.3% vs index
5 Years
16.3%
+1.6% vs index
Since launch
22.7%
Year-by-year performance
2021
+60.7%-0.5% vs index
2022
+4.1%+7.5% vs index
2023
+35.6%-12.8% vs index
2024
+26.4%-0.1% vs index
2025
-0.9%+4.7% vs index
2026
+13.2%+3.3% vs index
Why this score
Axis Small Cap scores 59/100 — #10 of 36 Small Cap fund (Hold). It stands out for volatility and fund size — beating 89% of peers on volatility. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Volatility14.92 · 89th percentile in category
Fund size31434.34 Cr · 85th percentile in category
Expense ratio0.73% · 74th percentile in category
Sortino ratio0.86 · 61st percentile in category
5Y return16.27% · 46th percentile in category
Alpha0.87 · 42nd percentile in category
Top holdings
1.Krishna Institute Of Medical Sciences Ltd2.43%
2.Torrent Pharmaceuticals Ltd2.39%
3.CCL Products (India) Ltd2.31%
4.City Union Bank Ltd1.91%
5.Sai Life Sciences Ltd.1.75%
128 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.