Axis Small Cap Fund Direct Growth
Scheme code: INF846K01K35
NAV value:
₹ 111.0900
NAV date: 19 March, 2026
TER: 0.61%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Small Cap Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -14.62 | 100.71 | 17.63 | 23.64 | 15.02 |
| 3 year | -0.01 | 41.27 | 20.40 | 21.58 | 22.45 |
| 5 year | 4.83 | 35.09 | 22.01 | 21.73 | 21.3 |
| 7 year | 17.69 | 25.14 | 21.49 | 21.63 | 18.64 |
| 10 year | 17.76 | 26.33 | 20.52 | 21.33 | 20.12 |
| 12 year | 21.66 | 23.25 | 22.96 | 22.83 | 21.5 |
Comparison vs benchmark returns
| Index | Metrics | |||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY SMALLCAP 50 |
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| NIFTY SMALLCAP 100 |
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| NIFTY SMALLCAP 250 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,10,213 - Absolute Returns: ₹1,10,213 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,24,754 - Absolute Returns: ₹12,24,754 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,05,01,286 - Absolute Returns: ₹45,01,286 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,94,27,490 - Absolute Returns: ₹1,10,27,490 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,93,35,613 - Absolute Returns: ₹2,73,35,613 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,28,62,879 - Absolute Returns: ₹3,84,62,879 - CAGR: %Drawdown Metrics
Max Drawdown
-34.64 %
Drawdown Duration
1 months
Recovery Time
8 months
Avg Drawdown
-4.34 %
Calmar Ratio by Duration
1
Y
0.6825
3
Y
0.623
5
Y
0.6273
7
Y
0.6244
10
Y
0.6158
12
Y
0.6591
Benchmark Comparison
vs NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | 1.47 | 0.82 | 84.2 | 81.9 | 6.48 % | 4.69 % |
| 3 years | 1.86 | 0.74 | 76.6 | 73.8 | 17.53 % | 18.95 % |
| 5 years | 5.35 | 0.72 | 75.6 | 69.8 | 18.35 % | 15.58 % |
| 7 years | 7.92 | 0.74 | 76.2 | 68.4 | 21.20 % | 15.65 % |
| 10 years | 7.50 | 0.70 | 71.7 | 63.7 | 19.41 % | 14.28 % |
| 12 years | 13.71 | -0.27 | 71.9 | 53.0 | 21.62 % | 1.27 % |
| 15 years | 9.66 | -0.27 | 71.7 | 52.6 | 17.52 % | 1.46 % |