Axis Small Cap Fund Direct-Growth
Benchmark: NIFTY Smallcap 250 TRI · Inception: 11/11/2013 · NAV: ₹117.79 (04/09/2026)
AUM: ₹30089 Cr · Expense Ratio: 1.69% · Riskometer: Very High
3.5
★★★½☆
Selective Buy
Analyst Insight
Axis Small Cap Fund carries an overall rating of 3.5/5 (Selective Buy), showing moderate standing within the Small Cap category. Its alpha of 2.55 underperformss the category average of 4.17, suggesting room for improvement in active management. The Sharpe ratio of 0.60 sits below the category mean of 5.13, while volatility (std dev 16.79%) is higher than peers (12.94%), indicating relatively higher volatility. With a 5-year CAGR of 15.33% and expense ratio of 1.69%, investors should weigh cost-adjusted returns carefully.
Rating
3/5
Risk Rating
1/5
Return Rating
3/5
Overall Rating
3.5/5
Alpha vs Cat
2.55 / 4.17
Sharpe vs Cat
0.60 / 5.13
Beta vs Cat
0.76 / 0.57
Std Dev vs Cat
16.79 / 12.94
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 11.44% |
| 3Y | 14.73% |
| 5Y | 15.33% |
| 10Y | 18.02% |
| Since Launch | 21.30% |
Risk & Return Scores
Sharpe Score3/5
Sortino Score3/5
SD Score5/5
ETM Risk Score4/5
ETM Return Score3/5
Portfolio Allocation
Large Cap 7.5% Mid Cap 11.4% Small Cap 81.0% Debt 7.8%
Strengths
- No notable strengths identified
Watch Points
- ⚠️ Alpha 2.55 below category avg 4.17
- ⚠️ Higher volatility 16.79% vs peers 12.94%
- ⚠️ High expense ratio 1.69% (above 1%)