Axis Small Cap Fund - Direct Plan - Growth Option
code 125354 Small Cap Fund direct plan · growth NAVs 2013-12-05 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-12-05, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 0.52% | -3.24% | -4.01% | 0.77% | 2026-10-09 → 2026-11-09 |
| 3M | -1.94% | 2.99% | 1.02% | 1.98% | 2026-08-07 → 2026-11-09 |
| 6M | 4.44% | 21.03% | 21.57% | -0.54% | 2026-05-08 → 2026-11-09 |
| 1Y | 6.97% | 10.20% | 6.92% | 3.27% | 2025-11-07 → 2026-11-09 |
| 3Y | 13.93% | 15.04% | 13.87% | 1.17% | 2023-11-09 → 2026-11-09 |
| 5Y | 14.51% | 15.95% | 14.59% | 1.36% | 2021-11-09 → 2026-11-09 |
| 7Y | 21.62% | 22.34% | 21.70% | 0.64% | 2019-11-08 → 2026-11-09 |
| 10Y | 19.11% | 19.40% | 14.85% | 4.55% | 2016-11-09 → 2026-11-09 |
| since inception | 22.13% | 22.39% | 18.24% | 4.15% | 2013-12-05 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 86.52% | 10.92% | 5.14% | 39.82% | -7.93% | 20.84% | 24.58% | 60.71% | 4.11% | 35.57% | 26.40% | -0.95% |
| benchmark | 71.66% | 11.27% | 1.39% | 58.47% | -26.15% | -7.26% | 26.46% | 63.34% | -2.64% | 49.09% | 27.21% | -5.48% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,908 | 22.87% | 16.52% | -14.58% | 100.71% | 89% | 65% |
| 3 years | 2,418 | 21.31% | 19.65% | -0.01% | 41.27% | 100% | 59% |
| 5 years | 1,924 | 21.42% | 21.44% | 4.82% | 35.07% | 100% | 82% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 13.25% | 14.42% | 18.21% |
| volatility | 17.39% | 15.31% | 17.99% |
| max drawdown | -19.43% | -19.43% | -34.64% |
| downside deviation | 11.21% | 9.62% | 12.80% |
| Sharpe ratio | 0.46 | 0.59 | 0.73 |
| Sortino ratio | 0.72 | 0.93 | 1.03 |
| Calmar ratio | 0.68 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Small Cap Fund
Overall ★★★★☆ (3y ★★★☆☆ · 5y ★★★☆☆ · 10y ★★★★★) · as of 2026-10 · 154 months of history
| percentile rank (1 = best) | 3 years of 24 funds | 5 years of 21 funds | 10 years of 12 funds |
|---|---|---|---|
| return | 57th | 45th | 19th |
| volatility | 1st | 1st | 1st |
| Sharpe | 44th | 35th | 1st |
| Sortino | 53rd | 40th | 10th |
| worst fall | 1st | 1st | 1st |
| risk-adjusted return (MRAR) | 44th | 40th | 10th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.