54
Small CapHold
Axis Small Cap
Axis · Direct–Growth · rank #14 of 36 by Smart Score
Trailing returns
1 Year
4.1%
+4.0% vs index
3 Years
16.6%
-1.4% vs index
5 Years
16.9%
+2.0% vs index
Since launch
22.6%
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
+8.8%+0.8% vs index
Why this score
Axis Small Cap scores 54/100 — #14 of 36 Small Cap fund (Hold). It stands out for volatility and fund size — beating 88% of peers on volatility. The main drag is its 3y return (better than only 35% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Volatility14.89 · 88th percentile in category
Fund size29198.38 Cr · 88th percentile in category
3Y return16.56% · 35th percentile in category
5Y return16.94% · 39th percentile in category
Expense ratio0.74% · 71st percentile in category
Sortino ratio0.93 · 68th percentile in category