Axis Small Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.4%
Sharpe Ratio0.17
Beta0.79
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Clearing Corporation Of India LtdUtilities9.85%
Cholamandalam Financial Holdings LtdFinancial Services2.88%
Nifty July 2025 FutureUtilities2.82%
Krishna Institute of Medical Sciences LtdServices2.75%
Brigade Enterprises LtdEnergy & Infra2.59%
Multi Commodity Exchange of India LtdFinancial Services2.25%
CCL Products (India) LtdConsumers2.24%
Narayana Hrudayalaya LtdServices2.07%
Blue Star LtdCapital Goods1.95%
Kaynes Technology India LtdCapital Goods1.88%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.6%
Regulatory & Tax Information
INF846K01K19
ISINDailyDealing Frequency
BSE Smallcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)