Axis Small Cap Fund - Direct Plan - IDCW Option
Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps. From Axis Mutual Fund. It's been running since 5 Dec 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 19 other funds in Equity Schemes - Small Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 5 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Axis Small Cap Fund - Direct Plan - IDCW Option against other small cap funds.
Technical details (for the pros)
Fund info
- Fund house
- Axis Mutual Fund
- Category
- Equity Schemes - Small Cap Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF846K01K43
- ISIN (Div re-invest)
- INF846K01K50
- Fund code
- 125351
- First price on record
- 5 Dec 2013 · 3,143 daily prices
About Axis Small Cap Fund - Direct Plan - IDCW Option
Axis Small Cap Fund - Direct Plan - IDCW Option is a Equity Schemes - Small Cap Fund offered by Axis Mutual Fund under the Direct plan with the IDCW option. It has approximately 13 years of NAV track record. The fund falls in the small cap category — Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
The current NAV of Axis Small Cap Fund - Direct Plan - IDCW Option is ₹55.1700 (as of 2 Sep 2026). Historically, it has delivered 2.81% over the last year, 6.50% CAGR over 3 years, 6.81% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 17.0% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 41.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Axis Small Cap Fund - Direct Plan - IDCW Option?+
The latest NAV of Axis Small Cap Fund - Direct Plan - IDCW Option is ₹55.1700 as of 2 Sep 2026, down 0.72% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Axis Small Cap Fund - Direct Plan - IDCW Option?+
Axis Small Cap Fund - Direct Plan - IDCW Option has delivered 1-year return 2.81%, 3-year CAGR 6.50%, 5-year CAGR 6.81%, since-inception CAGR 14.33%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Axis Small Cap Fund - Direct Plan - IDCW Option belong to?+
Axis Small Cap Fund - Direct Plan - IDCW Option is categorised as Equity Schemes - Small Cap Fund. Invests in smaller companies (ranked 251+). Can grow the fastest, but also drops the hardest during market slumps.
How risky is Axis Small Cap Fund - Direct Plan - IDCW Option?+
Based on its 3-year annualised volatility of 17.0%, Axis Small Cap Fund - Direct Plan - IDCW Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Axis Small Cap Fund - Direct Plan - IDCW Option a direct plan?+
Axis Small Cap Fund - Direct Plan - IDCW Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Axis Small Cap Fund - Direct Plan - IDCW Option?+
Axis Small Cap Fund - Direct Plan - IDCW Option has NAV history available from 5 Dec 2013 — approximately 13 years of track record and 3,143 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.