small capHigh risk

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.

Latest price per unit

₹55.17

▼ 0.72% today

As of 2 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹2.8k gain · 2.8% / year

Invested 3 years ago

₹1.21 L

▲ ₹20.8k gain · 6.5% / year

Invested 5 years ago

₹1.39 L

▲ ₹39.0k gain · 6.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

17.0%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-41.13%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.82%

CAGR — 3 years6.50%

CAGR — 5 years6.81%

CAGR — since launch14.33%

Volatility — 1 year (annualised)17.44%

Volatility — 3 years (annualised)17.05%

Max drawdown — 1 year-22.03%

Max drawdown — 3 years-28.83%

Sharpe ratio — 1 year (rf=6%)-0.18

Sharpe ratio — 3 years (rf=6%)0.01

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

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.