Axis Small Cap Fund Regular Plan Growth

Updated: 06-10-2025 13:27:41 PM

Investment Objective of Axis Small Cap Fund

The investment objective of Axis Small Cap Fund is to generate long-term capital appreciation by predominantly investing in the equity and equity related instruments of small cap companies.

Investment Strategy of Axis Small Cap Fund

• The fund manager follows a bottom up approach for stock selection.
• It aims to invest in companies having scalable business models and competent management.
• The fund balances between risk and return by including quality stocks in the portfolio
• The fund invests in companies which keep adding opportunities to its growth curve
• It invests in companies registering S-curve growth through new products, geography, new ideas or verticals.
• It focuses on businesses showcasing:
  • Quality – strong promoter pedigree, corporate governance and management with a good track record of execution and capability to sustain good Return on Equities and Return on Capital Employed
  • Scalability – potential for sustainable multi-year growth
  • Stability – sustainable return potential with lower volatility, the ability to withstand event shocks and sound balance sheet

Who Should Invest in Axis Small Cap Fund?

Axis Small Cap Fund is suitable for investors who:

• Are willing to absorb short-term volatility
• have long-term investment horizon and higher risk tolerance
• seek to invest in equity and equity related instrument of small cap companies

Frequently Asked Questions

What is the risk level of Axis Small Cap Fund?
According to the fund factsheet published by the fund house, Axis Small Cap Fund is considered to carry ‘Very High Risk’ for its investors.

Is there any lock-in period in Axis Small Cap Fund?
Axis Small Cap Fund does not have a lock-in period. So, the investors of Axis Small Cap Fund can make redemption requests on any day as per their requirements.

What type of mutual fund is the Axis Small Cap Fund?
Axis Small Cap Fund is an open ended equity scheme belonging to the small cap fund category.

Is Axis Small Cap Fund an open-ended or close-ended scheme?
Axis Small Cap Fund is an open-ended equity mutual fund scheme.

What is the benchmark index for Axis Small Cap Fund?
NIFTY Smallcap 250 TRI (Total Returns Index) is the benchmark index of the Axis Small Cap Fund. The fund also has Nifty 50 TRI as its additional benchmark index.