Small Cap · Equity
Axis Small Cap Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.66
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.84
Downside-only Sharpe
Max Drawdown
-34.6%
Peak-to-trough · full history
Vol (3Y)
14.9%
Annualised σ of daily returns
Positive Days
58%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.66). Its worst peak-to-trough drop over the full history was 34.6% (moderate drawdowns) between 2020-02-11 and 2020-03-24. About 58% of trading days closed up. Profile: smooth NAV path.
YTD
+13.0%
Calendar YTD
1 Year
+9.4%
Trailing 12 mo
3 Year
+16.0%
CAGR
5 Year
+16.6%
CAGR
10 Year
+19.6%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2422 windows
- Best window CAGR
- +41.27%
- Median CAGR
- +19.68%
- Avg CAGR
- +21.34%
- Worst window CAGR
- -0.01%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 1929 windows
- Best window CAGR
- +34.64%
- Median CAGR
- +21.47%
- Avg CAGR
- +21.47%
- Worst window CAGR
- +4.80%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Small Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
ITI Small Cap Fund
ITI Mutual Fund
|
+19.8% | +25.5% | +19.9% | — |
|
BANDHAN Small Cap Fund
Bandhan Mutual Fund
|
+9.6% | +25.0% | +20.0% | — |
|
Invesco India Small Cap Fund
Invesco Mutual Fund
|
+14.0% | +23.4% | +20.5% | — |
|
Bank Of India Small Cap Fund
Bank of India Mutual Fund
|
+24.9% | +22.3% | +20.3% | — |
|
Mahindra Manulife Small Cap Fund
Mahindra Manulife Mutual Fund
|
+16.0% | +20.8% | — | — |
|
LIC MF Small Cap Fund
LIC Mutual Fund
|
+14.7% | +19.3% | — | — |
|
Axis Small Cap Fund (this fund)
Axis Mutual Fund
|
+9.4% | +16.0% | +16.6% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.