Axis Small Cap Fund - Direct Plan - Growth
Axis Mutual Fund Equity Small Cap Fund
Expense Ratio
0.57%
AUM
₹14799.11 Cr
Plan Type
Direct
Market Cap
Small
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-57.18%
Poor
6 Months
-13.74%
Poor
1 Year
-1.08%
Poor
3 Years
+17.06%
Good
5 Years
+21.55%
Excellent
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹14799.11 Cr
Recent Trend
Growing
Stability Score
15.1
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+16.75%
3Y
3Y CAGR
+199.84%
5Y
5Y CAGR
+1555.89%
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Moderate - Balanced risk with moderate price fluctuations
Volatility
14.00%
Annualized standard deviation
Sharpe Ratio
1.343
Good - Risk-adjusted return
Max Drawdown
-19.40%
Moderate - Worst decline
Consistency
72.1%
Performance consistency
Volatility Breakdown
Daily Volatility
0.88%
Average daily price movement
Annualized Volatility
14.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance