Axis Mutual Fund · Equity · mandate: ≥65% in small-caps (beyond the top 250) · benchmark: NIFTY Smallcap 250 TRI (TRI proxy)
AUM (all plans)
27,535 cr
TER direct / regular
0.77% / 1.71%
Active return /yr (full)
1.7%
Score
49
Rank (Score, pool)
#22 of 37
Percentile (full, pool)
42
IR vs benchmark
0.08
CAGR (absolute)
21.4%
Max drawdown
-30.2%
Months of data
152
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
6.8%
2.0%
0.51
67
8.0%
35.6%
42.4%
12
FY23
8.4%
-1.0%
1.19
54
6.6%
-6.6%
1.8%
12
FY24
-21.8%
-6.1%
-2.37
23
6.5%
63.0%
41.1%
12
FY25
6.9%
4.1%
0.65
70
8.0%
5.3%
12.2%
12
FY26
3.5%
-0.4%
0.68
42
4.6%
-5.3%
-1.7%
12
FY27*
-1.9%
-3.8%
-0.72
26
6.3%
28.8%
26.9%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+1.8
-1.3
+1.9
+2.4
2020
+1.8
+5.4
+3.4
-1.3
-1.2
-7.4
-0.6
-2.8
+0.8
+2.1
-1.5
-2.9
-4.7
2021
-1.4
-4.4
+3.5
+0.3
-2.7
+0.5
-1.3
+4.7
-2.3
+0.4
+2.3
-0.9
-1.5
2022
+0.0
+4.0
-1.1
-1.4
+3.5
+3.7
-1.4
-1.1
+1.9
-1.5
-1.0
+0.7
+6.3
2023
+1.6
+1.8
+1.1
-2.4
+0.7
-0.9
-4.3
-1.7
-1.7
+1.4
-2.6
-2.6
-9.5
2024
-3.0
+0.1
+1.7
-4.7
+2.8
-1.3
-0.0
-0.1
+2.7
-0.4
+1.0
+0.8
-0.8
2025
+3.3
+2.6
-1.4
+0.2
-2.5
-1.2
+1.8
+0.6
-0.2
+0.0
+1.7
-0.9
+3.9
2026
+1.5
+0.7
+1.3
-3.6
-0.3
+0.7
+0.5
+0.7
+1.6
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2014
-3.1
+3.6
+11.5
+2.6
+16.7
+13.0
+0.2
+5.1
+5.3
+3.8
+3.8
+3.1
+86.5
2015
+2.7
+0.7
-0.4
-1.5
+1.8
-0.7
+7.1
-5.8
+1.4
+1.3
+1.1
+3.1
+10.9
2016
-6.4
-8.1
+8.1
+4.3
+1.3
+4.4
+3.3
+4.0
-1.1
+3.7
-5.9
-1.3
+5.1
2017
+4.0
+3.8
+4.7
+3.2
-1.3
+3.1
+3.2
-1.7
+0.5
+6.3
+4.2
+4.4
+39.8
2018
-4.5
+0.2
-2.6
+4.5
-2.6
-5.9
+3.3
+5.2
-9.5
-0.7
+2.3
+3.2
-7.9
2019
-2.8
+0.3
+5.7
+0.6
+5.6
+0.0
-5.7
+5.1
+4.8
+4.2
-0.4
+2.4
+20.8
2020
+8.6
-1.6
-29.1
+11.2
-3.2
+7.2
+5.7
+9.0
+4.0
+1.7
+10.9
+5.4
+24.6
2021
-0.5
+7.9
+4.3
+4.8
+7.3
+6.1
+6.8
+1.8
+3.4
+0.5
+1.9
+4.4
+60.7
2022
-0.2
-5.4
+5.0
-0.9
-5.1
-2.9
+7.4
+4.6
+1.0
+0.4
+2.0
-1.1
+4.1
2023
-0.8
-1.7
-0.5
+4.4
+6.2
+5.4
+3.4
+3.5
+0.8
-0.4
+7.6
+3.3
+35.6
2024
+4.3
-0.5
-2.6
+5.7
+1.5
+8.2
+4.9
+1.2
+3.9
-4.0
+0.9
+0.9
+26.4
2025
-7.4
-10.0
+7.6
+1.8
+7.1
+4.6
-1.8
-3.0
+0.9
+3.7
-1.6
-1.2
-1.0
2026
-4.0
+1.5
-8.7
+13.5
+1.3
+5.0
+1.8
+3.3
+12.9
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard