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MF_125354

Axis Small Cap Fund - Direct Plan - Growth

Equity Schemes - Small Cap Fund

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End Amount
₹126,843.16
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
21.75%
MF_125354 Return
Benchmark CAGR
11.99%
Nifty 50
Inflation Adj. CAGR
16.26%
Real Annualized Return
Alpha
0.10
Excess Return vs Benchmark
Beta
0.89
Volatility vs Benchmark
Sharpe Ratio
0.90
Risk-Adjusted Return
Sortino Ratio
1.36
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 61% 49% 33%
60 days 63% 33% 19%
90 days 66% 27% 15%
180 days 73% 20% 8%
1Yr 81% 13% 6%
3Yr 89% 9% 1%
5Yr 100% 8% 0%
7Yr 100% 8% 0%
10Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Axis Small Cap Fund - Direct Plan - Growth Nifty 50
30 days -47.7% | -66.6% | 30.5% | 250.2% 26.6% | -61.7% | 14.7% | 178.8%
60 days -40.1% | -50.9% | 28.6% | 150.9% -23.0% | -46.0% | 17.4% | 119.6%
90 days -20.9% | -40.3% | 24.2% | 142.3% -25.0% | -38.5% | 16.2% | 103.2%
1 Year 1.0% | -6.7% | 16.3% | 89.7% -10.0% | -15.4% | 11.6% | 56.6%
3 Years 13.3% | 4.7% | 19.5% | 38.1% 7.7% | 2.9% | 13.5% | 24.2%
5 Years 14.2% | 8.3% | 21.4% | 32.4% 6.4% | 4.0% | 13.5% | 21.8%
7 Years 20.9% | 18.3% | 21.7% | 24.5% 11.2% | 11.1% | 13.7% | 15.8%
10 Years 18.2% | 18.2% | 20.1% | 25.9% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 22 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
July 7, 2014 Aug. 20, 2014 44 days 5% Nifty 50: 4% 15894 15035 15914
Sept. 15, 2014 Oct. 31, 2014 46 days 5% Nifty 50: 4% 17483 16563 17692
Dec. 4, 2014 Dec. 31, 2014 27 days 5% Nifty 50: 6% 18741 17712 18931
March 5, 2015 April 2, 2015 28 days 6% Nifty 50: 7% 20110 18961 20110
April 15, 2015 July 30, 2015 106 days 9% Nifty 50: 9% 20539 18671 20559
Aug. 5, 2015 June 29, 2016 329 days 15% Nifty 50: 18% 21179 17952 21289
Nov. 1, 2016 Feb. 10, 2017 101 days 10% Nifty 50: 8% 23896 21389 23896
July 31, 2017 Sept. 9, 2017 40 days 5% Nifty 50: 4% 27023 25564 27073
Sept. 19, 2017 Oct. 13, 2017 24 days 5% Nifty 50: 4% 27532 26134 27582
Jan. 8, 2018 May 31, 2019 508 days 17% Nifty 50: 6% 31089 25814 31109
July 4, 2019 Sept. 20, 2019 78 days 8% Nifty 50: 10% 31319 28811 31658
Feb. 11, 2020 Nov. 13, 2020 276 days 35% Nifty 50: 37% 38012 24845 38352
Jan. 8, 2021 Feb. 3, 2021 26 days 5% Nifty 50: 5% 44635 42398 45005
Oct. 18, 2021 Nov. 13, 2021 26 days 6% Nifty 50: 4% 68062 64116 68112
Nov. 17, 2021 Dec. 31, 2021 44 days 6% Nifty 50: 7% 68641 64276 68761
Jan. 17, 2022 Sept. 7, 2022 233 days 16% Nifty 50: 16% 71209 59880 71399
Dec. 5, 2022 May 4, 2023 150 days 8% Nifty 50: 9% 73516 67493 73536
Feb. 7, 2024 April 24, 2024 77 days 9% Nifty 50: 1% 102198 93427 102647
July 30, 2024 Aug. 22, 2024 23 days 5% Nifty 50: 3% 119530 112987 119780
Sept. 23, 2024 July 17, 2025 297 days 19% Nifty 50: 15% 126813 102178 126943
July 17, 2025 May 7, 2026 294 days 15% Nifty 50: 11% 126943 107612 127203
Sept. 8, 2026 Oct. 30, 2026 52 days 10% Nifty 50: 6% 138352 124545 126843