What is the 5-year rolling return of Axis Small Cap Fund?

Across 1,898 overlapping 5-year holding periods between 5 December 2013 and 18 August 2026, the Direct plan of Axis Small Cap Fund returned an average of 21.52% a year, with a median of 21.53%. The best 5-year stretch returned 35.09% a year and the worst returned 4.53%.

Has Axis Small Cap Fund ever lost money over 5 years?

No. Every one of the 1,898 5-year holding periods in this fund's history ended in profit. The weakest returned 4.53% a year, for someone who invested on 6 April 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Axis Small Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 21.52% a year on the Direct plan against 19.94% on the Regular plan, a difference of 1.57% a year.

Axis Mutual Fund

Axis Small Cap Fund — rolling returns

Small Cap · NAV data as of 18 August 2026

3,132 daily NAV records since 5 December 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,898 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Direct plan · showing data from 5 December 2013 to 18 August 2026

Windows computed

1,898

Average return

21.52%

Median return

21.53%

Standard deviation

6.31%

Best 5-year window

35.09%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

4.53%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (1,898 of 1,898)
Above 8%: 97.7% (1,854 of 1,898)
Above 12%: 93.8% (1,781 of 1,898)
Above 15%: 81.9% (1,555 of 1,898)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 381 of 1,898 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Axis Small Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	23.03%	21.37%	21.52%	21.70%	21.05%
Median	16.62%	19.77%	21.53%	21.75%	20.21%
Minimum	-14.79%	-0.03%	4.53%	17.69%	17.76%
Maximum	100.71%	41.27%	35.09%	25.14%	26.33%
Std deviation	24.48%	8.89%	6.31%	1.70%	2.11%
Consistency
Above 0%	88.95%	99.92%	100.00%	100.00%	100.00%
Above 8%	70.32%	95.86%	97.68%	100.00%	100.00%
Above 12%	58.57%	85.00%	93.84%	100.00%	100.00%
Above 15%	52.93%	73.55%	81.93%	100.00%	100.00%
Coverage
Windows computed	2,887	2,393	1,898	1,404	667

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.57% a year more than Regular.

5-year rolling returns for Axis Small Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	21.52%	19.94%
Best window	35.09%from 24 Mar 2020	33.26%from 24 Mar 2020
Worst window	4.53%from 6 Apr 2015	3.32%from 6 Apr 2015
Windows computed	1,898	1,898

Compare with other funds

Other Small Cap funds

5-year rolling return (Direct)

Related Mid Cap funds

5-year rolling return (Direct)

Axis Midcap Fund19.40%

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.