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

Across 1,938 overlapping 5-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 21.40% a year, with a median of 21.43%. 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 1,938 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 21.40% a year on the Direct plan against 19.83% on the Regular plan, a difference of 1.57% a year.

What is the 1-year rolling return of Axis Small Cap Fund?

Across 2,926 overlapping 1-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 22.86% a year, with a median of 16.23%. The best 1-year stretch returned 100.71% a year and the worst returned -14.79%.

What is the 3-year rolling return of Axis Small Cap Fund?

Across 2,431 overlapping 3-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 21.28% a year, with a median of 19.48%. The best 3-year stretch returned 41.27% a year and the worst returned -0.03%.

What is the 7-year rolling return of Axis Small Cap Fund?

Across 1,442 overlapping 7-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 21.74% a year, with a median of 21.82%. The best 7-year stretch returned 25.14% a year and the worst returned 17.69%.

What is the 10-year rolling return of Axis Small Cap Fund?

Across 704 overlapping 10-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 20.96% a year, with a median of 20.09%. The best 10-year stretch returned 26.33% a year and the worst returned 17.76%.

Axis Mutual Fund

Axis Small Cap Fund — rolling returns

Small Cap · NAV data as of 16 October 2026

3,173 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 — 1,938 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

Compare against

Another fund

Index or category average

Direct plan · showing data from 5 December 2013 to 16 October 2026

Average rolling return

21.40%

Windows computed

1,938

Median return

21.43%

Standard deviation

6.30%

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% (1,938 of 1,938)
Above 8%: 97.7% (1,894 of 1,938)
Above 12%: 94.0% (1,821 of 1,938)
Above 15%: 81.7% (1,584 of 1,938)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 389 of 1,938 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	22.86%	21.28%	21.40%	21.74%	20.96%
Median	16.23%	19.48%	21.43%	21.82%	20.09%
Minimum	-14.79%	-0.03%	4.53%	17.69%	17.76%
Maximum	100.71%	41.27%	35.09%	25.14%	26.33%
Std deviation	24.36%	8.85%	6.30%	1.69%	2.09%
Consistency
Above 0%	89.10%	99.92%	100.00%	100.00%	100.00%
Above 8%	70.40%	95.93%	97.73%	100.00%	100.00%
Above 12%	58.24%	85.23%	93.96%	100.00%	100.00%
Above 15%	52.32%	73.30%	81.73%	100.00%	100.00%
Coverage
Windows computed	2,926	2,431	1,938	1,442	704

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	21.40%	19.83%
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	1,938	1,938

Common questions about Axis Small Cap Fund

What is the 5-year rolling return of Axis Small Cap Fund?: Across 1,938 overlapping 5-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 21.40% a year, with a median of 21.43%. 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 1,938 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 21.40% a year on the Direct plan against 19.83% on the Regular plan, a difference of 1.57% a year.
What is the 1-year rolling return of Axis Small Cap Fund?: Across 2,926 overlapping 1-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 22.86% a year, with a median of 16.23%. The best 1-year stretch returned 100.71% a year and the worst returned -14.79%.
What is the 3-year rolling return of Axis Small Cap Fund?: Across 2,431 overlapping 3-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 21.28% a year, with a median of 19.48%. The best 3-year stretch returned 41.27% a year and the worst returned -0.03%.
What is the 7-year rolling return of Axis Small Cap Fund?: Across 1,442 overlapping 7-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 21.74% a year, with a median of 21.82%. The best 7-year stretch returned 25.14% a year and the worst returned 17.69%.
What is the 10-year rolling return of Axis Small Cap Fund?: Across 704 overlapping 10-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of Axis Small Cap Fund returned an average of 20.96% a year, with a median of 20.09%. The best 10-year stretch returned 26.33% a year and the worst returned 17.76%.

Compare with other funds

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.