Axis Small Cap Fund Direct Growth: NAV, Returns, SIP & NRI Investment Guide

Axis Small Cap Fund Direct Growth

Axis Small Cap Fund Direct Growth is an equity-based mutual fund that invests primarily in high-growth potential small-cap companies. It is specifically designed for long-term wealth building, with a strong focus on scalable growth opportunities. The Direct Growth option helps you benefit from lower ...read more

What is the Axis Small Cap Fund Direct Plan, and Who Manages It?

The Axis Mutual Fund Small Cap Direct Growth is an equity small-cap scheme from Axis Mutual Fund. It is primarily aimed at building a diversified portfolio of smaller companies. The scheme is managed by Axis Mutual Fund’s team. .

Best Investment Plans in UAE

Some of the best Investment quotes in UAE & Dubai are:

Policy Term

Investment Amount

Payment Frequency

YearlyMonthly

A Quick Snapshot of the Axis Small Cap Mutual Fund Direct Growth

Historically, the fund has delivered strong multi-year returns. Past performance showcases attractive CAGR numbers across various windows. Let’s have a quick look at the Axis Small Cap Mutual Fund direct growth details in the table below —

NAV (as of 19th Nov, 2025)	INR 124.77
AUM (as on 31st October, 2025)	INR 27,065.84 cr
Risk Profile	Very High
CAGR (since inception)	23.46%
Expense Ratio	0.56%

You may think INR returns look great, but AED reality tells a different story. Many UAE investors proudly track their Indian mutual fund returns in INR, only to feel disappointed when they convert those gains back to AED.

To answer that honestly, let’s put a popular, Axis Small Cap Fund Direct Growth, against a UAE-focused global plan: HAYAH Simple Saver.

Axis Small Cap Fund (India) vs HAYAH Simple Saver Plan (UAE): Which Is Better for UAE Investors?

Feature	Axis Small Cap Fund Direct Growth (India)	HAYAH Simple Saver Plan (UAE)
Investment Type	Equity Mutual Fund (Small-Cap Stocks)	Market-Linked Savings & Investment Plan
Investment Currency	INR (Indian Rupees)	USD (Dollar-based, AED-linked stability)
Risk Level	Very High Risk	Low to Medium Risk (Risk-rated portfolios)
Return Potential	High (Market-dependent, volatile)	Stable long-term growth with controlled risk
Portfolio Type	Indian small-cap stocks only	Globally diversified multi-asset portfolios
Fund Management	Axis Mutual Fund (India)	BlackRock (Global Asset Manager)
NAV / Value	INR-based NAV (market-driven)	Policy value in USD
Minimum Investment	₹100 (AED 4.08) via SIP	From USD 20 (₹490) per month
Expense / Fees	0.56% (can change)	Single transparent fee (0.50%–1.25%, decreasing over time)
Lock-in / Exit Load	1% exit load within 12 months	Flexible access via digital dashboard (after minimum term)
Currency Risk for UAE Earners	High (INR vs AED fluctuations)	Low (USD/AED-pegged stability)
Accessibility	Through NRI investment platforms	Direct UAE onboarding, fully digital

The Outcome

Let’s say your Indian fund gives you 18% returns in a great year. Sounds fantastic — until the INR weakens against the AED, quietly shrinking your real buying power in Dubai.

It’s stuck fighting currency headwinds. With HAYAH Simple Saver, your wealth grows in USD. With AED being pegged to it, your gains finally match the life you’re actually living.

So, choose emotional peace + financial clarity with Policybazaar.ae and align your money with your future.

Best Investment Funds in UAE 2025

	Returns
Fund Name	1 Yr	3 Yr	5 Yr	Since Inception
Moderate BlackRock Managed Index Portfolios - Defensive Fact Sheet	7.99%	3.25%	2.87%	3.44%
Moderate BlackRock Managed Index Portfolios - Growth Fact Sheet	5.57%	5.92%	9.19%	8.36%
Aggressive BlackRock Managed Index Portfolios - Moderate Fact Sheet	7.08%	5.8%	6.49%	6.22%
Moderate HSBC Islamic Global Equity Fact Sheet	8.7%	13.41%	NA	8.61%
Moderate ZI Franklin India Fact Sheet	3.86%	32.42%	17.7%	7.5%
Aggressive Fidelity Fund Global Technology A-ACC-USD Fact Sheet	8.6%	13.1%	17.6%	17.2%
Moderate HSBC Islamic Global Equity Fact Sheet	8.7%	13.41%	NA	8.61%
Aggressive KotakFunds : India Midcap Fund Fact Sheet	6.99%	13.36%	24.15%	13.64%
Moderate Pinebridge India Equity Fund Fact Sheet	26.8%	-14.9%	8.3%	NA
Conservative Zurich Carbon Neutral World Equity Fund Fact Sheet	-19.69%	29.03%	NA	NA

What are the Key Features of the Axis Mutual Fund Small Cap Direct Growth?

Find below some key insights and top features of this Axis mutual fund below —

Small-Cap Focus: Invests in small-cap equity but aims for long-term capital appreciation
Investment Objective: Seeks long-term capital growth through a diversified portfolio of small-cap companies
Low Expense Ratio: The Direct Growth plan has a lower expense ratio than many actively managed equity funds
High Risk Profile: Classified as ‘Very High’ risk
Flexible Minimum Investment: Low requirements, starting from just INR 100
Exit Load: A 1% exit load applies if more than 10% of the investment is redeemed within 12 months

Top Holdings of the Axis Small Cap Fund Direct Plan Growth

Find below the major companies in which this Axis fund has invested —

Name	Sector Categorisation	Allocation*
Krishna Institute of Medical Sciences Ltd.	Healthcare	2.84%
Nifty Index	Index	2.4%
Brigade Enterprises Ltd.	Construction	2.36%
Multi Commodity Exchange of India Ltd.	Services	2.26%
CCL Products (India) Ltd.	Consumer Staples	2.21%
Kaynes Technology India Ltd.	Capital Goods	2.01%
Cholamandalam Financial Holdings Ltd.	Financial Services	1.96%
Blue Star Ltd.	Consumer Durables	1.86%
JB Chemicals & Pharmaceuticals Ltd.	Pharmaceuticals	1.86%
City Union Bank Ltd.	Banking	1.66%

Sector-Wise Categorisation of the Axis Small Cap Fund Direct Growth

Here’s an overview of the top sectors across which this fund has invested —

Sector	Allocation Percentage*
Financial	23.9%
Industrials	16.1%
Materials	14.7%
Healthcare	12.6%
Consumer Discretionary	11.8%
Technology	6.4%
Consumer Staples	5.9%
Real Estate	4.8%
Others	1.6%
Energy and Utilities	1.5%

*Investment holdings are subject to change

Investment Options for the Axis Small Cap Fund Direct Growth

Find below the minimum investment requirements for this Axis fund —

Minimum amount for SIP — INR 100
Minimum amount for 1st investment — INR 100
Minimum amount for 2nd investment onwards — INR 100

How to Invest in the Axis Small Cap Fund from the UAE?

Investing in the Axis Small Cap fund is quite easy. Here’s what you need to do —

Choose a reliable platform that supports NRI investments
Use the direct plan option
Transfer funds into your account
Invest in the fund through a registered broker or the fund house directly

Important!

While this Axis fund is a good option, you can always find many options for investment in UAE. Even if you’re looking for mutual funds in UAE, many choices are there for you.

Policybazaar.ae has the top investment plans — whether you’re looking for market-linked returns or safe options. Click the button below to get started!

Points to Remember Before Investing in the Axis Small Cap Fund

Here are some points to take into account before starting to invest in this Axis mutual fund —

Confirm the live Axis Small Cap Fund Direct Growth NAV on the official website
Compare direct vs regular plan expense ratios — a direct plan usually costs less
Review top holdings and portfolio turnover
Decide allocation size based on risk tolerance
Check NRI tax rules

The Key Takeaway

The Small Cap Fund by Axis can help you achieve long-term monetary growth. With this fund, you can enjoy diversification and good returns over time.

Make sure to verify the Axis Small Cap Direct Growth NAV before investing, and consider SIPs. With a disciplined investment approach, this fund can complement a diversified portfolio for investors comfortable with higher risk.

Frequently Asked Questions

This fund aims for long-term capital appreciation by investing in high-potential small-cap companies with strong growth prospects.

Investors with a high-risk appetite, long-term goals, and a willingness to handle volatility can consider this fund.

The risk profile of this fund is ‘very high’. This is due to a combination of market volatility and investment in small caps.

The Direct Growth plan has a lower expense ratio, offering higher long-term returns compared to the Regular plan purchased through distributors.

Yes, a 1% exit load applies if you redeem more than 10% of units within 12 months of investment.

Guide to Investments in UAE
Best Mutual Funds UAE	How to Ways to Invest AED 10000
National Bonds in UAE	Mutual Fund Calculator Benefits
5 SIP Plans in UAE	Child Education Plan UAE
How to Invest Mutual Funds in UAE	Investment Options for Expats in UAE
Best Ways Save money in UAE	Short Term Investment Options in UAE