Two of the largest Small Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Quant Small Cap Fund quant | Axis Small Cap Fund Axis | |
|---|---|---|
| Returns | ||
| 1 year | +5.0% | +1.3% |
| 3 years, a year | +15.2% | +12.0% |
| 5 years, a year | +15.5% | +13.0% |
| Since launch, a year | +14.1% | +20.4% |
| 3-year rank in category | 6 of 26 | 14 of 26 |
| Benchmark, 3 years | +12.3% | +12.3% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 16.3% | 15.5% |
| Biggest fall, 3 years | -24.7% | -19.8% |
| Sharpe ratio, 3 years | 0.52 | 0.40 |
| Beta | 0.87 | 0.75 |
| Alpha, a year | +3.7% | +1.3% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.66% | 1.68% |
| Money in the fund | ₹33,804 cr | ₹29,232 cr |
| Running for | 30.1 years | 12.9 years |
| Minimum SIP | — | ₹100 |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | quant | Axis |
|---|---|---|
| Welspun Corp Limited | 2.8% | 1.5% |
| RBL Bank Limited | 4.8% | 1.0% |
| Piramal Finance Ltd | 2.5% | 0.8% |
| Strides Pharma Science Ltd | 1.2% | 0.3% |
| Delhivery Limited | 0.1% | 0.4% |
| Sudarshan Chemical Industries Limited | 0.1% | 0.8% |
| Sudeep Pharma Limited | 0.1% | 0.8% |
Both are Small Cap funds, from quant and Axis. Quant Small Cap Fund manages ₹33,804 cr and Axis Small Cap Fund ₹29,232 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Quant Small Cap Fund, at 1.66% a year, against 1.68% for Axis Small Cap Fund.
Over three years, Quant Small Cap Fund returned +15.2% a year and Axis Small Cap Fund +12.0% a year. Over one year they returned +5.0% and +1.3%. Past returns do not indicate future returns.
They hold 3.8% of the same investments, 49.5% of the same industries and 58.4% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.