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.
| SBI Small Cap Fund SBI | Axis Small Cap Fund Axis | |
|---|---|---|
| Returns | ||
| 1 year | -0.4% | +1.3% |
| 3 years, a year | +9.8% | +12.0% |
| 5 years, a year | +10.8% | +13.0% |
| Since launch, a year | +22.2% | +20.4% |
| 3-year rank in category | 19 of 26 | 14 of 26 |
| Benchmark, 3 years | +11.2% | +12.3% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.8% | 15.5% |
| Biggest fall, 3 years | -22.7% | -19.8% |
| Sharpe ratio, 3 years | 0.27 | 0.40 |
| Beta | — | 0.75 |
| Alpha, a year | — | +1.3% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.60% | 1.68% |
| Money in the fund | ₹39,782 cr | ₹29,232 cr |
| Running for | 17.2 years | 12.9 years |
| Minimum SIP | — | ₹100 |
| Benchmark | BSE 250 Smallcap 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 | SBI | Axis |
|---|---|---|
| Krishna Institute of Medical Sciences Ltd. | 2.0% | 2.5% |
| City Union Bank Ltd. | 2.9% | 1.9% |
| Sansera Engineering Ltd. | 2.0% | 1.9% |
| Navin Fluorine International Ltd. | 3.3% | 1.4% |
| Cholamandalam Financial Holdings Ltd. | 1.3% | 1.3% |
| Kalpataru Projects International Ltd. | 2.7% | 1.1% |
| Brigade Enterprises Ltd. | 0.8% | 1.5% |
| Doms Industries Ltd. | 1.7% | 0.8% |
| Carborundum Universal Ltd. | 1.5% | 0.7% |
| Happy Forgings Ltd. | 1.9% | 0.7% |
Both are Small Cap funds, from SBI and Axis. SBI Small Cap Fund manages ₹39,782 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.
SBI Small Cap Fund, at 1.60% a year, against 1.68% for Axis Small Cap Fund.
Over three years, SBI Small Cap Fund returned +9.8% a year and Axis Small Cap Fund +12.0% a year. Over one year they returned -0.4% and +1.3%. Past returns do not indicate future returns.
They hold 17.7% of the same investments, 57.0% of the same industries and 63.3% 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.