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Axis Nifty Smallcap 50 Index Fund Direct Growth

Growth
18.750.64% (-0.12)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Axis Nifty Smallcap 50 Index Fund Performance & Key Metrics

Axis Nifty Smallcap 50 Index Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2752.620.14
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.6443.660.11

Axis Nifty Smallcap 50 Index Fund Scheme InfoAxis Nifty Smallcap 50 Index Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Smallcap 50 - TRI

About Index Funds - Others

About Index Funds - Others

Index funds - other invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track

Axis Nifty Smallcap 50 Index Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

Axis Nifty Smallcap 50 Index Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Funds - Others
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Nifty Smallcap 50 Index Fund5.30%31.02%21.25%
UTI Nifty200 Momentum 30 Index Fund-12.55%23.87%19.66%
Motilal Oswal Nifty India Defence Index Fund-24.90%2.04%
Nippon India Nifty Smallcap 250 Index Fund2.50%27.80%30.06%

Axis Nifty Smallcap 50 Index Fund Returns Comparison

Compare Axis Nifty Smallcap 50 Index Fund with any MF, ETF, stock or index
Compare Axis Nifty Smallcap 50 Index Fund with any MF, ETF, stock or index
Axis Nifty Smallcap 50 Index Fund
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Axis Nifty Smallcap 50 Index Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

Axis Nifty Smallcap 50 Index Fund Asset Allocation

Axis Nifty Smallcap 50 Index Fund Asset Allocation

Actual

Target

Sep 2024

Nov 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsEquity0.18%99.82%

Sep 2024

Nov 2024

Mar 2025

May 2025

Tickertape Separator

Axis Nifty Smallcap 50 Index Fund Sector Distribution

Axis Nifty Smallcap 50 Index Fund Sector Distribution

+15 morePharmaceuticalsIT Services & ConsultingDiversified ChemicalsInvestment Banking & BrokerageOthers54.08 %8.24 %8.81 %9.23 %9.59 %10.05 %

Sep 2024

Nov 2024

Mar 2025

May 2025

Tickertape Separator

Axis Nifty Smallcap 50 Index Fund Sector Weightage

Axis Nifty Smallcap 50 Index Fund Sector Weightage

Mar 24May 24Sep 24Nov 24Mar 25May 250.92%7.11%0.00%8.72%9.84%10.05%
Others as a % of total holdings for last six quarters
Tickertape Separator

Axis Nifty Smallcap 50 Index Fund Current Holdings

Axis Nifty Smallcap 50 Index Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Axis Nifty Smallcap 50 Index Fund

AMC Profile of Axis Nifty Smallcap 50 Index Fund

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.

  • No.of Schemes

    68

  • Total AUM

    ₹ 3,19,930.92 Cr.

Axis Nifty Smallcap 50 Index Fund Manager Details

Axis Nifty Smallcap 50 Index Fund Manager Details

Axis Nifty Smallcap 50 Index Fund Manager Profile

Axis Nifty Smallcap 50 Index Fund Manager Profile

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Axis Nifty Smallcap 50 Index Fund Tax Implications

Axis Nifty Smallcap 50 Index Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Axis Nifty Smallcap 50 Index Fund Review & Opinions

Axis Nifty Smallcap 50 Index Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Axis Nifty Smallcap 50 Index Fund FAQs

Axis Nifty Smallcap 50 Index Fund FAQs

  1. What is the NAV of Axis Nifty Smallcap 50 Index Fund?

    The Current NAV of Axis Nifty Smallcap 50 Index Fund is ₹18.75, as of 13th June 2025

  2. What are the returns of Axis Nifty Smallcap 50 Index Fund?

    The Axis Nifty Smallcap 50 Index Fund has been there since 10th March 2022
    • 1 Year Returns: 5.30
    • 3 Year Returns: 31.02

  3. What are the top 5 sectors holdings of Axis Nifty Smallcap 50 Index Fund?

    The top sectors Axis Nifty Smallcap 50 Index Fund has invested in are as for 10th 03 2022 are as follows -
    • Others | 10.05%
    • Investment Banking & Brokerage | 9.59%
    • Diversified Chemicals | 9.23%
    • IT Services & Consulting | 8.81%
    • Pharmaceuticals | 8.24%

  4. What are the top 5 holdings Axis Nifty Smallcap 50 Index Fund?

    The top 5 holdings for Axis Nifty Smallcap 50 Index Fund are
    • Multi Commodity Exchange of India Ltd | 5.12%
    • Central Depository Services (India) Ltd | 4.14%
    • Laurus Labs Ltd | 3.62%
    • Crompton Greaves Consumer Electricals Ltd | 3.44%
    • Radico Khaitan Ltd | 3.01%

  5. What is the asset allocation of Axis Nifty Smallcap 50 Index Fund?

    The Axis Nifty Smallcap 50 Index Fund is a plan that invests
    • Equity | 99.82%
    • Cash & Equivalents | 0.18%

  6. How to invest in Axis Nifty Smallcap 50 Index Fund?

    If you wish to invest in Axis Nifty Smallcap 50 Index Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the Axis Nifty Smallcap 50 Index Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in Axis Nifty Smallcap 50 Index Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of Axis Nifty Smallcap 50 Index Fund?

    The AUM of Axis Nifty Smallcap 50 Index Fund is 447.25 Cr as of 13th June 2025

  8. What is the expense ratio of Axis Nifty Smallcap 50 Index Fund Plan?

    The expense ratio of Axis Nifty Smallcap 50 Index Fund Plan is 0.27

  9. How to exit Axis Nifty Smallcap 50 Index Fund?

    If you have invested in Axis Nifty Smallcap 50 Index Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of Axis Nifty Smallcap 50 Index Fund?

    The alpha ratio for the Axis Nifty Smallcap 50 Index Fund is 5.76

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of Axis Nifty Smallcap 50 Index Fund?

    The volatility or standard deviation for the Axis Nifty Smallcap 50 Index Fund is 22.33

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of Axis Nifty Smallcap 50 Index Fund?

    The sharpe ratio for the Axis Nifty Smallcap 50 Index Fund is 0.14

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of Axis Nifty Smallcap 50 Index Fund?

    The Sortino ratio for the Axis Nifty Smallcap 50 Index Fund is 0.01

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of Axis Nifty Smallcap 50 Index Fund?

    The PE ratio (price-to-earnings) of the Axis Nifty Smallcap 50 Index Fund is 52.62 while category PE ratio is 43.66

  15. 1. Test MF FAQ for Mutual Fund Axis Nifty Smallcap 50 Index Fund Shares?

    The Current NAV of Axis Nifty Smallcap 50 Index Fund is ₹18.75, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for Axis Nifty Smallcap 50 Index Fund Plan?

    There is a lock in period of N/A for Axis Nifty Smallcap 50 Index Fund