Axis Nifty Smallcap 50 Index Fund Direct Growth

Equity
Small Cap
Very High Risk
+26.13%
3Y annualised
+0.68% 1D
1M
6M
1Y
3Y
All
NAV: 20 Oct 2025
₹18.62
Rating
3
Min. SIP amount
₹100
Fund size
₹535.37Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.46%
HealthcareEquity4.49%
FinancialEquity3.57%
ServicesEquity3.31%
Consumer StaplesEquity3.10%
Capital GoodsEquity3.03%
FinancialEquity2.73%
Consumer DiscretionaryEquity2.57%
FinancialEquity2.56%
ServicesEquity2.48%
Consumer DiscretionaryEquity2.36%
ChemicalsEquity2.33%
ServicesEquity2.31%
FinancialEquity2.23%
HealthcareEquity2.17%
FinancialEquity2.11%
ChemicalsEquity1.98%
FinancialEquity1.96%
HealthcareEquity1.95%
FinancialEquity1.94%
HealthcareEquity1.91%
FinancialEquity1.88%
FinancialEquity1.88%
Capital GoodsEquity1.86%
EnergyEquity1.75%
HealthcareEquity1.72%
HealthcareEquity1.72%
ConstructionEquity1.71%
TechnologyEquity1.69%
Capital GoodsEquity1.66%
HealthcareEquity1.64%
HealthcareEquity1.62%
HealthcareEquity1.57%
Capital GoodsEquity1.56%
Metals & MiningEquity1.54%
ConstructionEquity1.52%
ServicesEquity1.52%
FinancialEquity1.44%
ServicesEquity1.43%
ChemicalsEquity1.42%
EnergyEquity1.40%
FinancialEquity1.37%
TechnologyEquity1.33%
EnergyEquity1.33%
ServicesEquity1.32%
Consumer StaplesEquity1.21%
TechnologyEquity1.20%
Capital GoodsEquity1.07%
ChemicalsEquity1.06%
HealthcareEquity0.98%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Small Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-4.5%26.1%18.8%
Category averageNA-5.7%20.7%NA
Rank with in categoryNA195NA
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Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
0.1%32.0%15,737.73
5
1.2%27.5%8,055.38
4
-4.1%25.7%29,287.52
4
-5.3%23.8%66,136.11
4
-6.5%23.1%13,265.80

Expense ratio, exit load and tax

Expense ratio: 0.27%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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