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Axis Nifty Smallcap 50 Index Fund Direct Growth
Equity
Small Cap
Very High Risk
+24.42%
3Y annualised
-1.98% 1D
NAV: 09 Jan '26
₹17.92
Min. SIP amount
₹100
Fund size
₹549.76 Cr
Expense ratio
0.27%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,864 | +1.44% | |
| 3 years | ₹1,80,000 | ₹2,19,273 | +21.82% |
Holdings (50)
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -8.1% | -2.1% | +24.4% | +16.4% |
| Category average (Equity Small Cap) | -4.6% | -6.3% | +19.7% | -- |
| Rank (Equity Small Cap) | -- | 15 | 6 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Bandhan Small Cap Fund Direct Growth | +1.99% | +30.95% | 18,990.28 | |
Invesco India Smallcap Fund Direct Growth | -1.15% | +24.97% | 9,224.64 | |
Nippon India Small Cap Fund Direct Growth | -4.08% | +21.19% | 68,287.15 | |
HDFC Small Cap Fund Direct Growth | +0.34% | +20.33% | 37,753.13 | |
Quant Small Cap Fund Direct Plan Growth | -3.74% | +20.03% | 29,784.55 | |
| Compare | ||||
Fund management
KKKarthik KumarAug 2023 - PresentView details
KK
Karthik Kumar
Aug 2023 - Present
View details
About Axis Nifty Smallcap 50 Index Fund Direct Growth
Axis Nifty Smallcap 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Karthik Kumar is the Current Fund Manager of Axis Nifty Smallcap 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹17.92.
The Axis Nifty Smallcap 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.
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Investment Objective
The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors.
Fund benchmarkNIFTY Smallcap 50 Total Return Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,62,655.43 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,