Axis Nifty Smallcap 50 Index Fund Growth

Axis Nifty Smallcap 50 Index Fund Growth

+17.19%
3Y annualised
-0.16% 1D
1M
6M
1Y
3Y
All
NAV: 16 Sep '26
₹19.98
Min. for SIP
₹100
Fund size (AUM)
₹783.48 Cr
Expense ratio
1.13%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,430
+2.87%
6 months₹30,000₹33,036
+10.12%
1 year₹60,000₹68,296
+13.83%
3 years₹1,80,000₹2,18,923
+21.62%

Holdings (52)

NameSectorInstrumentsAssets
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity4.42%
Karur Vysya Bank LtdFinancialEquity3.98%
Navin Fluorine International LtdMaterialsEquity3.87%
Welspun Corp LtdMaterialsEquity3.80%
DEWAN HOUSING FINANCE CORP. LTD. EQFinancialEquity3.36%
Delhivery LtdIndustrialsEquity3.10%
Central Depository Services (India) LtdFinancialEquity3.03%
RBL Bank LtdFinancialEquity2.85%
Gland Pharma LtdHealthcareEquity2.79%
City Union Bank LtdFinancialEquity2.68%
PNB Housing Finance LtdFinancialEquity2.62%
Redington LtdTechnologyEquity2.58%
Aster DM Healthcare LtdHealthcareEquity2.45%
Sai Life Sciences Ltd.HealthcareEquity2.44%
Neuland Laboratories LtdHealthcareEquity2.41%
Anand Rathi Wealth LtdFinancialEquity2.39%
Computer Age Management Services LtdFinancialEquity2.28%
Manappuram Finance LtdFinancialEquity2.26%
Angel One LtdFinancialEquity2.26%
Hindustan Copper LtdMaterialsEquity2.09%
Amber Enterprises India LtdConsumer DiscretionaryEquity2.02%
Poonawalla Fincorp LtdFinancialEquity2.00%
Aegis Logistics LtdEnergy & UtilitiesEquity1.92%
Wockhardt LtdHealthcareEquity1.89%
Himadri Speciality Chemical LtdMaterialsEquity1.88%
Crompton Greaves Consumer Electricals LtdConsumer DiscretionaryEquity1.84%
Dr. Lal Pathlabs LtdHealthcareEquity1.83%
IIFL Finance LtdFinancialEquity1.82%
Bandhan Bank LtdFinancialEquity1.81%
Cholamandalam Financial Holdings LtdFinancialEquity1.79%
Tata Technologies LtdTechnologyEquity1.73%
Piramal Pharma LtdHealthcareEquity1.62%
Narayana Hrudayalaya LtdHealthcareEquity1.60%
KFin Technologies LtdFinancialEquity1.57%
Kaynes Technology India LtdIndustrialsEquity1.40%
Amara Raja Batteries LtdConsumer DiscretionaryEquity1.33%
Indraprastha Gas LtdEnergy & UtilitiesEquity1.28%
Five-Star Business Finance LtdFinancialEquity1.26%
Affle (India) LtdIndustrialsEquity1.23%
Tata Chemicals LtdMaterialsEquity1.22%
PG Electroplast LtdIndustrialsEquity1.14%
CESC LtdEnergy & UtilitiesEquity1.12%
NBCC India LtdIndustrialsEquity1.08%
Castrol India LtdMaterialsEquity1.07%
Syngene International LtdHealthcareEquity0.92%
Natco Pharma LtdHealthcareEquity0.92%
Suven Pharmaceuticals LtdHealthcareEquity0.90%
Inox Wind LtdIndustrialsEquity0.82%
Reliance Power LtdEnergy & UtilitiesEquity0.78%
KEC International LtdDiversifiedEquity0.66%
Others CBLOUnspecifiedCBLO0.26%
Net PayablesUnspecifiedNet Payables-0.31%
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
Name6M1Y3YAll
Fund returns+24.7%+9.9%+17.2%+16.5%
Category average (Equity Small Cap)-4.6%-6.3%+19.7%--
Rank (Equity Small Cap)--168--

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

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%.
Check past data

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Fund management

About Axis Nifty Smallcap 50 Index Fund Growth

Axis Nifty Smallcap 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Nandik Mallik is the Current Fund Manager of Axis Nifty Smallcap 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,92,677 Cr and the Latest NAV as of 16 Sep 2026 is ₹19.98. The Axis Nifty Smallcap 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

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₹3,92,677.12 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,