Axis Nifty Smallcap 50 Index Fund Direct Growth

Equity
Small Cap
Very High Risk
Launch date21 Feb 2022
Allotment date10 Mar 2022
End date07 Mar 2022
NAV₹10.00

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

Minimum investment amounts

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

Fund house & investment objective

Rank (total assets)#7 in India
Total AUM₹3,62,655.43Cr
Date of Incorporation04 Sep 2009

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. Jinesh Gopani 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 12 Dec 2025 is ₹18.08. 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. ;

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 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

Peer Comparison

Equity, Small Cap fundsRating1Y3YFund Size(Cr)
5
-3.6%30.4%17,380.29
5
-3.7%25.3%9,000.49
4
-6.0%21.1%30,169.71
4
-8.1%21.1%68,571.85
4
-10.5%19.6%13,529.48