- Mutual Funds
- Axis Mutual Fund
- Axis Nifty Smallcap 50 Index Fund Regular Growth
Axis Nifty Smallcap 50 Index Fund Regular Plan Growth
₹ 18.5036
NAV (Oct 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.5036
NAV (Oct 30)
Fund Returns
Last 1Y | 48.6% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 25.9% |
6 Month CAGR | 11.7% |
Scheme Information
The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors.
Expense Ratio | 1.03% |
Launched 2Y ago | 2022-03-10 |
AUM in Crores | 441.1 |
ISIN | INF846K016H6 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Nifty Smallcap 50 Index Fund (G) | 28,29,474 | 20,96,862 | 48.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Crompton Greaves Consumer Electricals Ltd.
4.31%Exide Industries Ltd.
3.5%Blue Star Ltd.
3.32%Central Depository Services (India) Ltd.
3.3%Glenmark Pharmaceuticals Ltd.
3.26%Allocation by Sector
Financial
18.06%Services
13.44%Healthcare
12.73%Consumer Discretionary
7.4%Energy
6.62%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Axis Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7% | ||
- | 5.7% | ||
5.8% | 4.9% | ||
6.4% | 8% | ||
6.2% | 7.1% |
Axis Nifty Smallcap 50 Index Fund Regular Plan Growth Review
Axis Nifty Smallcap 50 Index Fund Regular Plan Growth is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 25.86% over 2 years. The fund has grown over a period of 2 years. The fund is managed by Axis Mutual Fund. The fund managers are Karthik Kumar, Mayank Hyanki, Shreyash Devalkar.
Nav of Axis Nifty Smallcap 50 Index Fund as of 10/30/2024 is ₹18.50 with the total AUM as of 10/31/2024 is ₹441.1. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Nifty Smallcap 50 Index Fund was launched on 2022-03-10. The category risk of the fund is Very High.
The minimum SIP amount for Axis Nifty Smallcap 50 Index Fund Regular Plan Growth is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Axis Nifty Smallcap 50 Index Fund?
How to invest in Axis Nifty Smallcap 50 Index Fund?
You can invest in Axis Nifty Smallcap 50 Index Fund Regular Plan through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Axis Nifty Smallcap 50 Index Fund?
The minimum sip amount for Axis Nifty Smallcap 50 Index Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the Axis Nifty Smallcap 50 Index Fund Regular Plan Growth?
The expense ratio of the Axis Nifty Smallcap 50 Index Fund Regular Growth is 1.03% for regular plan.
What is the NAV of Axis Nifty Smallcap 50 Index Fund?
Today's Axis Nifty Smallcap 50 Index Fund Regular Growth NAV is ₹18.50.