- Mutual Funds
- Axis Mutual Fund
- Axis Nifty Smallcap 50 Index Fund (Growth)
Axis Nifty Smallcap 50 Index Fund (Growth)
₹ 14.1377
NAV (Dec 05)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.1377
NAV (Dec 5)
Fund Returns
Last 1Y | 46.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 21.9% |
6 Month CAGR | 41.5% |
Scheme Information
To provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors. However,there can be no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 1 |
Launched (1y ago) | Mar 10, 2022 |
AUM in Crores | 107.799 |
ISIN | INF846K016H6 |
Lock-in | No Lock-in |
Benchmark | IISL NIFTY Smallcap 50 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Axis Nifty Smallcap 50 Index Fund (Growth) | NaN | NaN | % | |
| 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
suzlon energy ltd
8%idfc ltd
4%clearing corporation of india ltd
3.6%kei industries ltd
3.5%cyient ltd
3.5%Allocation by Sector
financial services
25.9%industrials
19.5%technology
14.4%consumer cyclical
9.8%healthcare
9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Axis Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4% | 7.8% | ||
5% | 7% | ||
5.6% | 7% | ||
5.3% | 7.9% | ||
4.5% | 7.5% |
Axis Nifty Smallcap 50 Index Fund (G) Review
Axis Nifty Smallcap 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 21.9% over a period of 1 years. The fund is managed by Axis Asset Management Company Limited. The fund managers are Karthik Kumar, Shreyash Devalkar.
Nav of Axis Nifty Smallcap 50 Index Fund (G) as of 12/5/2023 is ₹14.14 with the total AUM as of 12/6/2023 is ₹107.799. With Scripbox you can compare and check the latest nav for all mutual funds in India. Axis Nifty Smallcap 50 Index Fund (G) was launched on Mar 10, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for Axis Nifty Smallcap 50 Index Fund (G) 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.
Axis Nifty Smallcap 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Smallcap 50 TR INR.
Axis Nifty Smallcap 50 Index Fund (G) is rated as a 0 fund in Equity and delivered 46.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Axis Nifty Smallcap 50 Index Fund (G).
Frequently Asked Questions
What is Axis Nifty Smallcap 50 Index Fund (G)?
How to invest in Axis Nifty Smallcap 50 Index Fund (G)?
You can invest in Axis Nifty Smallcap 50 Index Fund (G) 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 (G)?
The minimum sip amount for Axis Nifty Smallcap 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Axis Nifty Smallcap 50 Index Fund (G) good to invest in?
As per Scripbox experts, Axis Nifty Smallcap 50 Index Fund (G) is a Not Reviewed Yet fund. You can investAxis Nifty Smallcap 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Axis Nifty Smallcap 50 Index Fund (G)?
The expense ratio of the Axis Nifty Smallcap 50 Index Fund (G) is 1% for regular plan.