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  • Axis Mutual Fund
  • Axis Nifty Smallcap 50 Index Fund (G)
Axis Mutual Fund

Axis Nifty Smallcap 50 Index Fund (G)

HybridMulti Asset Allocation

19.2633

NAV (Sep 06)

30.041%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.2633

NAV (Sep 6)

Fund Returns

Last 1Y
56.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
30%
6 Month CAGR
27.9%

Scheme Information

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.

Expense Ratio
1.03
Launched (0y ago)
1.03
AUM in Crores
397.6
ISIN
INF846K016H6
Lock-in
Benchmark
NIFTY Smallcap 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Karthik Kumar

Fund Manager

Mayank Hyanki

Fund Manager

Shreyash Devalkar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Axis Nifty Smallcap 50 Index Fund (G)70%36,43,898 29,11,28656.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-29

Top Stock Holdings

Crompton Greaves Consumer Electricals Ltd.

4.3%
4.31%

Exide Industries Ltd.

3.5%
3.5%

Blue Star Ltd.

3.3%
3.32%

Central Depository Services (India) Ltd.

3.3%
3.3%

Glenmark Pharmaceuticals Ltd.

3.3%
3.26%
See all holdings

Allocation by Sector

Financial

25.15%
25.15%

Services

11.51%
11.51%

Technology

9.19%
9.19%

Consumer Discretionary

8.18%
8.18%

Capital Goods

8.16%
8.16%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
ICICI Prudential Multi Asset Fund (G)
ICICI Prudential Multi Asset Fund (G)

₹ 46,488 cr

₹ 3,347 cr

₹ 5,044 cr

₹ 12,117 cr

₹ 24,596 cr

amc-img

About the AMC

Axis Mutual Fund

Axis Asset Management Company Ltd. is the mutual fund investment division of Axis Bank. Axis bank holds a 74.99% share in the AMC, and Schroder Singapore Holdings Private Limited owns the remaining 24%. Axis Mutual Fund (Axis MF) launched its first scheme in 2009. amc-img
phone-img022-24255161
Fund NameScripbox Opinion
Till Date CAGR

6.013%

7.007%

-

5.582%

5.649%

4.883%

6.092%

8.001%

5.908%

7.061%

Axis Nifty Smallcap 50 Index Fund (G) Review

Axis Nifty Smallcap 50 Index Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 30.041% over a period of 2 years. The fund is managed by Axis Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of Axis Nifty Smallcap 50 Index Fund (G) as of 9/6/2024 is ₹19.26 with the total AUM as of 9/7/2024 is ₹397.633202. 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 2022-03-10. The category risk of the fund is null.

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.

Frequently Asked Questions

What is Axis Nifty Smallcap 50 Index Fund (G)?

Axis Nifty Smallcap 50 Index Fund (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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 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 1.03% for regular plan.