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Axis Nifty Smallcap 50 Index Fund Direct - Growth
NAV as of ( Sep 09, 2022 )
₹ 9.72 0.12 % 1-D Change
Returns
-4.54%
You get upto 0.75% extra returns
ET Money's Fund Report Card - Axis Nifty Smallcap 50 Index Fund
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | Not yet ranked |
| VRO Rating | |
| Expense ratio | 0.25% As on Apr 30, 2022 |
| Exit Load | 0% |
| AUM (Fund Size) | ₹ 34 Crs |
| Lock-in | No Lockin |
| Age | 6 m Since Feb 21, 2022 |
| Benchmark | Nifty Smallcap 50 TRI |
| Min. Investment |
SIP ₹ 1000 & Lumpsum ₹ 5000 |
About Axis Nifty Smallcap 50 Index Fund
Axis Nifty Smallcap 50 Index Fund Direct - Growth is a Small Cap mutual fund scheme from
Axis Mutual Fund
. This fund has been in existence for 6 m, having been launched on 21/02/2022. Axis Nifty Smallcap 50 Index Fund Direct - Growth has ₹34 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.25%, which is less than what most other
Small Cap
funds charge.
.....
- The fund has the majority of its money invested in Financial, Technology, Services, Chemicals, Healthcare sectors. It has taken less exposure in Financial, Technology sectors compared to other funds in the category.
- The fund's top 5 holdings are in Central Depository Services (India) Ltd., IDFC Ltd., KPIT Engineering Ltd., Radico Khaitan Ltd., PVR Ltd..
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Investment Returns Calculator
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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. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Apr 30, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 0%
Mid Cap 8.85%
Small Cap 89.45%
Other Cap 0%
Allocation by Sector
Financial 28.84%
Technology 15.12%
Services 13.02%
Chemicals 8.63%
Top Debt Holdings
Others 2.3%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
CBLO 2.3%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with small cap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Tata Small Cap Fund | 17.1% | ||
| SBI Small Cap Fund | 16.87% | ||
| ICICI Prudential Smallcap Fund | 14.72% | ||
| Nippon India Small Cap | 13.78% | ||
| Edelweiss Small Cap Fund | 11.86% | ||
| Franklin India Smaller Companies Fund | 11.47% | ||
| Axis Small Cap Fund | 10.08% | ||
| DSP Small Cap Fund | 6.51% | ||
| Canara Robeco Small Cap Fund | 11.14% | ||
| Quant Small Cap Fund | 7.43% | ||
| Kotak Small Cap Fund | 10.0% | ||
| Axis Nifty Smallcap 50 Index Fund | % |
Trailing Returns and Ranks
as on May 25, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 5.06% | 5.8% | 20 / 24 |
| 3 months | 16.63% | 18.04% | 21 / 24 |
| 6 months | -2.28% | 8.95% | 23 / 24 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Axis Nifty Smallcap 50 Index Fund
EQUITY SMALL CAP
The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors.
- Std. Dev : -
- Alpha : -
- Beta : -
- Sharpe : -
- Sortino : -
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Jinesh Gopani
Mr. Gopani is a B. Com (H) and MMS from Bharati Vidyapeeth Institute of Management Studies and Research.
Prior to joining Axis AMC he has worked with Birla Sun Life AMC, Voyager India Capital Pvt. Ltd., Emkay Shares & Stock Brokers Limited and Net worth Stock Broking Limited.
Axis Mutual Fund
TOTAL AUM:
₹2,46,127 Crs
As on Jun 30, 2022
- Phone: 022-24255161
-
Address: "Axis House" - 1st Floor,
C-2 - Wadia International Centre,
Pandurang Budhkar Marg , Worli,
Mumbai, 400025
