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OTHER•INDEX FUND

Axis Nifty Smallcap 50 Index Fund

3 Year return

23.23%
NAV on December 12, 2025
17.9193
1D Returns
+0.16%
Launched on February 2022(3 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
45.42%₹1,635
Total Value ₹5,235

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹551.41 Cr.
Expense Ratio
0.27% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Axis Mutual Fund Manager

KK

Karthik Kumar

Fund Manager since Aug 2023

Fund House Details

Axis Mutual Fund

Axis Mutual Fund

Asset management company

AUM
₹3,54,362.32 Cr.
No. of Schemes
274
Setup Date
January 2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund21.9927%
0
Motilal Oswal Nifty Smallcap 250 Index Fund19.04%
0
Nippon India Nifty Smallcap 250 Index Fund18.5644%
0

Schemes by Axis Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Growth
11.942%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Payout
11.9368%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Monthly IDCW Reinvestment
11.9368%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Payout
11.2987%
Axis Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Axis Aggressive Hybrid Fund Direct Plan Quarterly IDCW Reinvestment
11.2987%

About Axis Nifty Smallcap 50 Index Fund Direct Plan-Growth

The Axis Nifty Smallcap 50 Index Fund Direct Plan-Growth is an open-ended equity mutual fund managed by Axis Mutual Fund. Being an open-ended fund, the investors can buy and redeem units at any time. The fund has an expense ratio of the fund is lower than the category average. This means that the fund charges a lower fee to manage your investment.

Investment Objectives of the Scheme

The investment objective of the LIC MF Large Cap Fund Direct Plan Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity shares of large-cap companies. The objective of the Axis Nifty Smallcap 50 Index Fund Direct Plan-Growth is to track the performance of the Nifty Smallcap 50 Index. The index comprises 50 small-cap stocks that are listed on the National Stock Exchange (NSE).

Key Features of The Fund

5-year return
0%
Expense Ratio
0.27%
Fund Manager
Karthik Kumar
Fund Size
₹551.41 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The fund is suitable for investors who have a high-risk appetite and are looking to invest in the small-cap segment of the Indian equity market. The small-cap segment is known to be more volatile than the other segments, but it also has the potential to generate higher returns. This fund is not a good option for those having low-risk appetite Investors should carefully consider their risk appetite before investing in this fund.

AMC Contact Details

NameAxis Mutual Fund
Launch DateJanuary 2009
AddressAxis House, First Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact8108622211
Emailcustomerservice@axismf.com
Websitehttps://www.axismf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Axis Nifty Smallcap 50 Index Fund on December 12, 2025, is ₹17.9193
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Axis Nifty Smallcap 50 Index Fund, is ₹551.41 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Axis Nifty Smallcap 50 Index Fund is 0.27%
The Axis Nifty Smallcap 50 Index Fund was launched on February 21, 2022. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Axis Nifty Smallcap 50 Index Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,235 in 3Y at 23.2279% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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