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Axis Nifty Smallcap 50 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
10 Mar 2022
2.7 years ago
Lock-in Period
No lock-in
NAV
as of 02 Dec 2024
₹19.34
+1.1699% (0.30)
AUM
₹447 Cr
Expense ratio
0.28%
Benchmark
IISL NIFTY Smallcap 50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20%
Units held more than 1Y
12.5%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Equity99.91%
Cash0.09%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Basic Materials
Technology
Healthcare
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹2,91,689 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Tejas Sheth
Experience: 0.56 yrs • Total AUM: 1,46,399 Cr
Karthik Kumar
Experience: 1.41 yrs • Total AUM: 62,589 Cr
Mayank Hyanki
Experience: 1.32 yrs • Total AUM: 1,87,187 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
19.32%
Expense ratio
0.36%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
19.29%
Expense ratio
0.31%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
12.79%
Expense ratio
0.2%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.79%
Expense ratio
0.19%
Tracking error
Fund size
ICICI Prudential Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.77%
Expense ratio
0.17%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.