August 17, 2026
mayank
Axis Nifty Smallcap 50 Index Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 21.11 |
| NAV IDCW (Rs.) | 21.11 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Smallcap 50 TRI |
| AUM Rs. | 730 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.23% |
| 1 Year Return (%) | 17.24 |
| 3 Year Return (%) | 22.53 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 18.39% |
Suitable For Which Investors?
Small-cap funds are suitable for investors:
1. Seeking exposure in small-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
• Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Suitable For Which Investors?
The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors.
Fund Manager:
1) Nandik Mallik
Education: Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).
Experience: Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).
2) Rohit Gautam
Education: B.Tech. from IIT Bombay, PGDM from IIM Ahmedabad
Experience: Prior to joining the Axis MF, he was associated with IndiaFirst Life Insurance, Shriram AMC, Greater Pacific Capital.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Axis Nifty Smallcap 50 Index Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 10-Mar-22 |
| Return Since Launch | 18.39% |
| Benchmark | NIFTY Smallcap 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 730 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.23% |
| (As on 31-Jul-2026) | |
| Risk Grade | Above Average |
| Return Grade | Above Average |
| Turnover | — |
Axis Nifty Smallcap 50 Index Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Nifty Smallcap 50 Index Dir | 15.44 | -0.28 | 3.24 | 12.71 | 17.13 | 17.24 | 22.53 | — | — | — |
| BSE 250 SmallCap TRI | 9.00 | -0.26 | 1.38 | 8.68 | 12.65 | 9.47 | 16.09 | — | — | — |
| Equity: Small Cap | 13.76 | 0.01 | 2.37 | 11.69 | 15.27 | 15.17 | 18.63 | — | — | — |
| Rank within category | 17 | 44 | 10 | 19 | 18 | 14 | 6 | — | — | — |
| Number of funds in category | 49 | 52 | 52 | 52 | 50 | 44 | 34 | 26 | 19 | 12 |
Peer Comparison of Axis Nifty Smallcap 50 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Nifty Smallcap 50 Index Dir | 4 out of 5 stars | 17.24 | 22.53 | — | 0.23 | 730 | 18.39 | — | 4Y 5M | — |
| Nippon India Nifty Smallcap 250 Index Dir | 1 out of 5 stars | 10.47 | 17.01 | 15.58 | 0.30 | 3,391 | 24.82 | — | 5Y 9M | 27.00 |
| Motilal Oswal Nifty Microcap 250 Index Dir | 3 out of 5 stars | 12.19 | 19.82 | — | 0.44 | 2,410 | 23.09 | 1.00 (15) | 3Y 1M | 63.00 |
| SBI Nifty Smallcap 250 Index Dir | 2 out of 5 stars | 10.37 | 17.21 | — | 0.34 | 1,725 | 19.68 | 0.25 (30) | 3Y 10M | 31.00 |
| Motilal Oswal Nifty Smallcap 250 Index Dir | 2 out of 5 stars | 10.53 | 17.45 | 15.82 | 0.28 | 1,253 | 22.60 | 1.00 (15) | 6Y 11M | 30.00 |
Axis Nifty Smallcap 50 Index Fund Portfolio Analysis
| No. of Stocks | 50 |
| Top 10 Stocks | 31.98% |
| Top 5 Stocks | 18.28% |
| Top 3 Sectors | 70.36% |
| Portfolio P/B Ratio | 3.44 |
| Portfolio P/E Ratio | 35.88 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 29,984 | 22,079 |
| Large (%) | — | 7.23 |
| Mid (%) | 15.83 | 11.10 |
| Small (%) | 84.17 | 85.53 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
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