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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.28 | 44.35 | 1.76 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 44.86 | 0.95 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Smallcap 50 - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Axis Nifty Smallcap 50 Index Fund | 48.77% | — | 28.28% |
UTI Nifty 50 Index Fund | 27.25% | 12.21% | 13.65% |
HDFC Index Fund-NIFTY 50 Plan | 27.21% | 12.18% | 13.78% |
ICICI Pru Nifty 50 Index Fund | 27.19% | 12.18% | 13.72% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
3.99 %
Holdings
3.70 %
Holdings
3.70 %
Axis Asset Management Company Ltd. is the mutual fund investment wing of Axis Bank, the 3rd largest private bank in India. 74.99% share of the AMC is held by Axis Bank while the rest 24% is held by Schroder Singapore Holdings Private Limited.
No.of Schemes
68
Total AUM
₹ 3,20,428.24 Cr.
Karthik Kumar
AUM: ₹10,721.83 Cr.
|
Exp: 14yrs
Mayank Hyanki
AUM: ₹30,724.71 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%