Good evening :)
Add to Watchlist
Share

How to use scorecard? Learn more

Axis Nifty Smallcap 50 Index Fund

Growth
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 441 Cr
Very High RiskPrinciple investment will be at very high risk
19.412.01% (+0.38)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 441 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2844.351.76
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5744.860.95

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Smallcap 50 - TRI

About Index Fund

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.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Axis Nifty Smallcap 50 Index Fund48.77%28.28%
UTI Nifty 50 Index Fund27.25%12.21%13.65%
HDFC Index Fund-NIFTY 50 Plan27.21%12.18%13.78%
ICICI Pru Nifty 50 Index Fund27.19%12.18%13.72%

Price Comparison

Compare Axis Nifty Smallcap 50 Index Fund with any MF, ETF, stock or index
Compare Axis Nifty Smallcap 50 Index Fund with any MF, ETF, stock or index
Axis Nifty Smallcap 50 Index Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Sep 2024

ACTUAL
Cash & EquivalentsEquity0.26%99.74%

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Distribution

+20 moreDiversified ChemicalsHome Electronics & AppliancesSpecialized FinanceInvestment Banking & BrokeragePharmaceuticals58.87 %7.03 %7.41 %7.43 %9.53 %9.73 %

Dec 2023

Mar 2024

Jun 2024

Sep 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Sep 243.83%7.60%6.93%5.95%5.95%9.73%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Multi Commodity Exchange of India Ltd
    MCX
    3M change : 0.90 %

    Holdings

    3.99 %

    0.90 %
  • Crompton Greaves Consumer Electricals Ltd
    CROMPTON
    3M change : -0.32 %

    Holdings

    3.70 %

    -0.32 %
  • Blue Star Ltd
    BLUESTARCO
    3M change : 0.44 %

    Holdings

    3.70 %

    0.44 %

AMC Profile

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.

Fund Manager Profile

Karthik Kumar

AUM:  ₹10,721.83 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Mayank Hyanki

AUM:  ₹30,724.71 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Manager Performance (0)

Loading...

Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.