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Home Mf Research Axis Nifty Smallcap 50 Index Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth

AXIS MUTUAL FUND Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,014.48 +1.45%
Two Week 2026-10-19 ₹1,000.00 ₹990.73 -0.93%
One Month 2026-10-05 ₹1,000.00 ₹986.52 -1.35%
Three Months 2026-08-05 ₹3,000.00 ₹2,876.39 -4.12%
Six Months 2026-05-07 ₹6,000.00 ₹5,952.44 -0.79%
One Year 2025-11-03 ₹12,000.00 ₹12,791.15 +6.59%
Three Year 2023-11-06 ₹36,000.00 ₹40,437.79 +12.33%
Since Inception 2022-03-10 ₹57,000.00 ₹81,406.92 +42.82%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Pharmaceuticals & Biotechnology 15.20%
Banks 11.16%
Capital Markets 10.25%
Finance 8.03%
Auto Components 7.02%
Chemicals & Petrochemicals 6.57%
Industrial Products 6.44%
Electrical Equipment 4.90%
Transport Services 4.72%
Consumer Durables 4.23%
Gas 3.24%
Automobiles 3.18%
Commercial Services & Supplies 2.84%
Healthcare Services 2.64%
Other 2.61%
IT - Services 2.56%
IT - Software 2.23%
Industrial Manufacturing 1.29%
Construction 0.96%

Top Holdings

Company-wise portfolio exposure

Sona BLW Precision Forgings Limited 4.39%
Welspun Corp Limited 4.18%
Karur Vysya Bank Limited 3.61%
Navin Fluorine International Limited 3.57%
Ather Energy Limited 3.18%
RBL Bank Limited 2.93%
Delhivery Limited 2.90%
Redington Limited 2.84%
Gland Pharma Limited 2.72%
Central Depository Services (India) Limited 2.65%
City Union Bank Limited 2.56%
Sai Life Sciences Limited 2.48%
PNB Housing Finance Limited 2.48%
Anand Rathi Wealth Limited 2.28%
Kirloskar Oil Engines Limited 2.26%
Neuland Laboratories Limited 2.16%
TD Power Systems Limited 2.11%
Angel One Limited 2.10%
Bandhan Bank Limited 2.06%
Wockhardt Limited 2.05%
Manappuram Finance Limited 2.04%
Aegis Logistics Limited 2.04%
Acutaas Chemicals Limited 2.00%
MTAR Technologies Limited 2.00%
Computer Age Management Services Limited 1.90%
Himadri Speciality Chemical Limited 1.88%
Poonawalla Fincorp Limited 1.86%
Dr. Lal Path Labs Limited 1.82%
The Great Eastern Shipping Company Limited 1.82%
Amber Enterprises India Limited 1.71%
IIFL Finance Limited 1.65%
Crompton Greaves Consumer Electricals Limited 1.58%
Apollo Tyres Limited 1.54%
Piramal Pharma Limited 1.51%
Tata Technologies Limited 1.43%
Onesource Specialty Pharma Limited 1.41%
KFin Technologies Limited 1.32%
Kaynes Technology India Limited 1.29%
Tata Elxsi Limited 1.25%
Indraprastha Gas Limited 1.20%
Affle 3i Limited 1.13%
Tata Chemicals Limited 1.12%
Amara Raja Energy & Mobility Ltd 1.09%
KPIT Technologies Limited 0.98%
NBCC (India) Limited 0.96%
PG Electroplast Limited 0.94%
Natco Pharma Limited 0.87%
Syngene International Limited 0.82%
Inox Wind Limited 0.79%
Clearing Corporation of India Ltd 5.32%
Net Receivables / (Payables) -2.71%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 21.56% 21.44% 20.23%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 20.92% 28.69% 20.04%
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 20.80% 20.76% 15.97%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.66% 0.00% 17.37%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 16.61% 0.00% 11.63%
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 15.03% 27.72% 17.48%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 14.77% 0.00% 11.49%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 14.62% 0.00% 18.25%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 12.14% 0.00% 6.30%
DSP Nifty Healthcare Index Fund - Regular Plan - Growth 11.68% 0.00% 11.57%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver Fund Of Fund - Regular Plan - Growth 22.28% 33.75% 31.20%
Axis Silver ETF - Regular Plan - Growth 20.47% 34.69% 31.53%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.34% 30.44% 29.72%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold ETF - Regular Plan - Growth 12.66% 29.53% -16.58%
Axis Nifty Healthcare ETF - Regular Plan - Growth 12.28% 20.57% 13.54%
Axis Gold Fund - Regular Plan - Growth 11.79% 28.87% 9.51%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 6.90% 0.00% 16.14%
Axis Greater China Equity Fund Of Fund - Regular Plan - Growth 6.72% 16.84% 1.09%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors. There is no assurance that the investment objective of the Scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.13%
Expense Ratio (Direct)
0.34%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Smallcap 50 Index TRI

Exit Load

Charges that may apply when you redeem units

N/A
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