AXIS Nifty Smallcap 50 Index Fund – Dir Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.25 %
Expense Ratio
Rating
293
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 14 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 66% - - 23.5%
Category Average 69.6% 21.3% 21.7% -

Scheme Allocation

By Holding
By Sector
By Asset
3.62%
3.29%
3.19%
Others
82.87%
View all Holdings
Holdings Sector Instrument Asset
Exide Inds. Auto Ancillaries Equity 3.62%
Multi Comm. Exc. Financial Services Equity 3.55%
Crompton Gr. Con Consumer Durables Equity 3.48%
Blue Star Consumer Durables Equity 3.29%
C D S L Miscellaneous Equity 3.19%
Natl. Aluminium Non Ferrous Metals Equity 2.83%
I D F C Finance Equity 2.75%
Karur Vysya Bank Banks Equity 2.7%
Glenmark Pharma. Pharmaceuticals Equity 2.69%
RBL Bank Banks Equity 2.65%
Cyient IT - Software Equity 2.58%
Aarti Industries Chemicals Equity 2.51%
Cams Services Financial Services Equity 2.49%
Angel One Stock/ Commodity Brokers Equity 2.43%
Radico Khaitan Alcoholic Beverages Equity 2.32%
Amara Raja Ener. Auto Ancillaries Equity 2.3%
Sonata Software IT - Software Equity 2.28%
Apar Inds. Capital Goods - Electrical Equipment Equity 2.26%
NCC Construction Equity 2.02%
Indian Energy Ex Financial Services Equity 2.01%
Navin Fluo.Intl. Chemicals Equity 2.01%
City Union Bank Banks Equity 1.96%
Equitas Sma. Fin Banks Equity 1.87%
Manappuram Fin. Finance Equity 1.84%
GE Shipping Co Shipping Equity 1.82%
Birlasoft Ltd IT - Software Equity 1.8%
Century Textiles Paper Equity 1.78%
Castrol India Chemicals Equity 1.74%
Nippon Life Ind. Finance Equity 1.7%
PVR Inox Entertainment Equity 1.63%
Natco Pharma Pharmaceuticals Equity 1.57%
CESC Power Generation & Distribution Equity 1.56%
HFCL Infrastructure Developers & Operators Equity 1.52%
Five-Star Bus.Fi Finance Equity 1.5%
Piramal Pharma Pharmaceuticals Equity 1.48%
Narayana Hrudaya Healthcare Equity 1.47%
Tejas Networks Telecomm Equipment & Infra Services Equity 1.46%
Guj.St.Petronet Gas Distribution Equity 1.45%
IIFL Finance Finance Equity 1.45%
Mahanagar Gas Gas Distribution Equity 1.38%
PNB Housing Finance Equity 1.37%
CreditAcc. Gram. Finance Equity 1.35%
Indiamart Inter. E-Commerce/App based Aggregator Equity 1.35%
Finolex Cables Cables Equity 1.34%
Ramkrishna Forg. Castings, Forgings & Fastners Equity 1.29%
AAVAS Financiers Finance Equity 1.29%
Raymond Textiles Equity 1.19%
Zensar Tech. IT - Software Equity 1.18%
Tanla Platforms IT - Software Equity 1.11%
Happiest Minds IT - Software Equity 0.99%
Capital Markets
11.8%
Electrical Equipments
9.74%
Banks
7.95%
IT-Software
7.35%
Auto Components
7.08%
Others
56.08%
View all Sectors
Sectors Asset
Capital Markets 11.8%
Electrical Equipments 9.74%
Banks 7.95%
IT-Software 7.35%
Auto Components 7.08%
Pharmaceuticals & Biotech 6.9%
Finance 6.67%
Industrial Products 5.19%
Non-Ferrous Metals 4.77%
IT-Services 3.55%
Telecom-Services 2.85%
Debt 2.67%
Commercial Services & Sup 2.56%
Beverages 2.54%
Healthcare Services 2.52%
Consumer Durables 2.28%
Textiles & Apparels 2.15%
Entertainment 1.99%
Construction 1.9%
Gas 1.75%
Retailing 1.66%
Power 1.65%
Chemicals & Petrochemical 1.57%
Fertilisers & Agrochemica 1.15%
Telecom Equipment & Acces 1.14%
Petroleum Products 0.83%
Agricultural Food & other 0.76%
Food Products 0.68%
Cash & Others -3.63%
Equity
99.44%
Reverse Repos
1.32%
Net Curr Ass/Net Receivables
-0.76%
Others
0%

Advance Ratio

-0.71
Alpha
5.8
SD
0.98
Beta
0.71
Sharpe

Exit Load

Exit Load Nil

Fund Objective

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

Fund Managers

Jinesh Gopani - Asset Under Management - Head of Equities, Axis Asset Management Ltd

With 20 years of work experience in fund management and content listing, Mr Jinesh Gopani is a prime part of Axis Mutual Fund. His current designation is Head of Equities, Axis Asset Management Ltd. He heads US$ 18 billion equity AUM (Asset Under Management) at Axis AMC. The AUM size of Axis Mutual Fund has increased at a CAGR (Compounded Annual Growth Rate) of 35% in the last three (3) years and 45% since its inception in 2009. His educational qualifications include a Master of Business Administration (MBA), MMS (Finance and Financial Management Services), and B.Com (Finance) from the University of Mumbai.

Mr Gopani joined Axis AMC in September 2009 as a Senior Fund Manager. He was promoted to his current role in September 2016. Before joining Axis AMC, he worked with Birla Sunlife as a Portfolio Manager and Voyager India Capital as Senior Research Analyst.

Under Mr Jinesh Gopani’s stewardship, Axis AMC has earned the coveted title of the No. 1 AMC in India. Incidentally, it was the 41st AMC in 2009. Mr Gopani manages fourteen (14) Axis Mutual Fund schemes, including Axis Long Term Equity Fund, Axis Focused 25 Fund, Axis Nifty Midcap 50 Index Fund, Axis NIFTY IT ETF, Axis Retirement Savings Fund, etc.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Axis Mutual Fund
AUM:
2,75,166 Cr
Address:
One Lodha Place. 22nd & 23rd Floor, Senapati Bapat Marg, Lower Par el, Maharashtra, Mumbai - 400013.
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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Frequently Asked Questions

How to invest in AXIS Nifty Smallcap 50 Index Fund – Dir Growth ?

You can invest in AXIS Nifty Smallcap 50 Index Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for AXIS Nifty Smallcap 50 Index Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of AXIS Nifty Smallcap 50 Index Fund – Dir Growth ?

The NAV of AXIS Nifty Smallcap 50 Index Fund – Dir Growth is ₹16.1 as of 14 May 2024.

How to redeem AXIS Nifty Smallcap 50 Index Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of AXIS Nifty Smallcap 50 Index Fund – Dir Growth?

The minimum SIP amount of AXIS Nifty Smallcap 50 Index Fund – Dir Growth is ₹100

What are the top sectors AXIS Nifty Smallcap 50 Index Fund – Dir Growth has invested in?

The top sectors AXIS Nifty Smallcap 50 Index Fund – Dir Growth has invested in are
  1. Capital Markets - 11.8%
  2. Electrical Equipments - 9.74%
  3. Banks - 7.95%
  4. IT-Software - 7.35%
  5. Auto Components - 7.08%

Can I make investments in both the SIP and Lump Sum schemes of AXIS Nifty Smallcap 50 Index Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of AXIS Nifty Smallcap 50 Index Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have AXIS Nifty Smallcap 50 Index Fund – Dir Growth generated ?

The AXIS Nifty Smallcap 50 Index Fund – Dir Growth has delivered 23.5% since inception

What is the expense ratio of AXIS Nifty Smallcap 50 Index Fund – Dir Growth ?

The expense ratio of AXIS Nifty Smallcap 50 Index Fund – Dir Growth is 0.25 % as of 14 May 2024.

What is the AUM of AXIS Nifty Smallcap 50 Index Fund – Dir Growth?

The AUM of AXIS Nifty Smallcap 50 Index Fund – Dir Growth is ₹2,75,166 Cr as of 14 May 2024

What are the top stock holdings of AXIS Nifty Smallcap 50 Index Fund – Dir Growth?

The top stock holdings of AXIS Nifty Smallcap 50 Index Fund – Dir Growth are
  1. Exide Inds. - 3.62%
  2. Multi Comm. Exc. - 3.55%
  3. Crompton Gr. Con - 3.48%
  4. Blue Star - 3.29%
  5. C D S L - 3.19%

How can I redeem my investments in AXIS Nifty Smallcap 50 Index Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select AXIS Nifty Smallcap 50 Index Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now