AXIS Nifty Smallcap 50 Index Fund – Dir Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.28 %
Expense Ratio
Rating
397
Fund Size (in Cr)
3 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 10 September 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 54% - - 30.4%
Category Average 55.5% 21% 29.4% -

Scheme Allocation

By Holding
By Sector
By Asset
3.71%
3.22%
Others
81.02%
View all Holdings
Holdings Sector Instrument Asset
Crompton Gr. Con Consumer Durables Equity 4.46%
Multi Comm. Exc. Financial Services Equity 3.83%
Glenmark Pharma. Pharmaceuticals Equity 3.76%
C D S L Financial Services Equity 3.71%
Exide Inds. Auto Ancillaries Equity 3.22%
Blue Star Consumer Durables Equity 3.2%
Cams Services Financial Services Equity 2.95%
Amara Raja Ener. Auto Ancillaries Equity 2.71%
Karur Vysya Bank Banks Equity 2.52%
Cyient IT - Software Equity 2.42%
Natl. Aluminium Non Ferrous Metals Equity 2.39%
NCC Construction Equity 2.27%
Apar Inds. Capital Goods - Electrical Equipment Equity 2.25%
Indian Energy Ex Financial Services Equity 2.24%
Radico Khaitan Alcoholic Beverages Equity 2.19%
Angel One Stock/ Commodity Brokers Equity 2.17%
I D F C Finance Equity 2.16%
Natco Pharma Pharmaceuticals Equity 2.03%
RBL Bank Banks Equity 1.96%
HFCL Telecomm Equipment & Infra Services Equity 1.94%
GE Shipping Co Shipping Equity 1.91%
Sonata Software IT - Software Equity 1.87%
Castrol India Chemicals Equity 1.86%
Guj.St.Petronet Gas Distribution Equity 1.85%
Century Textiles Paper Equity 1.82%
Aarti Industries Chemicals Equity 1.82%
City Union Bank Banks Equity 1.78%
CESC Power Generation & Distribution Equity 1.75%
Manappuram Fin. Finance Equity 1.7%
Piramal Pharma Pharmaceuticals Equity 1.68%
Nippon Life Ind. Finance Equity 1.66%
Navin Fluo.Intl. Chemicals Equity 1.66%
Birlasoft Ltd IT - Software Equity 1.59%
Finolex Cables Cables Equity 1.58%
PVR Inox Entertainment Equity 1.55%
IIFL Finance Finance Equity 1.52%
Mahanagar Gas Gas Distribution Equity 1.47%
PNB Housing Finance Equity 1.44%
Tejas Networks Telecomm Equipment & Infra Services Equity 1.44%
AAVAS Financiers Finance Equity 1.43%
Ramkrishna Forg. Castings, Forgings & Fastners Equity 1.42%
Equitas Sma. Fin Banks Equity 1.34%
Indiamart Inter. E-Commerce/App based Aggregator Equity 1.31%
Five-Star Bus.Fi Finance Equity 1.29%
Zensar Tech. IT - Software Equity 1.27%
Narayana Hrudaya Healthcare Equity 1.24%
Raymond Realty Equity 0.96%
Tanla Platforms IT - Software Equity 0.96%
CreditAcc. Gram. Finance Equity 0.93%
Happiest Minds IT - Software Equity 0.84%
Raymond Lifestyl Textiles Equity 0.52%
Capital Markets
15.4%
Finance
10.42%
Banks
7.95%
Auto Components
7.75%
Consumer Durables
7.63%
Others
50.85%
View all Sectors
Sectors Asset
Capital Markets 15.4%
Finance 10.42%
Banks 7.95%
Auto Components 7.75%
Consumer Durables 7.63%
IT-Software 6.99%
Pharmaceuticals & Biotech 6.7%
Chemicals & Petrochemical 4.17%
Gas 3.02%
Construction 2.6%
Non-Ferrous Metals 2.59%
Electrical Equipments 2.32%
IT-Services 2.2%
Transport Services 2.03%
Beverages 1.98%
Petroleum Products 1.89%
Paper, Forest & Jute Prod 1.82%
Telecom-Services 1.79%
Industrial Products 1.7%
Power 1.59%
Entertainment 1.58%
Telecom Equipment & Acces 1.39%
Retailing 1.31%
Healthcare Services 1.26%
Realty 0.97%
Debt 0.79%
Textiles & Apparels 0.55%
Cash & Others -0.41%
Equity
99.84%
Reverse Repos
0.78%
Net Curr Ass/Net Receivables
-0.59%

Advance Ratio

-0.65
Alpha
5.9
SD
0.99
Beta
1.01
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 ₹19.6 as of 10 September 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 - 15.4%
  2. Finance - 10.42%
  3. Banks - 7.95%
  4. Auto Components - 7.75%
  5. Consumer Durables - 7.63%

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 30.4% 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 0.28 % as of 10 September 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 10 September 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. Crompton Gr. Con - 4.46%
  2. Multi Comm. Exc. - 3.83%
  3. Glenmark Pharma. - 3.76%
  4. C D S L - 3.71%
  5. Exide Inds. - 3.22%

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.
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