AXIS Nifty Smallcap 50 Index Fund – Dir Growth

Other · Index
100
Min SIP
100
Min Lumpsum
0.25 %
Expense Ratio
Rating
77
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 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 39.4% - - 15.9%
Category Average 40.9% 27.5% 15.6% -

Scheme Allocation

By Holding
By Sector
By Asset
4.82%
BSE
4.3%
4.23%
Others
73.63%
View all Holdings
Holdings Sector Instrument Asset
Suzlon Energy Capital Goods - Electrical Equipment Equity 7.35%
KPIT Technologi. IT - Software Equity 5.67%
I D F C Finance Equity 4.82%
BSE Miscellaneous Equity 4.3%
RBL Bank Banks Equity 4.23%
Cyient IT - Software Equity 4.05%
PVR Inox Entertainment Equity 3.72%
J B Chem & Pharm Pharmaceuticals Equity 2.94%
Radico Khaitan Alcoholic Beverages Equity 2.92%
Indian Energy Ex Miscellaneous Equity 2.85%
C D S L Miscellaneous Equity 2.84%
Redington Trading Equity 2.78%
Angel One Stock/ Commodity Brokers Equity 2.71%
City Union Bank Banks Equity 2.64%
Manappuram Fin. Finance Equity 2.54%
Natl. Aluminium Non Ferrous Metals Equity 2.53%
Birlasoft Ltd IT - Software Equity 2.47%
Cams Services Miscellaneous Equity 2.47%
HFCL Infrastructure Developers & Operators Equity 1.9%
Amara Raja Batt. Auto Ancillaries Equity 1.84%
Rail Vikas Construction Equity 1.78%
Mazagon Dock Ship Building Equity 1.66%
G N F C Chemicals Equity 1.61%
CESC Power Generation & Distribution Equity 1.58%
Hindustan Copper Non Ferrous Metals Equity 1.55%
Bharat Dynamics Capital Goods-Non Electrical Equipment Equity 1.54%
Global Health Healthcare Equity 1.53%
Chambal Fert. Fertilizers Equity 1.29%
Route Mobile IT - Software Equity 1.22%
IRB Infra.Devl. Infrastructure Developers & Operators Equity 1.21%
Jubilant Ingrev. Chemicals Equity 1.14%
Bank of Maha Banks Equity 1.13%
Sh.Renuka Sugar Sugar Equity 1.08%
Welspun India Textiles Equity 1.02%
Metropolis Healt Healthcare Equity 1.01%
Birla Corpn. Cement Equity 0.97%
IDBI Bank Banks Equity 0.95%
Graphite India Capital Goods-Non Electrical Equipment Equity 0.93%
UTI AMC Finance Equity 0.9%
Latent View IT - Software Equity 0.88%
Medplus Health Retail Equity 0.8%
Campus Activewe. Leather Equity 0.71%
Balaji Amines Chemicals Equity 0.69%
I O B Banks Equity 0.68%
Anupam Rasayan Chemicals Equity 0.67%
Laxmi Organic Chemicals Equity 0.63%
Bikaji Foods FMCG Equity 0.59%
UCO Bank Banks Equity 0.55%
Easy Trip Plann. Miscellaneous Equity 0.53%
M R P L Refineries Equity 0.49%
Capital Markets
15.94%
Banks
10.7%
IT-Software
8.71%
Finance
7.56%
Electrical Equipments
5.08%
Others
52.01%
View all Sectors
Sectors Asset
Capital Markets 15.94%
Banks 10.7%
IT-Software 8.71%
Finance 7.56%
Electrical Equipments 5.08%
Chemicals & Petrochemical 4.73%
Non-Ferrous Metals 4.24%
IT-Services 3.92%
Beverages 3.62%
Entertainment 3.49%
Commercial Services & Sup 3.45%
Construction 3.07%
Telecom-Services 2.98%
Pharmaceuticals & Biotech 2.87%
Healthcare Services 2.77%
Auto Components 2.03%
Industrial Manufacturing 1.85%
Aerospace & Defense 1.81%
Power 1.61%
Fertilisers & Agrochemica 1.4%
Agricultural Food & other 1.17%
Cement & Cement Products 1.13%
Retailing 1.03%
Debt 1.01%
Textiles & Apparels 0.97%
Industrial Products 0.92%
Consumer Durables 0.76%
Food Products 0.62%
Leisure Services 0.57%
Petroleum Products 0.47%
Cash & Others -0.51%
Equity
98.89%
Reverse Repos
3.43%
Net Curr Ass/Net Receivables
-2.32%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
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:
2,48,980 Cr
Address:
Axis House, 1st Floor,C-2, Wadia international centre,Pandurang Budhkar Marg, Worli, Mumbai - 400025
Contact:
022-43255161
Email ID:
customerserivce@axismf.com

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 ₹12.5 as of 29 September 2023.

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 - 15.94%
  2. Banks - 10.7%
  3. IT-Software - 8.71%
  4. Finance - 7.56%
  5. Electrical Equipments - 5.08%

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 15.9% 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 29 September 2023.

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 ₹2,48,980 Cr as of 29 September 2023

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. Suzlon Energy - 7.35%
  2. KPIT Technologi. - 5.67%
  3. I D F C - 4.82%
  4. BSE - 4.3%
  5. RBL Bank - 4.23%

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