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Axis Nifty Smallcap 50 Index Fund
Get the latest NAV of Axis Nifty Smallcap 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹17.41
NAV as on 31 Jan 2026
15.29%/per year
Since Inception
▲▼
29647 people have invested ₹ 4.1Cr in Axis Nifty Smallcap 50 Index Fund in the last three months
Peer comparison
Axis Nifty Smallcap 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis Nifty Smallcap 50 Index Fund Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
Axis Nifty Smallcap 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Financial Services, Health & Tech
Financial Services
32%
Health
21%
Tech
12%
Financial Services
31%
Health
20%
Tech
13%
Axis Nifty Smallcap 50 Index Fund Holdings Details
as on (31-Dec-25)
Axis Nifty Smallcap 50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.27% |
Benchmark | IISL NIFTY Smallcap 50 TR INR |
| AUM | ₹550 Cr |
| Inception Date | 10 March, 2022 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 76.08% |
| Risk |   Very High Risk |
About Axis Nifty Smallcap 50 Index Fund
Axis Nifty Smallcap 50 Index Fund is an equity fund. This fund was started on 10 March, 2022. The fund is managed by Karthik Kumar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Axis Nifty Smallcap 50 Index Fund has ₹550 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Axis Nifty Smallcap 50 Index Fund has given a CAGR return of 15.29% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 1.62% and 23.66% respectively.
Holdings
Axis Nifty Smallcap 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Tech, Basic Materials, Industrial, Consumer Cyclical, Consumer Defensive, Utilities, Energy, Communication, Real Estate. Its top holdings are Multi Commodity Exchange of India Ltd, Laurus Labs Ltd, Radico Khaitan Ltd, Central Depository Services (India) Ltd, Karur Vysya Bank Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Axis Nifty Smallcap 50 Index Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Nifty Smallcap 50 Index Fund has no lock in period.
Fund Manager
Karthik Kumar
Fund Manager of Axis Nifty Smallcap 50 Index Fund, since 3 August 2023
- AUM of the fund stands at 549.8 Cr as of Dec'25
- AUM decreased by 1.6 Cr between Dec'25 and Nov'25
Frequently Asked Questions for Axis Nifty Smallcap 50 Index Fund
How do I invest in Axis Nifty Smallcap 50 Index Fund?
- Download the INDmoney app.
- Search for ‘Axis Nifty Smallcap 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.