Can I invest in SIP and Lumpsum in AXIS Nifty Smallcap 50 Index Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in AXIS Nifty Smallcap 50 Index Fund (G). Minimum lumpsum investment AXIS Nifty Smallcap 50 Index Fund (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of AXIS Nifty Smallcap 50 Index Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of AXIS Nifty Smallcap 50 Index Fund (G) is AXIS Nifty Smallcap 50 Index Fund (G) is ₹15.59 as on 2025-03-07.

Which are the biggest stock holdings of AXIS Nifty Smallcap 50 Index Fund (G)?

The 5 biggest stock holdings of AXIS Nifty Smallcap 50 Index Fund (G) are: Multi Comm. Exc. (4.50%), Blue Star (4.41%), Laurus Labs (3.67%), Crompton Gr. Con (3.66%), C D S L (3.49%)

What are the top sectors AXIS Nifty Smallcap 50 Index Fund (G) invests in?

A majority of AXIS Nifty Smallcap 50 Index Fund (G) 's AUM worth ₹398.51 (Cr) is invested in these 3 top sectors: Capital Markets : 18.12% Pharmaceuticals & Biotech : 10.87% Consumer Durables : 7.14%

Mutual Funds
AXIS Nifty Smallcap 50 Index Fund (G)

AXIS Nifty Smallcap 50 Index Fund (G)

Index Fund

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NAV
15.59(0.05%)
Fund Size (CR)
₹445.1
Expense Ratio
1.02
Scheme Type
Passive Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
15.98%

Absolute Return: -20.77%

Annualized Return: 0%

Basic Details

Scheme Manager

Karthik Kumar

Bench Mark

Nifty Smallcap 50 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28 February 2025	10540.02	5.40%	-	1.87%	70/1048
1 Month	7 February 2025	9106.09	-8.94%	-	-3.91%	890/1020
3 Month	6 December 2024	7930.65	-20.69%	-	-7.99%	886/968
6 Month	6 September 2024	8092.49	-19.08%	-	-6.86%	708/836
1 Year	7 March 2024	10253.43	2.53%	2.53%	3.61%	376/720
3 Year	-	-	0%	-	13.62%	-/-
5 Year	-	-	0%	-	16.71%	-/-
Since Inception	10 March 2022	15588.80	55.89%	15.98%	5.32%	114/1048

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 April 2024	1,20,000	107160.21	-10.70%	-10.70%
3 Year	1 April 2022	3,60,000	467794.99	29.94%	9.12%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

6.22%

Standard Deviation

0.99%

Beta

0.40%

Sharpe Ratio

-0.02%

Treynor's Ratio

-1.53%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Multi Comm. Exc.	4.50%	35961	17.95	Equity	Financial Services
Blue Star	4.41%	91601	17.57	Equity	Consumer Durables
Laurus Labs	3.67%	277337	14.62	Equity	Pharmaceuticals
Crompton Gr. Con	3.66%	454624	14.60	Equity	Consumer Durables
C D S L	3.49%	125658	13.92	Equity	Financial Services
360 ONE	3.44%	137297	13.71	Equity	Finance
Glenmark Pharma.	3.41%	106273	13.59	Equity	Pharmaceuticals
Radico Khaitan	2.87%	55089	11.42	Equity	Alcoholic Beverages
Natl. Aluminium	2.82%	631728	11.22	Equity	Non Ferrous Metals
Karur Vysya Bank	2.80%	553873	11.14	Equity	Banks

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal S&P 500 Index Fund - Direct (G)	3880.36	-6.09%	-2.98%	10.13%	18.36%	15.06%
ICICI Pru NASDAQ 100 Index Fund - Direct (G)	1810.55	-8.37%	-4.37%	13.23%	17.23%	18.40%
ICICI Pru NASDAQ 100 Index Fund - Direct (IDCW)	1810.55	-8.37%	-4.37%	13.23%	17.23%	18.40%
Edelweiss MSCI I D & W H 45 Index Fund-Dir(G)	152.78	-3.75%	-3.86%	-5.12%	11.79%	17.67%
Edelweiss MSCI I D & W H 45 Index Fund-Dir(IDCW)	152.78	-3.75%	-3.86%	-5.12%	11.79%	17.67%

News

Axis MF announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Axis Mutual Fund has announced 20 March 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the IDCW option of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Axis Balanced Advantage Fund ' Regular Plan ' IDCW Option: 0.99
Axis Balanced Advantage Fund ' Direct Plan ' IDCW Option: 1.06
Axis ESG Integration Strategy Fund ' Regular Plan ' IDCW Option: 1.31
Axis ESG Integration Strategy Fund ' Direct Plan ' IDCW Option: 1.40
Axis Flexi Cap Fund ' Regular Plan ' IDCW Option: 0.91
Axis Flexi Cap Fund ' Direct Plan ' IDCW Option: 0.99
Axis Equity Savings Fund ' Regular Plan ' IDCW Option: 1.08
Axis Equity Savings Fund ' Direct Plan ' IDCW Option: 1.14
Axis Innovation Fund ' Regular Plan ' IDCW Option: 1.46
Axis Innovation Fund ' Direct Plan ' IDCW Option: 1.54
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Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes
Axis Mutual Fund has announced 25 February 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Axis Arbitrage Fund - Regular Plan - Monthly IDCW Option: 0.05
Axis Arbitrage Fund - Direct Plan - Monthly IDCW Option: 0.05
Axis Equity Savings Fund - Regular Plan - Monthly IDCW Option: 0.09
Axis Equity Savings Fund - Direct Plan - Monthly IDCW Option: 0.09
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW Option: 0.10
Axis Aggressive Hybrid Fund - Direct Plan - Monthly IDCW Option: 0.10
Axis Multi Asset Allocation Fund - Regular Plan - Monthly IDCW Option: 0.15
Axis Multi Asset Allocation Fund - Direct Plan - Monthly IDCW Option: 0.15
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Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 20 February 2025

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
Axis Income Advantage Fund of Funds :	' If redeemed / switched-out within 3 months from the date of allotment: - For 10% of investment: Nil. For remaining investment: 0.5%. ' If redeemed/switched out after 3 months from the date of allotment: Nil	Nil

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Fund House Details & Investment Objective

Date of Incorporation

21 February 2022

Total AUM (Cr)

₹398.51

AXIS Nifty Smallcap 50 Index Fund (G) is an Index Fund-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 21 February 2022, this fund is managed by Karthik Kumar. With assets under management (AUM) worth ₹398.51 (Cr), as of 7 March 2025, AXIS Nifty Smallcap 50 Index Fund (G) is categorized as a Index Fund within its segment. The fund has generated a return of 15.98% since its launch.
The current NAV of AXIS Nifty Smallcap 50 Index Fund (G) is ₹15.59, as on 7 March 2025. The fund's benchmark index is Nifty Smallcap 50 TRI. You can invest in AXIS Nifty Smallcap 50 Index Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.84% in Equity, 0.36% in Debt and -0.20% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 18.12% in Capital Markets, 10.87% in Pharmaceuticals & Biotech, 7.14% in Consumer Durables, 6.69% in Finance, 5.21% in Chemicals & Petrochemical

FAQs

How to Invest in AXIS Nifty Smallcap 50 Index Fund (G) Direct Growth?

AXIS Nifty Smallcap 50 Index Fund (G) is a popular fund in the Index Fund segment. The fund has generated a return of 15.98% since inception. Looking to invest in AXIS Nifty Smallcap 50 Index Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Nifty Smallcap 50 Index Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, AXIS Nifty Smallcap 50 Index Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Nifty Smallcap 50 Index Fund (G) today and reap the benefits of this Index Fund fund!

How much returns has AXIS Nifty Smallcap 50 Index Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Nifty Smallcap 50 Index Fund (G) has generated annualised return of 2.53%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 15.98% returns.

What is the expense ratio of AXIS Nifty Smallcap 50 Index Fund (G) Direct Growth?

The expense ratio of AXIS Nifty Smallcap 50 Index Fund (G) Direct Growth is 1.02%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Nifty Smallcap 50 Index Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Nifty Smallcap 50 Index Fund (G) is ₹398.51 (Cr) as of 2025-03-07 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Nifty Smallcap 50 Index Fund (G) Direct Growth?

Redeeming or selling units of AXIS Nifty Smallcap 50 Index Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from AXIS Nifty Smallcap 50 Index Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case AXIS Nifty Smallcap 50 Index Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).