Scheme Overview
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option
| Category: Index Fund |
| Launch Date: 10-03-2022 |
| Asset Class: |
| Benchmark: NIFTY Smallcap 50 TRI |
| Expense Ratio: 1.02% As on ( 31-05-2025) |
| Status: Open Ended |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 486.82 Cr As on ( 30-05-2025) |
| Turn over: |
18.7798
0.06 ( 0.3264% )
21.34%
NIFTY Smallcap 50 TRI12.71%
PERFORMANCE of Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 26-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option | 4.92 | 31.61 | - | - | 21.34 |
| NIFTY SMALLCAP 50 TRI | 6.85 | 34.16 | 33.72 | 12.76 | 12.71 |
| Index Fund | 6.22 | 18.19 | 21.02 | 12.29 | 10.41 |
Yearly Performance (%)
Fund Managers
Mr. Karthik Kumar
Investment 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.
RETURNS CALCULATOR for Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option | 21.72 | - | - | |||
| Index Fund | - | - | - | - | - | - |
