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Axis Nifty Smallcap 50 Index Fund

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Returns:
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Overview

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.

Entry Load, Exit Load & Tax

Tax implication

Minimum Investment

Underlying Index Details

This product is suitable for investors who are seeking*

  • Long term wealth creation solution
  • An index fund that seeks to track returns by investing in a basket of Nifty Smallcap 50 Index stocks and aims to achieve returns of the stated index, subject to tracking error.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them
Axis Nifty Smallcap 50 Index Fund
Nifty Smallcap 50 TRI

Fund Manager

Mr. Karthik Kumar
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Performance

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Returns Over The Years

information

Performance of Axis Nifty Smallcap 50 Index Fund - Direct Growth as of February 28, 2026

Nifty Smallcap 50 TRICurrent Value of Rs.10,000 Invested
Annualised(%)Nifty Smallcap 50 TRI
Benchmark(%)
Nifty 50 TRI
Additional Benchmark(%)
Annualised(₹)Nifty Smallcap 50 TRI
Benchmark(₹)
Nifty 50 TRI
Additional Benchmark(₹)
Since Inception
2022-03-10
15.38%16.47%12.38%17,65518,32615,898
5 Years
------
3 Years
25.85%27.13%14.64%19,93320,54815,066
1 Year
16.87%17.81%15.12%11,68211,77611,507

Fund Quants

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Tracking Difference

Fund Names1 Year3 Year5 Year10 YearSince Inception
Axis Nifty Smallcap 50 Index Fund-0.85-1.24N/AN/A-1.05

Tracking Error

The tracking error of Axis Nifty Smallcap 50 Index Fund as of March 16, 2026 is 0.49
Disclaimer : Tracking Error and Tracking Difference data powered by ICRA Analytics (Disclaimer - http://www.icraanalytics.com/legal/standard-disclaimer.html)

Outlook

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Portfolio

information

Asset Cap Mix

Portfolio Summary

No. of stocks
10
Top 10 Stocks (%)
38.2%
Top 5 Stocks (%)
25.16%
Top 3 Stocks (%)
18.7%

Holdings

Stocks% of holdings
Multi Commodity Exchange of India Limited8.64
Laurus Labs Limited5.79
Karur Vysya Bank Limited4.27
Delhivery Limited3.27
Navin Fluorine International Limited3.19
Central Depository Services (India) Limited3.14
Radico Khaitan Limited2.87
Amber Enterprises India Limited2.4
JB Chemicals & Pharmaceuticals Limited2.33
Redington Limited2.3

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Documents

Presentation

Schemes pdf

Leaflet

Schemes pdf

SID

Schemes pdf

KIM

Schemes pdf

Frequently asked questions

How many sectors does Axis Nifty Smallcap 50 Index Fund invest in?

This fund spreads investments across 15+ sectors, including Financial Services, Consumer Goods, Industrials, Healthcare, Technology, power, services, chemicals, realty, metals & mining. This broad diversification reduces risk by limiting your exposure to any single sector's downside while allowing your investment to benefit from growth in various industries.

How is Axis nifty Smallcap 50 Index Fund different from actively managed small-cap funds?

Unlike active funds where managers select stocks, this passive index fund mirrors the Nifty Smallcap 50 Index precisely. This results in lower costs, more transparency, and performance that closely tracks the broad small-cap market’s returns without the risks of individual stock selection.

What tax rules apply to Axis Nifty Smallcap 50 Index Fund?

• Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits over ₹1.25 lakh per year.• Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%.Holding your investment for more than one year may help reduce tax.

Can you set up SWP (Systematic Withdrawal Plan) or STP (Systematic Transfer Plan) with Axis Nifty Smallcap 50 index Fund?

Yes! You can set up an SWP for regular cash withdrawals or STP to transfer funds systematically between Axis Mutual Fund schemes, offering flexibility and better control over your investments.Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.For individual nature of tax implications, investors are requested to consult their tax advisors before investing.Total Expense Ratio (TER) is of Axis Nifty Smallcap 50 Index Fund Direct Growth Plan as on 30 September 2025. The TER of the Scheme is subject to change at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).For NSE disclaimer, refer SID.Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

How does Axis Nifty Smallcap 50 Index Fund support portfolio diversification?

By investing across more than 15 sectors in top 50 diverse small-cap companies, your portfolio spreads risk and gains from varied economy segments. This reduces dependence on any one company or sector, helping stabilize returns despite market swings.

Is there a lock-in period in Axis Nifty Smallcap 50 Index Fund, and can you withdraw anytime?

There is no lock-in period in Axis Nifty Smallcap 50 Index fund. You may redeem your investment at any time, giving you flexibility to manage your money as needed.

What is the expense ratio of Axis Nifty Smallcap 50 Index Fund Direct Growth Plan?

The Axis Nifty Smallcap 50 Index Direct Growth Plan has a low expense ratio 0.27% (as on 30 September 2025), meaning lower costs and more money stays invested, compounding over time for your benefit.

What is the minimum amount to start investing in Axis Nifty Smallcap 50 Index Fund?

You can begin investing with just ₹100, through either a lump sum or a Systematic Investment Plan (SIP), making it convenient for beginners and regular investors alike.

Who are some of the top companies in Axis Nifty Smallcap 50 Index Fund?

Investing in Axis Nifty Smallcap 50 Index Fund means you own shares of fast-growing Smallcap companies such as: CDSL, KFin Technologies, Angel One, Aarti Industries, Hindustan Copper , Tata Chemicals, Laurus Labs and many more.

What are the key benefits of investing in Axis Nifty Smallcap 50 Index Fund?

• Wide diversification: Exposure to top 50 high-growth potential small-cap companies across 15+ sectors.• Low cost: Save on fees with a low expense ratio, maximizing your invested amount.• Easy access: Start investing with as little as ₹100.• Transparency: Know exactly what you own and track your portfolio easily.• Long-term growth potential: Benefit from India’s small-cap companies thriving as they expand and mature.

How often is the portfolio of Axis Nifty Smallcap 50 index fund updated?

The fund’s portfolio is rebalanced twice a year, ensuring it continuously mirrors the current Nifty Smallcap 50 Index constituents and adapts to market changes.

How can I invest in Axis Nifty Smallcap 50 Index Fund?

You can invest easily via:• Axis Mutual Fund website or mobile app• Popular financial platforms like Groww, Zerodha, Angel One, or through distributors.Choose lump sum or SIP options based on your convenience and preference.

What is the Nifty Smallcap 50 Index and why is it important for investors?

The Nifty Smallcap 50 Index tracks the 50 liquid and top small-cap companies by market cap listed on India’s National Stock Exchange. The index covers over 15 key sectors including financial services, consumer goods, industrials, healthcare, technology, chemicals, realty, metals & mining and more. Investing in this index lets you tap into India’s emerging small-cap companies that might often become tomorrow’s mid and large-cap leaders.

What is the Axis Nifty Smallcap 50 Index Fund?

The Axis Nifty Smallcap 50 Index Fund is a passive mutual fund that invests directly in the top 50 stocks of the Nifty Smallcap 50 Index. Its goal is to closely track the performance of this index, giving you an easy and cost-effective way to benefit from the growth of high-potential small-cap companies without picking individual stocks.

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Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 lakh).Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC).Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Past performance may or may not be sustained in future. Please consult your financial advisor before investing.