Axis NIFTY Smallcap 50 Index Fund

IndexDirect and Regular plans, Growth and IDCW options

Data as on 30-10-2026

Axis NIFTY Smallcap 50 Index Fund is a mutual fund run by Axis Mutual Fund. On 30-09-2026, it managed ₹778 Cr of investors' money. In the 3 years to 30-10-2026, its Direct plan returned 16.8% a year and its Regular plan returned 15.9% a year. Its benchmark, Nifty Smallcap 50 TRI, returned 18.0% a year over the same 3 years.

NAV (Direct plan): ₹19.84; ▼ 1.63%30-10-2026
NAV (Regular plan): ₹19.18; ▼ 1.64%30-10-2026
Expense ratio: 0.45%Direct1.22%Regular; 0.45%; A year
Riskometer: Very High; Set by the fund house
3 year return: 16.8%Direct15.9%Regular; 16.8%; A year

Axis NIFTY Smallcap 50 Index Fund NAV Today

NAV on 30-10-2026: Direct Plan Growth ₹19.84 (down 1.63% that day); Regular Plan Growth ₹19.18 (down 1.64% that day).

This fund (Direct plan)

₹19.8442

Axis NIFTY Smallcap 50 Index Fund Returns vs Nifty Smallcap 50 TRI

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Trailing returns
Period	1M	3M	6M	1Y	3Y	5Y	10Y
This fund (Direct)	−2.99%	−2.80%	+6.31%	+5.13%	+16.77%	--	--
This fund (Regular)	−3.05%	−2.99%	+5.90%	+4.34%	+15.92%	--	--
Nifty Smallcap 50 TRI	−2.77%	−2.24%	+7.02%	+6.06%	+18.00%	+13.14%	+11.07%
Category average	--	--	--	--	--	--	--
Best in category	--	--	--	--	--	--	--
Worst in category	--	--	--	--	--	--	--
Rank in category	--	--	--	--	--	--	--

No category comparison is shown: this fund's category is too broad to compare, or has fewer than five funds.

Axis NIFTY Smallcap 50 Index Fund Year-wise Returns

Return of each calendar year
Year	Direct	Regular	Nifty Smallcap 50 TRI
2026to date	+8.50%	+7.83%	+9.43%
2025	−3.78%	−4.51%	−3.11%
2024	+25.22%	+24.36%	+26.36%
2023	+63.22%	+62.01%	+65.47%

Axis NIFTY Smallcap 50 Index Fund Rolling Returns

The return of every holding period in the fund's history, not only the one that ends today

Rolling returns

Each point is the yearly return of one 3-year holding period, plotted on the day it ended. There are 406 periods, one for each trading day from 17-03-2025 to 30-10-2026.

0%10%20%30%40%

May 2022
to
May 2025Aug 2022
to
Aug 2025Nov 2022
to
Nov 2025Mar 2023
to
Mar 2026Jun 2023
to
Jun 2026Sept 2023
to
Sept 2026

Axis NIFTY Smallcap 50 Index Fund (Direct)Nifty Smallcap 50 TRI

Every holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	899	13.2%	−17.3%	80.9%	18%	14.2%	0%
2 years	654	26.3%	0.7%	52.8%	0%	27.6%	0%
3 years	406	24.5%	13.1%	33.8%	0%	25.7%	0%

Every SIP holding period at a glance

Period	Periods	Median	Lowest	Highest	With a loss	Benchmark median	Beat benchmark
1 year	44	18.6%	−26.7%	92.1%	23%	19.3%	0%
2 years	32	13.4%	−8.4%	58.9%	9%	14.5%	0%
3 years	20	16.1%	4.0%	30.0%	0%	17.2%	0%

Lumpsum: the yearly rate (CAGR) from the NAV on a period's first day to the NAV on its last. SIP: the XIRR of the monthly instalments and their value on the last day. "With a loss" counts the periods that ended below the money put in. "Beat benchmark" counts the periods in which the fund did better than Nifty Smallcap 50 TRI over the same days. Past returns do not promise future returns.

Axis NIFTY Smallcap 50 Index Fund Risk

How much it swings, and the falls an investor had to sit through

Risk and return

Measure	Axis NIFTY Smallcap 50 Index Fund (Direct)This fund	Nifty Smallcap 50 TRI
Return (CAGR)	+5.13%	+6.06%
Standard deviation	19.25%	19.17%
Sharpe ratio	-0.01	0.04
Sortino ratio	-0.01	0.06
Maximum drawdown	−17.1% (23-03-2026)	−17.0% (23-03-2026)
Beta	1.00	1.00
Alpha	−0.93%	0.00%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Axis NIFTY Smallcap 50 Index Fund (Direct)This fund	Nifty Smallcap 50 TRI
Return (CAGR)	+16.77%	+18.00%
Standard deviation	20.28%	20.40%
Sharpe ratio	0.53	0.59
Sortino ratio	0.72	0.79
Maximum drawdown	−24.9% (28-02-2025)	−25.0% (28-02-2025)
Beta	1.00	1.00
Alpha	−1.18%	0.00%

From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Measure	Axis NIFTY Smallcap 50 Index Fund (Direct)This fund	Nifty Smallcap 50 TRI
Return (CAGR)	+16.09%	+17.23%
Standard deviation	19.36%	19.55%
Sharpe ratio	0.52	0.58
Sortino ratio	0.70	0.77
Maximum drawdown	−27.7% (20-06-2022)	−28.2% (20-06-2022)
Beta	0.99	1.00
Alpha	−1.06%	0.00%

From daily NAVs, 15-03-2022 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta: 1 moves with the benchmark, below 1 moves less. Alpha: return beyond what its beta explains, a year.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−30%−25%−20%−15%−10%−5%0%

2023202420252026

Axis NIFTY Smallcap 50 Index Fund (Direct)Nifty Smallcap 50 TRI

	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Axis NIFTY Smallcap 50 Index Fund (Direct)	−27.7%	06-04-2022	20-06-2022	05-07-2023	12 months	−7.4%
Nifty Smallcap 50 TRI	−28.2%	06-04-2022	20-06-2022	04-07-2023	12 months	−6.9%

From the Direct plan's daily NAV since 15-03-2022, adjusted for unit splits, and Nifty Smallcap 50 TRI over the same days. "Time to climb back" runs from the bottom to the first day back at the old high.

Axis NIFTY Smallcap 50 Index Fund Expense Ratio and Costs

What each plan charges a year, in force from 22-10-2026

Plan	Base expense ratio	Brokerage	Transaction costs	Levies and GST	Total expense ratio
Direct	0.23%	0.03%	0.00%	0.19%	0.45%
Regular	0.90%	0.03%	0.00%	0.29%	1.22%

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, the cost of executing trades, and statutory levies with GST. From AMFI's expense ratio file.

Direct vs Regular: what the gap cost

Both plans own the same portfolio, so the difference in what they earned is the Regular plan's extra cost, taken out of its NAV.

Over the last	Regular	Direct	Direct earned more by	₹1 lakh became (Regular)	₹1 lakh became (Direct)
1 year	4.34%	5.13%	0.79%	₹1,04,340	₹1,05,130
3 years	15.92%	16.77%	0.85% a year	₹1,55,767	₹1,59,219

Returns over more than 1 year are a rate a year (CAGR). ₹1 lakh invested once at the start of each period, valued on the last NAV.

Axis NIFTY Smallcap 50 Index Fund SIP Calculator

What a one-time or monthly investment in this fund would be worth today, from its own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 15-03-2022 to 30-10-2026: 56 instalments, ₹5,60,000 in all.

Investment	Invested	Value now	Gain	Return a year
Direct planAxis NIFTY Smallcap 50 Index Fund (Direct)	₹5,60,000	₹8,14,874	₹2,54,874	16.2%
Regular planAxis NIFTY Smallcap 50 Index Fund (Regular)	₹5,60,000	₹7,98,562	₹2,38,562	15.3%
Nifty Smallcap 50 TRI	₹5,60,000	₹8,36,778	₹2,76,778	17.3%

₹0₹2.0 L₹4.0 L₹6.0 L₹8.0 L₹10.0 L

2023202420252026

Direct planAxis NIFTY Smallcap 50 Index Fund (Direct)Regular planAxis NIFTY Smallcap 50 Index Fund (Regular)Nifty Smallcap 50 TRIAmount invested

From each plan's published NAV (Growth option), the benchmark's TRI, over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Axis NIFTY Smallcap 50 Index Fund Asset Allocation

Asset allocation as on 30-09-2026

What the fund holds

97.5%Equity

Asset	Fund
Equity	97.5%
Cash and others	2.5%

Market cap of stocks

Market cap	Fund
Large Cap	0.0%
Mid Cap	6.3%
Small Cap	89.1%
Not on AMFI's list	2.1%

Share of the whole fund. Groups follow AMFI's latest list, as SEBI defines them: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Axis NIFTY Smallcap 50 Index Fund Sector Allocation

Sector allocation of the fund's stocks as on 30-09-2026

Largest sectors

Pharmaceuticals & Biotechnology15.2%
Banks11.2%
Capital Markets10.3%
Finance8.0%
Auto Components7.0%
Chemicals & Petrochemicals6.6%
Industrial Products6.4%
Electrical Equipment4.9%
Transport Services4.7%
Consumer Durables4.2%

The ten largest of 18 sectors. The other 8 add up to 18.9%.

Sector changes

Sector	July 2026	August 2026	September 2026	Change
Pharmaceuticals & Biotechnology	12.2%	13.0%	15.2%	+3.0%
Banks	11.4%	11.3%	11.2%	−0.2%
Capital Markets	11.7%	11.5%	10.3%	−1.4%
Finance	15.2%	15.1%	8.0%	−7.2%
Auto Components	5.7%	5.8%	7.0%	+1.3%

Each sector's share of the fund at the end of each month. The five largest sectors of September 2026. Change: from July 2026 to September 2026, in % of the fund.

Axis NIFTY Smallcap 50 Index Fund Portfolio Holdings

As on 30-09-2026 · 49 holdings · from the fund house's monthly portfolio

Holdings	Sector	Weight%	1M change
Sona BLW Precision Forgings Limited	Auto Components	4.39%	−3.5%
Welspun Corp Limited	Industrial Products	4.18%	−3.8%
Karur Vysya Bank Limited	Banks	3.61%	−3.8%
Navin Fluorine International Limited	Chemicals & Petrochemicals	3.57%	−3.8%
Ather Energy Limited	Automobiles	3.18%	New
RBL Bank Limited	Banks	2.93%	−3.6%
Delhivery Limited	Transport Services	2.90%	+3.4%
Redington Limited	Commercial Services & Supplies	2.84%	−3.8%
Gland Pharma Limited	Pharmaceuticals & Biotechnology	2.72%	−3.8%
Central Depository Services (India) Limited	Capital Markets	2.65%	−3.8%
City Union Bank Limited	Banks	2.56%	−3.8%
PNB Housing Finance Limited	Finance	2.48%	−3.7%
Sai Life Sciences Limited	Pharmaceuticals & Biotechnology	2.48%	−3.6%
Anand Rathi Wealth Limited	Capital Markets	2.28%	−1.5%
Kirloskar Oil Engines Limited	Industrial Products	2.26%	New
Neuland Laboratories Limited	Pharmaceuticals & Biotechnology	2.16%	−3.8%
TD Power Systems Limited	Electrical Equipment	2.11%	New
Angel One Limited	Capital Markets	2.10%	−3.4%
Bandhan Bank Limited	Banks	2.06%	+4.0%
Wockhardt Limited	Pharmaceuticals & Biotechnology	2.05%	−3.8%
Aegis Logistics Limited	Gas	2.04%	−3.8%
Manappuram Finance Limited	Finance	2.04%	−3.8%
Acutaas Chemicals Limited	Pharmaceuticals & Biotechnology	2.00%	New
MTAR Technologies Limited	Electrical Equipment	2.00%	New
Computer Age Management Services Limited	Capital Markets	1.90%	−3.6%
Himadri Speciality Chemical Limited	Chemicals & Petrochemicals	1.88%	−3.5%
Poonawalla Fincorp Limited	Finance	1.86%	−3.7%
Dr. Lal Path Labs Limited	Healthcare Services	1.82%	−3.7%
The Great Eastern Shipping Company Limited	Transport Services	1.82%	New
Amber Enterprises India Limited	Consumer Durables	1.71%	−3.8%
IIFL Finance Limited	Finance	1.65%	−3.5%
Crompton Greaves Consumer Electricals Limited	Consumer Durables	1.58%	−3.6%
Apollo Tyres Limited	Auto Components	1.54%	New
Piramal Pharma Limited	Pharmaceuticals & Biotechnology	1.51%	−3.9%
Tata Technologies Limited	IT - Services	1.43%	−3.8%
Onesource Specialty Pharma Limited	Pharmaceuticals & Biotechnology	1.41%	New
KFin Technologies Limited	Capital Markets	1.32%	−3.7%
Kaynes Technology India Limited	Industrial Manufacturing	1.29%	−3.8%
Tata Elxsi Limited	IT - Software	1.25%	New
Indraprastha Gas Limited	Gas	1.20%	−3.8%
Affle 3i Limited	IT - Services	1.13%	−3.6%
Tata Chemicals Limited	Chemicals & Petrochemicals	1.12%	−3.8%
Amara Raja Energy & Mobility Ltd	Auto Components	1.09%	−3.8%
KPIT Technologies Limited	IT - Software	0.98%	New
NBCC (India) Limited	Construction	0.96%	−3.8%
PG Electroplast Limited	Consumer Durables	0.94%	−3.4%
Natco Pharma Limited	Pharmaceuticals & Biotechnology	0.87%	−3.8%
Syngene International Limited	Healthcare Services	0.82%	−3.9%
Inox Wind Limited	Electrical Equipment	0.79%	−3.8%

Axis NIFTY Smallcap 50 Index Fund Stocks Bought and Sold

All changes are between August 2026 and September 2026

Stocks bought and sold in September 2026

Sona BLW Precision Forgings Limited	Reduced	−3.5%	4.39%
Welspun Corp Limited	Reduced	−3.8%	4.18%
Karur Vysya Bank Limited	Reduced	−3.8%	3.61%
Navin Fluorine International Limited	Reduced	−3.8%	3.57%
Piramal Finance Limited	Sold out	−100%	was 3.36%
Ather Energy Limited	New	New	3.18%
Delhivery Limited	Added	+3.4%	2.90%
Central Depository Services (India) Limited	Reduced	−3.8%	2.65%
RBL Bank Limited	Reduced	−3.6%	2.93%
Redington Limited	Reduced	−3.8%	2.84%
Gland Pharma Limited	Reduced	−3.8%	2.72%
City Union Bank Limited	Reduced	−3.8%	2.56%
PNB Housing Finance Limited	Reduced	−3.7%	2.48%
Sai Life Sciences Limited	Reduced	−3.6%	2.48%
Aster DM Quality Care Limited	Sold out	−100%	was 2.45%
Neuland Laboratories Limited	Reduced	−3.8%	2.16%
Anand Rathi Wealth Limited	Reduced	−1.5%	2.28%
Computer Age Management Services Limited	Reduced	−3.6%	1.90%
Kirloskar Oil Engines Limited	New	New	2.26%
Manappuram Finance Limited	Reduced	−3.8%	2.04%
Angel One Limited	Reduced	−3.4%	2.10%
TD Power Systems Limited	New	New	2.11%
Hindustan Copper Limited	Sold out	−100%	was 2.09%
Bandhan Bank Limited	Added	+4.0%	2.06%
Wockhardt Limited	Reduced	−3.8%	2.05%
Aegis Logistics Limited	Reduced	−3.8%	2.04%
Amber Enterprises India Limited	Reduced	−3.8%	1.71%
Acutaas Chemicals Limited	New	New	2.00%
Poonawalla Fincorp Limited	Reduced	−3.7%	1.86%
MTAR Technologies Limited	New	New	2.00%
Himadri Speciality Chemical Limited	Reduced	−3.5%	1.88%
Crompton Greaves Consumer Electricals Limited	Reduced	−3.6%	1.58%
Dr. Lal Path Labs Limited	Reduced	−3.7%	1.82%
The Great Eastern Shipping Company Limited	New	New	1.82%
IIFL Finance Limited	Reduced	−3.5%	1.65%
Cholamandalam Financial Holdings Limited	Sold out	−100%	was 1.79%
Tata Technologies Limited	Reduced	−3.8%	1.43%
Piramal Pharma Limited	Reduced	−3.9%	1.51%
Narayana Hrudayalaya Limited	Sold out	−100%	was 1.60%
KFin Technologies Limited	Reduced	−3.7%	1.32%
Apollo Tyres Limited	New	New	1.54%
Onesource Specialty Pharma Limited	New	New	1.41%
Kaynes Technology India Limited	Reduced	−3.8%	1.29%
Amara Raja Energy & Mobility Ltd	Reduced	−3.8%	1.09%
Indraprastha Gas Limited	Reduced	−3.8%	1.20%
Five Star Business Finance Limited	Sold out	−100%	was 1.26%
Tata Elxsi Limited	New	New	1.25%
Affle 3i Limited	Reduced	−3.6%	1.13%
Tata Chemicals Limited	Reduced	−3.8%	1.12%
PG Electroplast Limited	Reduced	−3.4%	0.94%
CESC Limited	Sold out	−100%	was 1.12%
NBCC (India) Limited	Reduced	−3.8%	0.96%
Castrol India Limited	Sold out	−100%	was 1.07%
KPIT Technologies Limited	New	New	0.98%
Syngene International Limited	Reduced	−3.9%	0.82%
Natco Pharma Limited	Reduced	−3.8%	0.87%
Cohance Lifesciences Limited	Sold out	−100%	was 0.90%
Inox Wind Limited	Reduced	−3.8%	0.79%
Reliance Power Limited	Sold out	−100%	was 0.78%
KEC International Limited	Sold out	−100%	was 0.66%

A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.

What Axis NIFTY Smallcap 50 Index Fund bought and sold

Axis NIFTY Smallcap 50 Index Fund Portfolio Overlap

Funds with the most similar portfolios, across every fund house and category

Fund	Overlap	Holdings in common
Kotak Nifty Smallcap 50 Index FundIndex · Kotak Mahindra	97.3%	49	Compare
Aditya Birla Sun Life Nifty Smallcap 50 Index FundIndex · Aditya Birla Sun Life	95.5%	49	Compare
Zerodha Nifty Smallcap 100 ETFETF · Zerodha	65.4%	49	Compare
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETFETF · Mirae Asset	47.1%	25	Compare
Groww Nifty Smallcap 250 Momentum Quality 100 ETFETF · Groww	47.1%	25	Compare
Groww Nifty Smallcap 250 Momentum Quality 100 Index FundIndex · Groww	47.1%	25	Compare
Kotak Nifty Smallcap 250 Index FundIndex · Kotak Mahindra	37.2%	49	Compare
Motilal Oswal Nifty Smallcap 250 ETFETF · Motilal Oswal	37.2%	49	Compare

Overlap: for each holding both funds own, the smaller of its two weights, added up. 40% means 40% of each fund's money sits in positions the other also holds. From each fund's latest monthly portfolio, matched by ISIN. Cash and hedged positions are left out. Funds that overlap under 10% are not listed. A high overlap does not make two funds the same: their costs, lock-in and category can differ.

Axis NIFTY Smallcap 50 Index Fund Overview

Fund facts from the scheme summary document, as on 16-10-2026

Expense ratio (Direct): 0.45%
Expense ratio (Regular): 1.22%
Category: Index
Risk: Very High
Benchmark: NIFTY Smallcap 50 TRI
Launch date: 10-03-2022
Minimum investment: ₹100
Minimum additional investment: ₹100
AUM: ₹777.66 Cr (30-09-2026)
Lock in: None
Scheme code (Direct): 149894
ISIN (Direct): INF846K013H3
Scheme code (Regular): 149896
ISIN (Regular): INF846K016H6
NAV history: From 15-03-2022, 4.6 years

Exit load: Nil

Tax on Axis NIFTY Smallcap 50 Index Fund returns

Axis NIFTY Smallcap 50 Index Fund is taxed as an equity fund: 65% or more of it is in Indian stocks.
Units sold within 1 year: the gain is taxed at 20%.
Units held longer: gains above ₹1.25 lakh in a financial year, across all your equity funds and shares, are taxed at 12.5%.
IDCW (dividend) payouts are added to your income and taxed at your slab rate.
A stamp duty of 0.005% is deducted when you invest.

Rules in force from 23-07-2024 (Finance Act 2024). Tax depends on your own income; this is general information, not tax advice.

All plans and options

Plan	Option	NAV	As on
direct	Growth	₹19.8442	30-10-2026
direct	IDCW	₹19.8441	30-10-2026
regular	Growth	₹19.177	30-10-2026
regular	IDCW	₹19.1773	30-10-2026

About Axis NIFTY Smallcap 50 Index Fund

Axis NIFTY Smallcap 50 Index Fund is a mutual fund from Axis Mutual Fund. Its category is Index. It was launched on 10-03-2022. Its benchmark is NIFTY Smallcap 50 TRI. At the end of September 2026 it held 49 securities.

Fund Manager

Nandik Malik
Fund manager of Axis NIFTY Smallcap 50 Index Fund, since 06-03-2026
Rohit Gautam
Fund manager of Axis NIFTY Smallcap 50 Index Fund, since 06-03-2026

See all funds of Axis Mutual Fund

AUM change

September 2026: ₹777.66 Cr; −0.74% from August 2026
August 2026: ₹783.48 Cr; +7.29% from July 2026
July 2026: ₹730.23 Cr; +8.07% from June 2026

AUM moves with money invested or taken out, and with the value of what the fund holds.

Compare Axis NIFTY Smallcap 50 Index Fund with Other Funds

Returns, risk, costs and the stocks they share, side by side

Axis NIFTY Smallcap 50 Index vs Kotak Nifty Smallcap 50 Index97.3% overlap
Axis NIFTY Smallcap 50 Index vs Aditya Birla Sun Life Nifty Smallcap 50 Index95.5% overlap
Axis NIFTY Smallcap 50 Index vs Zerodha Nifty Smallcap 100 ETF65.4% overlap
Axis NIFTY Smallcap 50 Index vs Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF47.1% overlap
Axis NIFTY Smallcap 50 Index vs Groww Nifty Smallcap 250 Momentum Quality 100 ETF47.1% overlap
Axis NIFTY Smallcap 50 Index vs Groww Nifty Smallcap 250 Momentum Quality 100 Index47.1% overlap
Axis NIFTY Smallcap 50 Index vs Kotak Nifty Smallcap 250 Index37.2% overlap
Axis NIFTY Smallcap 50 Index vs Motilal Oswal Nifty Smallcap 250 ETF37.2% overlap

Compare with any other fund

Frequently Asked Questions for Axis NIFTY Smallcap 50 Index Fund

What is the current NAV of Axis NIFTY Smallcap 50 Index Fund?

The Direct plan NAV is ₹19.8442. The Regular plan NAV is ₹19.177, as on 30-10-2026.

What are the returns of Axis NIFTY Smallcap 50 Index Fund?

The Direct plan returned +5.13% in 1 year, +16.77% a year over 3 years. The Regular plan returned +4.34% in 1 year, +15.92% a year over 3 years. These figures are as on 30-10-2026.

What is the expense ratio of Axis NIFTY Smallcap 50 Index Fund?

The Direct plan charges 0.45% a year. The Regular plan charges 1.22% a year. This is the figure the fund house reported to AMFI, in force from 22-10-2026.

What is the AUM of Axis NIFTY Smallcap 50 Index Fund?

Axis NIFTY Smallcap 50 Index Fund managed ₹777.66 Cr on 30-09-2026, as its fund house reported in its monthly portfolio.

What are the top holdings of Axis NIFTY Smallcap 50 Index Fund?

At the end of September 2026 the largest holdings were SONACOMS (4.39%), WELCORP (4.18%), KARURVYSYA (3.61%), NAVINFLUOR (3.57%), ATHERENERG (3.18%). The fund held 49 securities in all.

What did Axis NIFTY Smallcap 50 Index Fund buy and sell in September 2026?

It bought 10 new stocks: Acutaas Chemicals Limited, Onesource Specialty Pharma Limited, The Great Eastern Shipping Company Limited, KPIT Technologies Limited, Ather Energy Limited. It sold out of 11: Cohance Lifesciences Limited, Five Star Business Finance Limited, Cholamandalam Financial Holdings Limited, Castrol India Limited, Piramal Finance Limited. It added shares in 2. It reduced 37.

How do I invest in Axis NIFTY Smallcap 50 Index Fund?

Through Axis Mutual Fund's website or app, a mutual fund distributor, or an investment platform. Choose the Direct plan to pay no distributor commission, or the Regular plan to invest through a distributor. The first investment is at least ₹100. You can invest once or through a monthly SIP.

Who is the fund manager of Axis NIFTY Smallcap 50 Index Fund?

Nandik Malik (since 06-03-2026), Rohit Gautam (since 06-03-2026).

Sources: NAV and expense ratio from AMFI. Holdings from the fund house's monthly portfolio statement. Fund facts from its scheme summary document, as on 16-10-2026.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.