Axis Nifty Smallcap 50 Index Fund Regular Plan Growth

16.45
NAV (Apr 26,2024)

The Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth is a financial product that aims to provide growth opportunities by investing in the Nifty Smallcap 50 Index. It has an expense ratio of 1% and has shown a Price-to-Earnings (PE) ratio of 42.97 and a Price-to-Book (PB) ratio of 7.05. The scheme has established itself on March 10, 2022, and requires a minimum investment of ₹100. With an asset under management (AUM) of ₹200, it offers a flexible lock period.

Axis Nifty Smallcap 50 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Axis Nifty Smallcap 50 Index Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    31.47
  • P/B Ratio
    UM_URBAN_MONEY

    5.49
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    0.99
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.00%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

240.82 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,947.62 (9.48%)13,660.45 (36.60%)17,786.15 (77.86%)-- (--)-- (--)
32,842.86 (9.48%)40,981.35 (36.60%)53,358.45 (77.86%)-- (--)-- (--)
54,738.1 (9.48%)68,302.25 (36.60%)88,930.75 (77.86%)-- (--)-- (--)
87,580.96 (9.48%)1,09,283.6 (36.60%)1,42,289.2 (77.86%)-- (--)-- (--)
1,09,476.2 (9.48%)1,36,604.5 (36.60%)1,77,861.5 (77.86%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Ltd5.36%
  • Crompton Greaves Consumer Electricals Limited3.31%
  • Multi Commodity Exchange of India Limited3.28%
  • Cyient Limited3.24%
  • Blue Star Limited3.17%
  • Angel One Limited3.01%
  • Central Depository Services India Limited2.94%
  • IDFC Limited2.84%
  • RBL Bank Limited2.78%
  • Glenmark Pharmaceuticals Limited2.77%
  • Karur Vysya Bank Limited2.74%
  • Sonata Software Limited2.70%
  • Exide Industries Limited2.64%
  • National Aluminium Company Limited2.64%
  • Radico Khaitan Limited2.59%
  • Computer Age Management Services Limited2.57%
  • Aarti Industries Limited2.55%
  • Birlasoft Limited2.33%
  • Apar Industries Limited2.26%
  • NCC Limited2.19%
  • Navin Fluorine International Limited2.08%
  • Equitas Small Finance Bank Limited2.02%
  • Gujarat State Petronet Limited1.97%
  • Indian Energy Exchange Limited1.96%
  • The Great Eastern Shipping Company Limited1.90%
  • City Union Bank Limited1.87%
  • Manappuram Finance Limited1.81%
  • PVR INOX Limited1.81%
  • Amara Raja Energy & Mobility Ltd1.81%
  • Castrol India Limited1.73%
  • Narayana Hrudayalaya Limited1.67%
  • Natco Pharma Limited1.67%
  • Century Textiles & Industries Limited1.64%
  • Five Star Business Finance Limited1.62%
  • HFCL Limited1.58%
  • Nippon Life India Asset Management Limited1.54%
  • Indiamart Intermesh Limited1.53%
  • Piramal Pharma Limited1.51%
  • Mahanagar Gas Limited1.48%
  • CESC Limited1.47%
  • CreditAccess Grameen Limited1.46%
  • Finolex Cables Limited1.45%
  • IIFL Finance Limited1.37%
  • Ramkrishna Forgings Limited1.35%
  • Zensar Technologies Limited1.32%
  • PNB Housing Finance Limited1.23%
  • Aavas Financiers Limited1.18%
  • Raymond Limited1.16%
  • Tanla Platforms Limited1.13%
  • Happiest Minds Technologies Limited1.02%
  • Tejas Networks Limited0.95%
  • Net Receivables Payables-6.16%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

24.82%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.31%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

14.33%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.08%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

12.06%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.96%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.52%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.12%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

10.10%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.40%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

41.85%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

36.73%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

35.46%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.62%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

12.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

16.53%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

15.23%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.89%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.31%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

14.86%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.69%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

14.42%

Fund Managers

KK

Mr. Karthik KumarFund Manager

MH

Mr. Mayank HyankiFund Manager

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