Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund
Category: Index Fund
Launch Date: 10-03-2022
Asset Class:
Benchmark: NIFTY Smallcap 50 TRI
TER: 1.03% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 447.24 Cr As on 31-10-2024(Source:AMFI)
Turn over: - | Exit Load: NIL

18.1848

25.01%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Smallcap 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 10-03-2022 33.93 39.25 - - -
ICICI Prudential Nifty Next 50 Index Fund - Growth 05-06-2010 48.33 27.12 16.8 19.32 14.25
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 01-02-2019 48.12 27.22 16.99 19.47 -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 48.1 26.96 16.71 19.42 -
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 48.05 26.94 16.68 - -
HDFC NIFTY Next 50 Index Fund - Growth Option 05-11-2021 47.99 26.83 16.48 - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 47.95 26.84 16.87 - -
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 16-04-2020 47.83 26.78 16.47 - -
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 05-12-2019 47.66 26.71 16.47 - -
Aditya Birla Sun Life Nifty Next 50 Index Fund-Regular Growth 05-02-2020 47.65 26.55 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

86.22%

Others

0.09%

Mid Cap

13.69%

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