Aeterna Wealth
Index Fund · Regular plan · Growth

Axis Nifty Smallcap 50 Index Fund (Regular)

Axis Mutual Fund · benchmark Nifty Smallcap 50 TRI · 4.6 years old · AMFI code 149896

B
Track-record rating: 2 of 3 in Index: NIFTY SMALLCAP 50

B (middle of the peer group), score 48.3 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months8.3%9.4%-1.2%2 / 3
1 year8.4%10.2%-1.8%2 / 3
3 years (a year)16.1%18.1%-2.1%3 / 3
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-1.81%
Tracking error, 1Y0.29%

Portfolio

Sona BLW Precision Forgings Limited4.4%
Welspun Corp Limited4.2%
Karur Vysya Bank Limited3.6%
Navin Fluorine International Limited3.6%
Ather Energy Limited3.2%
RBL Bank Limited2.9%
Delhivery Limited2.9%
Redington Limited2.8%
Gland Pharma Limited2.7%
Central Depository Services (India) Limi2.6%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Axis Nifty Smallcap 50 Index Fund (Regular plan)?

₹19.86 on 5 Nov 2026 (Growth option).

What is the expense ratio of Axis Nifty Smallcap 50 Index Fund (Regular)?

1.22% a year; the Direct plan's is 0.44%.

What return has Axis Nifty Smallcap 50 Index Fund given over 3 years?

16.1% a year (Regular plan) over the 3 years to 5 Nov 2026, against 18.1% for the Nifty Smallcap 50 total-return index.

What does Axis Nifty Smallcap 50 Index Fund invest in?

Its largest holdings are Sona BLW Precision Forgings Limited, Welspun Corp Limited, Karur Vysya Bank Limited, with 49 stocks in all (September 2026 portfolio).

How is Axis Nifty Smallcap 50 Index Fund rated?

B: 2 of 3 Regular plans in Index: NIFTY SMALLCAP 50, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.