Axis Nifty Smallcap 50 Index Fund

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.

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.

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.

•    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.

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.

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.

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.

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.

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.

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.

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.

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.

•    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.

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.