Axis Nifty Smallcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 60
Rating
Growth Option 13-03-2026
NAV ₹16.09(R) -2.41% ₹16.57(D) -2.41%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.36% 22.5% -% -% -%
Direct 8.17% 23.39% -% -% -%
Benchmark
SIP (XIRR) Regular -13.6% 5.6% -% -% -%
Direct -12.92% 6.44% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.88 0.46 0.74 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
20.19% -23.06% -22.98% - 14.53%
Fund AUM As on: 30/12/2025 549 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 16.09
-0.4000
-2.4100%
Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 16.09
-0.4000
-2.4200%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option 16.57
-0.4100
-2.4100%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - IDCW 16.57
-0.4100
-2.4100%

Review Date: 13-03-2026

Beginning of Analysis

Axis Nifty Smallcap 50 Index Fund is the 33rd ranked fund in the Index Funds category. The category has total 90 funds. The 4 star rating shows a very good past performance of the Axis Nifty Smallcap 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.88 which is lower than the category average of 1.0.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Index Mutual Fundss

Axis Nifty Smallcap 50 Index Fund Return Analysis

  • The fund has given a return of -6.31%, -8.44 and -10.46 in last one, three and six months respectively. In the same period the category average return was -7.33%, -8.51% and -6.7% respectively.
  • Axis Nifty Smallcap 50 Index Fund has given a return of 8.17% in last one year. In the same period the Index Funds category average return was 7.71%.
  • The fund has given a return of 23.39% in last three years and ranked 5.0th out of one hundred and one funds in the category. In the same period the Index Funds category average return was 14.67%.
  • The fund has given a SIP return of -12.92% in last one year whereas category average SIP return is -8.46%. The fund one year return rank in the category is 153rd in 200 funds
  • The fund has SIP return of 6.44% in last three years and ranks 50th in 99 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (21.51%) in the category in last three years.

Axis Nifty Smallcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 20.19 and semi deviation of 14.53. The category average standard deviation is 12.06 and semi deviation is 8.86.
  • The fund has a Value at Risk (VaR) of -23.06 and a maximum drawdown of -22.98. The category average VaR is -15.41 and the maximum drawdown is -15.82.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Index Funds Category
  • Good Performance in Index Funds Category
  • Poor Performance in Index Funds Category
  • Very Poor Performance in Index Funds Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.36
    -7.43
    		-14.39 | 2.82 69 | 240 Good
    3M Return % -8.61
    -8.67
    		-24.12 | 4.91 86 | 238 Good
    6M Return % -10.79
    -6.95
    		-25.73 | 18.69 194 | 231 Poor
    1Y Return % 7.36
    7.18
    		-18.51 | 51.00 92 | 202 Good
    3Y Return % 22.50
    14.15
    		1.04 | 24.40 5 | 101 Very Good
    1Y SIP Return % -13.60
    -9.05
    		-36.17 | 22.18 149 | 195 Poor
    3Y SIP Return % 5.60
    5.08
    		-10.85 | 20.86 49 | 96 Average
    Standard Deviation 20.19
    12.06
    		0.60 | 22.45 100 | 102 Poor
    Semi Deviation 14.53
    8.86
    		0.37 | 16.91 100 | 102 Poor
    Max Drawdown % -22.98
    -15.82
    		-29.16 | 0.00 76 | 102 Average
    VaR 1 Y % -23.06
    -15.41
    		-34.57 | 0.00 77 | 102 Average
    Average Drawdown % -6.72
    -5.73
    		-14.55 | 0.00 67 | 102 Average
    Sharpe Ratio 0.88
    1.00
    		-0.17 | 2.42 55 | 102 Average
    Sterling Ratio 0.74
    0.66
    		0.05 | 1.48 30 | 102 Good
    Sortino Ratio 0.46
    0.59
    		-0.02 | 2.60 48 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.31 -7.33 -14.35 | 2.87 72 | 248 Good
    3M Return % -8.44 -8.51 -24.00 | 5.08 86 | 245 Good
    6M Return % -10.46 -6.70 -25.50 | 18.96 198 | 237 Poor
    1Y Return % 8.17 7.71 -17.98 | 51.99 82 | 204 Good
    3Y Return % 23.39 14.67 1.56 | 25.10 5 | 101 Very Good
    1Y SIP Return % -12.92 -8.46 -35.73 | 22.85 153 | 200 Poor
    3Y SIP Return % 6.44 5.68 -10.36 | 21.51 50 | 99 Good
    Standard Deviation 20.19 12.06 0.60 | 22.45 100 | 102 Poor
    Semi Deviation 14.53 8.86 0.37 | 16.91 100 | 102 Poor
    Max Drawdown % -22.98 -15.82 -29.16 | 0.00 76 | 102 Average
    VaR 1 Y % -23.06 -15.41 -34.57 | 0.00 77 | 102 Average
    Average Drawdown % -6.72 -5.73 -14.55 | 0.00 67 | 102 Average
    Sharpe Ratio 0.88 1.00 -0.17 | 2.42 55 | 102 Average
    Sterling Ratio 0.74 0.66 0.05 | 1.48 30 | 102 Good
    Sortino Ratio 0.46 0.59 -0.02 | 2.60 48 | 102 Good
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Axis Nifty Smallcap 50 Index Fund NAV Regular Growth Axis Nifty Smallcap 50 Index Fund NAV Direct Growth
    13-03-2026 16.0911 16.5718
    12-03-2026 16.4893 16.9816
    11-03-2026 16.6322 17.1284
    10-03-2026 16.7241 17.2227
    09-03-2026 16.3689 16.8566
    06-03-2026 16.7105 17.2073
    05-03-2026 16.8079 17.3072
    04-03-2026 16.5042 16.9941
    02-03-2026 16.868 17.368
    27-02-2026 17.148 17.6553
    26-02-2026 17.3708 17.8842
    25-02-2026 17.3868 17.9004
    24-02-2026 17.2148 17.7229
    23-02-2026 17.279 17.7887
    20-02-2026 17.2159 17.7226
    19-02-2026 17.2154 17.7218
    18-02-2026 17.4666 17.98
    17-02-2026 17.3624 17.8724
    16-02-2026 17.2721 17.779
    13-02-2026 17.1838 17.6871

    Fund Launch Date: 10/Mar/2022
    Fund Category: Index Funds
    Investment Objective: To provide returns before expenses that closely corresponds to the total returns of the NIFTY SMALLCAP 50 subject to tracking errors. However, there can be no assurance that the investment objective of the Scheme will be achieved.
    Fund Description: An Open Ended Index Fund tracking the NIFTY SMALLCAP 50 Index
    Fund Benchmark: Nifty Smallcap 50 TRI
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.