Axis Nifty Smallcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 46
Rating
Growth Option 27-04-2026
NAV ₹18.03(R) +1.89% ₹18.59(D) +1.89%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.9% 24.6% -% -% -%
Direct 8.69% 25.5% -% -% -%
Benchmark
SIP (XIRR) Regular 6.63% 11.26% -% -% -%
Direct 7.38% 12.1% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.67 0.34 0.63 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
21.19% -34.66% -22.98% - 15.49%
Fund AUM As on: 30/12/2025 549 Cr
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Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 8
ICICI Prudential Nifty SDL Sep 2027 Index Fund 9
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Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 2026 60:40 Index Fund 13
ICICI Prudential Nifty Auto Index Fund 14
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Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund 16
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund 17
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DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 20
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NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 18.03
0.3300
1.8900%
Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 18.03
0.3300
1.8900%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option 18.59
0.3500
1.8900%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - IDCW 18.59
0.3500
1.8900%

Review Date: 27-04-2026

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 Axis Nifty Smallcap 50 Index Fund has shown a very good past performence in Index Funds. The fund has a Sharpe Ratio of 0.67 which is higher than the category average of 0.63.
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 14.21%, 8.76 and -1.41 in last one, three and six months respectively. In the same period the category average return was 8.52%, 0.76% and -2.93% respectively.
  • Axis Nifty Smallcap 50 Index Fund has given a return of 8.69% in last one year. In the same period the Index Funds category average return was 5.36%.
  • The fund has given a return of 25.5% in last three years and ranked 3.0rd out of one hundred and four funds in the category. In the same period the Index Funds category average return was 15.53%.
  • The fund has given a SIP return of 7.38% in last one year whereas category average SIP return is 1.72%. The fund one year return rank in the category is 51st in 201 funds
  • The fund has SIP return of 12.1% in last three years and ranks 26th in 101 funds. Motilal Oswal S&P 500 Index Fund has given the highest SIP return (26.79%) in the category in last three years.

Axis Nifty Smallcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 21.19 and semi deviation of 15.49. The category average standard deviation is 13.58 and semi deviation is 10.42.
  • The fund has a Value at Risk (VaR) of -34.66 and a maximum drawdown of -22.98. The category average VaR is -21.49 and the maximum drawdown is -16.43.

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 % 14.16
    8.50
    		-1.20 | 19.83 11 | 239 Very Good
    3M Return % 8.58
    0.59
    		-24.44 | 16.59 20 | 239 Very Good
    6M Return % -1.76
    -3.21
    		-19.14 | 13.71 90 | 232 Good
    1Y Return % 7.90
    4.80
    		-18.84 | 43.29 59 | 206 Good
    3Y Return % 24.60
    15.00
    		3.46 | 26.46 4 | 104 Very Good
    1Y SIP Return % 6.63
    1.48
    		-29.93 | 35.37 54 | 202 Good
    3Y SIP Return % 11.26
    7.58
    		-10.70 | 26.12 27 | 102 Good
    Standard Deviation 21.19
    13.58
    		0.49 | 22.47 100 | 102 Poor
    Semi Deviation 15.49
    10.42
    		0.33 | 16.92 99 | 102 Poor
    Max Drawdown % -22.98
    -16.43
    		-31.62 | 0.00 76 | 102 Average
    VaR 1 Y % -34.66
    -21.49
    		-38.54 | 0.00 93 | 102 Poor
    Average Drawdown % -7.85
    -7.11
    		-14.55 | 0.00 57 | 102 Average
    Sharpe Ratio 0.67
    0.63
    		-0.17 | 2.35 31 | 102 Good
    Sterling Ratio 0.63
    0.50
    		0.04 | 1.20 26 | 102 Very Good
    Sortino Ratio 0.34
    0.36
    		-0.02 | 1.97 25 | 102 Very Good
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 14.21 8.52 -1.14 | 19.89 12 | 247 Very Good
    3M Return % 8.76 0.76 -24.32 | 16.76 21 | 247 Very Good
    6M Return % -1.41 -2.93 -18.87 | 14.01 91 | 239 Good
    1Y Return % 8.69 5.36 -18.32 | 44.04 57 | 207 Good
    3Y Return % 25.50 15.53 3.99 | 27.15 3 | 104 Very Good
    1Y SIP Return % 7.38 1.72 -29.45 | 36.21 51 | 201 Very Good
    3Y SIP Return % 12.10 8.07 -10.20 | 26.79 26 | 101 Very Good
    Standard Deviation 21.19 13.58 0.49 | 22.47 100 | 102 Poor
    Semi Deviation 15.49 10.42 0.33 | 16.92 99 | 102 Poor
    Max Drawdown % -22.98 -16.43 -31.62 | 0.00 76 | 102 Average
    VaR 1 Y % -34.66 -21.49 -38.54 | 0.00 93 | 102 Poor
    Average Drawdown % -7.85 -7.11 -14.55 | 0.00 57 | 102 Average
    Sharpe Ratio 0.67 0.63 -0.17 | 2.35 31 | 102 Good
    Sterling Ratio 0.63 0.50 0.04 | 1.20 26 | 102 Very Good
    Sortino Ratio 0.34 0.36 -0.02 | 1.97 25 | 102 Very Good
    Return data last Updated On : April 27, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 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
    27-04-2026 18.0334 18.5863
    24-04-2026 17.6992 18.2409
    23-04-2026 17.7965 18.3409
    22-04-2026 17.917 18.4647
    21-04-2026 17.6999 18.2406
    20-04-2026 17.5407 18.0762
    17-04-2026 17.6327 18.1717
    16-04-2026 17.3487 17.8787
    15-04-2026 17.2393 17.7656
    13-04-2026 16.8404 17.3539
    10-04-2026 16.914 17.4288
    09-04-2026 16.6362 17.1422
    08-04-2026 16.6598 17.1663
    07-04-2026 15.926 16.4099
    06-04-2026 15.9532 16.4376
    02-04-2026 15.7301 16.2066
    01-04-2026 15.8134 16.2922
    30-03-2026 15.3971 15.8627
    27-03-2026 15.7965 16.2731

    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.