Axis Nifty Smallcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 21
Rating
Growth Option 19-10-2026
NAV ₹19.52(R) -0.61% ₹20.2(D) -0.6%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.64% 15.27% -% -% -%
Direct 8.45% 16.11% -% -% -%
Benchmark
SIP (XIRR) Regular 13.38% 8.62% -% -% -%
Direct 14.25% 9.43% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.68 0.37 0.67 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
22.61% -34.66% -22.98% - 15.72%
Fund AUM As on: 30/12/2025 549 Cr
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Axis CRISIL IBX SDL May 2027 Index Fund 10
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Mirae Asset Nifty SDL Jun 2027 Index Fund 15
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Kotak Nifty SDL Apr 2027 Top 12 Eq Wt Index Fund 17
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund 18
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Aditya Birla Sun Life CRISIL IBX 60:40 SDL + AAA PSU - Apr 2027 Index Fund 20
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ICICI Prudential Nifty SDL Sep 2027 Index Fund 23

NAV Date: 19-10-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 19.52
-0.1200
-0.6100%
Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 19.52
-0.1200
-0.6100%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option 20.2
-0.1200
-0.6000%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - IDCW 20.2
-0.1200
-0.6000%

Review Date: 19-10-2026

Beginning of Analysis

Axis Nifty Smallcap 50 Index Fund is the 33rd ranked fund in the Index Funds category. The category has total 0 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 0.68 which is higher than the category average of 0.56.
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.
Small Cap Index Mutual Funds

Axis Nifty Smallcap 50 Index Fund Return Analysis

  • The fund has given a return of -4.68%, -1.2 and 11.73 in last one, three and six months respectively. In the same period the category average return was -4.5%, -2.62% and 7.01% respectively.
  • Axis Nifty Smallcap 50 Index Fund has given a return of 8.45% in last one year. In the same period the Small Cap Index Mutual Funds category average return was 2.46%.
  • The fund has given a return of 16.11% in last three years and ranked 3.0rd out of nine funds in the category. In the same period the Small Cap Index Mutual Funds category average return was 13.22%.
  • The fund has given a SIP return of 14.25% in last one year whereas category average SIP return is 5.81%. The fund one year return rank in the category is 1st in 15 funds
  • The fund has SIP return of 9.43% in last three years and ranks 2nd in 9 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (9.44%) in the category in last three years.

Axis Nifty Smallcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 22.61 and semi deviation of 15.72. The category average standard deviation is 14.64 and semi deviation is 10.77.
  • The fund has a Value at Risk (VaR) of -34.66 and a maximum drawdown of -22.98. The category average VaR is -22.25 and the maximum drawdown is -17.1.

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 Small Cap Index Mutual Funds Category
  • Good Performance in Small Cap Index Mutual Funds Category
  • Poor Performance in Small Cap Index Mutual Funds Category
  • Very Poor Performance in Small Cap Index Mutual 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 % -4.74
    -4.52
    		-4.92 | -3.16 8 | 16 Good
    3M Return % -1.39
    -2.72
    		-4.62 | -0.26 4 | 16 Very Good
    6M Return % 11.29
    6.72
    		-2.87 | 11.35 2 | 15 Very Good
    1Y Return % 7.64
    1.90
    		-8.81 | 7.75 2 | 14 Very Good
    3Y Return % 15.27
    12.54
    		10.85 | 15.64 3 | 9 Very Good
    1Y SIP Return % 13.38
    5.09
    		-8.42 | 13.51 2 | 14 Very Good
    3Y SIP Return % 8.62
    5.50
    		2.84 | 8.85 2 | 9 Very Good
    Standard Deviation 22.61
    14.64
    		0.55 | 22.91 107 | 110 Poor
    Semi Deviation 15.72
    10.77
    		0.37 | 17.17 106 | 110 Poor
    Max Drawdown % -22.98
    -17.10
    		-37.89 | 0.00 80 | 110 Average
    VaR 1 Y % -34.66
    -22.25
    		-38.54 | 0.00 98 | 110 Poor
    Average Drawdown % 7.85
    7.28
    		0.00 | 14.99 50 | 110 Good
    Sharpe Ratio 0.68
    0.56
    		-0.34 | 2.15 29 | 110 Good
    Sterling Ratio 0.67
    0.49
    		-0.05 | 1.48 23 | 110 Very Good
    Sortino Ratio 0.37
    0.33
    		-0.09 | 1.81 22 | 110 Very Good
    Return data last Updated On : Oct. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -4.68 -4.50 -4.88 | -3.10 6 | 17 Good
    3M Return % -1.20 -2.62 -4.44 | -0.09 3 | 17 Very Good
    6M Return % 11.73 7.01 -2.50 | 11.73 1 | 16 Very Good
    1Y Return % 8.45 2.46 -8.14 | 8.45 1 | 15 Very Good
    3Y Return % 16.11 13.22 11.51 | 16.27 3 | 9 Very Good
    1Y SIP Return % 14.25 5.81 -8.00 | 14.25 1 | 15 Very Good
    3Y SIP Return % 9.43 6.14 3.32 | 9.44 2 | 9 Very Good
    Standard Deviation 22.61 14.64 0.55 | 22.91 107 | 110 Poor
    Semi Deviation 15.72 10.77 0.37 | 17.17 106 | 110 Poor
    Max Drawdown % -22.98 -17.10 -37.89 | 0.00 80 | 110 Average
    VaR 1 Y % -34.66 -22.25 -38.54 | 0.00 98 | 110 Poor
    Average Drawdown % 7.85 7.28 0.00 | 14.99 50 | 110 Good
    Sharpe Ratio 0.68 0.56 -0.34 | 2.15 29 | 110 Good
    Sterling Ratio 0.67 0.49 -0.05 | 1.48 23 | 110 Very Good
    Sortino Ratio 0.37 0.33 -0.09 | 1.81 22 | 110 Very Good
    Return data last Updated On : Oct. 19, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
    19-10-2026 19.5214 20.1958
    16-10-2026 19.6407 20.3179
    15-10-2026 19.6177 20.2937
    14-10-2026 19.8372 20.5203
    13-10-2026 19.9471 20.6335
    12-10-2026 19.8806 20.5643
    09-10-2026 19.5793 20.2513
    08-10-2026 19.4498 20.117
    07-10-2026 19.9462 20.6299
    06-10-2026 19.8906 20.5719
    05-10-2026 19.6048 20.2759
    01-10-2026 19.553 20.2206
    30-09-2026 19.7805 20.4555
    29-09-2026 19.8163 20.4921
    28-09-2026 19.9701 20.6506
    25-09-2026 20.3574 21.0497
    24-09-2026 20.2679 20.9567
    23-09-2026 20.6039 21.3037
    22-09-2026 20.4032 21.0957
    21-09-2026 20.493 21.1881

    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.