Axis Nifty Smallcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 19
Rating
Growth Option 04-12-2025
NAV ₹17.81(R) -1.1% ₹18.3(D) -1.09%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -7.44% 22.59% -% -% -%
Direct -6.74% 23.49% -% -% -%
Benchmark
SIP (XIRR) Regular 4.24% 16.71% -% -% -%
Direct 5.03% 17.61% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.94 0.49 0.78 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
20.07% -23.06% -22.98% - 14.53%
Fund AUM As on: 30/06/2025 473 Cr
Top Index Funds
Fund Name Rank Rating
- 1
Motilal Oswal S&P 500 Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
ICICI Prudential Nifty Auto Index Fund 4
AXIS Nifty Midcap 50 Index Fund 5
Nippon India Nifty Midcap 150 Index Fund 6
Motilal Oswal Nifty Midcap 150 Index Fund 7
HDFC NIFTY50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
DSP Nifty 50 Equal Weight Index Fund 10
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty50 Equal Weight Index Fund 13
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Axis Nifty Smallcap 50 Index Fund 19
- 20

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 17.81
-0.2000
-1.1000%
Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 17.81
-0.2000
-1.1000%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option 18.3
-0.2000
-1.0900%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - IDCW 18.3
-0.2000
-1.0900%

Review Date: 04-12-2025

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 0.94 which is higher than the category average of 0.9.
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 -2.72%, 1.51 and -1.36 in last one, three and six months respectively. In the same period the category average return was 0.31%, 3.62% and 4.04% respectively.
  • Axis Nifty Smallcap 50 Index Fund has given a return of -6.74% in last one year. In the same period the Index Funds category average return was 2.55%.
  • The fund has given a return of 23.49% in last three years and ranked 4.0th out of 98 funds in the category. In the same period the Index Funds category average return was 14.48%.
  • The fund has given a SIP return of 5.03% in last one year whereas category average SIP return is 11.21%. The fund one year return rank in the category is 126th in 142 funds
  • The fund has SIP return of 17.61% in last three years and ranks 12th in 96 funds. ICICI Prudential Nifty Auto Index Fund has given the highest SIP return (26.97%) in the category in last three years.

Axis Nifty Smallcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 20.07 and semi deviation of 14.53. The category average standard deviation is 11.94 and semi deviation is 8.76.
  • The fund has a Value at Risk (VaR) of -23.06 and a maximum drawdown of -22.98. The category average VaR is -15.13 and the maximum drawdown is -15.16.

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 % -2.78
    0.25
    		-7.49 | 8.69 129 | 143 Poor
    3M Return % 1.32
    3.48
    		-5.40 | 9.73 122 | 143 Poor
    6M Return % -1.73
    3.77
    		-11.71 | 20.00 127 | 143 Poor
    1Y Return % -7.44
    2.09
    		-18.02 | 21.75 119 | 142 Poor
    3Y Return % 22.59
    13.96
    		7.08 | 28.24 4 | 98 Very Good
    1Y SIP Return % 4.24
    10.67
    		-7.04 | 34.19 124 | 140 Poor
    3Y SIP Return % 16.71
    13.09
    		7.15 | 26.30 12 | 96 Very Good
    Standard Deviation 20.07
    11.94
    		0.54 | 20.24 95 | 96 Poor
    Semi Deviation 14.53
    8.76
    		0.35 | 14.61 95 | 96 Poor
    Max Drawdown % -22.98
    -15.16
    		-29.16 | 0.00 75 | 96 Poor
    VaR 1 Y % -23.06
    -15.13
    		-29.82 | 0.00 79 | 96 Poor
    Average Drawdown % -7.95
    -6.40
    		-14.65 | 0.00 67 | 96 Average
    Sharpe Ratio 0.94
    0.90
    		0.11 | 2.28 31 | 96 Good
    Sterling Ratio 0.78
    0.62
    		0.26 | 1.61 15 | 96 Very Good
    Sortino Ratio 0.49
    0.50
    		0.09 | 1.81 23 | 96 Very Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.72 0.31 -7.45 | 8.75 130 | 145 Poor
    3M Return % 1.51 3.62 -5.25 | 9.93 121 | 145 Poor
    6M Return % -1.36 4.04 -11.41 | 20.33 128 | 145 Poor
    1Y Return % -6.74 2.55 -17.49 | 22.37 121 | 144 Poor
    3Y Return % 23.49 14.48 7.29 | 28.93 4 | 98 Very Good
    1Y SIP Return % 5.03 11.21 -6.45 | 34.90 126 | 142 Poor
    3Y SIP Return % 17.61 13.60 7.36 | 26.97 12 | 96 Very Good
    Standard Deviation 20.07 11.94 0.54 | 20.24 95 | 96 Poor
    Semi Deviation 14.53 8.76 0.35 | 14.61 95 | 96 Poor
    Max Drawdown % -22.98 -15.16 -29.16 | 0.00 75 | 96 Poor
    VaR 1 Y % -23.06 -15.13 -29.82 | 0.00 79 | 96 Poor
    Average Drawdown % -7.95 -6.40 -14.65 | 0.00 67 | 96 Average
    Sharpe Ratio 0.94 0.90 0.11 | 2.28 31 | 96 Good
    Sterling Ratio 0.78 0.62 0.26 | 1.61 15 | 96 Very Good
    Sortino Ratio 0.49 0.50 0.09 | 1.81 23 | 96 Very Good
    Return data last Updated On : Dec. 4, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2025
    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
    04-12-2025 17.8096 18.3044
    03-12-2025 17.8708 18.3669
    02-12-2025 18.0071 18.5066
    01-12-2025 18.0742 18.5752
    28-11-2025 17.9945 18.4922
    27-11-2025 18.0215 18.5196
    26-11-2025 18.1259 18.6265
    25-11-2025 17.845 18.3375
    24-11-2025 17.8099 18.301
    21-11-2025 17.9588 18.4529
    20-11-2025 18.1582 18.6574
    19-11-2025 18.1655 18.6644
    18-11-2025 18.2184 18.7184
    17-11-2025 18.4104 18.9153
    14-11-2025 18.2956 18.7962
    13-11-2025 18.2491 18.748
    12-11-2025 18.2891 18.7887
    11-11-2025 18.1305 18.6254
    10-11-2025 18.1509 18.646
    07-11-2025 18.0811 18.5732
    06-11-2025 18.1053 18.5977
    04-11-2025 18.3187 18.8161

    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.