Axis Nifty Smallcap 50 Index Fund Datagrid
Category Index Funds
BMSMONEY Rank 52
Rating
Growth Option 23-01-2026
NAV ₹16.49(R) -1.92% ₹16.97(D) -1.92%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -5.17% 21.6% -% -% -%
Direct -4.45% 22.49% -% -% -%
Benchmark
SIP (XIRR) Regular -10.81% 9.47% -% -% -%
Direct -10.11% 10.34% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.86 0.45 0.73 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
20.13% -23.06% -22.98% - 14.4%
Fund AUM As on: 30/06/2025 473 Cr
Top Index Funds
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
ICICI Prudential Nifty Auto Index Fund 2
Motilal Oswal BSE Financials ex Bank 30 Index Fund 3
AXIS Nifty Midcap 50 Index Fund 4
HDFC NIFTY50 Equal Weight Index Fund 5
DSP Nifty 50 Equal Weight Index Fund 6
ICICI Prudential Nifty50 Equal Weight Index Fund 7
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 8
SBI NIFTY MIDCAP 150 INDEX FUND 9
Nippon India Nifty Midcap 150 Index Fund 10
Motilal Oswal Nifty Midcap 150 Index Fund 11
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 12
ICICI Prudential Nifty Midcap 150 Index Fund 13
Navi Nifty Midcap 150 Index Fund 14
Bandhan Nifty100 Low Volatility 30 Index Fund 15
Edelweiss Nifty Large Mid Cap 250 Index Fund 16
UTI Nifty 50 Index Fund 17
Navi Nifty 50 Index Fund 18
HDFC NIFTY 100 Equal Weight Index Fund 19
Dsp Nifty 50 Index Fund 20

NAV Date: 23-01-2026

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 16.49
-0.3200
-1.9200%
Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 16.49
-0.3200
-1.9200%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option 16.97
-0.3300
-1.9200%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - IDCW 16.97
-0.3300
-1.9200%

Review Date: 23-01-2026

Beginning of Analysis

In the Index Funds category, Axis Nifty Smallcap 50 Index Fund is the 33rd ranked fund. 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 0.86 which is lower than the category average of 0.88.
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 -7.48%, -9.43 and -12.44 in last one, three and six months respectively. In the same period the category average return was -4.02%, -3.48% and -2.02% respectively.
  • Axis Nifty Smallcap 50 Index Fund has given a return of -4.45% in last one year. In the same period the Index Funds category average return was 5.71%.
  • The fund has given a return of 22.49% in last three years and ranked 7.0th out of 101 funds in the category. In the same period the Index Funds category average return was 14.7%.
  • The fund has given a SIP return of -10.11% in last one year whereas category average SIP return is 1.85%. The fund one year return rank in the category is 131st in 146 funds
  • The fund has SIP return of 10.34% in last three years and ranks 40th in 99 funds. ICICI PRUDENTIAL NASDAQ 100 INDEX FUND has given the highest SIP return (28.73%) in the category in last three years.

Axis Nifty Smallcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 20.13 and semi deviation of 14.4. The category average standard deviation is 12.15 and semi deviation is 8.91.
  • The fund has a Value at Risk (VaR) of -23.06 and a maximum drawdown of -22.98. The category average VaR is -15.3 and the maximum drawdown is -15.81.

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 % -7.54
    -4.06
    		-14.51 | 2.67 132 | 147 Poor
    3M Return % -9.60
    -3.62
    		-19.74 | 7.19 131 | 147 Poor
    6M Return % -12.77
    -2.30
    		-22.15 | 16.80 132 | 147 Poor
    1Y Return % -5.17
    5.22
    		-14.13 | 23.10 126 | 146 Poor
    3Y Return % 21.60
    14.18
    		7.06 | 33.92 7 | 101 Very Good
    1Y SIP Return % -10.81
    1.33
    		-29.98 | 37.99 129 | 144 Poor
    3Y SIP Return % 9.47
    9.44
    		5.11 | 28.16 41 | 99 Good
    Standard Deviation 20.13
    12.15
    		0.68 | 20.30 98 | 99 Poor
    Semi Deviation 14.40
    8.91
    		0.46 | 14.48 98 | 99 Poor
    Max Drawdown % -22.98
    -15.81
    		-29.16 | 0.00 74 | 99 Average
    VaR 1 Y % -23.06
    -15.30
    		-29.82 | 0.00 79 | 99 Poor
    Average Drawdown % -7.62
    -5.98
    		-13.66 | 0.00 64 | 99 Average
    Sharpe Ratio 0.86
    0.88
    		0.26 | 2.03 34 | 99 Good
    Sterling Ratio 0.73
    0.61
    		0.34 | 1.21 25 | 99 Very Good
    Sortino Ratio 0.45
    0.48
    		0.15 | 1.37 29 | 99 Good
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
    KPIs: Key Performance Indicators

    Rotate the phone! Best viewed in landscape mode on mobile.
    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -7.48 -4.02 -14.47 | 2.72 133 | 149 Poor
    3M Return % -9.43 -3.48 -19.61 | 7.33 131 | 149 Poor
    6M Return % -12.44 -2.02 -21.90 | 17.07 132 | 149 Poor
    1Y Return % -4.45 5.71 -13.57 | 23.67 128 | 148 Poor
    3Y Return % 22.49 14.70 7.27 | 34.53 7 | 101 Very Good
    1Y SIP Return % -10.11 1.85 -29.51 | 38.63 131 | 146 Poor
    3Y SIP Return % 10.34 9.95 5.32 | 28.73 40 | 99 Good
    Standard Deviation 20.13 12.15 0.68 | 20.30 98 | 99 Poor
    Semi Deviation 14.40 8.91 0.46 | 14.48 98 | 99 Poor
    Max Drawdown % -22.98 -15.81 -29.16 | 0.00 74 | 99 Average
    VaR 1 Y % -23.06 -15.30 -29.82 | 0.00 79 | 99 Poor
    Average Drawdown % -7.62 -5.98 -13.66 | 0.00 64 | 99 Average
    Sharpe Ratio 0.86 0.88 0.26 | 2.03 34 | 99 Good
    Sterling Ratio 0.73 0.61 0.34 | 1.21 25 | 99 Very Good
    Sortino Ratio 0.45 0.48 0.15 | 1.37 29 | 99 Good
    Return data last Updated On : Jan. 23, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 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
    23-01-2026 16.4924 16.968
    22-01-2026 16.8154 17.3
    21-01-2026 16.7013 17.1823
    20-01-2026 16.9187 17.4056
    19-01-2026 17.4029 17.9034
    16-01-2026 17.5677 18.0718
    14-01-2026 17.5994 18.1037
    13-01-2026 17.4501 17.9497
    12-01-2026 17.2997 17.7947
    09-01-2026 17.4262 17.9236
    08-01-2026 17.7781 18.2852
    07-01-2026 18.1294 18.6461
    06-01-2026 17.9886 18.501
    05-01-2026 17.968 18.4794
    02-01-2026 17.8884 18.3963
    01-01-2026 17.7767 18.2811
    31-12-2025 17.7845 18.2888
    30-12-2025 17.5983 18.097
    29-12-2025 17.6601 18.1601
    26-12-2025 17.8179 18.3212
    24-12-2025 17.8452 18.3485
    23-12-2025 17.8365 18.3392

    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.