Axis Nifty Smallcap 50 Index Fund Overview
Category Index Funds
BMSMONEY Rank 12
Rating
Growth Option 11-04-2025
NAV ₹15.69(R) +2.85% ₹16.04(D) +2.86%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% 13.76% -% -% -%
Direct -% 14.59% -% -% -%
Benchmark
SIP (XIRR) Regular -31.19% 16.76% -% -% -%
Direct -30.68% 17.66% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.38 0.21 0.47 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
21.73% -35.2% -22.98% - 15.54%
Top Index Funds
Fund Name Rank Rating
Motilal Oswal Nifty Midcap 150 Index Fund 1
Nippon India Nifty Midcap 150 Index Fund 2
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 3
ICICI Prudential Nifty Midcap 150 Index Fund 4
Navi Nifty Midcap 150 Index Fund 5
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 6
Edelweiss Nifty Large Mid Cap 250 Index Fund 7
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund 8
Motilal Oswal Nifty Bank Index Fund 9
ICICI Prudential Nifty Bank Index Fund 10
Navi Nifty Bank Index Fund 11
Axis Nifty Smallcap 50 Index Fund 12
- 13
HDFC NIFTY50 Equal Weight Index Fund 14
DSP Nifty 50 Equal Weight Index Fund 15
UTI BSE Low Volatility Index Fund 16

NAV Date: 11-04-2025

Scheme Name NAV Rupee Change Percent Change
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 15.69
0.4300
2.8500%
Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 15.69
0.4300
2.8500%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option 16.04
0.4500
2.8600%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - IDCW 16.04
0.4500
2.8600%

Review Date: 11-04-2025

Beginning of Analysis

Axis Nifty Smallcap 50 Index Fund is the 12th ranked fund in the Index Funds category. The category has total 78 funds. The 5 star rating shows an excellent past performance of the Axis Nifty Smallcap 50 Index Fund in Index Funds. The fund has a Sharpe Ratio of 0.38 which is higher than the category average of 0.24.
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 3.41%, -6.58 and -17.63 in last one, three and six months respectively. In the same period the category average return was 1.9%, -2.39% and -11.04% respectively.
  • The fund has given a return of 14.59% in last three years and ranked 8.0th out of 83 funds in the category. In the same period the Index Funds category average return was 10.64%.
  • The fund has given a SIP return of -30.68% in last one year whereas category average SIP return is -22.44%. The fund one year return rank in the category is 101st in 120 funds
  • The fund has SIP return of 17.66% in last three years and ranks 2nd in 80 funds. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund has given the highest SIP return (17.88%) in the category in last three years.

Axis Nifty Smallcap 50 Index Fund Risk Analysis

  • The fund has a standard deviation of 21.73 and semi deviation of 15.54. The category average standard deviation is 13.49 and semi deviation is 9.59.
  • The fund has a Value at Risk (VaR) of -35.2 and a maximum drawdown of -22.98. The category average VaR is -18.31 and the maximum drawdown is -15.32.

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


    • 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
    11-04-2025 15.6868 16.0433
    09-04-2025 15.2519 15.5979
    08-04-2025 15.3856 15.7342
    07-04-2025 15.0791 15.4205
    04-04-2025 15.5907 15.9427
    03-04-2025 16.1735 16.5383
    02-04-2025 16.0645 16.4265
    01-04-2025 15.8621 16.2193
    28-03-2025 16.0115 16.3706
    27-03-2025 16.0398 16.3992
    26-03-2025 16.0203 16.379
    25-03-2025 16.1788 16.5406
    24-03-2025 16.4215 16.7885
    21-03-2025 16.2587 16.621
    20-03-2025 15.9193 16.2737
    19-03-2025 15.8399 16.1922
    18-03-2025 15.5322 15.8773
    17-03-2025 15.1004 15.4356
    13-03-2025 14.9886 15.32
    12-03-2025 15.1501 15.4848
    11-03-2025 15.1798 15.5149

    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.