Should I invest in Axis Nifty Smallcap 50 Index Fund?

We don't give personal investment advice. Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Axis

Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option

Latest NAV

₹18.2855

As of

3 Jun 2026

1,045 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.14%	+0.28%	-0.14	132 / 291	Q2
1W	-1.34%	-0.98%	-0.36	160 / 291	Q3
2W	+0.75%	+0.23%	+0.52	60 / 291	Q1
1M	+0.26%	-0.27%	+0.53	99 / 289	Q2
3M	+8.58%	+0.47%	+8.11	14 / 281	Q1
6M	+1.71%	-1.88%	+3.60	96 / 273	Q2
YTD	+3.03%	-2.01%	+5.04	23 / 275	Q1
1Y	+1.89%	+1.49%	+0.40	136 / 254	Q3
2Y	+5.33%	+3.75%	+1.58	80 / 159	Q3
3Y	+22.48%	+10.70%	+11.78	5 / 126	Q1
4Y	+19.63%	+12.13%	+7.51	7 / 53	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+15.56%	+5.52%	+10.04	27 / 291	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.03%	-2.06%	+5.10	21 / 273
2025	-5.26%	+5.14%	-10.40	182 / 211
2024	+23.65%	+13.66%	+9.99	25 / 136
2023	+61.32%	+20.09%	+41.23	2 / 94
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+24.56%

40 windows

min -14.6% · max 76.8%

75% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+22.79%

16 windows

min 13.0% · max 30.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.72%

3-year · annualised

Sharpe ratio

0.78

vs risk-free 6.5%

Sortino ratio

1.34

Downside-only deviation

Max drawdown

-25.06%

Dec 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC BSE 500 Index Fund - Regular Plan - Growth Option	HDFC	₹14.8548	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund - Regular Plan-Growth Option	Nippon India	₹10.8060	3 Jun 2026
Invesco India BSE Sensex Index Fund - Regular Plan - Growth	Invesco	₹9.7155	3 Jun 2026
Bandhan BSE Healthcare Index Fund Regular Plan - Growth	Bandhan	₹10.5736	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal BSE 1000 Index Fund - Regular Plan - Growth	Motilal Oswal	₹9.6077	3 Jun 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - Growth	Mirae Asset	₹12.9896	3 Jun 2026
Kotak BSE Housing Index Fund - Regular Plan - Growth Option	Kotak	₹12.2530	3 Jun 2026
Edelweiss BSE Internet Economy Index Fund - Regular Plan - Growth	Edelweiss	₹10.1572	3 Jun 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - Growth	DSP	₹11.9464	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹18.2855
2 Jun 2026	₹18.3155
1 Jun 2026	₹18.2901
31 May 2026	₹18.4335
29 May 2026	₹18.4345
27 May 2026	₹18.6171
26 May 2026	₹18.5647
25 May 2026	₹18.4915
22 May 2026	₹18.2022
21 May 2026	₹18.2468

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option is ₹18.2855. It's a Index Fund from Axis, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option has NAV history starting from 15 Mar 2022, a track record of about 4 years 2 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option is managed by Axis. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option has delivered a absolute return of 1.89% — +0.4 pp ahead of the Index Fund category average of 1.49%. The fund ranks #136 of 254 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option has delivered a CAGR of 22.48% — +11.78 pp ahead of the Index Fund category average of 10.70%. The fund ranks #5 of 126 in its category — the top (Q1) quartile.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option exactly 3 years ago would be worth approximately ₹183,724 today — a multiplier of 1.84×, based on the 3-year CAGR of 22.48%. The category average over the same window would have grown ₹1 lakh to ₹135,665.

A ₹10,000 monthly SIP in Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹418,781 today. That's an XIRR (money-weighted annualised return) of 10.06%.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹418,781 — XIRR 10.06%.

On a 3-year basis, Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option ranks #5 out of 126 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.70%; this fund delivered 22.48%.

The worst peak-to-trough decline Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option has experienced over the last 3-year window is 25.06% — its NAV fell from a high on 11 Dec 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option averaged 22.79% (best 30.79%, worst 13.01%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.78 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option returned -5.26% — lagging the Index Fund category average of 5.14% by 10.40 pp. It ranked #182 of 211 in its category that year.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.