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 - IDCW 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 - IDCW

Latest NAV

₹19.7282

As of

17 Jul 2026

1,076 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.19%	-0.01%	-0.18	197 / 246	Q4
1W	-0.42%	-0.36%	-0.06	170 / 246	Q3
2W	+1.16%	-0.04%	+1.20	14 / 246	Q1
1M	+4.34%	+0.57%	+3.77	11 / 246	Q1
3M	+11.88%	+1.95%	+9.94	11 / 246	Q1
6M	+12.30%	+0.95%	+11.35	7 / 239	Q1
YTD	+10.98%	+0.07%	+10.91	9 / 238	Q1
1Y	+3.12%	+1.45%	+1.68	118 / 227	Q3
2Y	+3.36%	+2.12%	+1.24	72 / 157	Q2
3Y	+22.13%	+9.02%	+13.11	4 / 116	Q1
4Y	+22.92%	+11.68%	+11.24	3 / 50	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+17.07%	+6.50%	+10.57	16 / 246	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	+10.98%	+0.11%	+10.87	9 / 236
2025	-5.26%	+4.47%	-9.73	157 / 185
2024	+23.65%	+12.46%	+11.19	19 / 122
2023	+61.32%	+19.34%	+41.98	2 / 86
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

+25.24%

41 windows

min -17.4% · max 74.6%

80% positive

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

3-Year rolling

+24.12%

17 windows

min 16.9% · max 31.4%

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

21.20%

3-year · annualised

Sharpe ratio

0.73

vs risk-free 6.5%

Sortino ratio

1.18

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 NIFTY Reality Index Fund - Regular Plan	HDFC	₹10.1818	17 Jul 2026
Nippon India BSE Sensex Next 30 Index Fund -Regular Plan- IDCW Payout	Nippon India	₹10.8037	17 Jul 2026
SBI BSE PSU BANK INDEX FUND- Regular Plan- Income Distribution Cum Capital Withdrawal Option (IDCW)	SBI	₹13.3550	17 Jul 2026
Invesco India Nifty G-sec Jul 2027 Index Fund - Regular Plan - IDCW Payout	Invesco	₹1,263.6515	17 Jul 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - REGULAR IDCW	Bandhan	₹10.4128	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan	Motilal Oswal	₹26.8929	17 Jul 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - IDCW	Mirae Asset	₹13.3448	17 Jul 2026
Kotak BSE Housing Index Fund - Regular Plan - IDCW Option	Kotak	₹13.2470	17 Jul 2026
Edelweiss BSE Internet Economy Index Fund - Regular Plan - IDCW	Edelweiss	₹10.8924	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.7282
16 Jul 2026	₹19.7659
15 Jul 2026	₹19.7464
14 Jul 2026	₹19.6311
13 Jul 2026	₹19.8452
10 Jul 2026	₹19.8120
9 Jul 2026	₹19.5133
8 Jul 2026	₹19.1618
7 Jul 2026	₹19.6255
6 Jul 2026	₹19.7216

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 17 Jul 2026, the NAV of Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW is ₹19.7282. It's a Index Fund from Axis, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW has NAV history starting from 15 Mar 2022, a track record of about 4 years 4 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 - IDCW 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 - IDCW has delivered a absolute return of 3.12% — +1.68 pp ahead of the Index Fund category average of 1.45%. The fund ranks #118 of 227 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW has delivered a CAGR of 22.13% — +13.11 pp ahead of the Index Fund category average of 9.02%. The fund ranks #4 of 116 in its category — the top (Q1) quartile.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 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 - IDCW exactly 3 years ago would be worth approximately ₹182,159 today — a multiplier of 1.82×, based on the 3-year CAGR of 22.13%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

A ₹10,000 monthly SIP in Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹436,661 today. That's an XIRR (money-weighted annualised return) of 12.94%.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹436,661 — XIRR 12.94%.

On a 3-year basis, Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW ranks #4 out of 116 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 9.02%; this fund delivered 22.13%.

The worst peak-to-trough decline Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 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 - IDCW averaged 24.12% (best 31.43%, worst 16.95%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.73 — reasonable risk-adjusted performance.

In calendar year 2025, Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW returned -5.26% — lagging the Index Fund category average of 4.47% by 9.73 pp. It ranked #157 of 185 in its category that year.

Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW 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 - IDCW 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.