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

₹18.2857

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%	+0.09%	+0.04	108 / 246	Q2
1W	-1.34%	-1.14%	-0.20	141 / 246	Q3
2W	+0.75%	+0.01%	+0.75	48 / 246	Q1
1M	+0.26%	-0.58%	+0.84	81 / 246	Q2
3M	+8.58%	+0.04%	+8.54	10 / 241	Q1
6M	+1.71%	-2.34%	+4.06	73 / 235	Q2
YTD	+3.03%	-2.52%	+5.55	11 / 238	Q1
1Y	+1.89%	+0.63%	+1.26	110 / 220	Q2
2Y	+5.33%	+2.75%	+2.58	68 / 149	Q2
3Y	+22.48%	+9.27%	+13.21	4 / 113	Q1
4Y	+19.63%	+10.80%	+8.84	5 / 45	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+15.56%	+5.47%	+10.09	23 / 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	+3.03%	-2.50%	+5.53	10 / 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

+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 NIFTY Reality Index Fund - Regular Plan	HDFC	₹8.4629	3 Jun 2026
Nippon India BSE Sensex Next 30 Index Fund -Regular Plan- IDCW Payout	Nippon India	₹10.8060	3 Jun 2026
SBI BSE PSU BANK INDEX FUND- Regular Plan- Income Distribution Cum Capital Withdrawal Option (IDCW)	SBI	₹13.1293	3 Jun 2026
Invesco India Nifty G-sec Jul 2027 Index Fund - Regular Plan - IDCW Payout	Invesco	₹1,251.2288	3 Jun 2026
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND - REGULAR IDCW	Bandhan	₹10.3390	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal BSE Enhanced Value Index Fund-Regular plan	Motilal Oswal	₹27.6342	3 Jun 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - IDCW	Mirae Asset	₹12.9906	3 Jun 2026
Kotak BSE Housing Index Fund - Regular Plan - IDCW Option	Kotak	₹12.2530	3 Jun 2026
Edelweiss BSE Internet Economy Index Fund - Regular Plan - IDCW	Edelweiss	₹10.1572	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹18.2857
2 Jun 2026	₹18.3157
1 Jun 2026	₹18.2904
31 May 2026	₹18.4337
29 May 2026	₹18.4348
27 May 2026	₹18.6173
26 May 2026	₹18.5649
25 May 2026	₹18.4917
22 May 2026	₹18.2025
21 May 2026	₹18.2471

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 - IDCW is ₹18.2857. 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 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 - 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 1.89% — +1.26 pp ahead of the Index Fund category average of 0.63%. The fund ranks #110 of 220 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW has delivered a CAGR of 22.48% — +13.21 pp ahead of the Index Fund category average of 9.27%. The fund ranks #4 of 113 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 ₹183,727 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 ₹130,469.

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 ₹418,785 today. That's an XIRR (money-weighted annualised return) of 10.06%.

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 ₹418,785 — XIRR 10.06%.

On a 3-year basis, Axis Nifty Smallcap 50 Index Fund - Regular Plan - IDCW ranks #4 out of 113 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 9.27%; this fund delivered 22.48%.

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 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 - 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.