Axis Nifty Smallcap 50 Index Fund · Regular · Growth
NAV
₹20.1143
as of 03 Aug 2026
Expense Ratio
1.02%
AUM
₹616 Cr
Lumpsum returns (CAGR)
- 1Y
- +14.02%
- 3Y
- +21.51%
- 5Y
- —
- Since Inception
- +17.21%
SIP returns (XIRR)
- 1Y
- +26.80%
- 3Y
- +13.80%
- 5Y
- —
- Since Inception
- +19.19%
What history actually did — last 4 years (Aug 2022 – Aug 2026)
A ₹5,000 monthly SIP for the last 4 years (Aug 2022 – Aug 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,36,517 today — ₹2,35,000 invested, 18.7% XIRR.
₹2,35,000
Invested
₹3,36,517
Value today
18.7%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Aug 2022 – Aug 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹2,21,350 today (22.0% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Aug 2022 – Aug 2026) (3 Jun 2024) would be ₹1,21,841 today (1.22×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.69
Sharpe Ratio
—
Alpha
—
Beta
0.69
Sortino
19.43%
Std Dev
-20.20%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Axis Nifty Smallcap 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Axis Nifty Smallcap 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹616 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY SMALLCAP 50 INDEX TRI. The current expense ratio is 1.02%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations