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OmniAsset › Mutual funds › Axis Nifty Smallcap 50 Index Fund

Axis Nifty Smallcap 50 Index Fund

Index Fund fund benchmarked to Nifty Smallcap 50 Index TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202620.334
CategoryIndex Fund
PlanRegular · Idcw
Launched21 Feb 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Smallcap 50 Index TRI
Expense ratiodirect plan, a year1.13%
AUM₹2.87 Cr
Growth of ₹10,000₹20,43815 Mar 2022 to 2 Sep 2026
₹20,621₹17,415₹14,210₹11,005₹7,800Mar 2022Apr 2023Jun 2024Jul 2025Sep 2026
₹20,438 (+17.3% a year) Axis Nifty Smallcap 50 Index Fund

Performance (trailing, annualised)

1Y annualised16.00%
3Y annualised18.94%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,36,82026.87%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,38,14013.18%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202362.01%
Calendar 202424.36%
Calendar 2025-4.51%

Rolling returns

Rolling 1Y · average179 windows since 17 Mar 202324.19%
Rolling 1Y · median13.90%
Rolling 1Y · worst window-16.12%
Rolling 1Y · best window79.47%
Rolling 1Y · windows positive79%
Rolling 3Y · average76 windows since 17 Mar 202523.50%
Rolling 3Y · median23.77%
Rolling 3Y · worst window12.28%
Rolling 3Y · best window31.98%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)20.43%
Downside deviation (3Y)15.16%
Maximum drawdown-25.06%

Management

Fund managerMr. Nandik Malik, Mr. Rohit Gautam
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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