Axis Nifty Small Cap 50 Index Fund
Direct · Growth ₹19.84
30 Oct 2026
NAV
23.9%
3Y CAGR
24.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.47
Sharpe
-27.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.38%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.00 L | 26.3% | -30.7% | 102.3% |
| 3 Years | ₹36.00 L | ₹45.12 L | 17.0% | 1.2% | 30.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 26.3% | 4.7% |
| 3 Years | 17.0% | 10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 24.6% | 13.2% | -17.3% | 80.9% | 0.66 | 3.17 | 82% | — | — |
| 3 Years | 23.9% | 24.4% | 13.1% | 33.8% | 4.47 | — | 100% | — | — |
-27.7%
Max Drawdown
3 mo
Drawdown Duration
13 mo
Recovery Time
-8.1%
Avg Drawdown
Calmar Ratio by Duration
0.89
1Y
0.86
3Y
49
Total Holdings
31.4%
Top 10 Weight
19
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Karur Vysya Bank Limited | 3.68% |
| 2 | Sona BLW Precision Forgings Limited | 3.67% |
| 3 | Navin Fluorine International Limited | 3.54% |
| 4 | Delhivery Limited | 3.41% |
| 5 | Piramal Finance Limited | 3.13% |
| 6 | Central Depository Services (India) Limited | 2.99% |
| 7 | Angel One Limited | 2.95% |
| 8 | RBL Bank Limited | 2.81% |
| 9 | PNB Housing Finance Limited | 2.61% |
| 10 | Computer Age Management Services Limited | 2.57% |