FundLens
77
Index — Small CapBuy

Axis Nifty Small Cap 50 Index

Axis · Direct–Growth · rank #1 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
5.5%
+4.1% vs index
3 Years
22.8%
+4.9% vs index
5 Years
Since launch
18.1%

Year-by-year performance

last entry = YTD
2023
+63.2%
2024
+25.2%
2025
-3.8%
2026
+12.3%

Why this score

Axis Nifty Small Cap 50 Index scores 77/100 — the top-rated Index — Small Cap fund of 18 (Buy). It stands out for 3y return and sharpe ratio — beating 85% of peers on 3y return. The main drag is its volatility (better than only 25% of peers).

Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.

3Y return22.80% · 85th percentile in category
Sharpe ratio0.80 · 93rd percentile in category
Sortino ratio1.08 · 93rd percentile in category
Expense ratio0.31% · 81st percentile in category
Alpha0.72 · 82nd percentile in category
Volatility20.34 · 25th percentile in category

Other Index — Small Cap funds