73
Index — Small CapBuy
Axis Nifty Small Cap 50 Index
Axis · Direct–Growth · rank #1 of 18 by Smart Score
Data updated
Trailing returns
1 Year
9.2%
+6.9% vs index
3 Years
16.1%
+4.2% vs index
5 Years
—
Since launch
16.6%
Year-by-year performance
2023
+63.2%+14.9% vs index
2024
+25.2%-1.2% vs index
2025
-3.8%+1.9% vs index
2026
+10.4%+5.8% vs index
Why this score
Axis Nifty Small Cap 50 Index scores 73/100 — the top-rated Index — Small Cap fund of 18 (Buy). It stands out for 3y return and sharpe ratio — beating 75% 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 return16.10% · 75th percentile in category
Sharpe ratio0.47 · 86th percentile in category
Sortino ratio0.64 · 89th percentile in category
Alpha0.74 · 82nd percentile in category
Volatility20.29 · 25th percentile in category
1Y return9.19% · 97th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd4.39%
2.Welspun Corp Ltd4.18%
3.Karur Vysya Bank Ltd3.61%
4.Navin Fluorine International Ltd3.57%
5.Ather Energy Ltd.3.18%
49 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.