79
Index — Small CapStrong Buy
Axis Nifty Small Cap 50 Index
Axis · Direct–Growth · rank #1 of 18 by Smart Score
Data updated
Trailing returns
1 Year
12.2%
+7.4% vs index
3 Years
19.2%
+4.7% vs index
5 Years
—
Since launch
18.3%
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
+15.9%+6.1% vs index
Why this score
Axis Nifty Small Cap 50 Index scores 79/100 — the top-rated Index — Small Cap fund of 18 (Strong 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 return19.22% · 85th percentile in category
Sharpe ratio0.63 · 93rd percentile in category
Sortino ratio0.85 · 93rd percentile in category
Expense ratio0.34% · 82nd percentile in category
Alpha0.99 · 82nd percentile in category
Volatility20.21 · 25th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd4.42%
2.Karur Vysya Bank Ltd3.98%
3.Navin Fluorine International Ltd3.87%
4.Welspun Corp Ltd3.8%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ3.36%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.