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InvestVerdict

Axis Nifty Smallcap 50 Index Fund

Regular Plan · IDCW Option · Index Funds · Scheme code 149897

NAV₹20.6559as on 27 Aug 2026
Fund houseAxis Mutual Fund
CategoryIndex Funds
Plan & optionRegular · IDCW Option
History4.5 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 3.9011.9920.39 20.0321.10— ——17.81
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 19.3% 0.76 1.03 1.23 8.27% -27.8% 66.47
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 53 months this scheme and its benchmark share.

Growth of ₹100 since launch

7012016921820242026InvestVerdict

Drawdown from peak (%)

0%-9%-19%-28%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
172 -15.9% 14.4% 78.6% 20%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis Nifty Smallcap 50 Index Fund

Regular Plan · IDCW Option

Allocation

By asset

Equity99.99%
Cash & Equivalents0.01%

By market cap

Mid Cap15.28%
Small Cap84.71%

Concentration

Number of stocks50
Top 5 stocks17.43%
Top 10 stocks31.36%
Top 20 stocks55.42%
Largest holding3.68%
Largest sectorFinance 14.73%
Effective stocks43.9
Cash0.01%
InvestVerdict

Axis Nifty Smallcap 50 Index Fund

Regular Plan · IDCW Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Banks3.68%
2— Auto Components3.67%
3— Chemicals & Petrochemicals3.54%
4— Transport Services3.41%
5— Finance3.13%
6— Capital Markets2.99%
7— Capital Markets2.95%
8— Banks2.81%
9— Finance2.61%
10— Capital Markets2.57%
11— Banks2.50%
12— Banks2.49%
13— Healthcare Services2.49%
14— Consumer Durables2.44%
15— Industrial Products2.43%
16— Pharmaceuticals & Biotechnology2.42%
17— Finance2.41%
18— Non - Ferrous Metals2.38%

Sector split

Finance — 14.7%Pharmaceuticals & Biotechnology — 12.4%Capital Markets — 12.0%Banks — 11.5%Healthcare Services — 7.1%Chemicals & Petrochemicals — 7.1%Consumer Durables — 5.7%Auto Components — 5.1%Transport Services — 3.4%Other — 20.9%Finance14.7%Pharmaceuticals & Biotech…12.4%Capital Markets12.0%Banks11.5%Healthcare Services7.1%Chemicals & Petrochemicals7.1%Consumer Durables5.7%Auto Components5.1%Transport Services3.4%Other20.9%
Finance14.73%
Pharmaceuticals & Biotechnology12.44%
Capital Markets12.03%
Banks11.48%
Healthcare Services7.08%
Chemicals & Petrochemicals7.06%
Consumer Durables5.73%
Auto Components5.13%
Transport Services3.41%
IT - Services2.88%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.