Axis Nifty Small Cap 50 Index Fund Direct Growth

Scheme code: INF846K013H3 NAV value: ₹ 16.3684 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-17.3280.9124.2928.049.23
3 year13.1033.7725.2525.0215.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6128.04
3 year 6.2830.9515.0425.02
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4928.04
3 year 6.5619.6413.5725.02
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7528.04
3 year 7.6821.4915.0625.02
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1628.04
3 year 8.0432.0317.8125.02
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,23,351 - Absolute Returns: ₹1,23,351 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,90,263 - Absolute Returns: ₹11,90,263 - CAGR: %

Drawdown Metrics

Max Drawdown

-27.74 %

Drawdown Duration

3 months

Recovery Time

13 months

Avg Drawdown

-8.54 %

Calmar Ratio by Duration

1 Y

1.0109

3 Y

0.902

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 3.33 1.16 117.6 113.2 6.94 % 4.00 %
3 years 11.44 1.15 117.5 102.7 23.43 % 11.28 %
5 years 3.71 1.09 108.6 102.3 10.36 % 6.64 %
7 years 2.76 1.09 108.6 102.3 7.30 % 4.70 %
10 years 2.08 1.09 108.6 102.3 5.05 % 3.27 %
12 years 1.83 1.09 108.6 102.3 4.19 % 2.71 %
15 years 1.57 1.09 108.6 102.3 3.34 % 2.17 %