OtherIndex FundsDirect · Growth
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option
Axis · Scheme 149894
₹21.08▼ 0.09%NAV · 2026-09-18
Excellent FundScore
AUM
₹730 cr
Expense ratio
0.34%
3Y CAGR
22.8%
Risk level
Very High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Jinesh GopaniExit load: Nil
Excellent · 80/100
A standout fund on our data — strong across almost every dimension.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 22.8% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.34% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +22.8%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Sharpe ratio: 0.65
- •Sortino ratio: 0.81
FundScore breakdown
80/100 · Excellent
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.