MonitorDirect · Growth
Axis Nifty Smallcap 50 Index Fund
- NAV
- 20.6883
- 15 Sept 2026
- 1Y
- +15.8%
- Trailing CAGR
- AUM
- ₹730.23 Cr
- 31 Aug 2026
- Volatility
- High
- 19.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+15.8%
- 3Y+18.3%
- 5Yn/a
- 10Yn/a
- SI+18.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+27.5%
- 3Y+14.3%
- 5Yn/a
- 10Yn/a
- Since inception
- +18.3%
- Calendar-day CAGR
- Excess 1Y
- +14.1%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 95
- Vs comparable share classes
- Worst rolling 3Y
- +13.1%
- 376 daily-ending windows
- Median rolling 3Y
- +24.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +14.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 23 days
- 49 recovered episodes
- Longest recovery
- 493 days
- Trough to prior peak
- Current spell
- 3 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
6 Apr 2022 – 5 Jul 2023
Trough 20 Jun 2022 · recovered in 380 days
-27.7%
11 Dec 2024 – 6 Jul 2026
Trough 28 Feb 2025 · recovered in 493 days
-24.9%
7 Feb 2024 – 23 Apr 2024
Trough 13 Mar 2024 · recovered in 41 days
-13.8%
23 Sept 2024 – 6 Dec 2024
Trough 13 Nov 2024 · recovered in 23 days
-10.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
95
Vs category
100
Consistency
84
Risk-adjusted
60
Drawdown
31
Mean
74
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 32.0%.
- Top 5
- 18.3%
- Top 10
- 32.0%
- Largest holding
- 4.4%
- Effective holdings
- 41.7
Sona BLW Precision Forgings Ltd
Consumer Discretionary
4.4%
Karur Vysya Bank Ltd
Financial
4.0%
Navin Fluorine International Ltd
Materials
3.9%
Welspun Corp Ltd
Materials
3.8%
DEWAN HOUSING FINANCE CORP. LTD. EQ
Financial
3.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE ELSS Tax Saver Nifty 50 Index Fund
360 ONE Mutual Fund
- 1Y
- -6.9%
- 3Y
- +5.6%
- Vol
- 12.5%
- Max DD
- -15.4%
- Sharpe
- 0.24
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty 50 Equal Weight index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.2%
- Vol
- 13.7%
- Max DD
- -18.0%
- Sharpe
- 0.54
- 3Y win
- +25%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns