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Axis Nifty 500 Momentum 50 Index Fund - Regular Plan - Growth Option

To provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors. There is no assurance that the investment objective of the scheme will be achieved.

EQUITYBenchmark · Nifty 500 Momentum 50 TRITER · 1.53%Inception · 13-02-2025
NAV
₹10.81
+0.75% · as of 12-10-2026
Since inception
6.86%
CAGR
Benchmark (inception)
21.33%
CAGR
Fund size
₹176 Cr
AUM
Expense ratio
1.53%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +6.86% CAGR vs benchmark +21.33%.

Portfolio

Where the money is invested

Top holdings

Shriram Finance Limited5.07%
CUMMINS INDIA LIMITED EQ FV RS.25.05%
Multi Commodity Exchange of India L4.95%
BSE LIMITED EQ NEW FV RS. 2/-4.93%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.85%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.85%
Adani Power Limited4.83%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.64%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.62%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.36%

Sector allocation

Capital Goods32.92%
Financial Services23.88%
Healthcare11.75%
Metals & Mining9.96%
Power8.34%
Automobile and Auto Components6.08%
Telecommunication4.24%
Chemicals1.44%
Services0.70%
Information Technology0.47%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 6.9% p.a.
₹10,000
10 years
Projected value
₹17,27,396
Invested: ₹12,00,000
Gained: ₹5,27,396
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
N
Nandik Malik, Rohit Gautam
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153245
ISIN (Growth)
INF846KA1036
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

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