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Index Fund
Axis Mutual Fund
Axis Mutual Fund · Index Fund

Axis Nifty500 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 · 1.08%Inception · 13-02-2025
NAV
10.83
-0.01% · as of 31-05-2026
Since inception
9.09%
CAGR
Benchmark (inception)
18.05%
CAGR
Fund size
₹148 Cr
AUM
Expense ratio
1.08%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +9.09% CAGR vs benchmark +18.05%.

Portfolio

Where the money is invested

Top holdings

EICHER MOTORS LIMITED EQ NEW FV RE. 1/-5.00%
Shriram Finance Limited4.98%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.98%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.78%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.60%
Bajaj Finance Limited4.52%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-4.19%
MARUTI SUZUKI INDIA LIMITED EQ4.18%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.70%
BSE LIMITED EQ NEW FV RS. 2/-3.61%

Sector allocation

Financial Services41.85%
Automobile and Auto Components22.03%
Healthcare6.44%
Capital Goods6.07%
Metals & Mining5.16%
Telecommunication4.78%
Services4.30%
Consumer Durables4.19%
Chemicals2.44%
Consumer Services1.62%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 9.1% p.a.
₹10,000
10 years
Projected value
₹19,59,753
Invested: ₹12,00,000
Gained: ₹7,59,753
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
M
Mr. Nandik Malik, Mr. 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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