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Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

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NAV
₹ 10.7469 ₹ 0.08 (0.7 %)
as on 23-05-2025
Asset Size (AUM)
58.73 Cr
Launch Date
Feb 13, 2025
Investment Objective
The scheme seeks to provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Feb 13, 2025
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10.94

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
1.06%
Volatility
0.0 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Karthik Kumar and Mr. Sachin Relekar
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)

Entry Load
Not applicable
Exit Load
a) If redeemed/ switched out within 15 days from the date of allotment: 0.25% b) If redeemed/ switched out after 15 days from the date of allotment: Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10000
FD₹ 10600
Performance

Scheme Performance (%)

Data as on - 23-05-2025
Created with Highcharts 4.1.4ReturnsAxis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth OptionNIFTY 100 Equal Weight TRIIndex FundYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch0102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth OptionNIFTY 100 Equal Weight TRIIndex Fund2016201720182019202020212022202320242025-505101520253035
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund40,00042,8572,85765.81
Benchmark---
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option 13-02-2025 0.0 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 23.39 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 20.48 0.0 0.0 0.0 0.0
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth 26-04-2024 19.83 0.0 0.0 0.0 0.0
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 16.43 26.75 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Consumer Services17.89
Healthcare17.34
Information Technology15.34
Financial Services15.32
Consumer Durables9.61
Automobile and Auto Components5.59
Capital Goods5.48
Fast Moving Consumer Goods4.83
Chemicals3.47
Metals & Mining1.86
Oil, Gas & Consumable Fuels1.18
Services0.9
Construction0.53
Realty0.51
Construction Materials0.23
Portfolio Holdings
CompanyHoldings (%)
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-5.87
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.59
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-5.18
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-5.03
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-4.97
BSE LIMITED EQ NEW FV RS. 2/-4.87
ZOMATO LIMITED EQ4.83
Persistent Systems Ltd4.72
TRENT LIMITED EQ NEW FV Re. 1/-4.16
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-3.93
PB FINTECH LIMITED EQ NEW FV RS. 2/-3.74
COFORGE LIMITED EQ3.62
LUPIN LIMITED EQ NEW F.V. RS.2/-3.06
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-2.8
FORTIS HEALTHCARE LIMITED. EQ2.34
MCX INDIA LIMITED EQ NEW RS. 10/-2.28
KALYAN JEWELLERS INDIA LIMITED EQ1.91
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/-1.81
VOLTAS LIMITED EQ NEW FV RE.1/-1.77
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-1.56
SUVEN PHARMACEUTICALS LIMITED EQ1.53
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-1.47
SIEMENS LIMITED EQ NEW FV RS.2/-1.41
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-1.31
360 ONE WAM LIMITED EQ NEW FV RE. 1/-1.19
OIL INDIA LTD. EQ1.18
KAYNES TECHNOLOGY INDIA LIMITED EQ1.17
Siemens Energy India Limited1.14
CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/-1.13
PIRAMAL PHARMA LIMITED EQ1.08
Clearing Corporation of India Ltd1.08
LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/-1.01
Mazagon Dock Shipbuilders Limited0.95
KFIN TECHNOLOGIES LIMITED EQ0.94
FIRSTSOURCE SOLUTIONS LIMITED EQ0.9
DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ0.88
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-0.85
HITACHI ENERGY INDIA LIMITED EQ0.81
MOTILAL OSWAL FINANCIAL SERVICES LIMITED EQ NEW RS.1/-0.8
AMBER ENTERPRISES INDIA LIMITED EQ0.75
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/-0.72
JUBILANT PHARMOVA LIMITED EQ NEW FV RE.1/-0.68
HIMADRI SPECIALITY CHEMICAL LIMITED EQ NEW F.V. RE.1/-0.66
POLY MEDICURE LIMITED EQ NEW FV RS. 5/-0.6
KEC INTERNATIONAL LIMITED EQ NEW F.V. RS.2/-0.53
ANANT RAJ LIMITED NEW EQ RS. 2/-0.51
NATCO PHARMA LIMITED EQ NEW FV RS. 2/-0.46
PCBL LIMITED EQ NEW FV RE .1/-0.37
ADITYA BIRLA SUN LIFE AMC LIMITED EQ NEW FV Rs.5/-0.37
CAPLIN POINT LABORATORIES LIMITED EQ NEW FV RS. 2/-0.25
INDIA CEMENTS LIMITED EQ0.23
NETWEB TECHNOLOGIES INDIA LIMITED EQ NEW FV RS 2/-0.16
Net Receivables / (Payables)-1.15
Sector Allocation
Created with Highcharts 4.1.4Consumer ServicesHealthcareInformation TechnologyFinancial ServicesConsumer DurablesAutomobile and Auto ComponentsCapital GoodsFast Moving Consumer GoodsChemicalsOthers
Portfolio Holdings
Created with Highcharts 4.1.4DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-BSE LIMITED EQ NEW FV RS. 2/-ZOMATO LIMITED EQPersistent Systems LtdTRENT LIMITED EQ NEW FV Re. 1/-Others