Axis Nifty500 Momentum 50 Index Fund Direct Growth

Axis Nifty500 Momentum 50 Index Fund Direct Growth

1M
6M
1Y
All
NAV: 10 Apr '26
₹10.64
Min. for SIP
₹100
Fund size (AUM)
₹122.72 Cr
Expense ratio
0.15%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,266
+1.77%
6 months₹30,000₹29,453
-1.82%
1 year₹60,000₹58,703
-2.16%

Holdings (50)

NameSectorInstrumentsAssets
Eicher Motors Ltd.AutomobileEquity5.00%
Shriram Finance LtdFinancialEquity4.98%
Hindalco Industries Ltd.Metals & MiningEquity4.98%
Bharti Airtel Ltd.CommunicationEquity4.78%
Mahindra & Mahindra Ltd.AutomobileEquity4.60%
Bajaj Finance Ltd.FinancialEquity4.52%
Asian Paints Ltd.ChemicalsEquity4.19%
Maruti Suzuki India Ltd.AutomobileEquity4.18%
TVS Motor Company Ltd.AutomobileEquity3.70%
BSE Ltd.ServicesEquity3.61%
Hero Motocorp Ltd.AutomobileEquity3.38%
Multi Commodity Exchange Of India Ltd.ServicesEquity3.07%
Interglobe Aviation Ltd.ServicesEquity3.00%
Cummins India Ltd.Capital GoodsEquity2.67%
The Federal Bank Ltd.FinancialEquity2.66%
Muthoot Finance Ltd.FinancialEquity2.60%
Laurus Labs Ltd.HealthcareEquity2.56%
AU Small Finance Bank Ltd.FinancialEquity2.51%
Canara BankFinancialEquity1.98%
L&T Finance Ltd.FinancialEquity1.81%
GE Vernova T&D India LtdCapital GoodsEquity1.81%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.74%
One97 Communications Ltd.ServicesEquity1.73%
Max Financial Services Ltd.FinancialEquity1.72%
Fortis Healthcare Ltd.HealthcareEquity1.71%
FSN E-Commerce Ventures Ltd.ServicesEquity1.62%
Indian BankFinancialEquity1.60%
Aditya Birla Capital Ltd.FinancialEquity1.55%
GMR Airports Ltd.ConstructionEquity1.30%
UPL Ltd.ChemicalsEquity1.29%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.26%
Navin Fluorine International Ltd.ChemicalsEquity1.15%
Karur Vysya Bank Ltd.FinancialEquity1.11%
Hitachi Energy India Ltd.Capital GoodsEquity1.07%
RBL Bank Ltd.FinancialEquity1.06%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.94%
City Union Bank Ltd.FinancialEquity0.84%
Radico Khaitan Ltd.Consumer StaplesEquity0.73%
Manappuram Finance Ltd.FinancialEquity0.66%
Anand Rathi Wealth Ltd.FinancialEquity0.64%
Aster DM Healthcare Ltd.HealthcareEquity0.54%
Force Motors Ltd.AutomobileEquity0.53%
Asahi India Glass Ltd.ConstructionEquity0.40%
Narayana Hrudayalaya Ltd.HealthcareEquity0.37%
IIFL Finance Ltd.FinancialEquity0.35%
PTC Industries Ltd.Metals & MiningEquity0.29%
HBL Engineering Ltd.Capital GoodsEquity0.24%
Syrma SGS Technology Ltd.Capital GoodsEquity0.23%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.18%
Choice International Ltd.FinancialEquity0.17%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-11.8%-8.2%-2.2%-3.1%
Category average (Equity Flexi Cap)----+2.2%--
Rank (Equity Flexi Cap)102818--

Exit load, stamp duty and tax

Exit load

Exit load of 0.25%, if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

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HDFC Flexi Cap Direct Plan Growth
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+11.27%+20.94%91,334.91
Invesco India Flexi Cap Fund Direct Growth
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Compare

Fund management

NM
Nandik Mallik
Mar 2026 - Present
View details

About Axis Nifty500 Momentum 50 Index Fund Direct Growth

Axis Nifty500 Momentum 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Nandik Mallik is the Current Fund Manager of Axis Nifty500 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,904 Cr and the Latest NAV as of 10 Apr 2026 is ₹10.64. The Axis Nifty500 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.25%, if redeemed within 15 days. ;

Investment Objective

The scheme seeks to provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors.
Fund benchmarkNifty 500 Momentum 50 Total Return Index

Fund house

Rank (total assets)#7 in India
Total AUM₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,