Axis Nifty500 Momentum 50 Index Fund Direct Growth

Axis Nifty500 Momentum 50 Index Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 28 Feb '26
₹10.79
Min. for SIP
₹100
Fund size
₹119.73 Cr
Expense ratio
0.15%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,995
-0.03%
6 months₹30,000₹30,056
+0.19%
1 year₹60,000₹61,280
+2.13%

Holdings (50)

NameSectorInstrumentsAssets
Shriram Finance LtdFinancialEquity5.30%
Hindalco Industries Ltd.Metals & MiningEquity4.92%
Eicher Motors Ltd.AutomobileEquity4.92%
Mahindra & Mahindra Ltd.AutomobileEquity4.86%
Bharti Airtel Ltd.CommunicationEquity4.80%
Bajaj Finance Ltd.FinancialEquity4.77%
Maruti Suzuki India Ltd.AutomobileEquity4.51%
Asian Paints Ltd.ChemicalsEquity4.27%
TVS Motor Company Ltd.AutomobileEquity3.67%
BSE Ltd.ServicesEquity3.42%
Hero Motocorp Ltd.AutomobileEquity3.36%
Interglobe Aviation Ltd.ServicesEquity3.19%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.94%
Muthoot Finance Ltd.FinancialEquity2.86%
The Federal Bank Ltd.FinancialEquity2.67%
AU Small Finance Bank Ltd.FinancialEquity2.66%
Laurus Labs Ltd.HealthcareEquity2.26%
Cummins India Ltd.Capital GoodsEquity2.21%
Canara BankFinancialEquity2.14%
L&T Finance Ltd.FinancialEquity1.96%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.90%
One97 Communications Ltd.ServicesEquity1.86%
Max Financial Services Ltd.FinancialEquity1.69%
Fortis Healthcare Ltd.HealthcareEquity1.66%
Aditya Birla Capital Ltd.FinancialEquity1.63%
Indian BankFinancialEquity1.57%
FSN E-Commerce Ventures Ltd.ServicesEquity1.48%
GE Vernova T&D India LtdCapital GoodsEquity1.46%
UPL Ltd.ChemicalsEquity1.45%
GMR Airports Ltd.ConstructionEquity1.31%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.12%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.08%
Karur Vysya Bank Ltd.FinancialEquity1.05%
Navin Fluorine International Ltd.ChemicalsEquity1.03%
RBL Bank Ltd.FinancialEquity0.99%
City Union Bank Ltd.FinancialEquity0.96%
Hitachi Energy India Ltd.Capital GoodsEquity0.76%
Radico Khaitan Ltd.Consumer StaplesEquity0.72%
Manappuram Finance Ltd.FinancialEquity0.68%
Anand Rathi Wealth Ltd.FinancialEquity0.56%
Asahi India Glass Ltd.ConstructionEquity0.48%
Force Motors Ltd.AutomobileEquity0.48%
Aster DM Healthcare Ltd.HealthcareEquity0.40%
IIFL Finance Ltd.FinancialEquity0.40%
Narayana Hrudayalaya Ltd.HealthcareEquity0.38%
PTC Industries Ltd.Metals & MiningEquity0.32%
HBL Engineering Ltd.Capital GoodsEquity0.29%
Choice International Ltd.FinancialEquity0.21%
Syrma SGS Technology Ltd.Capital GoodsEquity0.21%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.17%
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-4.6%+4.0%+16.1%+7.9%
Category average (Equity Flexi Cap)----+2.2%--
Rank (Equity Flexi Cap)911958--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth
+19.55%+23.53%97,451.56
Invesco India Flexi Cap Fund Direct Growth
Invesco India Flexi Cap Fund Direct Growth
+15.32%+22.22%4,584.14
Parag Parikh Flexi Cap Fund Direct Growth
Parag Parikh Flexi Cap Fund Direct Growth
+10.14%+20.94%1,33,969.81
HSBC Flexi Cap Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
+19.40%+20.16%5,317.76
Franklin India Flexi Cap Fund Direct Growth
Franklin India Flexi Cap Fund Direct Growth
+14.88%+20.11%19,528.04
Compare

Fund management

SR
Sachin Relekar
Jan 2025 - Present
View details

Education
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience
Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

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. Sachin Relekar 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 ₹3,58,698 Cr and the Latest NAV as of 28 Feb 2026 is ₹10.79. 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₹3,58,698.01 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mailNA
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,