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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Nifty500 Momentum 50 Index Fund Direct Growth
NAV: 09 Oct '26
₹10.88
Min. for SIP
₹100
Fund size (AUM)
₹175.35 Cr
Expense ratio
0.58%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,764 | -1.57% | |
| 6 months | ₹30,000 | ₹29,741 | -0.86% | |
| 1 year | ₹60,000 | ₹60,411 | +0.69% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 6.18% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 5.87% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.88% |
| Hindalco Industries Ltd | Materials | Equity | 4.88% |
| Adani Power Ltd | Energy & Utilities | Equity | 4.49% |
| Cummins India Ltd | Industrials | Equity | 4.33% |
| GE T&D India Ltd | Industrials | Equity | 4.20% |
| BSE Ltd | Financial | Equity | 4.02% |
| The Federal Bank Ltd | Financial | Equity | 3.55% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.44% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.02% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.87% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.74% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.69% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.64% |
| National Aluminium Company Ltd | Materials | Equity | 2.50% |
| Polycab India Ltd | Industrials | Equity | 2.34% |
| HFCL Ltd | Technology | Equity | 2.33% |
| Welspun Corp Ltd | Materials | Equity | 2.17% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.10% |
| Vodafone Idea Ltd | Technology | Equity | 1.91% |
| ABB India Ltd | Industrials | Equity | 1.75% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.66% |
| Steel Authority Of India Ltd | Materials | Equity | 1.59% |
| Navin Fluorine International Ltd | Materials | Equity | 1.58% |
| Ami Organics Ltd | Healthcare | Equity | 1.48% |
| Apar Industries Ltd | Diversified | Equity | 1.46% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.46% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.35% |
| Kei Industries Ltd | Industrials | Equity | 1.34% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.28% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.18% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.03% |
| Hindustan Copper Ltd | Materials | Equity | 0.93% |
| Thermax Ltd | Industrials | Equity | 0.88% |
| Bank of Maharashtra | Financial | Equity | 0.81% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.80% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.76% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.75% |
| Granules India Ltd | Healthcare | Equity | 0.69% |
| Finolex Cables Ltd | Industrials | Equity | 0.55% |
| NLC India Ltd | Energy & Utilities | Equity | 0.48% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.48% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.48% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 0.47% |
| RBL Bank Ltd | Financial | Equity | 0.44% |
| R R Kabel Ltd. | Industrials | Equity | 0.44% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.38% |
| Others CBLO | Unspecified | CBLO | 0.38% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 0.29% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.18% |
| Net Payables | Unspecified | Net Payables | -0.49% |
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
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -0.5% | +4.5% | -0.0% | +8.8% |
| Category average (Equity Flexi Cap) | -3.4% | +1.4% | -2.9% | +12.3% |
| Rank (Equity Flexi Cap) | 13 | 17 | 17 | -- |
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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +8.24% | +18.64% | 2,952.99 | |
 | +9.81% | +18.47% | 1,588.27 | |
 | +3.07% | +15.20% | 5,748.73 | |
 | -3.52% | +14.68% | 1,08,546.97 | |
 | -7.29% | +9.63% | 18,188.24 | |
| Compare | ||||
Fund management
NMNandik MallikMar 2026 - PresentView details
NM
Nandik Mallik
Mar 2026 - Present
View details
RGRohit GautamMar 2026 - PresentView details
RG
Rohit Gautam
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 ₹3,92,677 Cr and the Latest NAV as of 09 Oct 2026 is ₹10.88.
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.
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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₹3,92,677.12 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,