Axis Nifty500 Momentum 50 Index Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
All
NAV: 15 Jul 2025₹11.09
Min. SIP amount₹100
RatingNA
Fund size₹81.35Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.29%
InsuranceEquity5.06%
FinancialEquity4.98%
FinancialEquity4.91%
ServicesEquity4.89%
InsuranceEquity4.85%
FinancialEquity4.75%
HealthcareEquity4.67%
HealthcareEquity4.65%
FinancialEquity3.69%
FinancialEquity3.62%
ChemicalsEquity3.53%
TechnologyEquity3.00%
TechnologyEquity2.69%
DiversifiedEquity2.64%
ServicesEquity2.40%
ChemicalsEquity2.31%
FinancialEquity2.07%
HealthcareEquity1.92%
ServicesEquity1.86%
Capital GoodsEquity1.71%
Capital GoodsEquity1.65%
Metals & MiningEquity1.53%
EnergyEquity1.49%
FinancialEquity1.35%
Capital GoodsEquity1.22%
HealthcareEquity1.13%
CommunicationEquity1.00%
Consumer StaplesEquity0.97%
ServicesEquity0.93%
FinancialEquity0.93%
ChemicalsEquity0.88%
ChemicalsEquity0.84%
ChemicalsEquity0.77%
Capital GoodsEquity0.73%
HealthcareEquity0.72%
Consumer StaplesEquity0.70%
TechnologyEquity0.67%
Capital GoodsEquity0.65%
HealthcareEquity0.63%
Consumer DiscretionaryEquity0.62%
Metals & MiningEquity0.61%
ServicesEquity0.60%
FinancialEquity0.55%
Capital GoodsEquity0.54%
Metals & MiningEquity0.44%
HealthcareEquity0.43%
OthersEquity0.40%
AutomobileEquity0.38%
Consumer StaplesEquity0.35%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Flexi Cap
Absolute returns
3M3M6MAll
Fund returns15.9%15.9%NA10.0%
Category averageNANANANA
Rank with in category77NANA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
4
-6.0%28.3%6,143.77
5
8.5%27.5%79,584.54
4
3.4%24.9%5,169.21
5
9.7%24.6%1,10,392.32
4
4.0%23.9%19,364.97

Expense ratio, exit load and tax

Expense ratio: 0.16%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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