Axis Nifty500 Momentum 50 Index Fund Growth

Axis Nifty500 Momentum 50 Index Fund Growth

Very High Risk
1M
6M
All
NAV: 09 Jan '26
₹10.60
Min. SIP amount
Not Supported
Fund size
₹121.68 Cr
Expense ratio
1.05%

Holdings (50)

NameSectorInstrumentsAssets
Mahindra & Mahindra Ltd.AutomobileEquity5.05%
Shriram Finance LtdFinancialEquity4.98%
Maruti Suzuki India Ltd.AutomobileEquity4.96%
Bharti Airtel Ltd.CommunicationEquity4.93%
Bajaj Finance Ltd.FinancialEquity4.87%
Eicher Motors Ltd.AutomobileEquity4.86%
Asian Paints Ltd.ChemicalsEquity4.69%
Hindalco Industries Ltd.Metals & MiningEquity4.36%
TVS Motor Company Ltd.AutomobileEquity3.58%
Interglobe Aviation Ltd.ServicesEquity3.38%
Hero Motocorp Ltd.AutomobileEquity3.37%
BSE Ltd.ServicesEquity3.10%
Muthoot Finance Ltd.FinancialEquity2.74%
AU Small Finance Bank Ltd.FinancialEquity2.59%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.50%
Laurus Labs Ltd.HealthcareEquity2.50%
The Federal Bank Ltd.FinancialEquity2.39%
Cummins India Ltd.Capital GoodsEquity2.30%
Canara BankFinancialEquity2.17%
L&T Finance Ltd.FinancialEquity2.09%
One97 Communications Ltd.ServicesEquity2.05%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.92%
Max Financial Services Ltd.FinancialEquity1.69%
Fortis Healthcare Ltd.HealthcareEquity1.66%
Aditya Birla Capital Ltd.FinancialEquity1.65%
FSN E-Commerce Ventures Ltd.ServicesEquity1.60%
UPL Ltd.ChemicalsEquity1.58%
GMR Airports Ltd.ConstructionEquity1.40%
Indian BankFinancialEquity1.37%
GE Vernova T&D India LtdCapital GoodsEquity1.35%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.15%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.04%
RBL Bank Ltd.FinancialEquity1.00%
Navin Fluorine International Ltd.ChemicalsEquity0.97%
City Union Bank Ltd.FinancialEquity0.89%
Karur Vysya Bank Ltd.FinancialEquity0.87%
Radico Khaitan Ltd.Consumer StaplesEquity0.81%
Manappuram Finance Ltd.FinancialEquity0.71%
Hitachi Energy India Ltd.Capital GoodsEquity0.71%
Anand Rathi Wealth Ltd.FinancialEquity0.58%
Force Motors Ltd.AutomobileEquity0.49%
Asahi India Glass Ltd.ConstructionEquity0.46%
IIFL Finance Ltd.FinancialEquity0.45%
Aster DM Healthcare Ltd.HealthcareEquity0.44%
Narayana Hrudayalaya Ltd.HealthcareEquity0.39%
HBL Engineering Ltd.Capital GoodsEquity0.33%
PTC Industries Ltd.Metals & MiningEquity0.32%
Choice International Ltd.FinancialEquity0.22%
Syrma SGS Technology Ltd.Capital GoodsEquity0.19%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.17%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns-2.2%+3.8%-3.2%+9.0%
Category average (null null)--------
Rank (null null)--101104--

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

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 Growth

Axis Nifty500 Momentum 50 Index Fund Growth is a NA 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,62,655 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.60. The Axis Nifty500 Momentum 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹3,62,655.43 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,