Axis Nifty500 Momentum 50 Index Fund Growth

Axis Nifty500 Momentum 50 Index Fund Growth

1M
6M
1Y
All
NAV: 27 Oct '26
₹10.45
Min. for SIP
₹100
Fund size (AUM)
₹175.36 Cr
Expense ratio
1.45%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,626
-2.49%
6 months₹30,000₹29,172
-2.76%
1 year₹60,000₹58,819
-1.97%

Holdings (52)

NameSectorInstrumentsAssets
Laurus Labs LtdHealthcareEquity6.18%
Multi Commodity Exchange Of India LtdFinancialEquity5.87%
Shriram Transport Finance Company LtdFinancialEquity4.88%
Hindalco Industries LtdMaterialsEquity4.88%
Adani Power LtdEnergy & UtilitiesEquity4.49%
Cummins India LtdIndustrialsEquity4.33%
GE T&D India LtdIndustrialsEquity4.20%
BSE LtdFinancialEquity4.02%
The Federal Bank LtdFinancialEquity3.55%
Bharat Heavy Electricals LtdIndustrialsEquity3.44%
Bharat Forge LtdConsumer DiscretionaryEquity3.02%
CG Power & Industrial Solutions LtdIndustrialsEquity2.87%
Hitachi Energy India LtdIndustrialsEquity2.74%
Torrent Pharmaceuticals LtdHealthcareEquity2.69%
Adani Transmission LtdEnergy & UtilitiesEquity2.64%
National Aluminium Company LtdMaterialsEquity2.50%
Polycab India LtdIndustrialsEquity2.34%
HFCL LtdTechnologyEquity2.33%
Welspun Corp LtdMaterialsEquity2.17%
Ather Energy Ltd.Consumer DiscretionaryEquity2.10%
Vodafone Idea LtdTechnologyEquity1.91%
ABB India LtdIndustrialsEquity1.75%
Glenmark Pharmaceuticals LtdHealthcareEquity1.66%
Steel Authority Of India LtdMaterialsEquity1.59%
Navin Fluorine International LtdMaterialsEquity1.58%
Ami Organics LtdHealthcareEquity1.48%
Apar Industries LtdDiversifiedEquity1.46%
Kirloskar Oil Engines LtdIndustrialsEquity1.46%
Karur Vysya Bank LtdFinancialEquity1.35%
Kei Industries LtdIndustrialsEquity1.34%
Aditya Birla Capital LtdFinancialEquity1.28%
Anand Rathi Wealth LtdFinancialEquity1.18%
Sai Life Sciences Ltd.HealthcareEquity1.03%
Hindustan Copper LtdMaterialsEquity0.93%
Thermax LtdIndustrialsEquity0.88%
Bank of MaharashtraFinancialEquity0.81%
Syrma SGS Technology LtdTechnologyEquity0.80%
Craftsman Automation LtdConsumer DiscretionaryEquity0.76%
The Great Eastern Shipping Company LtdEnergy & UtilitiesEquity0.75%
Granules India LtdHealthcareEquity0.69%
Finolex Cables LtdIndustrialsEquity0.55%
NLC India LtdEnergy & UtilitiesEquity0.48%
Netweb Technologies India Ltd.TechnologyEquity0.48%
Schneider Electric Infrastructure LtdEnergy & UtilitiesEquity0.48%
Belrise Industries Ltd.Consumer DiscretionaryEquity0.47%
RBL Bank LtdFinancialEquity0.44%
R R Kabel Ltd.IndustrialsEquity0.44%
Aditya Birla Sun Life AMC LtdFinancialEquity0.38%
Others CBLOUnspecifiedCBLO0.38%
Honasa Consumer Ltd.Consumer StaplesEquity0.29%
Gujarat Mineral Development Corporation LtdMaterialsEquity0.18%
Net PayablesUnspecifiedNet 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
Name3M6M1YAll
Fund returns-3.1%-1.6%-5.7%+4.5%
Category average (Equity Thematic)-6.0%-4.1%-7.2%+7.6%
Rank (Equity Thematic)152227--

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

Fund management

About Axis Nifty500 Momentum 50 Index Fund Growth

Axis Nifty500 Momentum 50 Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,65,899 Cr and the Latest NAV as of 27 Oct 2026 is ₹10.45. The Axis Nifty500 Momentum 50 Index Fund 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₹3,65,899.22 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,