Axis Nifty500 Momentum 50 Index Fund Growth

Axis Nifty500 Momentum 50 Index Fund Growth

1M
6M
1Y
All
NAV: 16 Sep '26
₹10.80
Min. for SIP
₹100
Fund size (AUM)
₹179.41 Cr
Expense ratio
1.53%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,303
+2.02%
6 months₹30,000₹31,686
+5.62%
1 year₹60,000₹63,438
+5.73%

Holdings (52)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India LtdFinancialEquity5.70%
Laurus Labs LtdHealthcareEquity5.63%
Shriram Transport Finance Company LtdFinancialEquity5.19%
Hindalco Industries LtdMaterialsEquity4.96%
Cummins India LtdIndustrialsEquity4.38%
GE T&D India LtdIndustrialsEquity4.19%
Adani Power LtdEnergy & UtilitiesEquity4.11%
BSE LtdFinancialEquity4.02%
The Federal Bank LtdFinancialEquity3.76%
Bharat Heavy Electricals LtdIndustrialsEquity3.46%
Bharat Forge LtdConsumer DiscretionaryEquity3.11%
CG Power & Industrial Solutions LtdIndustrialsEquity2.90%
Hitachi Energy India LtdIndustrialsEquity2.84%
Torrent Pharmaceuticals LtdHealthcareEquity2.68%
Adani Transmission LtdEnergy & UtilitiesEquity2.68%
National Aluminium Company LtdMaterialsEquity2.64%
Polycab India LtdIndustrialsEquity2.60%
HFCL LtdTechnologyEquity2.42%
Ather Energy Ltd.Consumer DiscretionaryEquity2.39%
Vodafone Idea LtdTechnologyEquity2.00%
ABB India LtdIndustrialsEquity1.86%
Welspun Corp LtdMaterialsEquity1.80%
Glenmark Pharmaceuticals LtdHealthcareEquity1.66%
Kei Industries LtdIndustrialsEquity1.63%
Steel Authority Of India LtdMaterialsEquity1.61%
Navin Fluorine International LtdMaterialsEquity1.57%
Apar Industries LtdDiversifiedEquity1.41%
Karur Vysya Bank LtdFinancialEquity1.36%
Ami Organics LtdHealthcareEquity1.34%
Aditya Birla Capital LtdFinancialEquity1.29%
Kirloskar Oil Engines LtdIndustrialsEquity1.25%
Anand Rathi Wealth LtdFinancialEquity1.16%
Hindustan Copper LtdMaterialsEquity0.97%
Thermax LtdIndustrialsEquity0.96%
Sai Life Sciences Ltd.HealthcareEquity0.93%
Bank of MaharashtraFinancialEquity0.79%
Craftsman Automation LtdConsumer DiscretionaryEquity0.77%
Granules India LtdHealthcareEquity0.63%
Syrma SGS Technology LtdTechnologyEquity0.61%
The Great Eastern Shipping Company LtdEnergy & UtilitiesEquity0.59%
Netweb Technologies India Ltd.TechnologyEquity0.51%
R R Kabel Ltd.IndustrialsEquity0.48%
NLC India LtdEnergy & UtilitiesEquity0.47%
Schneider Electric Infrastructure LtdEnergy & UtilitiesEquity0.46%
Finolex Cables LtdIndustrialsEquity0.44%
Belrise Industries Ltd.Consumer DiscretionaryEquity0.43%
RBL Bank LtdFinancialEquity0.39%
Aditya Birla Sun Life AMC LtdFinancialEquity0.38%
Honasa Consumer Ltd.Consumer StaplesEquity0.30%
Others CBLOUnspecifiedCBLO0.26%
Gujarat Mineral Development Corporation LtdMaterialsEquity0.19%
Net PayablesUnspecifiedNet Payables-0.17%
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+6.9%+10.3%+5.6%+12.0%
Category average (null null)----+2.2%--
Rank (null null)412624--

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 -- 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 ₹3,92,677 Cr and the Latest NAV as of 16 Sep 2026 is ₹10.80. 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₹3,92,677.12 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,