Axis Nifty500 Momentum 50 Index Fund Growth

Axis Nifty500 Momentum 50 Index Fund Growth

1M
6M
1Y
All
NAV: 10 Jun '26
₹10.54
Min. for SIP
₹100
Fund size (AUM)
₹146.60 Cr
Expense ratio
2.58%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,279
+1.86%
6 months₹30,000₹30,379
+1.26%
1 year₹60,000₹59,613
-0.65%

Holdings (52)

NameSectorInstrumentsAssets
Hindalco Industries LtdMaterialsEquity5.21%
Eicher Motors LtdConsumer DiscretionaryEquity4.82%
Shriram Transport Finance Company LtdFinancialEquity4.78%
Bajaj Finance LtdFinancialEquity4.71%
Bharti Airtel LtdTechnologyEquity4.51%
BSE LtdFinancialEquity4.37%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity4.30%
Asian Paints LtdMaterialsEquity4.22%
Maruti Suzuki India LtdConsumer DiscretionaryEquity4.04%
TVS Motor Company LtdConsumer DiscretionaryEquity3.42%
Multi Commodity Exchange Of India LtdFinancialEquity3.40%
Hero Motocorp LtdConsumer DiscretionaryEquity3.04%
Interglobe Aviation LtdIndustrialsEquity2.93%
Cummins India LtdIndustrialsEquity2.78%
AU Small Finance Bank LtdFinancialEquity2.70%
The Federal Bank LtdFinancialEquity2.62%
Laurus Labs LtdHealthcareEquity2.53%
Muthoot Finance LtdFinancialEquity2.52%
GE T&D India LtdIndustrialsEquity1.98%
Canara BankFinancialEquity1.92%
L&T Finance Holdings LtdFinancialEquity1.88%
Cholamandalam Investment & Finance Company LtdFinancialEquity1.79%
Fortis Healthcare LtdHealthcareEquity1.77%
One 97 Communications LtdIndustrialsEquity1.76%
Max Financial Services LtdFinancialEquity1.64%
Aditya Birla Capital LtdFinancialEquity1.63%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.63%
Indian BankFinancialEquity1.44%
Others CBLOUnspecifiedCBLO1.36%
Hitachi Energy India LtdIndustrialsEquity1.32%
GMR Airports Infrastructure LtdIndustrialsEquity1.32%
UPL LtdMaterialsEquity1.30%
Glenmark Pharmaceuticals LtdHealthcareEquity1.26%
Navin Fluorine International LtdMaterialsEquity1.13%
RBL Bank LtdFinancialEquity1.10%
Karur Vysya Bank LtdFinancialEquity1.00%
Mahindra & Mahindra Financial Services LtdFinancialEquity0.91%
Radico Khaitan LtdConsumer StaplesEquity0.85%
City Union Bank LtdFinancialEquity0.85%
Anand Rathi Wealth LtdFinancialEquity0.69%
Manappuram Finance LtdFinancialEquity0.69%
Aster DM Healthcare LtdHealthcareEquity0.50%
Force Motors LtdIndustrialsEquity0.49%
Asahi India Glass LtdConsumer DiscretionaryEquity0.39%
Narayana Hrudayalaya LtdHealthcareEquity0.37%
IIFL Finance LtdFinancialEquity0.34%
HBL Power Systems LtdIndustrialsEquity0.29%
PTC Industries LtdMaterialsEquity0.28%
Syrma SGS Technology LtdTechnologyEquity0.26%
Gujarat Mineral Development Corporation LtdMaterialsEquity0.22%
Choice International LtdFinancialEquity0.18%
Net PayablesUnspecifiedNet Payables-1.47%
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+2.0%-3.4%-3.7%+6.9%
Category average (null null)----+2.2%--
Rank (null null)433978--

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 ₹3,66,023 Cr and the Latest NAV as of 10 Jun 2026 is ₹10.54. 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₹3,66,022.79 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,