Axis Nifty500 Momentum 50 Index Fund Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

Axis Nifty500 Momentum 50 Index Fund Direct Growth

Very High Risk

Equity

NAV as of Aug 14, 2025

10.62

0.08%1D Change

Returns since inception

6.24%p.a.

Very High Risk

Equity

NAV as of Aug 14, 2025

10.62

0.08%1D Change

Returns since inception

6.24%p.a.

Axis Nifty500 Momentum 50 Index Fund Direct Growth

Very High Risk|Equity
NAV as of Aug 14, 2025

10.62

0.08%1D

Returns since inception

6.24%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • RatingNo Rating
  • Expense ratio0.16%
  • Exit Load0.25% within 15 days
  • AUM (Fund size)₹81.35 Crore
  • Lock-in periodNo Lock-in
  • Age0 yrs since Feb 13, 2025
  • Min. investmentSIP ₹100 & Lump. ₹100
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
InterGlobe Aviation Ltd5.46%
SBI Life Insurance Co Ltd5.21%
Bajaj Finserv Ltd5.05%
HDFC Life Insurance Co Ltd5.02%
Bajaj Finance Ltd4.95%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Motilal Oswal Nifty Bank ...₹ 653 Cr
20.52
| 0.29%
Very High
Nippon India Index Fund -...₹ 2,572 Cr
45.06
| 0.08%
Very High
Motilal Oswal Nifty 50 In...₹ 723 Cr
21.30
| 0.08%
Very High
UTI Nifty 50 Index Fund-G...₹ 23,731 Cr
171.88
| 0.08%
Very High

NAV History

FUND

Axis Nifty500 Momentum 50 Index Fund Direct Growth

NAV (Aug 14, 2025)₹10.62
ClassEquity | Other
Inception DateFeb 13, 2025
Fund ManagerSachin Relekar, Karthik Kumar

FUND

Axis Nifty500 Momentum 50 Index Fund Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹100
Exit Load0.25% within 15 days

Returns

1W

1M

3M

6M

1Y

3Y

Axis Nifty500 Moment...0.02%-3.75%-0.9%6.24%null%null%

About Axis Asset Management Company Limited

Axis Mutual Fund was established in October 2009 after registering with SEBI or the Securities and Exchange Board of India. Axis Bank holds 75% of the share in the asset management company while Schroder Singapore holds the remaining 25%. Axis Mutual Fund has Axis Bank Limited as the sponsor and Axis Mutual Fund Trustee Limited as the trustee.

Axis Asset Management Company Limited Details

  • No. of schemes157
  • Total AUM₹196,548.66 Crore
  • AddressAxis Asset Management Company Ltd., Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, Maharashtra, 400 025
  • Phone+91 22 43255161
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

--
Min investment of ₹100 required