Axis Nifty500 Momentum 50 Index Fund Direct Growth
Very High Risk
Equity
NAV as of Jan 12, 2026
₹10.69
0%1D Change
Returns since inception
6.85%p.a.
Very High Risk
Equity
NAV as of Jan 12, 2026
₹10.69
0%1D Change
Returns since inception
6.85%p.a.
Axis Nifty500 Momentum 50 Index Fund Direct Growth
Very High Risk|Equity
NAV as of Jan 12, 2026
₹10.69
0%1D
Returns since inception
6.85%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.15%
- Exit Load0.25% within 15 days
- AUM (Fund size)₹121.68 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 Name | Assets (%) |
|---|---|
| Mahindra & Mahindra Ltd | 5.05% |
| Shriram Finance Ltd | 4.98% |
| Maruti Suzuki India Ltd | 4.96% |
| Bharti Airtel Ltd | 4.93% |
| Bajaj Finance Ltd | 4.87% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Motilal Oswal Nifty Bank ... | ₹ 667 Cr | ₹22.03 | 0.33% | Very High |
| DSP Nifty 50 Equal Weight... | ₹ 2,390 Cr | ₹27.66 | 0.60% | Very High |
| Nippon India Index Fund -... | ₹ 3,061 Cr | ₹47.24 | 0.41% | Very High |
| Motilal Oswal Nifty 50 In... | ₹ 861 Cr | ₹22.33 | 0.42% | Very High |
NAV History - Axis Nifty500 Momentum 50 Index Fund - Direct Plan - Growth Option
FUND | Axis Nifty500 Momentum 50 Index Fund - Direct Plan - Growth Option |
|---|---|
| NAV (Jan 12, 2026) | ₹10.69 |
| Class | Equity | Other |
| Inception Date | Feb 13, 2025 |
| Fund Manager | Sachin Relekar, Karthik Kumar |
FUND | Axis Nifty500 Momentum 50 Index Fund - Direct Plan - Growth Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 0.25% within 15 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Axis Nifty500 Moment... | -2.9% | -2.96% | -2.16% | -2.83% | 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
