Axis Nifty500 Momentum 50 Index Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.51%
Fund NAV

Fund Overview of Axis Nifty500 Momentum 50 Index Fund Regular-Growth

  • ₹175.4 Cr
    AUM
  • ₹10.82
    NAV
  • 1.40%
    Expense Ratio
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Axis Nifty500 Momentum 50 Index Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.51% NA NA
6 Months 1.25% NA NA
1 Year -1.87% -1.87% NA
As on Thu Nov 05, 2026

Asset Allocation of Axis Nifty500 Momentum 50 Index Fund Regular-Growth

equities

99.90%

debt instruments

0.26%
Large Cap: 42.92%
Mid Cap: 35.72%
Small Cap: 21.36%
Other: 0.00%
Top Holdings
Laurus Labs Ltd
6.18%
Laurus Labs Ltd
6.18%
Laurus Labs Ltd
6.18%
Multi Commodity Exchange Of India Ltd
5.87%
Multi Commodity Exchange Of India Ltd
5.87%
 
Top Sectors
Financial
61.21%
Healthcare
41.06%
Materials
9.91%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Axis Nifty500 Momentum 50 Index Fund Regular-Growth

Launched on 13 Feb 2025, the fund aims Long term wealth creation solution. n Index fund that seeks to track returns by investing in a basket of Nifty500 Momentum 50 stocks and aims to achieve returns of the stated total return index, subject to tracking error. It manages assets worth ₹175.4 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.4%.
The portfolio allocation consists of 99.90% in equities, 0.26% in debt instruments.Managed by Karthik Kumar, it has delivered a return of -1.87% in the last year, a total return since inception of 4.67%.
Selecting the right which sip is best has a key role in systematic investing.

Read more
  • Sachin Relekar

    Fund Manager

  • Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.

    Manager Education

  • Karthik Kumar

    Fund Manager

  • Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)

    Manager Education

Axis Nifty500 Momentum 50 Index Fund Regular-Growth Fund Details

Fund Names Axis Nifty500 Momentum 50 Index Fund Regular-Growth
Inception Date 13 Feb 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Axis Nifty500 Momentum 50 Index Fund Regular-Growth Fund Returns Comparison

Compare Axis Nifty500 Momentum 50 Index Fund Regular-Growth with other mutual funds in the same category

Axis Nifty500 Momentum 50 Index Fund Regular-Growth

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 6.78% -3.98% -2.54% 10.70% 9.31%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,470 4.53% -5.45% -2.30% 9.87% 9.07%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Axis Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Axis Momentum Fund Direct-Growth increase ₹841 3.07% -2.58% -0.22% -4.43% -
Axis Momentum Fund Regular-Growth increase ₹841 2.92% -2.87% -1.01% -5.78% -
Axis Momentum Fund Regular-IDCW increase ₹841 2.92% -2.87% -1.01% -5.78% -
Axis Momentum Fund Direct-IDCW increase ₹841 3.07% -2.58% -0.22% -4.43% -
Axis Nifty500 Momentum 50 Index Fund Direct-Growth increase ₹175 0.49% -2.30% 1.71% -1.00% -
Axis Nifty500 Quality 50 Index Fund Regular-Growth increase ₹76 4.19% -4.86% -2.78% -1.66% -
Axis Nifty500 Quality 50 Index Fund Direct-Growth increase ₹76 4.27% -4.65% -2.34% -0.83% -
Axis Multi Factor Passive FOF Regular-Growth increase ₹33 3.81% -3.70% -2.16% -2.49% 8.70%
Axis Multi Factor Passive FOF Direct-Growth increase ₹33 3.86% -3.56% -1.87% -1.98% 9.16%
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increase growth is based on 1-month returns of the funds

Axis Nifty500 Momentum 50 Index Fund Regular-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹7,962 ₹20.18 9.42% 7.57% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹7,962 ₹20.75 9.94% 8.09% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 ₹22.00 10.70% 9.31% -
Top funds are based on Fund AUM

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Axis Nifty500 Momentum 50 Index Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Laurus Labs LtdHealthcare6.18%₹10.83 Cr
Laurus Labs LtdHealthcare6.18%₹10.83 Cr
Laurus Labs LtdHealthcare6.18%₹10.83 Cr
Multi Commodity Exchange Of India LtdFinancial5.87%₹10.30 Cr
Multi Commodity Exchange Of India LtdFinancial5.87%₹10.30 Cr
Multi Commodity Exchange Of India LtdFinancial5.87%₹10.30 Cr
Multi Commodity Exchange Of India LtdFinancial5.70%₹10.24 Cr
Multi Commodity Exchange Of India LtdFinancial5.70%₹10.24 Cr
Multi Commodity Exchange Of India LtdFinancial5.70%₹10.24 Cr
Multi Commodity Exchange Of India LtdFinancial5.70%₹10.24 Cr
Laurus Labs LtdHealthcare5.63%₹10.11 Cr
Laurus Labs LtdHealthcare5.63%₹10.11 Cr
Laurus Labs LtdHealthcare5.63%₹10.11 Cr
Laurus Labs LtdHealthcare5.63%₹10.11 Cr
Shriram Transport Finance Company LtdFinancial5.19%₹9.31 Cr
Shriram Transport Finance Company LtdFinancial5.19%₹9.31 Cr
Shriram Transport Finance Company LtdFinancial5.19%₹9.31 Cr
Shriram Transport Finance Company LtdFinancial5.19%₹9.31 Cr
Hindalco Industries LtdMaterials4.96%₹8.89 Cr
Hindalco Industries LtdMaterials4.96%₹8.89 Cr
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Frequently Asked Questions

Axis Nifty500 Momentum 50 Index Fund Regular-Growth

What is the current AUM of Axis Nifty500 Momentum 50 Index Fund Regular-Growth?

As of Wed Sep 30, 2026, Axis Nifty500 Momentum 50 Index Fund Regular-Growth manages assets worth ₹175.4 crore

How has Axis Nifty500 Momentum 50 Index Fund Regular-Growth performed recently?

  • 3 Months: -2.51%
  • 6 Months: 1.25%

What is the long-term performance of Axis Nifty500 Momentum 50 Index Fund Regular-Growth?

  • Since Inception: 4.67%

What is the portfolio composition of Axis Nifty500 Momentum 50 Index Fund Regular-Growth?

Equity: 99.90%, Debt: 0.26%, Others: -0.17%.

Who manages Axis Nifty500 Momentum 50 Index Fund Regular-Growth?

Axis Nifty500 Momentum 50 Index Fund Regular-Growth is managed by Karthik Kumar from Axis Mutual Fund.

What is the market-cap allocation of Axis Nifty500 Momentum 50 Index Fund Regular-Growth?

Large Cap: 42.92%, Mid Cap: 35.72%, Small Cap: 21.36%.

Which are the top companies Axis Nifty500 Momentum 50 Index Fund Regular-Growth has invested in?

  • Laurus Labs Ltd – 6.18% of the fund's portfolio
  • Laurus Labs Ltd – 6.18% of the fund's portfolio
  • Laurus Labs Ltd – 6.18% of the fund's portfolio
  • Multi Commodity Exchange Of India Ltd – 5.87% of the fund's portfolio
  • Multi Commodity Exchange Of India Ltd – 5.87% of the fund's portfolio

Which are the major sectors Axis Nifty500 Momentum 50 Index Fund Regular-Growth focuses on?

  • Financial – 61.21% of the fund's portfolio
  • Healthcare – 41.06% of the fund's portfolio
  • Materials – 9.91% of the fund's portfolio
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