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Fund Overview of Axis Nifty500 Momentum 50 Index Fund Regular-growth
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₹162.6 CrAUM
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₹10.91NAV
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1.86%Expense Ratio
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.
Returns of Axis Nifty500 Momentum 50 Index Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.56% | NA | NA |
| 6 Months | 2.94% | NA | NA |
| 1 Year | -1.44% | -1.44% | NA |
Asset Allocation
equities
100.06%debt instruments
4.75%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 ₹162.6 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.86%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Nifty500 Momentum 50 Index Fund Regular-growth
The portfolio allocation consists of 100.06% in equities, 4.75% in debt instruments.Managed by Karthik Kumar, it has delivered a return of -1.44% in the last year, a total return since inception of 6.41%.
Selecting the right which sip is best has a key role in systematic investing.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | 2.98% | 0.46% | -1.96% | 13.41% | 11.91% |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹1,527 | 5.77% | 4.97% | -0.04% | 12.38% | 11.73% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | 2.94% | 0.35% | -2.41% | 12.87% | 11.36% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 4.34% | 2.94% | -0.10% | 11.89% | 11.32% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 4.63% | 2.87% | -0.04% | 11.82% | 11.12% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 4.63% | 2.87% | -0.04% | 11.82% | 11.12% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 4.59% | 2.75% | -0.47% | 11.42% | 10.63% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 4.59% | 2.75% | -0.47% | 11.42% | 10.63% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | 1.57% | 1.78% | -3.37% | 9.64% | 9.42% |
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
|
₹958 | 4.27% | -0.33% | -2.90% | -3.83% | - |
|
Axis Momentum Fund Regular-growth
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₹958 | 4.13% | -0.68% | -3.61% | -5.26% | - |
|
Axis Momentum Fund Regular-idcw
|
₹958 | 4.13% | -0.68% | -3.61% | -5.26% | - |
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Axis Momentum Fund Direct-idcw
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₹958 | 4.27% | -0.33% | -2.90% | -3.83% | - |
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Axis Nifty500 Momentum 50 Index Fund Direct-growth
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₹163 | 3.59% | 3.79% | 3.39% | -0.57% | - |
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Axis Nifty500 Quality 50 Index Fund Regular-growth
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₹77 | 2.94% | 5.80% | 5.55% | - | - |
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Axis Nifty500 Quality 50 Index Fund Direct-growth
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₹77 | 3.02% | 5.98% | 5.97% | - | - |
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Axis Multi Factor Passive Fof Regular-growth
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₹36 | 1.81% | 0.92% | -1.67% | 1.36% | 10.11% |
|
Axis Multi Factor Passive Fof Direct-growth
|
₹36 | 1.86% | 1.02% | -1.44% | 1.87% | 10.53% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.67 | 12.87% | 11.36% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹21.21 | 13.41% | 11.91% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.10 | 11.89% | 11.32% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hindalco Industries Ltd | Materials | 5.51% | ₹8.24 Cr |
| Shriram Transport Finance Company Ltd | Financial | 5.07% | ₹8.24 Cr |
| Shriram Transport Finance Company Ltd | Financial | 5.07% | ₹8.24 Cr |
| Shriram Transport Finance Company Ltd | Financial | 5.07% | ₹8.24 Cr |
| Shriram Transport Finance Company Ltd | Financial | 5.07% | ₹8.24 Cr |
| Cummins India Ltd | Industrials | 5.05% | ₹8.21 Cr |
| Cummins India Ltd | Industrials | 5.05% | ₹8.21 Cr |
| Cummins India Ltd | Industrials | 5.05% | ₹8.21 Cr |
| Cummins India Ltd | Industrials | 5.05% | ₹8.21 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.95% | ₹8.05 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.95% | ₹8.05 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.95% | ₹8.05 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 4.95% | ₹8.05 Cr |
| Bse Ltd | Financial | 4.93% | ₹8.01 Cr |
| Bse Ltd | Financial | 4.93% | ₹8.01 Cr |
| Bse Ltd | Financial | 4.93% | ₹8.01 Cr |
| Bse Ltd | Financial | 4.93% | ₹8.01 Cr |
| Hindalco Industries Ltd | Materials | 4.85% | ₹7.89 Cr |
| Hindalco Industries Ltd | Materials | 4.85% | ₹7.89 Cr |
| Hindalco Industries Ltd | Materials | 4.85% | ₹7.89 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹21.21 | 13.41% | 11.91% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.75 | 12.38% | 11.73% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.67 | 12.87% | 11.36% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.10 | 11.89% | 11.32% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.48 | 11.82% | 11.12% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.48 | 11.82% | 11.12% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.05 | 11.42% | 10.63% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.05 | 11.42% | 10.63% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹218.19 | 9.64% | 9.42% | - |
growth is based on 5Y returns of the funds
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 Tue Jun 30, 2026, Axis Nifty500 Momentum 50 Index Fund Regular-growth manages assets worth ₹162.6 crore
How has Axis Nifty500 Momentum 50 Index Fund Regular-growth performed recently?
- 3 Months: 3.56%
- 6 Months: 2.94%
What is the long-term performance of Axis Nifty500 Momentum 50 Index Fund Regular-growth?
- Since Inception: 6.41%
What is the portfolio composition of Axis Nifty500 Momentum 50 Index Fund Regular-growth?
Equity: 100.06%, Debt: 4.75%, Others: -4.81%.
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: 46.43%, Mid Cap: 34.75%, Small Cap: 18.81%.
Which are the top companies Axis Nifty500 Momentum 50 Index Fund Regular-growth has invested in?
- Hindalco Industries Ltd – 5.51% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 5.07% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 5.07% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 5.07% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 5.07% of the fund's portfolio
Which are the major sectors Axis Nifty500 Momentum 50 Index Fund Regular-growth focuses on?
- Financial – 59.77% of the fund's portfolio
- Industrials – 20.19% of the fund's portfolio
- Materials – 20.06% of the fund's portfolio
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