Axis Nifty500 Momentum 50 Index Fund Direct Growth

Fund Overview

Fund Size

₹122 Cr

Expense Ratio

0.15%

ISIN

INF846KA1044

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

13 Feb 2025

About this fund

Axis Nifty500 Momentum 50 Index Fund Direct Growth is a Index Funds mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 11 months and 10 days, having been launched on 13-Feb-25.
As of 22-Jan-26, it has a Net Asset Value (NAV) of ₹10.53, Assets Under Management (AUM) of 121.68 Crores, and an expense ratio of 0.15%.

Axis Nifty500 Momentum 50 Index Fund Direct Growth has given a CAGR return of 5.32% since inception.
The fund's asset allocation comprises around 99.85% in equities, 0.00% in debts, and 0.15% in cash & cash equivalents.
You can start investing in Axis Nifty500 Momentum 50 Index Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+5.32%

— (Cat Avg.)

Portfolio Summaryas of 31st December 2025

Equity	₹121.5 Cr	99.85%
Others	₹0.18 Cr	0.15%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Mahindra & Mahindra Ltd	Equity	₹6.15 Cr	5.05%
Shriram Finance Ltd	Equity	₹6.06 Cr	4.98%
Maruti Suzuki India Ltd	Equity	₹6.04 Cr	4.96%
Bharti Airtel Ltd	Equity	₹6 Cr	4.93%
Bajaj Finance Ltd	Equity	₹5.93 Cr	4.87%
Eicher Motors Ltd	Equity	₹5.91 Cr	4.86%
Asian Paints Ltd	Equity	₹5.7 Cr	4.69%
Hindalco Industries Ltd	Equity	₹5.31 Cr	4.36%
TVS Motor Co Ltd	Equity	₹4.35 Cr	3.58%
InterGlobe Aviation Ltd	Equity	₹4.11 Cr	3.38%
Hero MotoCorp Ltd	Equity	₹4.1 Cr	3.37%
BSE Ltd	Equity	₹3.77 Cr	3.10%
Muthoot Finance Ltd	Equity	₹3.33 Cr	2.74%
AU Small Finance Bank Ltd	Equity	₹3.15 Cr	2.59%
Multi Commodity Exchange of India Ltd	Equity	₹3.04 Cr	2.50%
Laurus Labs Ltd	Equity	₹3.04 Cr	2.50%
The Federal Bank Ltd	Equity	₹2.91 Cr	2.39%
Cummins India Ltd	Equity	₹2.8 Cr	2.30%
Canara Bank	Equity	₹2.64 Cr	2.17%
L&T Finance Ltd	Equity	₹2.54 Cr	2.09%
One97 Communications Ltd	Equity	₹2.5 Cr	2.05%
Cholamandalam Investment and Finance Co Ltd	Equity	₹2.33 Cr	1.92%
Max Financial Services Ltd	Equity	₹2.06 Cr	1.69%
Fortis Healthcare Ltd	Equity	₹2.02 Cr	1.66%
Aditya Birla Capital Ltd	Equity	₹2.01 Cr	1.65%
FSN E-Commerce Ventures Ltd	Equity	₹1.94 Cr	1.60%
UPL Ltd	Equity	₹1.92 Cr	1.58%
GMR Airports Ltd	Equity	₹1.7 Cr	1.40%
Indian Bank	Equity	₹1.67 Cr	1.37%
GE Vernova T&D India Ltd	Equity	₹1.64 Cr	1.35%
Mahindra & Mahindra Financial Services Ltd	Equity	₹1.39 Cr	1.15%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹1.36 Cr	1.12%
Glenmark Pharmaceuticals Ltd	Equity	₹1.26 Cr	1.04%
RBL Bank Ltd	Equity	₹1.22 Cr	1.00%
Navin Fluorine International Ltd	Equity	₹1.18 Cr	0.97%
Net Receivables / (Payables)	Cash - Collateral	₹-1.17 Cr	0.96%
City Union Bank Ltd	Equity	₹1.08 Cr	0.89%
Karur Vysya Bank Ltd	Equity	₹1.06 Cr	0.87%
Radico Khaitan Ltd	Equity	₹0.98 Cr	0.81%
Manappuram Finance Ltd	Equity	₹0.86 Cr	0.71%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹0.86 Cr	0.71%
Anand Rathi Wealth Ltd	Equity	₹0.71 Cr	0.58%
Force Motors Ltd	Equity	₹0.6 Cr	0.49%
Asahi India Glass Ltd	Equity	₹0.56 Cr	0.46%
IIFL Finance Ltd	Equity	₹0.54 Cr	0.45%
Aster DM Healthcare Ltd Ordinary Shares	Equity	₹0.53 Cr	0.44%
Narayana Hrudayalaya Ltd	Equity	₹0.48 Cr	0.39%
HBL Engineering Ltd	Equity	₹0.4 Cr	0.33%
PTC Industries Ltd	Equity	₹0.39 Cr	0.32%
Choice International Ltd	Equity	₹0.26 Cr	0.22%
Syrma SGS Technology Ltd	Equity	₹0.23 Cr	0.19%
Gujarat Mineral Development Corp Ltd	Equity	₹0.21 Cr	0.17%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹48.58 Cr	39.93%
Consumer Cyclical	₹29.65 Cr	24.37%
Basic Materials	₹14.11 Cr	11.60%
Industrials	₹11.9 Cr	9.78%
Healthcare	₹7.33 Cr	6.02%
Communication Services	₹6 Cr	4.93%
Technology	₹2.73 Cr	2.24%
Consumer Defensive	₹0.98 Cr	0.81%
Energy	₹0.21 Cr	0.17%

Risk & Performance Ratios

Fund Managers

Sachin Relekar

Since February 2025

Karthik Kumar

Since February 2025

Additional Scheme Detailsas of 31st December 2025

ISIN

INF846KA1044

Expense Ratio

0.15%

Exit Load

No Charges

Fund Size

₹122 Cr

Age

11 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty 500 Momentum 50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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DSP Nifty 500 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
DSP Nifty 500 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Kotak Nifty Next 50 ETF Very High Risk	-	-	-	-
Motilal Oswal Nifty Services Sector ETF Very High Risk	0.5%	-	₹5.30 Cr	-
Mirae Asset Nifty Top 20 Equal Weight ETF Very High Risk	0.1%	-	-	-
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Groww Nifty Metal ETF Very High Risk	-	-	₹13.89 Cr	-
Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹56.75 Cr	-
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DSP Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹7.78 Cr	-
Navi Nifty MidSmallcap 400 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
DSP Nifty Smallcap 250 Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹7.78 Cr	-
Navi Nifty MidSmallcap 400 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
DSP Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹8.09 Cr	-
DSP Nifty Midcap 150 Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹8.09 Cr	-
DSP Nifty Midcap 150 ETF Very High Risk	0.2%	-	-	-
DSP Nifty Smallcap 250 ETF Very High Risk	0.2%	-	₹6.19 Cr	-
Kotak Nifty500 Momentum 50 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Kotak Nifty500 Momentum 50 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Groww Nifty Capital Markets ETF Very High Risk	-	-	₹18.70 Cr	-
HDFC BSE India Sector Leaders Index Fund Regular Growth Very High Risk	0.8%	0.0%	₹225.21 Cr	-
HDFC BSE India Sector Leaders Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹225.21 Cr	-
Edelweiss Nifty 50 ETF Very High Risk	0.1%	-	₹17.15 Cr	-
Edelweiss BSE Sensex ETF Very High Risk	0.1%	-	₹15.83 Cr	-
Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹31.92 Cr	-
Angel One Nifty Total Market Momentum Quality 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹31.92 Cr	-
Mirae Asset Nifty Energy ETF Very High Risk	0.1%	-	₹66.81 Cr	-
Groww Nifty Midcap 150 ETF Very High Risk	0.2%	-	₹5.34 Cr	-
Mirae Asset Nifty Smallcap 250 ETF Very High Risk	0.1%	-	₹13.91 Cr	-
Groww Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹11.15 Cr	-
Groww Nifty Midcap 150 Index Fund Regular Growth Very High Risk	0.3%	0.0%	₹11.15 Cr	-
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Zerodha Nifty 50 ETF Very High Risk	0.1%	-	₹10.59 Cr	-
Zerodha Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹19.95 Cr	-
DSP Nifty500 Flexicap Quality 30 ETF Very High Risk	0.3%	-	₹11.44 Cr	-
Kotak Nifty 200 Momentum 30 ETF Very High Risk	0.2%	-	₹5.17 Cr	-
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Tata Nifty Next 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹108.64 Cr	-
Tata Nifty Next 50 Index Fund Regular Growth Very High Risk	1.1%	0.0%	₹108.64 Cr	-
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Bandhan BSE India Sector Leaders Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹28.57 Cr	-
Edelweiss Nifty LargeMidcap 250 ETF Very High Risk	1.1%	-	₹95.16 Cr	-
Zerodha Nifty Smallcap 100 ETF Very High Risk	0.2%	-	₹20.81 Cr	-
Axis Nifty500 Quality 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹73.44 Cr	-
Axis Nifty500 Quality 50 Index Fund Regular Growth Very High Risk	1.1%	0.0%	₹73.44 Cr	-
DSP Nifty500 Flexicap Quality 30 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹108.61 Cr	-
DSP Nifty500 Flexicap Quality 30 Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹108.61 Cr	-

About the AMC

Axis Mutual Fund

+91 22 43255161

https://www.axismf.com/

Total AUM

₹3,67,109 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Axis Gold and Silver Passive FoF Direct Growth Very High Risk	0.2%	0.0%	₹197.30 Cr	-
Axis Multi-Asset Active FoF Direct Growth Very High Risk	0.1%	1.0%	₹1359.75 Cr	-
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth Low to Moderate Risk	0.0%	0.0%	₹137.34 Cr	-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹304.87 Cr	-
Axis Nifty500 Quality 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹73.44 Cr	-
Axis Services Opportunities Fund Direct Growth Very High Risk	0.7%	1.0%	₹1859.16 Cr	-
Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct Growth Moderate Risk	-	0.0%	-	-
Axis Nifty500 Momentum 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹121.68 Cr	-
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth Moderate Risk	0.1%	0.0%	₹54.80 Cr	8.0%
Axis Momentum Fund Direct Growth Very High Risk	0.6%	1.0%	₹1198.15 Cr	3.3%
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹22.52 Cr	8.0%
Axis Nifty500 Value 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹112.92 Cr	20.3%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1879.29 Cr	8.1%
Axis Consumption Fund Direct Growth Very High Risk	0.6%	1.0%	₹3497.59 Cr	5.1%
Axis Nifty 500 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹312.93 Cr	8.6%
Axis Nifty Bank Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹149.48 Cr	22.2%
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹8.30 Cr	5.4%
Axis S&P BSE Sensex Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹46.30 Cr	8.9%
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 119 71 Days Direct Growth Low to Moderate Risk	-	-	-	-
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹37.44 Cr	13.3%
Axis India Manufacturing Fund Direct Growth Very High Risk	0.5%	1.0%	₹5128.31 Cr	7.3%
Axis Fixed Term Plan Series 118 100 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 113 1228 Days Direct Growth Low to Moderate Risk	-	0.0%	₹92.41 Cr	7.5%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 105 1128 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 112 1143 Days Direct Growth Low Risk	-	0.0%	₹76.51 Cr	6.9%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹67.89 Cr	7.4%
Axis Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹13573.62 Cr	7.2%
Axis Global Equity Alpha Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹1440.53 Cr	23.0%
Axis Nifty Smallcap 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹549.76 Cr	-1.3%
Axis Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹13025.69 Cr	7.0%
Axis Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹20781.21 Cr	7.4%
Axis Equity Hybrid Fund Direct Growth High Risk	1.1%	1.0%	₹1549.57 Cr	7.4%
Axis Special Situations Fund Direct Growth Very High Risk	1.3%	1.0%	₹1196.33 Cr	4.5%
Axis Corporate Debt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹9435.82 Cr	7.9%
Axis ESG Equity Fund Direct Growth Very High Risk	1.3%	1.0%	₹1204.47 Cr	6.2%
Axis Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹8400.40 Cr	7.0%
Axis Greater China Equity Fund of Fund Direct Growth Very High Risk	0.5%	1.0%	₹1841.16 Cr	48.4%
Axis Value Fund Direct Growth Very High Risk	0.7%	1.0%	₹1372.33 Cr	8.4%
Axis All Seasons Debt Fund of Funds Direct Growth Moderate Risk	0.1%	0.0%	₹2268.28 Cr	7.9%
Axis Quant Fund Direct Growth Very High Risk	0.7%	1.0%	₹914.38 Cr	5.6%
Axis Gilt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹686.47 Cr	4.9%
Axis Bluechip Fund Direct Growth Very High Risk	0.7%	1.0%	₹33555.82 Cr	8.6%
Axis Dynamic Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹1174.68 Cr	6.7%
Axis Gold Fund Direct Growth High Risk	0.2%	1.0%	₹2166.98 Cr	102.2%
Axis Focused 25 Fund Direct Growth Very High Risk	0.8%	1.0%	₹11971.70 Cr	6.7%
Axis Regular Saver Fund Direct Growth Very High Risk	1.1%	1.0%	₹234.68 Cr	7.3%
Axis Strategic Bond Fund Direct Growth Moderately High risk	0.7%	1.0%	₹2058.74 Cr	8.4%
Axis Long Term Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹34262.95 Cr	7.3%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Axis Nifty500 Momentum 50 Index Fund Direct Growth?

The NAV of Axis Nifty500 Momentum 50 Index Fund Direct Growth, as of 22-Jan-2026, is ₹10.53.

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

The fund's allocation of assets is distributed as 99.85% in equities, 0.00% in bonds, and 0.15% in cash and cash equivalents.

Who manages the Axis Nifty500 Momentum 50 Index Fund Direct Growth?

The fund managers responsible for Axis Nifty500 Momentum 50 Index Fund Direct Growth are:-

Sachin Relekar
Karthik Kumar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Axis Nifty500 Momentum 50 Index Fund Direct Growth

Fund Overview