Axis Nifty500 Momentum 50 Index Fund Direct Growth

Fund Overview

Fund Size

₹166 Cr

Expense Ratio

0.98%

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 1 years, 6 months and 15 days, having been launched on 13-Feb-25.
As of 27-Aug-26, it has a Net Asset Value (NAV) of ₹11.56, Assets Under Management (AUM) of 165.69 Crores, and an expense ratio of 0.98%.

Axis Nifty500 Momentum 50 Index Fund Direct Growth has given a CAGR return of 9.90% since inception.
The fund's asset allocation comprises around 100.07% in equities, 0.00% in debts, and -0.07% 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.

1 Year

+9.27%

— (Cat Avg.)

Since Inception

+9.90%

— (Cat Avg.)

Portfolio Summaryas of 31st July 2026

Equity	₹165.8 Cr	100.07%
Others	₹-0.12 Cr	-0.07%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Laurus Labs Ltd	Equity	₹9.31 Cr	5.62%
Shriram Finance Ltd	Equity	₹8.53 Cr	5.15%
Hindalco Industries Ltd	Equity	₹8.29 Cr	5.00%
Cummins India Ltd	Equity	₹8.25 Cr	4.98%
Multi Commodity Exchange of India Ltd	Equity	₹7.87 Cr	4.75%
BSE Ltd	Equity	₹7.79 Cr	4.70%
Adani Power Ltd	Equity	₹7.64 Cr	4.61%
GE Vernova T&D India Ltd	Equity	₹7.11 Cr	4.29%
The Federal Bank Ltd	Equity	₹6.6 Cr	3.98%
Bharat Forge Ltd	Equity	₹5.66 Cr	3.42%
Bharat Heavy Electricals Ltd	Equity	₹5.54 Cr	3.34%
Adani Energy Solutions Ltd	Equity	₹5.42 Cr	3.27%
CG Power & Industrial Solutions Ltd	Equity	₹4.76 Cr	2.87%
Torrent Pharmaceuticals Ltd	Equity	₹4.72 Cr	2.85%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹4.72 Cr	2.85%
Polycab India Ltd	Equity	₹4.37 Cr	2.64%
National Aluminium Co Ltd	Equity	₹4.22 Cr	2.55%
HFCL Ltd	Equity	₹3.28 Cr	1.98%
Vodafone Idea Ltd	Equity	₹3.16 Cr	1.90%
ABB India Ltd	Equity	₹3.08 Cr	1.86%
Ather Energy Ltd	Equity	₹3.05 Cr	1.84%
Glenmark Pharmaceuticals Ltd	Equity	₹2.61 Cr	1.57%
KEI Industries Ltd	Equity	₹2.47 Cr	1.49%
Steel Authority Of India Ltd	Equity	₹2.43 Cr	1.47%
Navin Fluorine International Ltd	Equity	₹2.38 Cr	1.44%
Karur Vysya Bank Ltd	Equity	₹2.33 Cr	1.41%
Acutaas Chemicals Ltd	Equity	₹2.3 Cr	1.39%
Kirloskar Oil Engines Ltd	Equity	₹2.27 Cr	1.37%
Aditya Birla Capital Ltd	Equity	₹2.23 Cr	1.34%
Welspun Corp Ltd	Equity	₹2.16 Cr	1.30%
Apar Industries Ltd	Equity	₹1.98 Cr	1.20%
Anand Rathi Wealth Ltd	Equity	₹1.9 Cr	1.14%
Thermax Ltd	Equity	₹1.84 Cr	1.11%
Hindustan Copper Ltd	Equity	₹1.59 Cr	0.96%
Sai Life Sciences Ltd	Equity	₹1.46 Cr	0.88%
Bank of Maharashtra	Equity	₹1.32 Cr	0.80%
Craftsman Automation Ltd	Equity	₹1.18 Cr	0.71%
Granules India Ltd	Equity	₹1.1 Cr	0.66%
Great Eastern Shipping Co Ltd	Equity	₹1.07 Cr	0.65%
Syrma SGS Technology Ltd	Equity	₹1.01 Cr	0.61%
NLC India Ltd	Equity	₹0.91 Cr	0.55%
Schneider Electric Infrastructure Ltd	Equity	₹0.89 Cr	0.53%
Netweb Technologies India Ltd	Equity	₹0.78 Cr	0.47%
Belrise Industries Ltd	Equity	₹0.76 Cr	0.46%
R R Kabel Ltd	Equity	₹0.75 Cr	0.45%
Net Receivables / (Payables)	Cash	₹-0.71 Cr	0.43%
RBL Bank Ltd	Equity	₹0.68 Cr	0.41%
Aditya Birla Sun Life AMC Ltd	Equity	₹0.64 Cr	0.38%
Finolex Cables Ltd	Equity	₹0.61 Cr	0.37%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹0.59 Cr	0.36%
Honasa Consumer Ltd	Equity	₹0.5 Cr	0.30%
Gujarat Mineral Development Corp Ltd	Equity	₹0.33 Cr	0.20%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Industrials	₹49.7 Cr	30.00%
Financial Services	₹39.87 Cr	24.07%
Basic Materials	₹23.36 Cr	14.10%
Healthcare	₹19.19 Cr	11.58%
Utilities	₹13.96 Cr	8.43%
Consumer Cyclical	₹10.66 Cr	6.43%
Technology	₹5.07 Cr	3.06%
Communication Services	₹3.16 Cr	1.91%
Consumer Defensive	₹0.5 Cr	0.30%
Energy	₹0.33 Cr	0.20%

Risk & Performance Ratios

Fund Managers

Nandik Malik

Since March 2026

Rohit Gautam

Since March 2026

Additional Scheme Detailsas of 31st July 2026

ISIN

INF846KA1044

Expense Ratio

0.98%

Exit Load

No Charges

Fund Size

₹166 Cr

Age

1 year 6 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.

Similar Index Funds Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
JioBlackRock Nifty Midcap 150 Index Fund Regular Growth Very High Risk	-	0.0%	₹285.04 Cr	-
JioBlackRock Nifty Smallcap 250 Index Fund Regular Growth Very High Risk	-	0.0%	₹391.35 Cr	-
Mirae Asset BSE LargeMid (60 40) Stable Dividend 50 ETF Very High Risk	-	-	-	-
UTI Nifty 500 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
UTI Nifty 500 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Axis Nifty Energy Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Axis Nifty Energy Index Fund Direct Growth Very High Risk	-	0.0%	-	-
JioBlackRock Nifty 50 ETF Very High Risk	-	-	-	-
Kotak Nifty Bank Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Kotak Nifty Bank Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Edelweiss Nifty REITs & Realty Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Edelweiss Nifty REITs & Realty Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Direct Growth High Risk	0.1%	0.0%	-	-
Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Regular Growth High Risk	0.7%	0.0%	-	-
Mirae Asset BSE Midcap 150 Momentum 30 ETF Very High Risk	0.3%	-	-	-
Edelweiss Nifty Metal ETF Very High Risk	0.3%	-	-	-
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Regular Growth Very High Risk	1.1%	1.0%	-	-
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund Direct Growth Very High Risk	0.5%	1.0%	-	-
Axis Nifty50 Equal Weight Index Fund Direct Growth Very High Risk	0.2%	0.0%	-	-
Axis Nifty50 Equal Weight Index Fund Regular Growth Very High Risk	1.1%	0.0%	-	-
HDFC Nifty Auto Index Fund Regular Growth Very High Risk	0.9%	0.0%	-	-
HDFC Nifty Auto Index Fund Direct Growth Very High Risk	0.3%	0.0%	-	-
Motilal Oswal BSE Clean Environment Index Fund Regular Growth Very High Risk	25.2%	1.0%	₹42.20 Cr	-
Motilal Oswal BSE Clean Environment Index Fund Direct Growth Very High Risk	24.5%	1.0%	₹42.20 Cr	-
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹7.34 Cr	-
Kotak Nifty Alpha Low-Volatility 30 Index Fund Regular Growth Very High Risk	0.8%	0.0%	₹7.02 Cr	-
Kotak Nifty Alpha Low-Volatility 30 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹7.02 Cr	-
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹7.34 Cr	-
SBI Nifty G-sec Jul 2031 Index Fund Regular Growth Moderate Risk	0.4%	0.0%	₹14.70 Cr	-
SBI Nifty G-sec Jul 2031 Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹14.70 Cr	-
Groww Nifty Private Bank Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹5.52 Cr	-
Groww Nifty Private Bank Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹5.52 Cr	-
Axis Nifty Capital Markets Index Fund Regular Growth Very High Risk	2.6%	0.0%	₹105.22 Cr	-
Axis Nifty Capital Markets Index Fund Direct Growth Very High Risk	1.7%	0.0%	₹105.22 Cr	-
Invesco India BSE Sensex Index Fund Regular Growth Very High Risk	0.6%	0.0%	₹17.15 Cr	-
Invesco India Nifty Bank Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹31.45 Cr	-
Invesco India BSE Sensex Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹17.15 Cr	-
Invesco India Nifty Bank Index Fund Regular Growth Very High Risk	0.7%	0.0%	₹31.45 Cr	-
Axis Nifty India Defence Index Fund Direct Growth Very High Risk	1.1%	0.0%	₹304.65 Cr	-
Axis Nifty India Defence Index Fund Regular Growth Very High Risk	1.9%	0.0%	₹304.65 Cr	-
Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹12.75 Cr	-
Zerodha Nifty MidSmallcap400 50:50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹12.41 Cr	-
Choice Nifty Next 50 Index Fund Regular Growth Very High Risk	1.6%	0.0%	₹19.46 Cr	-
Choice Nifty 50 Index Fund Regular Growth Very High Risk	1.3%	0.0%	₹15.49 Cr	-
Choice Nifty 50 Index Fund Direct Growth Very High Risk	1.0%	0.0%	₹15.49 Cr	-
Choice Nifty Next 50 Index Fund Direct Growth Very High Risk	1.2%	0.0%	₹19.46 Cr	-
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Direct Growth Very High Risk	0.8%	0.0%	₹53.99 Cr	-
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Regular Growth Very High Risk	1.6%	0.0%	₹53.99 Cr	-
Groww Nifty PSU Bank Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹5.59 Cr	-
Groww Nifty PSU Bank Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹5.59 Cr	-

About the AMC

Axis Mutual Fund

+91 22 43255161

https://www.axismf.com/

Total AUM

₹3,77,815 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 Nifty Energy Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Axis Nifty50 Equal Weight Index Fund Direct Growth Very High Risk	0.2%	0.0%	-	-
Axis Nifty Capital Markets Index Fund Direct Growth Very High Risk	1.7%	0.0%	₹105.22 Cr	-
Axis Nifty India Defence Index Fund Direct Growth Very High Risk	1.1%	0.0%	₹304.65 Cr	-
Axis Fixed Maturity Plan Series 130 92 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
Axis Fixed Maturity Plan Series 129 108 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
Axis BSE India Sector Leaders Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹31.91 Cr	-
Axis Gold and Silver Passive FoF Direct Growth Very High Risk	0.1%	0.0%	₹525.17 Cr	-
Axis Multi-Asset Active FoF Direct Growth Very High Risk	0.2%	1.0%	₹1362.14 Cr	-
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth Low to Moderate Risk	0.1%	0.0%	₹108.68 Cr	-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹274.72 Cr	-
Axis Nifty500 Quality 50 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹82.99 Cr	-
Axis Services Opportunities Fund Direct Growth Very High Risk	0.8%	1.0%	₹1602.88 Cr	1.3%
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	1.0%	0.0%	₹165.69 Cr	9.3%
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth Low to Moderate Risk	0.9%	0.0%	₹7.66 Cr	6.2%
Axis Momentum Fund Direct Growth Very High Risk	3.0%	1.0%	₹944.21 Cr	2.3%
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth Low to Moderate Risk	0.9%	0.0%	₹5.35 Cr	6.0%
Axis Nifty500 Value 50 Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹231.52 Cr	17.9%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2173.85 Cr	6.5%
Axis Consumption Fund Direct Growth Very High Risk	0.8%	1.0%	₹2772.24 Cr	-2.0%
Axis Nifty 500 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹321.71 Cr	3.7%
Axis Nifty Bank Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹182.73 Cr	6.0%
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹8.30 Cr	4.3%
Axis S&P BSE Sensex Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹54.90 Cr	-3.7%
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%	₹38.51 Cr	10.4%
Axis India Manufacturing Fund Direct Growth Very High Risk	0.9%	1.0%	₹5494.05 Cr	21.8%
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	6.2%
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	6.0%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth Low Risk	0.2%	0.0%	₹65.73 Cr	5.9%
Axis Banking & PSU Debt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹12258.44 Cr	5.5%
Axis Global Equity Alpha Fund of Fund Direct Growth Very High Risk	1.6%	1.0%	₹2419.91 Cr	25.8%
Axis Nifty Smallcap 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹730.23 Cr	19.1%
Axis Flexi Cap Fund Direct Growth Very High Risk	0.9%	0.0%	₹13477.86 Cr	9.6%
Axis Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹19875.00 Cr	6.6%
Axis Equity Hybrid Fund Direct Growth High Risk	1.2%	1.0%	₹1476.09 Cr	4.8%
Axis Special Situations Fund Direct Growth Very High Risk	1.4%	1.0%	₹1257.23 Cr	18.2%
Axis Corporate Debt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹7747.95 Cr	6.0%
Axis ESG Equity Fund Direct Growth Very High Risk	1.7%	1.0%	₹1082.89 Cr	0.8%
Axis Arbitrage Fund Direct Growth Low Risk	1.4%	0.0%	₹10339.07 Cr	6.5%
Axis Greater China Equity Fund of Fund Direct Growth Very High Risk	1.4%	1.0%	₹3837.29 Cr	33.3%
Axis Value Fund Direct Growth Very High Risk	1.0%	1.0%	₹1766.57 Cr	13.6%
Axis All Seasons Debt Fund of Funds Direct Growth Moderate Risk	0.1%	0.0%	₹2205.60 Cr	6.2%
Axis Quant Fund Direct Growth Very High Risk	3.0%	1.0%	₹853.32 Cr	7.0%
Axis Gilt Fund Direct Growth Moderate Risk	0.5%	0.0%	₹405.28 Cr	6.5%

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 27-Aug-2026, is ₹11.56.

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

The fund's allocation of assets is distributed as 100.07% in equities, 0.00% in bonds, and -0.07% 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:-

Nandik Malik
Rohit Gautam

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