Axis Nifty500 Momentum 50 Index Fund Direct Growth
EquityIndex FundsVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹53 Cr
Expense Ratio
0.16%
ISIN
INF846KA1044
Minimum SIP
₹100
Exit Load
No Charges
Inception Date
13 Feb 2025
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹9.91, Assets Under Management (AUM) of 52.96 Crores, and an expense ratio of 0.16%.
- Axis Nifty500 Momentum 50 Index Fund Direct Growth has given a CAGR return of -0.85% since inception.
- The fund's asset allocation comprises around 98.79% in equities, 0.00% in debts, and 1.21% 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
-0.85%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹52.32 Cr | 98.79% |
| Others | ₹0.64 Cr | 1.21% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Divi's Laboratories Ltd | Equity | ₹3.05 Cr | 5.76% |
| Mahindra & Mahindra Ltd | Equity | ₹2.78 Cr | 5.26% |
| Indian Hotels Co Ltd | Equity | ₹2.72 Cr | 5.14% |
| Persistent Systems Ltd | Equity | ₹2.68 Cr | 5.06% |
| Tech Mahindra Ltd | Equity | ₹2.59 Cr | 4.90% |
| Trent Ltd | Equity | ₹2.34 Cr | 4.42% |
| BSE Ltd | Equity | ₹2.3 Cr | 4.34% |
| Eternal Ltd | Equity | ₹2.29 Cr | 4.33% |
| Dixon Technologies (India) Ltd | Equity | ₹2.27 Cr | 4.29% |
| Coforge Ltd | Equity | ₹2.2 Cr | 4.15% |
| Info Edge (India) Ltd | Equity | ₹2.19 Cr | 4.13% |
| PB Fintech Ltd | Equity | ₹2 Cr | 3.78% |
| Lupin Ltd | Equity | ₹1.63 Cr | 3.07% |
| Siemens Ltd | Equity | ₹1.41 Cr | 2.66% |
| United Spirits Ltd | Equity | ₹1.37 Cr | 2.59% |
| Fortis Healthcare Ltd | Equity | ₹1.29 Cr | 2.44% |
| Voltas Ltd | Equity | ₹1.14 Cr | 2.15% |
| Multi Commodity Exchange of India Ltd | Equity | ₹1.07 Cr | 2.03% |
| Kalyan Jewellers India Ltd | Equity | ₹0.94 Cr | 1.77% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹0.89 Cr | 1.68% |
| Oracle Financial Services Software Ltd | Equity | ₹0.88 Cr | 1.67% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹0.84 Cr | 1.59% |
| Suven Pharmaceuticals Ltd | Equity | ₹0.84 Cr | 1.59% |
| Coromandel International Ltd | Equity | ₹0.76 Cr | 1.43% |
| Radico Khaitan Ltd | Equity | ₹0.7 Cr | 1.33% |
| Piramal Pharma Ltd | Equity | ₹0.62 Cr | 1.18% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹0.62 Cr | 1.17% |
| Oil India Ltd | Equity | ₹0.6 Cr | 1.14% |
| Lloyds Metals & Energy Ltd | Equity | ₹0.59 Cr | 1.11% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹0.58 Cr | 1.09% |
| Kaynes Technology India Ltd | Equity | ₹0.53 Cr | 1.00% |
| National Aluminium Co Ltd | Equity | ₹0.52 Cr | 0.98% |
| Firstsource Solutions Ltd | Equity | ₹0.49 Cr | 0.93% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹0.48 Cr | 0.90% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹0.43 Cr | 0.82% |
| KFin Technologies Ltd | Equity | ₹0.42 Cr | 0.80% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹0.4 Cr | 0.76% |
| Motilal Oswal Financial Services Ltd | Equity | ₹0.4 Cr | 0.76% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹0.37 Cr | 0.70% |
| Jubilant Pharmova Ltd | Equity | ₹0.36 Cr | 0.69% |
| Himadri Speciality Chemical Ltd | Equity | ₹0.34 Cr | 0.65% |
| KEC International Ltd | Equity | ₹0.32 Cr | 0.61% |
| Godfrey Phillips India Ltd | Equity | ₹0.32 Cr | 0.60% |
| Anant Raj Ltd | Equity | ₹0.3 Cr | 0.56% |
| Poly Medicure Ltd | Equity | ₹0.28 Cr | 0.53% |
| PCBL Chemical Ltd | Equity | ₹0.23 Cr | 0.44% |
| Natco Pharma Ltd | Equity | ₹0.23 Cr | 0.43% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-0.2 Cr | 0.39% |
| Aditya Birla Sun Life AMC Ltd | Equity | ₹0.19 Cr | 0.36% |
| Caplin Point Laboratories Ltd | Equity | ₹0.14 Cr | 0.26% |
| India Cements Ltd | Equity | ₹0.11 Cr | 0.22% |
| Netweb Technologies India Ltd | Equity | ₹0.09 Cr | 0.18% |
Allocation By Market Cap (Equity)
Large Cap Stocks
34.05%
Mid Cap Stocks
48.62%
Small Cap Stocks
16.13%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹12.69 Cr | 23.96% |
| Technology | ₹11.64 Cr | 21.97% |
| Healthcare | ₹9.34 Cr | 17.63% |
| Financial Services | ₹7.16 Cr | 13.52% |
| Industrials | ₹3.06 Cr | 5.79% |
| Basic Materials | ₹2.95 Cr | 5.58% |
| Consumer Defensive | ₹2.39 Cr | 4.52% |
| Communication Services | ₹2.19 Cr | 4.13% |
| Energy | ₹0.6 Cr | 1.14% |
| Real Estate | ₹0.3 Cr | 0.56% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Sachin Relekar
Since February 2025
Karthik Kumar
Since February 2025
Additional Scheme Detailsas of 31st March 2025
ISIN INF846KA1044 | Expense Ratio 0.16% | Exit Load No Charges | Fund Size ₹53 Cr | Age 2 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  |
|---|---|---|---|---|
| SBI BSE PSU Bank Index Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹8.42 Cr | - |
| SBI BSE PSU Bank Index Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹8.42 Cr | - |
| SBI BSE PSU Bank ETF Very High Risk | 0.3% | - | ₹205.39 Cr | - |
| Tata BSE Quality Index Fund Direct Growth Very High Risk | - | 0.0% | - | - |
| Tata BSE Quality Index Fund Regular Growth Very High Risk | - | 0.0% | - | - |
| HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth Very High Risk | - | 0.0% | ₹70.51 Cr | - |
| HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth Very High Risk | - | 0.0% | ₹70.51 Cr | - |
| Kotak Nifty Midcap 150 Index Fund Regular Growth Very High Risk | 0.3% | 0.0% | ₹7.20 Cr | - |
| Kotak Nifty Midcap 150 Index Fund Direct Growth Very High Risk | 0.8% | 0.0% | ₹7.20 Cr | - |
| Mirae Asset BSE 200 Equal Weight ETF Very High Risk | - | - | ₹14.21 Cr | - |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
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What is the current NAV of Axis Nifty500 Momentum 50 Index Fund Direct Growth?
What is the portfolio composition of Axis Nifty500 Momentum 50 Index Fund Direct Growth?
Who manages the Axis Nifty500 Momentum 50 Index Fund Direct Growth?
- Sachin Relekar
- Karthik Kumar
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Axis Nifty500 Momentum 50 Index Fund Direct Growth
EquityIndex FundsVery High Risk
Direct
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹53 Cr
Expense Ratio
0.16%
ISIN
INF846KA1044
Minimum SIP
₹100
Exit Load
No Charges
Inception Date
13 Feb 2025
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹9.91, Assets Under Management (AUM) of 52.96 Crores, and an expense ratio of 0.16%.
- Axis Nifty500 Momentum 50 Index Fund Direct Growth has given a CAGR return of -0.85% since inception.
- The fund's asset allocation comprises around 98.79% in equities, 0.00% in debts, and 1.21% 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
-0.85%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹52.32 Cr | 98.79% |
| Others | ₹0.64 Cr | 1.21% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Divi's Laboratories Ltd | Equity | ₹3.05 Cr | 5.76% |
| Mahindra & Mahindra Ltd | Equity | ₹2.78 Cr | 5.26% |
| Indian Hotels Co Ltd | Equity | ₹2.72 Cr | 5.14% |
| Persistent Systems Ltd | Equity | ₹2.68 Cr | 5.06% |
| Tech Mahindra Ltd | Equity | ₹2.59 Cr | 4.90% |
| Trent Ltd | Equity | ₹2.34 Cr | 4.42% |
| BSE Ltd | Equity | ₹2.3 Cr | 4.34% |
| Eternal Ltd | Equity | ₹2.29 Cr | 4.33% |
| Dixon Technologies (India) Ltd | Equity | ₹2.27 Cr | 4.29% |
| Coforge Ltd | Equity | ₹2.2 Cr | 4.15% |
| Info Edge (India) Ltd | Equity | ₹2.19 Cr | 4.13% |
| PB Fintech Ltd | Equity | ₹2 Cr | 3.78% |
| Lupin Ltd | Equity | ₹1.63 Cr | 3.07% |
| Siemens Ltd | Equity | ₹1.41 Cr | 2.66% |
| United Spirits Ltd | Equity | ₹1.37 Cr | 2.59% |
| Fortis Healthcare Ltd | Equity | ₹1.29 Cr | 2.44% |
| Voltas Ltd | Equity | ₹1.14 Cr | 2.15% |
| Multi Commodity Exchange of India Ltd | Equity | ₹1.07 Cr | 2.03% |
| Kalyan Jewellers India Ltd | Equity | ₹0.94 Cr | 1.77% |
| Glenmark Pharmaceuticals Ltd | Equity | ₹0.89 Cr | 1.68% |
| Oracle Financial Services Software Ltd | Equity | ₹0.88 Cr | 1.67% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹0.84 Cr | 1.59% |
| Suven Pharmaceuticals Ltd | Equity | ₹0.84 Cr | 1.59% |
| Coromandel International Ltd | Equity | ₹0.76 Cr | 1.43% |
| Radico Khaitan Ltd | Equity | ₹0.7 Cr | 1.33% |
| Piramal Pharma Ltd | Equity | ₹0.62 Cr | 1.18% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹0.62 Cr | 1.17% |
| Oil India Ltd | Equity | ₹0.6 Cr | 1.14% |
| Lloyds Metals & Energy Ltd | Equity | ₹0.59 Cr | 1.11% |
| Cholamandalam Financial Holdings Ltd | Equity | ₹0.58 Cr | 1.09% |
| Kaynes Technology India Ltd | Equity | ₹0.53 Cr | 1.00% |
| National Aluminium Co Ltd | Equity | ₹0.52 Cr | 0.98% |
| Firstsource Solutions Ltd | Equity | ₹0.49 Cr | 0.93% |
| Amber Enterprises India Ltd Ordinary Shares | Equity | ₹0.48 Cr | 0.90% |
| Mazagon Dock Shipbuilders Ltd | Equity | ₹0.43 Cr | 0.82% |
| KFin Technologies Ltd | Equity | ₹0.42 Cr | 0.80% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Equity | ₹0.4 Cr | 0.76% |
| Motilal Oswal Financial Services Ltd | Equity | ₹0.4 Cr | 0.76% |
| Hitachi Energy India Ltd Ordinary Shares | Equity | ₹0.37 Cr | 0.70% |
| Jubilant Pharmova Ltd | Equity | ₹0.36 Cr | 0.69% |
| Himadri Speciality Chemical Ltd | Equity | ₹0.34 Cr | 0.65% |
| KEC International Ltd | Equity | ₹0.32 Cr | 0.61% |
| Godfrey Phillips India Ltd | Equity | ₹0.32 Cr | 0.60% |
| Anant Raj Ltd | Equity | ₹0.3 Cr | 0.56% |
| Poly Medicure Ltd | Equity | ₹0.28 Cr | 0.53% |
| PCBL Chemical Ltd | Equity | ₹0.23 Cr | 0.44% |
| Natco Pharma Ltd | Equity | ₹0.23 Cr | 0.43% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-0.2 Cr | 0.39% |
| Aditya Birla Sun Life AMC Ltd | Equity | ₹0.19 Cr | 0.36% |
| Caplin Point Laboratories Ltd | Equity | ₹0.14 Cr | 0.26% |
| India Cements Ltd | Equity | ₹0.11 Cr | 0.22% |
| Netweb Technologies India Ltd | Equity | ₹0.09 Cr | 0.18% |
Allocation By Market Cap (Equity)
Large Cap Stocks
34.05%
Mid Cap Stocks
48.62%
Small Cap Stocks
16.13%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Consumer Cyclical | ₹12.69 Cr | 23.96% |
| Technology | ₹11.64 Cr | 21.97% |
| Healthcare | ₹9.34 Cr | 17.63% |
| Financial Services | ₹7.16 Cr | 13.52% |
| Industrials | ₹3.06 Cr | 5.79% |
| Basic Materials | ₹2.95 Cr | 5.58% |
| Consumer Defensive | ₹2.39 Cr | 4.52% |
| Communication Services | ₹2.19 Cr | 4.13% |
| Energy | ₹0.6 Cr | 1.14% |
| Real Estate | ₹0.3 Cr | 0.56% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Sachin Relekar
Since February 2025
Karthik Kumar
Since February 2025
Additional Scheme Detailsas of 31st March 2025
ISIN INF846KA1044 | Expense Ratio 0.16% | Exit Load No Charges | Fund Size ₹53 Cr | Age 2 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 |
|---|---|---|---|---|
| SBI BSE PSU Bank Index Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹8.42 Cr | - |
| SBI BSE PSU Bank Index Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹8.42 Cr | - |
| SBI BSE PSU Bank ETF Very High Risk | 0.3% | - | ₹205.39 Cr | - |
| Tata BSE Quality Index Fund Direct Growth Very High Risk | - | 0.0% | - | - |
| Tata BSE Quality Index Fund Regular Growth Very High Risk | - | 0.0% | - | - |
| HDFC Nifty Top 20 Equal Weight Index Fund Direct Growth Very High Risk | - | 0.0% | ₹70.51 Cr | - |
| HDFC Nifty Top 20 Equal Weight Index Fund Regular Growth Very High Risk | - | 0.0% | ₹70.51 Cr | - |
| Kotak Nifty Midcap 150 Index Fund Regular Growth Very High Risk | 0.3% | 0.0% | ₹7.20 Cr | - |
| Kotak Nifty Midcap 150 Index Fund Direct Growth Very High Risk | 0.8% | 0.0% | ₹7.20 Cr | - |
| Mirae Asset BSE 200 Equal Weight ETF Very High Risk | - | - | ₹14.21 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Nifty500 Momentum 50 Index Fund Direct Growth?
What is the portfolio composition of Axis Nifty500 Momentum 50 Index Fund Direct Growth?
Who manages the Axis Nifty500 Momentum 50 Index Fund Direct Growth?
- Sachin Relekar
- Karthik Kumar
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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