Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

Fund House: Axis Mutual Fund

Category: Index Fund

Status: Open Ended Schemes

Launch Date: 13-02-2025

Minimum Investment: 100.0

Asset Class: EQUITY

Minimum Topup: 100.0

Benchmark: Nifty 500 Momentum 50 TRI

Total Assets: 88.67 As on (29-08-2025)

Expense Ratio: 1.05% As on (31-08-2025)

Turn over: 81.00% | Exit Load: a) If redeemed/ switched out within 15 days from the date of allotment: 0.25% b) If redeemed/ switched out after 15 days from the date of allotment: Nil

NAV as on 08-10-2025

10.7102

-0.0269

CAGR Since Inception

10.56%

Nifty 500 Momentum 50 TRI 18.46%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option - - - - 10.56
Benchmark - - - - -
Index Fund 1.03 14.64 18.24 12.35 8.29

Funds Manager

Mr. Karthik Kumar and Mr. Sachin Relekar

RETURNS CALCULATORS for Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

Show All Sectors

PEER COMPARISION of Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Axis Nifty500 Momentum 50 Index Fund Reg Gr 13-02-2025 0.0 0.0 0.0 0.0 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 32.07 32.39 33.72 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 24.12 28.44 24.38 18.99 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 03-07-2024 21.72 0.0 0.0 0.0 0.0
ABSL Nifty India Defence Fund Reg Gr 30-08-2024 21.18 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund Reg Gr 01-04-2024 12.99 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 11.74 19.6 0.0 0.0 0.0
ICICI Prudential Nifty Bank Index Fund Gr 05-03-2022 9.74 12.34 12.53 0.0 0.0
DSP Nifty Bank Index Fund Reg Gr 02-05-2024 9.69 0.0 0.0 0.0 0.0
Motilal Oswal Nifty Bank Index Reg 05-09-2019 9.65 12.17 12.48 18.8 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option - - - - - -
Index Fund - - - - - -