Axis Nifty500 Momentum 50 Index Fund Direct Growth

Fund Overview

Fund Size

₹45 Cr

Expense Ratio

0.16%

ISIN

INF846KA1044

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

13 Feb 2025

About this fund

This fund has been in existence for 1 months and 15 days, having been launched on 13-Feb-25.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹9.89, Assets Under Management (AUM) of 44.72 Crores, and an expense ratio of 0.16%.

Axis Nifty500 Momentum 50 Index Fund Direct Growth has given a CAGR return of -1.14% since inception.
The fund's asset allocation comprises around 99.50% in equities, 0.00% in debts, and 0.50% 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

-1.14%

— (Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity	₹44.49 Cr	99.50%
Others	₹0.22 Cr	0.50%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Divi's Laboratories Ltd	Equity	₹2.62 Cr	5.86%
Tech Mahindra Ltd	Equity	₹2.46 Cr	5.50%
Mahindra & Mahindra Ltd	Equity	₹2.44 Cr	5.46%
Persistent Systems Ltd	Equity	₹2.33 Cr	5.22%
Zomato Ltd	Equity	₹2.29 Cr	5.12%
Indian Hotels Co Ltd	Equity	₹2.24 Cr	5.01%
Dixon Technologies (India) Ltd	Equity	₹2.18 Cr	4.86%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹1.97 Cr	4.41%
Trent Ltd	Equity	₹1.94 Cr	4.33%
Info Edge (India) Ltd	Equity	₹1.93 Cr	4.31%
Coforge Ltd	Equity	₹1.81 Cr	4.04%
BSE Ltd	Equity	₹1.75 Cr	3.92%
Net Receivables / (Payables)	Cash	₹-1.75 Cr	3.91%
PB Fintech Ltd	Equity	₹1.67 Cr	3.73%
Lupin Ltd	Equity	₹1.38 Cr	3.10%
United Spirits Ltd	Equity	₹1.14 Cr	2.55%
Siemens Ltd	Equity	₹1.12 Cr	2.50%
Fortis Healthcare Ltd	Equity	₹1.04 Cr	2.32%
Voltas Ltd	Equity	₹0.94 Cr	2.11%
Multi Commodity Exchange of India Ltd	Equity	₹0.92 Cr	2.06%
Kalyan Jewellers India Ltd	Equity	₹0.85 Cr	1.90%
Suven Pharmaceuticals Ltd	Equity	₹0.81 Cr	1.82%
Oracle Financial Services Software Ltd	Equity	₹0.8 Cr	1.79%
Glenmark Pharmaceuticals Ltd	Equity	₹0.67 Cr	1.51%
360 One Wam Ltd Ordinary Shares	Equity	₹0.6 Cr	1.34%
Coromandel International Ltd	Equity	₹0.58 Cr	1.30%
Radico Khaitan Ltd	Equity	₹0.55 Cr	1.23%
Cholamandalam Financial Holdings Ltd	Equity	₹0.47 Cr	1.05%
Oil India Ltd	Equity	₹0.47 Cr	1.04%
Piramal Pharma Ltd	Equity	₹0.46 Cr	1.03%
National Aluminium Co Ltd	Equity	₹0.46 Cr	1.02%
Firstsource Solutions Ltd	Equity	₹0.43 Cr	0.97%
Lloyds Metals & Energy Ltd	Equity	₹0.41 Cr	0.91%
Kaynes Technology India Ltd	Equity	₹0.4 Cr	0.90%
Motilal Oswal Financial Services Ltd	Equity	₹0.34 Cr	0.77%
Jubilant Pharmova Ltd	Equity	₹0.33 Cr	0.73%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹0.32 Cr	0.73%
KFin Technologies Ltd	Equity	₹0.32 Cr	0.72%
Mazagon Dock Shipbuilders Ltd	Equity	₹0.31 Cr	0.70%
Deepak Fertilisers & Petrochemicals Corp Ltd	Equity	₹0.31 Cr	0.69%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹0.3 Cr	0.67%
Himadri Speciality Chemical Ltd	Equity	₹0.3 Cr	0.66%
KEC International Ltd	Equity	₹0.25 Cr	0.56%
Anant Raj Ltd	Equity	₹0.25 Cr	0.56%
Poly Medicure Ltd	Equity	₹0.23 Cr	0.51%
Godfrey Phillips India Ltd	Equity	₹0.22 Cr	0.49%
Natco Pharma Ltd	Equity	₹0.2 Cr	0.45%
PCBL Chemical Ltd	Equity	₹0.18 Cr	0.40%
Aditya Birla Sun Life AMC Ltd	Equity	₹0.17 Cr	0.37%
Caplin Point Laboratories Ltd	Equity	₹0.12 Cr	0.26%
India Cements Ltd	Equity	₹0.09 Cr	0.21%
Netweb Technologies India Ltd	Equity	₹0.08 Cr	0.18%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Consumer Cyclical	₹11.03 Cr	24.66%
Technology	₹10.42 Cr	23.29%
Healthcare	₹7.87 Cr	17.59%
Financial Services	₹5.93 Cr	13.25%
Industrials	₹2.39 Cr	5.34%
Basic Materials	₹2.33 Cr	5.20%
Communication Services	₹1.93 Cr	4.30%
Consumer Defensive	₹1.91 Cr	4.26%
Energy	₹0.47 Cr	1.04%
Real Estate	₹0.25 Cr	0.56%

Risk & Performance Ratios

Fund Managers

Sachin Relekar

Since February 2025

Karthik Kumar

Since February 2025

Additional Scheme Detailsas of 28th February 2025

ISIN

INF846KA1044

Expense Ratio

0.16%

Exit Load

No Charges

Fund Size

₹45 Cr

Age

1 month

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
ICICI Prudential Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹562.26 Cr	8.4%
ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹562.26 Cr	7.7%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹430.96 Cr	-7.1%
SBI Nifty Midcap 150 Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹657.77 Cr	7.9%
DSP Nifty 50 Equal Weight Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹1945.75 Cr	5.7%
SBI Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹1086.14 Cr	5.7%
SBI Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹657.77 Cr	8.5%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹430.96 Cr	-6.5%
DSP Nifty 50 Equal Weight Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹1945.75 Cr	6.3%
SBI Nifty Smallcap 250 Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹1086.14 Cr	5.1%

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

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-Mar-2025, is ₹9.89.

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

The fund's allocation of assets is distributed as 99.50% in equities, 0.00% in bonds, and 0.50% 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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Fund Overview

Fund Size

₹45 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