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Home Mf Research Axis Nifty500 Momentum 50 Index Fund Regular Plan Growth
AXIS MUTUAL FUND

Mutual Fund Research

Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth

AXIS MUTUAL FUND Others Others Index

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,019.50 +1.95%
Two Week 2026-10-19 ₹1,000.00 ₹1,004.18 +0.42%
One Month 2026-10-05 ₹1,000.00 ₹988.93 -1.11%
Three Months 2026-08-05 ₹3,000.00 ₹2,904.29 -3.19%
Six Months 2026-05-07 ₹6,000.00 ₹5,864.70 -2.26%
One Year 2025-11-03 ₹12,000.00 ₹11,978.30 -0.18%
Since Inception 2025-02-13 ₹21,000.00 ₹21,120.79 +0.58%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 17.82%
Pharmaceuticals & Biotechnology 13.73%
Industrial Products 12.63%
Capital Markets 11.45%
Non - Ferrous Metals 8.31%
Power 7.61%
Finance 6.16%
Banks 6.15%
Auto Components 4.25%
Telecom - Services 4.24%
Automobiles 2.10%
Ferrous Metals 1.59%
Chemicals & Petrochemicals 1.58%
Industrial Manufacturing 0.80%
Transport Services 0.75%
IT - Services 0.48%
Personal Products 0.29%
Minerals & Mining 0.18%
Other -0.11%

Top Holdings

Company-wise portfolio exposure

Laurus Labs Limited 6.18%
Multi Commodity Exchange of India Limited 5.87%
Shriram Finance Limited 4.88%
Hindalco Industries Limited 4.88%
Adani Power Limited 4.49%
Cummins India Limited 4.33%
GE Vernova T&D India Limited 4.20%
BSE Limited 4.02%
The Federal Bank Limited 3.55%
Bharat Heavy Electricals Limited 3.44%
Bharat Forge Limited 3.02%
CG Power and Industrial Solutions Limited 2.87%
Hitachi Energy India Limited 2.74%
Torrent Pharmaceuticals Limited 2.69%
Adani Energy Solutions Limited 2.64%
National Aluminium Company Limited 2.50%
Polycab India Limited 2.34%
HFCL Limited 2.33%
Welspun Corp Limited 2.17%
Ather Energy Limited 2.10%
Vodafone Idea Limited 1.91%
ABB India Limited 1.75%
Glenmark Pharmaceuticals Limited 1.66%
Steel Authority of India Limited 1.59%
Navin Fluorine International Limited 1.58%
Acutaas Chemicals Limited 1.48%
Apar Industries Limited 1.46%
Kirloskar Oil Engines Limited 1.46%
Karur Vysya Bank Limited 1.35%
KEI Industries Limited 1.34%
Aditya Birla Capital Limited 1.28%
Anand Rathi Wealth Limited 1.18%
Sai Life Sciences Limited 1.03%
Hindustan Copper Limited 0.93%
Thermax Limited 0.88%
Bank of Maharashtra 0.81%
Syrma SGS Technology Limited 0.80%
Craftsman Automation Limited 0.76%
The Great Eastern Shipping Company Limited 0.75%
Granules India Limited 0.69%
Finolex Cables Limited 0.55%
NLC India Limited 0.48%
Netweb Technologies India Limited 0.48%
Schneider Electric Infrastructure Limited 0.48%
Belrise Industries Ltd. 0.47%
RBL Bank Limited 0.44%
R R Kabel Limited 0.44%
Aditya Birla Sun Life AMC Limited 0.38%
Honasa Consumer Limited 0.29%
Gujarat Mineral Development Corporation Limited 0.18%
Clearing Corporation of India Ltd 0.38%
Net Receivables / (Payables) -0.49%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Edelweiss Msci India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth 20.80% 20.76% 15.97%
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth 20.63% 21.60% 20.34%
Motilal Oswal Nifty Capital Market Index Fund - Regular Plan - Growth 18.25% 0.00% 14.12%
Tata Nifty Capital Markets Index Fund - Regular Plan - Growth 18.09% 0.00% 20.83%
Motilal Oswal S And P 500 Index Fund - Regular Plan - Growth 17.67% 25.02% 19.44%
Tata Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.40% 0.00% 17.49%
Motilal Oswal Nifty Midsmall Healthcare Index Fund - Regular Plan - Growth 15.35% 0.00% 11.79%
ICICI Prudential Nasdaq 100 Index Fund - Regular Plan - Growth 15.03% 27.72% 17.48%
Bandhan Bse Healthcare Index Fund - Regular Plan - Growth 11.55% 0.00% 6.59%
DSP Nifty Healthcare Index Fund - Regular Plan - Growth 11.29% 0.00% 12.04%

Returns are historical and do not guarantee future performance.

View All Others Index Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.87% 21.89% 15.73%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%
Axis Innovation Fund - Regular Plan - Growth 8.17% 16.33% 13.29%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors. There is no assurance that the investment objective of the scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.53%
Expense Ratio (Direct)
0.65%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty500 Momentum 50 TRI

Exit Load

Charges that may apply when you redeem units

If redeemed/ switched out within 15 days from the date of allotment: 0.25%, If redeemed/ switched out after 15 days from the date of allotment: Nil
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