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OmniAsset › Mutual funds › Axis Nifty500 Momentum 50 Index Fund

Axis Nifty500 Momentum 50 Index Fund

Index Fund fund benchmarked to Nifty500 Momentum 50 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202611.3036
CategoryIndex Fund
PlanDirect · Growth
Launched24 Jan 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty500 Momentum 50 TRI
Expense ratiodirect plan, a year0.65%
AUM₹105 Cr
Growth of ₹10,000₹11,66718 Feb 2025 to 2 Sep 2026
₹11,926₹11,298₹10,671₹10,043₹9,416Feb 2025Jul 2025Nov 2025Apr 2026Sep 2026
₹11,667 (+10.6% a year) Axis Nifty500 Momentum 50 Index Fund

Performance (trailing, annualised)

1Y annualised7.34%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,26,61510.34%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Rolling returns

Rolling 1Y · average28 windows since 20 Feb 20263.93%
Rolling 1Y · median4.50%
Rolling 1Y · worst window-5.23%
Rolling 1Y · best window13.11%
Rolling 1Y · windows positive79%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.62%
Downside deviation (3Y)12.83%
Maximum drawdown-17.02%

Management

Fund managerMr. Nandik Malik, Mr. Rohit Gautam
Managing since2 Sep 2026

What it holds

SecurityWeight
Shriram Transport Finance Company Ltd5.1%
Cummins India Ltd5.0%
Multi Commodity Exchange Of India Ltd4.9%
BSE Ltd4.9%
Hindalco Industries Ltd4.9%
GE T&D India Ltd4.8%
Adani Power Ltd4.8%
Laurus Labs Ltd4.6%
The Federal Bank Ltd3.6%
Bharat Heavy Electricals Ltd3.4%
SectorWeight
Industrials29.3%
Financial23.9%
Materials12.6%
Healthcare11.7%
Energy & Utilities9.6%

Portfolio disclosed: 100.1% by weight.

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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