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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 202611.1491
CategoryIndex Fund
PlanRegular · Growth
Launched24 Jan 2025
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty500 Momentum 50 TRI
Expense ratiodirect plan, a year1.53%
AUM₹44.9 Cr
Growth of ₹10,000₹11,50918 Feb 2025 to 2 Sep 2026
₹11,765₹11,175₹10,585₹9,995₹9,405Feb 2025Jul 2025Nov 2025Apr 2026Sep 2026
₹11,509 (+9.6% a year) Axis Nifty500 Momentum 50 Index Fund

Performance (trailing, annualised)

1Y annualised6.39%

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 ₹1,26,0119.38%

₹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 20263.02%
Rolling 1Y · median3.58%
Rolling 1Y · worst window-6.06%
Rolling 1Y · best window12.10%
Rolling 1Y · windows positive57%

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)12.86%
Maximum drawdown-17.57%

Management

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

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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