Mutual Funds

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

Axis Mutual FundIndexVery High Risk
₹10.78-0.15 (-1.39%)

NAV as on 2026-07-17 · Equity · Index

AUM

₹163 Cr

1Y Return

-1.8%

3Y CAGR

-

5Y CAGR

-

Expense

1.04%

Risk

Very High

Axis Nifty500 Momentum 50 Index Fund
₹10.78-1.39%

1Y Return

-1.8%

3Y CAGR

-

5Y CAGR

-

Since Inception

+7.8%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹9.39
₹11.26

74% from 52W low

Fund Information

IndexEquitySince 18-02-2025

Fund House

Axis Mutual Fund

Category

Equity - Index

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity100.1%

Market Cap Split

Large Cap46.5%
Mid Cap34.8%
Small Cap12.1%

Top Holdings

52 stocks
Weight1M Change
1

Eicher Motors Ltd

Consumer Cyclical

5.00%+9.6%
2

Shriram Finance Ltd

Financial Services

4.98%+9.6%
3

Hindalco Industries Ltd

Basic Materials

4.98%+9.6%
4

Bharti Airtel Ltd

Communication Services

4.78%+9.6%
5

Mahindra & Mahindra Ltd

Consumer Cyclical

4.60%+9.6%
6

Bajaj Finance Ltd

Financial Services

4.52%+9.6%
7

Asian Paints Ltd

Basic Materials

4.19%+9.6%
8

Maruti Suzuki India Ltd

Consumer Cyclical

4.18%+9.6%
9

TVS Motor Co Ltd

Consumer Cyclical

3.70%+9.6%
10

BSE Ltd

Financial Services

3.61%+9.6%

Sector Allocation

Weight1M Change
Financial Services
40.1%+100%
Consumer Cyclical
23.4%+75%
Basic Materials
11.6%+39%
Industrials
10.4%+62%
Healthcare
6.4%+50%
Communication Services
4.8%+10%
Technology
2.0%+21%
Consumer Defensive
0.7%+10%
Energy
0.2%+5%

Fundamentals

P/E Ratio

29.71

Cat avg: 24.50

P/B Ratio

5.65

Cat avg: 3.98

Dividend Yield

0.54%

Cat avg: 1.53%

Price/Sale

4.49

Price/Cash Flow

22.60

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Axis Nifty500 Momentum 50 Index Reg Gr1631.04-1.8%--
Groww Nifty SmCp 250MomtQul100IdxRgGr-----
UTI Nifty 50 Index Fund Reg Gr28,6850.38-2.3%+8.2%+9.8%
HDFC Nifty 50 Index23,7030.46-2.4%+8.1%+9.7%
ICICI Pru Nifty 50 Index Reg Gr16,8390.35-2.4%+8.1%+9.7%
SBI Nifty Index Reg Gr13,6460.40-2.4%+8.0%+9.6%
ICICI Pru Nifty Next 50 Index Gr9,4760.59+4.7%+17.3%+12.9%
UTI Nifty200 Momentum 30 Index Reg Gr8,5410.93-2.6%+12.0%+10.7%
HDFC BSE Sensex Index8,4850.37-4.4%+6.3%+8.9%
UTI Nifty Next 50 Index Reg Gr7,0020.84+4.8%+17.4%+12.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹163 Cr
Expense Ratio1.04%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings52

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.