Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option
Expense Ratio: 1.05
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty 500 Momentum 50 TRI
Inception: 24-01-2025
Exit Load: Nil
Fund Size:₹122.47 Cr
Performance
1Y
Fund-3.72%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund5.81%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Shriram Finance Limited | 8.24 | 5.07% |
| 2 | Cummins India Limited | 8.21 | 5.05% |
| 3 | Multi Commodity Exchange of India Limited | 8.05 | 4.95% |
| 4 | BSE Limited | 8.01 | 4.93% |
| 5 | Hindalco Industries Limited | 7.89 | 4.85% |
| 6 | GE Vernova T&D India Limited | 7.88 | 4.85% |
| 7 | Adani Power Limited | 7.85 | 4.83% |
| 8 | Clearing Corporation of India Ltd | 7.72 | 4.75% |
| 9 | Laurus Labs Limited | 7.54 | 4.64% |
| 10 | The Federal Bank Limited | 5.89 | 3.62% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59511 | -0.8% | -1.7% |
| SI | 07 Mar, 25 | 1 L. | 1.01 L. | +0.6% | +0.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96282 | -3.7% | -3.7% |
| SI | 18 Feb, 25 | 1 L. | 1.10 L. | +9.8% | +5.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.