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-0.80%
Cat. Avg.1.93%
2Y
FundN/A
Cat. Avg.2.77%
3Y
FundN/A
Cat. Avg.10.71%
5Y
FundN/A
Cat. Avg.10.80%
10Y
FundN/A
Cat. Avg.11.39%
SI
Fund9.23%
Cat. Avg.6.96%
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 | Eicher Motors Limited | 6.14 | 5.00% |
| 2 | Shriram Finance Limited | 6.11 | 4.98% |
| 3 | Hindalco Industries Limited | 6.11 | 4.98% |
| 4 | Bharti Airtel Limited | 5.86 | 4.78% |
| 5 | Mahindra & Mahindra Limited | 5.65 | 4.60% |
| 6 | Bajaj Finance Limited | 5.55 | 4.52% |
| 7 | Asian Paints Limited | 5.14 | 4.19% |
| 8 | Maruti Suzuki India Limited | 5.13 | 4.18% |
| 9 | TVS Motor Company Limited | 4.54 | 3.70% |
| 10 | BSE Limited | 4.43 | 3.61% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61990 | +3.3% | +7.0% |
| SI | 07 Mar, 25 | 85000 | 88866 | +4.5% | +6.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 99197 | -0.8% | -0.8% |
| SI | 18 Feb, 25 | 1 L. | 1.13 L. | +13.2% | +9.2% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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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 Gained
₹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.