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-0.37%
Cat. Avg.2.61%
2Y
FundN/A
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund8.49%
Cat. Avg.7.02%
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 Aug, 25 | 60000 | 61475 | +2.5% | +5.1% |
| SI | 07 Mar, 25 | 85000 | 88126 | +3.7% | +5.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 98980 | -1.0% | N/A |
| SI | 18 Feb, 25 | 1 L. | 1.12 L. | +12.2% | +8.5% |
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.