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Axis Nifty500 Momentum 50 Index Fund
Get the latest NAV of Axis Nifty500 Momentum 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.83
1D
NAV as on 24 Feb 2026
8.05%/per year
Since Inception
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4204 people have invested ₹ 1.6Cr in Axis Nifty500 Momentum 50 Index Fund in the last three months
Peer comparison
Axis Nifty500 Momentum 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Axis Nifty500 Momentum 50 Index Fund Asset Allocation
See fund asset allocation details as on (14-Feb-26)
Fund Distribution
as on (14-Feb-26)
Axis Nifty500 Momentum 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-Feb-26)
Sector Allocation
Top 3 Sectors in January were Financial Services, Consumer Cyclical & Basic Materials
Financial Services
41%
Consumer Cyclical
24%
Basic Materials
12%
Financial Services
40%
Consumer Cyclical
24%
Basic Materials
12%
Axis Nifty500 Momentum 50 Index Fund Holdings Details
as on (31-Jan-26)
Axis Nifty500 Momentum 50 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.15% |
Benchmark | Nifty 500 Momentum 50 TR INR |
| AUM | ₹120 Cr |
| Inception Date | 13 February, 2025 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 2.5% |
| Risk |   Very High Risk |
About Axis Nifty500 Momentum 50 Index Fund
Axis Nifty500 Momentum 50 Index Fund is an equity fund. This fund was started on 13 February, 2025. The fund is managed by Karthik Kumar, Sachin Relekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Axis Nifty500 Momentum 50 Index Fund has ₹120 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Axis Nifty500 Momentum 50 Index Fund has given a CAGR return of 8.05% since inception. Over the last 1 year the fund has given a CAGR return of 11.58%.
Holdings
Axis Nifty500 Momentum 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Industrial, Health, Communication, Tech, Consumer Defensive, Energy. Its top holdings are Shriram Finance Ltd, Hindalco Industries Ltd, Eicher Motors Ltd, Mahindra & Mahindra Ltd, Bharti Airtel Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Axis Nifty500 Momentum 50 Index Fund
To provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors. There is no assurance that the investment objective of the scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Axis Nifty500 Momentum 50 Index Fund has no lock in period.
Fund Manager
Karthik Kumar
Fund Manager of Axis Nifty500 Momentum 50 Index Fund, since 13 February 2025
Sachin Relekar
Fund Manager of Axis Nifty500 Momentum 50 Index Fund, since 13 February 2025
- AUM of the fund stands at 119.7 Cr as of Jan'26
- AUM decreased by 2 Cr between Jan'26 and Dec'25
Frequently Asked Questions for Axis Nifty500 Momentum 50 Index Fund
How do I invest in Axis Nifty500 Momentum 50 Index Fund?
- Download the INDmoney app.
- Search for ‘Axis Nifty500 Momentum 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.