Axis Nifty500 Momentum 50 Index Fund Direct Growth
Get the latest NAV of Axis Nifty500 Momentum 50 Index Fund Direct Growth. 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.
₹11.38
▲0.4%1D
NAV as on 01 Jul 2025
14.25%/per year
Since Inception
▲▼
2073 people have invested ₹ 1.2Cr in Axis Nifty500 Momentum 50 Index Fund Direct Growth 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-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 99.5%
Debt & Cash 0.5%
Axis Nifty500 Momentum 50 Index Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 99.5%
Debt & Cash 0.5%
Axis Nifty500 Momentum 50 Index Fund Holdings Details
as on (30-Jun-25)
Equity
Axis Nifty500 Momentum 50 Index Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.16% |
Benchmark | Nifty 500 Momentum 50 TR INR |
| AUM | ₹68 Cr |
| Inception Date | 13 February, 2025 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Axis Nifty500 Momentum 50 Index Fund
Axis Nifty500 Momentum 50 Index Fund Direct Growth is an equity fund. This fund was started on 13 February, 2025. The fund is managed by Sachin Relekar. The fund could potentially beat inflation in the long-run.
Key Parameters
- Axis Nifty500 Momentum 50 Index Fund Direct Growth has ₹68 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Axis Nifty500 Momentum 50 Index Fund Direct Growth has given a CAGR return of 14.25% since inception.
Holdings
Axis Nifty500 Momentum 50 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Tech, Health, Financial Services, Basic Materials, Industrial, Consumer Defensive, Communication, Energy, Real Estate. Its top holdings are Divi's Laboratories Ltd, BSE Ltd, Mahindra & Mahindra Ltd, Tech Mahindra Ltd, Persistent Systems 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 Direct Growth
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 Direct Growth has no lock in period.
Fund Manager
Sachin Relekar
Fund Manager of Axis Nifty500 Momentum 50 Index Fund Direct Growth, since 13 February 2025
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Frequently Asked Questions for Axis Nifty500 Momentum 50 Index Fund Direct Growth
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.