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Axis Nifty500 Momentum 50 Index Fund

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Returns:
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Overview

Investment Objective

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.

Entry Load, Exit Load & Tax

Tax implication

Minimum Investment

Underlying Index Details

This product is suitable for investors who are seeking*

  • Capital appreciation over long term.
  • An equity scheme that invests in equity and equity related instruments selected based on quant model.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Axis Nifty500 Momentum 50 Index Fund
Nifty500 Momentum 50 TRI

Fund Manager

Mr. Sachin Relekar
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Mr. Karthik Kumar
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Performance

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Returns Over The Years

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Performance of Axis Nifty500 Momentum 50 Index Fund - Direct Growth as of February 28, 2026

Nifty500 Momentum 50 TRICurrent Value of Rs.10,000 Invested
Annualised(%)Nifty500 Momentum 50 TRI
Benchmark(%)
Nifty 50 TRI
Additional Benchmark(%)
Annualised(₹)Nifty500 Momentum 50 TRI
Benchmark(₹)
Nifty 50 TRI
Additional Benchmark(₹)
Since Inception
2025-02-13
7.62%8.25%10.14%10,79310,85811,054
5 Years
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3 Years
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1 Year
16.13%17.04%15.12%11,60811,69911,507

Fund Quants

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Tracking Difference

Fund Names1 Year3 Year5 Year10 YearSince Inception
Axis Nifty500 Momentum 50 Index Fund-0.75N/AN/AN/A-0.49

Tracking Error

The tracking error of Axis Nifty500 Momentum 50 Index Fund as of March 16, 2026 is 0.29
Disclaimer : Tracking Error and Tracking Difference data powered by ICRA Analytics (Disclaimer - http://www.icraanalytics.com/legal/standard-disclaimer.html)

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Portfolio

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Asset Cap Mix

Portfolio Summary

No. of stocks
10
Top 10 Stocks (%)
45.03%
Top 5 Stocks (%)
24.98%
Top 3 Stocks (%)
15.74%

Holdings

Stocks% of holdings
Shriram Finance Limited5.43
Eicher Motors Limited5.36
Bajaj Finance Limited4.95
Mahindra & Mahindra Limited4.66
Hindalco Industries Limited4.58
Maruti Suzuki India Limited4.45
Bharti Airtel Limited4.44
Asian Paints Limited4.05
TVS Motor Company Limited3.75
Hero MotoCorp Limited3.36

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Documents

Presentation

Schemes pdf

Leaflet

Schemes pdf

SID

Schemes pdf

KIM

Schemes pdf

Frequently asked questions

Can I set up SWP or STP with Axis Nifty500 Momentum 50 Index Fund?

Yes! You can set up an SWP for regular cash withdrawals or STP to transfer funds systematically between Axis Mutual Fund schemes, offering flexibility and better control over your investments.* Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.For individual nature of tax implications, investors are requested to consult their tax advisors before investing.Total Expense Ratio (TER) is of Axis Nifty500 Momentum 50 Index Fund Direct Growth Plan as on 29 Aug 2025. The TER of the Scheme is subject to change at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

What are the tax implications for Axis Nifty500 Momentum 50 Index Fund?

• Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits exceeding ₹1.25 lakh annually.• Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%.Holding investments beyond one year can help optimize post-tax returns.

What is the Nifty500 Momentum 50 Index and why should investors care?

The Nifty500 Momentum 50 Index consists of 50 stocks selected from the broader Nifty 500 based on their strong price momentum, regardless of company size or sector. Investing in this index allows you to benefit from India’s most dynamic top 50 high-momentum companies.

How does Axis Nifty500 Momentum 50 Index Fund help diversify your portfolio?

This fund gives you exposure to large, mid & Smallcap companies across various sectors identified for recent strong momentum. Including this momentum-focused fund in your portfolio can add a growth tilt and complement broad market or sectoral funds.

How often does the Axis Nifty500 Momentum 50 Index Fund update its portfolio?

The portfolio is rebalanced periodically, typically twice a year, to track the changing composition of the Nifty500 Momentum 50 Index, ensuring your investment stays aligned with the momentum-driven companies.

Is there any lock-in period or exit load in Axis Nifty 500 Momentum 50 Index Fund?

There is no lock-in period, offering full liquidity. However, an exit load of 0.25% applies if you redeem within 15 days from the date of investment, encouraging a medium-to-long-term investment horizon.

What is the expense ratio of Axis Nifty500 Momentum 50 Index Fund Direct Growth Plan?

Axis Nifty500 Momentum 50 Index Fund has a expense ratio of around 0.16% (Direct Growth Plan) as on 29 Aug 2025. Lower expenses mean more of your money stays invested, maximizing your potential returns over time.

What is the minimum investment amount to start investing in Axis Nifty500 Momentum 50 Index Fund?

You can start investing with as little as ₹100 and in multiples of Re. 1/- thereof, either as a lump sum or through a Systematic Investment Plan (SIP), enabling easy access for both new and seasoned investors.

What are the top companies held in the Axis Nifty500 Momentum 50 Index Fund?

Investing in Axis Nifty500 Momentum 50 Index Fund means you can own shares of momentum 50 performing stocks like Bajaj Finance Ltd, InterGlobe Aviation Ltd, BSE, Max Healthcare, Reliance Power Ltd, Solar Industries India Ltd. and many more.* These companies are recognized leaders and growth drivers in their sectors.

How many sectors does Axis Nifty500 Momentum 50 Index Fund invest in?

The fund invests across 10+ key sectors such as Financials, Services, Healthcare, Chemicals, Capital Goods, FMCG, Power, Metals & Mining and many more.* This wide sector exposure reduces single-sector risks and helps your portfolio capture growth from various parts of the economy.

What is the Axis Nifty500 Momentum 50 Index Fund?

This is a passive mutual fund by Axis Mutual Fund that invests in all 50 stocks forming part of Nifty500 Momentum 50 Index, aiming to closely replicate the index’s returns subject to tracking error. It provides growth-oriented investors an easy way to access India’s top 50 momentum-driven companies with broad diversification and managed risk.

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Statutory Details: Axis Mutual Fund has been established as a Trust under the Indian Trusts Act, 1882, sponsored by Axis Bank Ltd. (liability restricted to Rs.1 lakh).Trustee: Axis Mutual Fund Trustee Ltd. Investment Manager: Axis Asset Management Co. Ltd. (the AMC).Risk Factors: Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme. Past performance may or may not be sustained in future. Please consult your financial advisor before investing.