Axis Nifty500 Momentum 50 Index Fund · Regular · Growth
NAV
₹10.7624
as of 30 Sept 2026
Expense Ratio
1.53%
AUM
₹150 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.58%
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.62%
SIP returns (XIRR)
- 1Y
- +1.65%
- 3Y
- —
- 5Y
- —
- Since Inception
- +2.74%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.09
Sharpe Ratio
—
Alpha
—
Beta
-0.08
Sortino
17.27%
Std Dev
-17.56%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Electrical Equipment18.08%
- Pharmaceuticals & Biotechnology12.87%
- Industrial Products12.58%
- Capital Markets11.26%
- Non - Ferrous Metals8.57%
- Power7.26%
- Finance6.48%
- Banks6.30%
- Telecom - Services4.42%
- Auto Components4.31%
- Automobiles2.39%
- Ferrous Metals1.61%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
What this fund does
Axis Nifty500 Momentum 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Axis Nifty500 Momentum 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Axis Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹150 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY500 MOMENTUM 50 TRI. The current expense ratio is 1.53%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios