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Axis Nifty500 Momentum 50 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
13 Feb 2025
1 years ago
Lock-in Period
No lock-in
NAV
as of 13 Feb 2026
₹10.79
-1.6908% (-0.10)
AUM
₹122 Cr
Expense ratio
0.15%
Benchmark
Nifty 500 Momentum 50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
0.25%
If units sold after 15D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Basic Materials
Industrials
Healthcare
Fund House
Axis
Inc: 09 Oct 2009 • Total AUM: ₹3,14,663 Cr • Rank #7Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.
Fund Managers
Sachin Relekar
Experience: 2.02 yrs • Total AUM: 1,55,525 Cr
Karthik Kumar
Experience: 2.61 yrs • Total AUM: 96,426 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
22.17%
Expense ratio
0.35%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
22.01%
Expense ratio
0.31%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
13.83%
Expense ratio
0.21%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
13.80%
Expense ratio
0.19%
Tracking error
Fund size
HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
13.79%
Expense ratio
0.2%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.