Axis Nifty500 Momentum 50 Index Fund Regular-Growth

Fund Details

NAV 9.3882

Sub-Type Flexi Cap

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 1.11

Fund Size(in Crores) 127.11

Fund Performance

1 Month -12.74%

3 Month -14.5%

6 Month -12.49%

1 Year -4.95%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.83%) Market Cap Mid Cap 28.83 Large Cap 63.27 Small Cap 7.72 Top Sectors Financial 35.03 Automobile 22.16 Services 12.56 Healthcare 6.15 Capital Goods 5.67 Metals & Mining 4.89 Materials 4.63 Communication 4.44 Chemicals 2.29 Construction 1.35 Consumer Staples 0.65 Top Holding Aster DM Healthcare 0.46 Bajaj Finance 4.95 Bharti Airtel 4.44 Syrma SGS Technology 0.21 HBL Engineering 0.25 AU Small Finance Bank 2.51 Radico Khaitan 0.65 Muthoot Finance 2.43 GE Vernova T&D 1.68 Narayana Hrudayalaya 0.38 Aditya Birla Capital 1.6 Mahindra & Mahindra Financial Services 1.07 TVS Motor Company 3.75 IIFL Finance 0.36 Hero Motocorp 3.36 Manappuram Finance 0.65 Indian Bank 1.65 MCX 2.76 Hitachi Energy India 0.99 L&T Fin 1.89 Canara Bank 2.22 The Federal Bank 2.7 Anand Rathi Wealth 0.58 Karur Vysya Bank 1.09 Laurus Labs 2.43 One97 Communications 1.75 Choice International 0.19 Navin Fluorine International 1.02 UPL 1.28 Cummins India 2.55 Eicher Motors 5.36 Asahi India Glass 0.41 GMR Airports 1.35 Max Financial Services 1.85 Hindalco Industries 4.58 Interglobe Aviation 3.25 PTC Industries 0.31 Mahindra & Mahindra 4.66 Shriram Finance 5.43 Glenmark Pharmaceuticals 1.1 Gujarat Mineral Development Corporation 0.16 Asian Paints 4.05 Force Motors 0.59 FSN E-Commerce Ventures 1.6 Maruti Suzuki India 4.45 BSE 3.21 RBL Bank 1.02 Fortis Healthcare 1.78 City Union Bank 0.87 Cholamandalam Investment and Finance Company 1.96

Debt & Others (0.16999999999999998%) Sector Allocation CBLO 0.44 Net Payables -0.27 Debt Credit Ratings Debt Category Others 0.17

Comparison with same funds

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -12.58% Ret 1Y -5.89% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -12.78% Ret 1Y -6.64% Ret 3Y 11.58% Ret 5Y 11.45%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -9.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -11.17% Ret 1Y -0.88% Ret 3Y 11.86% Ret 5Y 7.02%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.05%

Exit Load 0.25%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Nandik Mallik

Education Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).

Experience Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).

Sachin Relekar

Education Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.

Experience Prior to joining Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

Rohit Gautam

Education B.Tech. from IIT Bombay, PGDM from IIM Ahmedabad

Experience Prior to joining the Axis MF, he was associated with IndiaFirst Life Insurance, Shriram AMC, Greater Pacific Capital.

Karthik Kumar

Education Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)

Experience Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 50

Date of Incorporation 2025-02-13

Total AUM 366904.0

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.