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Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

Category: Index Fund Launch Date: 13-02-2025
AUM:

₹ 119.73 Cr

Expense Ratio

1.06%

Benchmark

Nifty 500 Momentum 50 TRI

ISIN

INF846KA1036

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

Mr. Karthik Kumar and Mr. Sachin Relekar

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option - - -
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
10.5994
Last change
-0.13 (-1.1972%)
Fund Size (AUM)
₹ 119.73 Cr
Performance
9.42% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Mr. Karthik Kumar and Mr. Sachin Relekar
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Bajaj Finance Limited 5.51
SBI LIFE INSURANCE COMPANY LIMITED EQ 5.26
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- 5.16
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- 5.13
BSE LIMITED EQ NEW FV RS. 2/- 5.13
HDFC LIFE INSURANCE COMPANY LIMITED EQ 4.8
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 4.77
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- 4.43
MAX HEALTHCARE INSTITUTE LIMITED EQ 4.31
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- 4.0

Sector Allocation

Sector Holdings (%)
Financial Services 49.18
Healthcare 13.83
Chemicals 8.91
Capital Goods 7.06
Services 6.52
Information Technology 6.47
Fast Moving Consumer Goods 2.31
Consumer Durables 2.02
Metals & Mining 1.18
Telecommunication 0.87

Peer Comparison

Scheme Name 5Y (%)
Axis Nifty500 Momentum 50 Index Fund Reg Gr 0.0
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 0.0
ABSL Nifty India Defence Fund Reg Gr 0.0
Motilal Oswal S&P 500 Index Reg Gr 17.15
ICICI Pru Nifty200 Value 30 Index Gr 0.0
Motilal Oswal BSE Enhanced Value Index Fund Reg 0.0
Nippon India Nifty Auto Index Fund Reg Gr 0.0
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