April 11, 2025
mayank
Axis Nifty500 Momentum 50 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 9.2155
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors.
Fund Manager:
1) 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
2) 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.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.25% for redemption within 15 days |
Basic Details of Axis Nifty500 Momentum 50 Index Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 13-Feb-25 |
| Return Since Launch | -7.85% |
| Benchmark | Nifty 500 Momentum 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 53 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.16% |
| (As on 31-Mar-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Axis Nifty500 Momentum 50 Index Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Nifty500 Momentum 50 Index Dir | — | -1.56 | -2.82 | — | — | — | — | — | — | — |
| BSE 500 TRI | — | -0.59 | -0.46 | — | — | — | — | — | — | — |
| Equity: Flexi Cap | — | -0.70 | -0.67 | — | — | — | — | — | — | — |
| Rank within category | — | 95 | 93 | — | — | — | — | — | — | — |
| Number of funds in category | 97 | 99 | 99 | 97 | 93 | 86 | 69 | 52 | 39 | 35 |
Peer Comparison of Axis Nifty500 Momentum 50 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Nifty500 Momentum 50 Index Dir | Unrated | — | — | — | 0.16 | 53 | -7.85 | 0.25 (15) | 1M | — |
| Motilal Oswal Nifty 500 Index Dir | 3 star | — | — | — | 0.20 | 2,102 | 16.48 | 1.00 (15) | 5Y 7M | 20.00 |
| SBI Nifty 500 Index Dir | Unrated | — | — | — | 0.39 | 809 | -15.94 | 0.25 (15) | 6M | 2.00 |
| Nippon India Nifty 500 Momentum 50 Index Dir | Unrated | — | — | — | 0.25 | 686 | -30.43 | — | 6M | — |
| Motilal Oswal Nifty 500 Momentum 50 Index Dir | Unrated | — | — | — | 0.36 | 538 | -30.68 | 1.00 (15) | 6M | — |
Portfolio Analysis of Axis Nifty500 Momentum 50 Index Fund
| No. of Stocks | 50 |
| Top 10 Stocks | 47.64% |
| Top 5 Stocks | 26.10% |
| Top 3 Sectors | 62.68% |
| Portfolio P/B Ratio | 6.41 |
| Portfolio P/E Ratio | 42.67 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 77,464 | 1,72,540 |
| Giant (%) | 23.74 | 49.82 |
| Large (%) | 38.69 | 20.81 |
| Mid (%) | 37.15 | 23.14 |
| Small (%) | 0.42 | 7.54 |
| Tiny (%) | — | 0.92 |
Chanakya’s Mutual Fund Guidance For Axis Nifty500 Momentum 50 Index Fund
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Very interesting. Sir, Earlier I studied the returns provided by the benchmark index. However your detailed review covering past performance of the fund managers and peer fund comparison gave new insights. Now I am hesitant to invest in this NFO.
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Very interesting. Sir, Earlier I studied the returns provided by the benchmark index. However your detailed review covering past performance of the fund managers and peer fund comparison gave new insights. Now I am hesitant to invest in this NFO.
Thanks a lot