Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option
Category: Index Fund
Launch Date: 13-02-2025
AUM:
₹ 97.69 Cr
Expense Ratio
1.05%
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
11.0283
Last change
-0.05 (-0.4352%)
Fund Size (AUM)
₹ 97.69 Cr
Performance
13.84% (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 | 5.76 |
| BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | 5.34 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 5.31 |
| SBI LIFE INSURANCE COMPANY LIMITED EQ | 5.2 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 5.16 |
| KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | 4.85 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 4.49 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 4.23 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 4.02 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.92 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 48.32 |
| Healthcare | 14.22 |
| Chemicals | 9.3 |
| Capital Goods | 7.34 |
| Services | 6.77 |
| Information Technology | 5.65 |
| Fast Moving Consumer Goods | 2.54 |
| Consumer Durables | 2.13 |
| Metals & Mining | 1.28 |
| Power | 1.03 |