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Axis Mutual Fund

Axis Nifty500 Momentum 50 Index Fund Direct Growth

1 Year Absolute Returns

+1.06%

1Y CAGR

1.06%

NAV on 12 Nov 2026

11.2977

Return calculator

Monthly Investment
Time Period
₹1.23 Lac
Bank Ac
₹1.25 Lac
Fixed Deposit
₹1.21 Lac
This Fund
Total Investment₹ 1,20,000.00
Total Gains₹ 693.61

Total Value₹ 1,20,693.61
Invest now

Note: Past profits do not guarantee future returns.

Fund Performance

Performance in Index Fund

1 M
3.29%
5.29%
3 M
-0.88%-0.54%
6 M
2.82%
2.40%
1 Y
1.06%
2.87%
This FundvsCategory Avg

Stock Holdings

NameWeightage
5.51%
4.85%
4.73%
4.70%
4.49%
4.45%
4.26%
4.12%
3.87%
3.29%

Asset Allocation

Equity
100.11%

Sector Allocation

Financial Services
40.54%
Consumer Cyclical
21.22%
Basic Materials
12.42%
Industrials
11.55%
Healthcare
6.84%
Communication Services
4.26%
Technology
2.04%
Consumer Defensive
0.85%
Energy
0.19%
Other
0.08%

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

Scheme Snapshot

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

AUM

₹ 171.62 Cr.

Lock in Period

0.0 Years

Expense Ratio

0.65%

Inception Date

13 Feb 2025

Exit Load

Exit load of 0.25%, if redeemed within 15 days.

Fund Manager

Name

Nandik Mallik

Qualification

MS (London Business School), PGDM (IIM Calcutta), B Tech (IIT Kharagpur)

Name

Rohit Gautam

Qualification

NA

AMC Information

Axis Mutual Fund

AUM (cr).

₹3,57,474.29

Funds Managed

69

AMC Age

17 Yrs

Date of Incorporation

13 Jan 2009

Phone

022-43255161

Address

One Lodha Place. 22nd & 23rd Floor,, Senapati Bapat Marg, Lower Par, el, Maharashtra, Mumbai - 400013.