Axis Nifty500 Momentum 50 Index Fund

The Nifty500 Momentum 50 Index consists of 50 stocks selected from the broader Nifty 500 based on their strong price momentum, regardless of company size or sector. Investing in this index allows you to benefit from India’s most dynamic top 50 high-momentum companies.

This is a passive mutual fund by Axis Mutual Fund that invests in all 50 stocks forming part of Nifty500 Momentum 50 Index, aiming to closely replicate the index’s returns subject to tracking error. It provides growth-oriented investors an easy way to access India’s top 50 momentum-driven companies with broad diversification and managed risk.

The fund invests across 10+ key sectors such as Financials, Services, Healthcare, Chemicals, Capital Goods, FMCG, Power, Metals & Mining and many more.* This wide sector exposure reduces single-sector risks and helps your portfolio capture growth from various parts of the economy.

Investing in Axis Nifty500 Momentum 50 Index Fund means you can own shares of momentum 50 performing stocks like Bajaj Finance Ltd, InterGlobe Aviation Ltd, BSE, Max Healthcare, Reliance Power Ltd, Solar Industries India Ltd. and many more.* These companies are recognized leaders and growth drivers in their sectors.

You can start investing with as little as ₹100 and in multiples of Re. 1/- thereof, either as a lump sum or through a Systematic Investment Plan (SIP), enabling easy access for both new and seasoned investors.

Axis Nifty500 Momentum 50 Index Fund has a expense ratio of around 0.16% (Direct Growth Plan) as on 29 Aug 2025. Lower expenses mean more of your money stays invested, maximizing your potential returns over time.

There is no lock-in period, offering full liquidity. However, an exit load of 0.25% applies if you redeem within 15 days from the date of investment, encouraging a medium-to-long-term investment horizon.

The portfolio is rebalanced periodically, typically twice a year, to track the changing composition of the Nifty500 Momentum 50 Index, ensuring your investment stays aligned with the momentum-driven companies.

This fund gives you exposure to large, mid & Smallcap companies across various sectors identified for recent strong momentum. Including this momentum-focused fund in your portfolio can add a growth tilt and complement broad market or sectoral funds.

•    Long-Term Capital Gains (LTCG): Gains after 1 year are taxed at 12.5% on profits exceeding ₹1.25 lakh annually.
•    Short-Term Capital Gains (STCG): Gains within 1 year are taxed at 20%.
Holding investments beyond one year can help optimize post-tax returns.

Yes! You can set up an SWP for regular cash withdrawals or STP to transfer funds systematically between Axis Mutual Fund schemes, offering flexibility and better control over your investments.

* Note: Sector(s)/ Stock(s) mentioned above are for the purpose of disclosure of the portfolio of the Scheme(s) and should not be construed as recommendation.

For individual nature of tax implications, investors are requested to consult their tax advisors before investing.

Total Expense Ratio (TER) is of Axis Nifty500 Momentum 50 Index Fund Direct Growth Plan as on 29 Aug 2025. The TER of the Scheme is subject to change  at the discretion of AMC within the limits specified in Scheme Information Document. Investors are requested to visit Axis Mutual Fund website to view the current TER of the Scheme at the time of investments (https://www.axismf.com/total-expense-ratio).

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.