Axis Nifty500 Momentum 50 Index Gr
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation21.9%
Sharpe Ratio0.02
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Laurus Labs LtdServices6.18%
Multi Commodity Exchange of India LtdFinancial Services5.87%
Shriram Finance LtdFinancial Services4.88%
Hindalco Industries LtdCapital Goods4.88%
Adani Power LtdUtilities4.49%
Cummins India LtdCapital Goods4.33%
GE Vernova T&D India LtdCapital Goods4.20%
BSE LtdFinancial Services4.02%
The Federal Bank LtdFinancial Services3.55%
Bharat Heavy Electricals LtdCapital Goods3.44%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.66%
Regulatory & Tax Information
INF846KA1036
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)