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Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Option

Axis · Index Funds
High
₹9.98
Current NAV
23 Oct 2026
-9.9%
1Y Return
10.3%
3Y CAGR
20.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹10,180 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.23%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.63
Sharpe Ratio
1.43
Beta
-0.37
Alpha
0.77
Sortino
Fund Details
Fund House Axis
Category Index Funds
AUM ₹10180 Cr
Expense Ratio 2.23%
Min SIP ₹500
Min Lumpsum ₹1000
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