Axis Nifty 500 Momentum 50 Index Fund
Direct · Growth ₹11.37
18 Aug 2026
NAV
3.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.59
Sharpe
-17.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.52%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.10 L | 0.7% | -24.5% | 12.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 0.7% | 14.4% | 9.4% | -13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.4% | 1.9% | -6.1% | 16.1% | -0.59 | -0.56 | 69% | — | — |
-17.0%
Max Drawdown
9 mo
Drawdown Duration
5 mo
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
0.20
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.07 | 1.17 | 117.6% | 104.8% | 5.5% | -2.9% |
| 3 Years | +4.03 | 1.19 | 120.6% | 110.8% | 4.9% | 1.8% |
| 5 Years | +2.90 | 1.19 | 120.6% | 110.8% | 2.9% | 1.0% |
| 7 Years | +2.42 | 1.19 | 120.6% | 110.8% | 2.1% | 0.7% |
| 10 Years | +2.06 | 1.19 | 120.6% | 110.8% | 1.4% | 0.5% |
| 12 Years | +1.92 | 1.19 | 120.6% | 110.8% | 1.2% | 0.4% |
| 15 Years | +1.78 | 1.19 | 120.6% | 110.8% | 1.0% | 0.3% |
49
Total Holdings
44.3%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Hindalco Industries Limited | 5.51% |
| 2 | BSE Limited | 4.85% |
| 3 | Eicher Motors Limited | 4.73% |
| 4 | Shriram Finance Limited | 4.70% |
| 5 | Asian Paints Limited | 4.49% |
| 6 | Bajaj Finance Limited | 4.45% |
| 7 | Bharti Airtel Limited | 4.26% |
| 8 | Mahindra & Mahindra Limited | 4.12% |
| 9 | Maruti Suzuki India Limited | 3.87% |
| 10 | Multi Commodity Exchange of India Limited | 3.29% |