Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.48% | -7.17% | -5.84% | -3.82% | -7.05% | – | – | – | – |
NAV history
About this fund
Axis Nifty500 Momentum 50 Index Fund is a passive index fund/ETF offered by Axis Mutual Fund, classified under Equity as Index Funds - Equity Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹10.40, with assets under management of about ₹150 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Axis Nifty500 Momentum 50 Index Fund has recorded a return of about -7.0%. Its annualised volatility is 18.6% — relatively large fluctuations — and its Sharpe ratio is -0.73, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.15%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 3.54 | 2.98 | -7.05 | 16.08 | 71% | 5% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| UTI Nifty India Manufacturing Index Fund Index Funds - Equity Funds | -7.20 | -7.73 | -5.18 | -2.52 | – | – | – | 0.51 |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Index Funds - Equity Funds | -6.13 | -4.96 | -3.26 | -1.37 | – | – | – | 0.49 |
| Groww Nifty 50 Index Fund Index Funds - Equity Funds | -2.73 | -5.29 | -6.34 | -11.65 | – | – | – | 0.30 |
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Index Funds - Equity Funds | -7.46 | -5.69 | -2.89 | -4.87 | – | – | – | 0.25 |
| Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Index Funds - Equity Funds | -4.62 | -6.99 | -5.86 | -4.43 | – | – | – | 0.18 |
| Groww Nifty Next 50 Index Fund Index Funds - Equity Funds | -6.07 | -6.52 | -5.29 | -2.45 | – | – | – | 0.30 |
| JioBlackRock Nifty 50 Index Fund Index Funds - Equity Funds | -2.73 | -5.25 | -6.19 | -11.34 | – | – | – | 0.09 |
| JioBlackRock Nifty Midcap 150 Index Fund Index Funds - Equity Funds | -7.75 | -8.23 | -5.08 | -3.76 | – | – | – | 0.19 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Multicap Fund Equity Scheme - Multi Cap Fund | -6.67 | -1.36 | 4.09 | 1.66 | 17.02 | – | – | 0.70 |
| Axis Multi Factor Passive FoF Other Scheme - FoF Domestic | -4.89 | -6.97 | -7.85 | -7.44 | 6.94 | – | – | 0.07 |
| Axis CRISIL IBX SDL May 2027 Index Fund Index Funds - Debt Funds | 0.19 | 1.06 | 2.77 | 5.73 | 7.62 | – | – | 0.13 |
| Axis Silver Fund of Fund Other Scheme - FoF Domestic | -13.80 | -10.84 | -19.19 | 28.16 | 38.74 | – | – | 0.07 |
| Axis NASDAQ 100 US Specific Equity Passive FOF Other Scheme - FoF Overseas | -5.98 | -1.85 | 9.34 | 24.51 | 30.96 | – | – | 0.25 |
| Axis Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.48 | -2.47 | -0.25 | -1.33 | 5.53 | – | – | – |
| Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund Other Scheme - Index Funds | -0.20 | 0.63 | 2.25 | 4.67 | 7.43 | – | – | 0.15 |
| Axis Business Cycles Fund Sectoral/Thematic - Business Cycle | -6.64 | -4.45 | -2.05 | -3.68 | 11.49 | – | – | 1.11 |