HealthyDirect · Growth
Axis Nifty500 Momentum 50 Index Fund
- NAV
- 10.9548
- 15 Sept 2026
- 1Y
- +1.6%
- Trailing CAGR
- AUM
- ₹165.69 Cr
- 31 Aug 2026
- Volatility
- High
- 18.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+1.6%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+8.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+1.3%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +8.1%
- Calendar-day CAGR
- Excess 1Y
- +0.3%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 26 days
- 8 recovered episodes
- Longest recovery
- 142 days
- Trough to prior peak
- Current spell
- 18 days
- Days below latest peak
- Time below peak
- +93%
- NAV observations
26 Jun 2025 – 12 Aug 2026
Trough 23 Mar 2026 · recovered in 142 days
-17.0%
24 Mar 2025 – 21 Apr 2025
Trough 7 Apr 2025 · recovered in 14 days
-8.7%
20 Feb 2025 – 24 Mar 2025
Trough 13 Mar 2025 · recovered in 11 days
-7.6%
28 Aug 2026 – open
Trough 15 Sept 2026 · not recovered
-5.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
26
Vs category
52
Consistency
50
Risk-adjusted
37
Drawdown
58
Mean
44
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 46.5%.
- Top 5
- 25.5%
- Top 10
- 46.5%
- Largest holding
- 5.7%
- Effective holdings
- 31.7
Multi Commodity Exchange Of India Ltd
Financial
5.7%
Laurus Labs Ltd
Healthcare
5.6%
Shriram Transport Finance Company Ltd
Financial
5.2%
Hindalco Industries Ltd
Materials
5.0%
Cummins India Ltd
Industrials
4.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Healthy
Engine status
Healthy
Doing its job
Why this status
- No material deterioration, cost shock, or persistent category underperformance in the current evidence set.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +2.4%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -15.4%
- Sharpe
- 0.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Groww Nifty Next 50 Index Fund
Groww Mutual Fund
- 1Y
- +2.9%
- 3Y
- n/a
- Vol
- 16.6%
- Max DD
- -14.3%
- Sharpe
- 0.09
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
JioBlackRock Nifty Midcap 150 Index Fund
Jio BlackRock Mutual Fund
- 1Y
- +3.6%
- 3Y
- n/a
- Vol
- 15.8%
- Max DD
- -14.0%
- Sharpe
- 0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -0.6%
- 3Y
- n/a
- Vol
- 13.6%
- Max DD
- -11.4%
- Sharpe
- -0.02
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty Midcap 150 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +3.5%
- 3Y
- +14.0%
- Vol
- 16.7%
- Max DD
- -21.2%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown