To provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Index Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.64% | -1.62% | -0.45% | -0.64% | -4.09% | N/A | N/A | N/A | N/A | N/A | 3.56% |
| Category returns | -3.49% | -4.55% | -2.01% | -3.44% | -4% | -2.79% | 10.35% | 12.84% | 9.89% | 11.22% | N/A |
| Absolute returns | -4.64% | -1.62% | -0.45% | -0.64% | -4.09% | N/A | N/A | N/A | N/A | N/A | 6.06% |
| Rank within category | 126/216 | 27/207 | 52/199 | 44/193 | 75/184 | N/A | N/A | N/A | N/A | N/A | N/A |
| Index Funds | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | -1.55% |
| Q1 returns | N/A | -12.76% |
| Q2 returns | 15.41% | 16.79% |
| Q3 returns | -8.78% | -1.95% |
| Q4 returns | 3.71% | -1.46% |
0.25% on or before 15D, Nil after 15D
| Alpha | -0.132858 |
| Beta | 0.999 |
| Sharpe Ratio | 0.0662406 |
| Sortino Ratio | 0.128687 |
| R-Squared | 0.9939 |
| Tracking Error | 0.1563 |
| Downside Risk | 17.0372 |
| Std. Deviation (Annualised) | 16.1456 |
| Index Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ICICI Prudential NASDAQ 100 Index Fund - Growth | -1.52% | 1.37% | 12.73% | 20.33% | 27.46% | 30.85% | 18.72% | N/A | 18.87% | 3,738.17 | 1.06 | 0.39 | Very High |
| Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth | -0.5% | 1.6% | 10.19% | 15.5% | 24.15% | 26.62% | 16.54% | N/A | 19.94% | 4,584.30 | 1.04 | 0.44 | Very High |
| ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth | -4.18% | -0.29% | 13.6% | 15.38% | 14.48% | 18.13% | N/A | N/A | 18.71% | 163.10 | 1.18 | 0.29 | Very High |
| UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth | -4.93% | -6.29% | -9.73% | -4.85% | 2.97% | 18.1% | N/A | N/A | 23.08% | 838.01 | 1.21 | 0.22 | Very High |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth | -4.3% | -1.59% | 11.56% | 11.09% | 13.2% | 17.83% | 12.7% | N/A | 14.93% | 191.85 | 1.10 | 0.32 | Very High |
| Motilal Oswal BSE Enhanced Value Index Fund - Regular Plan - Growth | -3.42% | -6.2% | -9.67% | -9.99% | -0.86% | 17.49% | N/A | N/A | 24.9% | 2,131.66 | 1.12 | 0.19 | Very High |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth | -4.83% | -1.02% | 10.76% | 12.27% | 8.48% | 15.62% | 10.2% | N/A | 15.72% | 364.19 | 1.11 | 0.18 | Very High |
| Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth | -5.01% | -1.19% | 10.63% | 11.86% | 8.08% | 15.42% | N/A | N/A | 24.48% | 259.53 | 0.92 | 0.18 | Very High |
| ICICI Prudential Nifty Auto Index Fund - Regular Plan - Growth | -5.75% | -5.5% | -2.85% | -7.06% | -5.92% | 15.29% | N/A | N/A | 19.15% | 234.49 | 0.95 | 0.18 | Very High |
| Axis Nifty500 Momentum 50 Index Fund - Regular Plan - Growth Current | -4.64% | -1.62% | -0.45% | -0.64% | -4.09% | N/A | N/A | N/A | 3.56% | 175.36 | 1.53 | 0.07 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 6.18% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 5.87% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 4.88% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 4.88% |
| Adani Power Ltd. | Power | Domestic Equities | 4.49% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 4.33% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 4.20% |
| BSE Ltd. | Capital Markets | Domestic Equities | 4.02% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 3.55% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 3.44% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 3.02% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 2.87% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 2.74% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.69% |
| Adani Energy Solutions Ltd. | Power | Domestic Equities | 2.64% |
| National Aluminium Company Ltd. | Non - Ferrous Metals | Domestic Equities | 2.50% |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 2.34% |
| HFCL Ltd. | Telecom - Services | Domestic Equities | 2.33% |
| Welspun Corp Ltd. | Industrial Products | Domestic Equities | 2.17% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 2.10% |
| Vodafone Idea Ltd. | Telecom - Services | Domestic Equities | 1.91% |
| ABB India Ltd. | Electrical Equipment | Domestic Equities | 1.75% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.66% |
| Steel Authority Of India Ltd. | Ferrous Metals | Domestic Equities | 1.59% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.58% |
| Acutaas Chemicals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.48% |
| Apar Industries Ltd. | Electrical Equipment | Domestic Equities | 1.46% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 1.46% |
| Karur Vysya Bank Ltd. | Banks | Domestic Equities | 1.35% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 1.34% |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 1.28% |
| Anand Rathi Wealth Ltd. | Capital Markets | Domestic Equities | 1.18% |
| Sai Life Sciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.03% |
| Hindustan Copper Ltd. | Non - Ferrous Metals | Domestic Equities | 0.93% |
| Thermax Ltd. | Electrical Equipment | Domestic Equities | 0.88% |
| Bank Of Maharashtra | Banks | Domestic Equities | 0.81% |
| Syrma SGS Technology Ltd. | Industrial Manufacturing | Domestic Equities | 0.80% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 0.76% |
| The Great Eastern Shipping Company Ltd. | Transport Services | Domestic Equities | 0.75% |
| Granules India Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.69% |
| Finolex Cables Ltd. | Industrial Products | Domestic Equities | 0.55% |
| NLC India Ltd. | Power | Domestic Equities | 0.48% |
| Netweb Technologies India Ltd. | IT - Services | Domestic Equities | 0.48% |
| Schneider Electric Infrastructure Ltd. | Electrical Equipment | Domestic Equities | 0.48% |
| Belrise Industries Ltd. | Auto Components | Domestic Equities | 0.47% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.44% |
| RR Kabel Ltd. | Industrial Products | Domestic Equities | 0.44% |
| Aditya Birla Sun Life AMC Ltd. | Capital Markets | Domestic Equities | 0.38% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 0.38% | |
| Honasa Consumer Ltd. | Personal Products | Domestic Equities | 0.29% |
| Gujarat Mineral Development Corporation Ltd. | Minerals & Mining | Domestic Equities | 0.18% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.49% | |
| Total | 100.00% | ||
andik is a seasoned financial services professional with over two decades of experience, predominantly in the asset management space. Prior to joining Axis AMC, he was the Chief Investment Officer (CIO) at Avendus Capital Public Markets Alternate Strategies LLP. Notably, Nandik also led the successful launch of the Long Short Fund at ICICI Prudential AMC, further cementing his expertise in innovative investment strategies.Educational Qualification: PGDM in Finance from IIM Calcutta, Master's Degree in Finance from London Business School, and BTech from IIT Kharagpur.
Mr. Rohit Kumar Gautam has an experience of over 13 years in his professional career. He joined as the "Head Research" in Shriram Asset Management Company Limited in June, 2019. Prior to joining Shriram, he was associated with APRRUS Foods and Beverages Pvt. Ltd., Firestar International Pvt. Ltd., Pythhos Technology Pvt. Ltd./Boston Analytics, Hangout Adventures where he had held various key positions in Research & Analysis, Corporate Strategy & Planning Professional, etc.
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