Compare Axis Nifty500 Momentum 50 Index Fund vs Invesco India Focused Fund
Axis Nifty500 Momentum 50 Index Fund
Invesco India Focused Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.86
1.97
NAV
₹10.82
₹31.61
Fund Started
24 Jan 2025
09 Sep 2020
Fund Size
₹162.59 Cr
₹5706.62 Cr
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
-0.42%
1.58%
3 Year
-
20.94%
5 Year
-
15.13%
Equity
100.06%
96.44%
Cash
-4.81%
3.56%
Top 10 Holdings
Shriram Finance Ltd | 5.07% |
Cummins India Ltd. | 5.05% |
Multi Commodity Exchange Of India Ltd. | 4.95% |
BSE Ltd. | 4.93% |
Hindalco Industries Ltd. | 4.85% |
GE Vernova T&D India Ltd | 4.85% |
Adani Power Ltd. | 4.83% |
Laurus Labs Ltd. | 4.64% |
The Federal Bank Ltd. | 3.62% |
Bharat Heavy Electricals Ltd. | 3.36% |
ICICI Bank Ltd. | 9.04% |
Larsen & Toubro Ltd. | 7.33% |
HDFC Bank Ltd. | 6.65% |
Interglobe Aviation Ltd. | 6.51% |
Nuvama Wealth Management Ltd. | 5.65% |
Coforge Ltd. | 4.76% |
Cholamandalam Investment and Finance Company Ltd. | 4.64% |
Hindustan Aeronautics Ltd. | 4.57% |
Delhivery Ltd. | 4.23% |
Ather Energy Ltd. | 4.22% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide returns before expenses that correspond to the Nifty500 Momentum 50 TRI subject to tracking errors.
The scheme seeks to generate capital appreciation by investing in upto 30 stocks across market capitalization.
Launch Date
24 Jan 2025
09 Sep 2020
