Axis Nifty500 Momentum 50 Index Fund vs Bandhan Nifty 500 Momentum 50 Index Fund

Direct Plan, Growth option · Data as on 30-10-2026

Axis Nifty500 Momentum 50 Index Fund is an Index fund and Bandhan Nifty 500 Momentum 50 Index Fund is an Index fund. In the year to 30-10-2026, Axis Nifty500 Momentum 50 Index Fund (Direct) returned −4.1% and Bandhan Nifty 500 Momentum 50 Index Fund (Direct) returned −4.5%. Axis Nifty500 Momentum 50 Index Fund charges 0.58% a year and Bandhan Nifty 500 Momentum 50 Index Fund 0.80% (Direct plans). Their portfolios overlap 97.6%: they hold 50 of the same securities.

Axis Nifty500 Momentum 50 Index Fund

Index

1 year return: −4.1%
Expense ratio: 0.58%
NAV: ₹10.66

See Axis Nifty500 Momentum 50 Index Fund

Bandhan Nifty 500 Momentum 50 Index Fund

Index

1 year return: −4.5%
Expense ratio: 0.80%
NAV: ₹8.62

See Bandhan Nifty 500 Momentum 50 Index Fund

Which is better, Axis Nifty500 Momentum 50 Index or Bandhan Nifty 500 Momentum 50 Index? Key differences

It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

Axis Nifty500 Momentum 50 Index returned more over 1 year: −4.1% against −4.5%.
Axis Nifty500 Momentum 50 Index costs less: 0.58% a year against 0.80% (Direct plans).
Axis Nifty500 Momentum 50 Index fell less in its worst fall since 18-02-2025: −17.0% against −17.3%.
Axis Nifty500 Momentum 50 Index is the larger fund: ₹175 Cr against ₹37 Cr.
Their portfolios overlap 97.6%: 50 of the same holdings.

Past returns do not promise future returns. This page is information, not investment advice.

NAV comparison

How each fund's NAV moved over the same days, as % change since the first day of the range

Axis Nifty500 Momentum 50 Index Fund (Direct)
+10.0%
Bandhan Nifty 500 Momentum 50 Index Fund (Direct)
+9.2%

Change in NAV from 18-02-2025 to 30-10-2026

−5%0%+5%+10%+15%+20%

Key facts

From each fund's scheme summary document and AMFI

Fact	Axis Nifty500 Momentum 50 Index Fund	Bandhan Nifty 500 Momentum 50 Index Fund
Fund house	Axis Mutual Fund	Bandhan Mutual Fund
Category	Index	Index
AUM	₹175 Cr (30-09-2026)	₹37 Cr (31-08-2026)
NAV	₹10.66 (Direct)	₹8.62 (Direct)
Expense ratio (Direct)	0.58%	0.80%
Expense ratio (Regular)	1.45%	1.45%
Riskometer	Very High	Very High
Benchmark	Nifty 500 Momentum 50 TRI	Nifty 500 Momentum 50 TRI
Launch date	13-02-2025	29-10-2024
Minimum investment	₹100	₹1,000
Lock in	None	None
Fund managers	Nandik Malik, Rohit Gautam	Abhishek Jain
Exit load	Exit load of 0.25%, if redeemed within 15 days.	• 0.25% if redeemed on or before 15 days from the allotment date. • Nil if redeemed after 15 days from allotment date.

Axis Nifty500 Momentum 50 Index vs Bandhan Nifty 500 Momentum 50 Index: Returns Comparison

Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

Fund	1M	3M	6M	1Y	3Y	5Y	10Y
Axis Nifty500 Momentum 50 Index Fund (Direct)	−2.41%	−1.53%	−0.24%	−4.11%	--	--	--
Bandhan Nifty 500 Momentum 50 Index Fund (Direct)	−2.45%	−1.62%	−0.36%	−4.46%	--	--	--

Axis Nifty500 Momentum 50 Index vs Bandhan Nifty 500 Momentum 50 Index: Year-wise Returns

Year	Axis Nifty500Axis Nifty500 Momentum 50 Index	Bandhan Nifty 500Bandhan Nifty 500 Momentum 50 Index	Nifty500 Momentum 50 TRI
2026to date	−1.85%	−2.18%	−1.59%
2025	--	−8.41%	−7.61%

Axis Nifty500 Momentum 50 Index vs Bandhan Nifty 500 Momentum 50 Index: Rolling Returns

Every holding period of both funds, against Nifty500 Momentum 50 TRI, the benchmark of both

Rolling returns

Every 1-year holding period, 173 of them, one for each trading day from 18-02-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

−10%−5%0%5%10%15%20%

Mar 2025
to
Mar 2026Apr 2025
to
Apr 2026Jun 2025
to
Jun 2026Jul 2025
to
Jul 2026Aug 2025
to
Aug 2026Oct 2025
to
Oct 2026

Axis Nifty500 Momentum 50 Index Fund (Direct)Bandhan Nifty 500 Momentum 50 Index Fund (Direct)Nifty500 Momentum 50 TRI

How the periods spread

Fund	Below 0%	0-5%	5-10%	10-15%	15-20%	Mean	Median	Lowest	Highest	Beat benchmark
Axis Nifty500 Momentum 50 Index	28.9	35.3	25.4	9.2	1.2	3.3%	2.8%	−9.1%	16.1%	0%
Bandhan Nifty 500 Momentum 50 Index	31.2	34.7	24.3	8.7	1.2	3.0%	2.5%	−9.4%	15.9%	0%
Nifty500 Momentum 50 TRI	24.3	35.3	29.5	9.2	1.7	3.9%	3.4%	−8.6%	17.0%	--

The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty500 Momentum 50 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 18-02-2025. Past returns do not promise future returns.

Axis Nifty500 Momentum 50 Index vs Bandhan Nifty 500 Momentum 50 Index: SIP and Lumpsum Returns

What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

Growth of an investment

Every month₹

Step up each year

PeriodFor

₹10,000 on the first trading day of every month, from 18-02-2025 to 30-10-2026: 21 instalments, ₹2,10,000 in all.

Investment	Invested	Value now	Gain	Return a year
Axis Nifty500 Momentum 50 IndexAxis Nifty500 Momentum 50 Index Fund (Direct)	₹2,10,000	₹2,11,597	₹1,597	0.8%
Bandhan Nifty 500 Momentum 50 IndexBandhan Nifty 500 Momentum 50 Index Fund (Direct)	₹2,10,000	₹2,10,285	₹285	0.1%

₹0₹50,000₹1.0 L₹1.5 L₹2.0 L₹2.5 L

2026

Axis Nifty500 Momentum 50 IndexAxis Nifty500 Momentum 50 Index Fund (Direct)Bandhan Nifty 500 Momentum 50 IndexBandhan Nifty 500 Momentum 50 Index Fund (Direct)Amount invested

From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

Axis Nifty500 Momentum 50 Index vs Bandhan Nifty 500 Momentum 50 Index: Risk and Drawdowns

How much each fund swings, and the worst fall over the same days

Risk and return

Measure	Axis Nifty500 Momentum 50 Index Fund (Direct)	Bandhan Nifty 500 Momentum 50 Index Fund (Direct)
Return (CAGR)	−4.11%	−4.46%
Standard deviation	19.37%	19.42%
Sharpe ratio	-0.48	-0.50
Sortino ratio	-0.66	-0.68
Maximum drawdown	−16.4% (23-03-2026)	−16.6% (23-03-2026)
Beta	1.00	1.00
Alpha	−0.52%	−0.84%

From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

Measure	Axis Nifty500 Momentum 50 Index Fund (Direct)	Bandhan Nifty 500 Momentum 50 Index Fund (Direct)
Return (CAGR)	+5.78%	−7.13%
Standard deviation	18.81%	20.04%
Sharpe ratio	0.02	-0.64
Sortino ratio	0.02	-0.86
Maximum drawdown	−17.0% (23-03-2026)	−29.2% (07-04-2025)
Beta	1.00	1.00
Alpha	−0.51%	−0.83%

From daily NAVs, 18-02-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

Drawdowns

How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

−20%−15%−10%−5%0%

2026

Axis Nifty500 Momentum 50 Index Fund (Direct)Bandhan Nifty 500 Momentum 50 Index Fund (Direct)Nifty500 Momentum 50 TRI

Fund	Worst fall	High before it	Bottom	Back at the high	Time to climb back	Below its high today
Axis Nifty500 Momentum 50 Index Fund (Direct)	−17.0%	26-06-2025	23-03-2026	12-08-2026	5 months	−8.0%
Bandhan Nifty 500 Momentum 50 Index Fund (Direct)	−17.3%	26-06-2025	23-03-2026	26-08-2026	5 months	−8.1%
Nifty500 Momentum 50 TRI	−16.8%	30-06-2025	23-03-2026	12-08-2026	5 months	−8.0%

From daily values since 18-02-2025, the first day every fund has.

Rolling standard deviation

Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

0%5%10%15%20%

Axis Nifty500 Momentum 50 Index Fund (Direct)Bandhan Nifty 500 Momentum 50 Index Fund (Direct)Nifty500 Momentum 50 TRI

Against Nifty500 Momentum 50 TRI

Fund	Up capture	Down capture	Tracking error
Axis Nifty500 Momentum 50 Index Fund (Direct)	98%	100%	0.31%
Bandhan Nifty 500 Momentum 50 Index Fund (Direct)	98%	101%	0.25%

From month-end values since 18-02-2025. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.

Axis Nifty500 Momentum 50 Index vs Bandhan Nifty 500 Momentum 50 Index: Portfolio Overlap

From each fund's latest monthly portfolio: Axis Nifty500 Momentum 50 Index Fund, September 2026; Bandhan Nifty 500 Momentum 50 Index Fund, August 2026

Holdings in common

Overlap: 97.6%
Held by both: 50
Only in Axis Nifty500 Momentum 50 Index: 0
Only in Bandhan Nifty 500 Momentum 50 Index: 0

Security	% of Axis Nifty500 Momentum 50 Index	% of Bandhan Nifty 500 Momentum 50 Index
Multi Commodity Exchange of India Limited	5.87%	5.73%
Laurus Labs Limited	6.18%	5.66%
Shriram Finance Limited	4.88%	5.21%
Hindalco Industries Limited	4.88%	4.98%
Cummins India Limited	4.33%	4.40%
GE Vernova T&D India Limited	4.20%	4.21%
Adani Power Limited	4.49%	4.12%
BSE Limited	4.02%	4.04%
The Federal Bank Limited	3.55%	3.78%
Bharat Heavy Electricals Limited	3.44%	3.47%
Bharat Forge Limited	3.02%	3.12%
CG Power and Industrial Solutions Limited	2.87%	2.91%
Hitachi Energy India Limited	2.74%	2.85%
Torrent Pharmaceuticals Limited	2.69%	2.69%
Adani Energy Solutions Limited	2.64%	2.69%
National Aluminium Company Limited	2.50%	2.65%
Polycab India Limited	2.34%	2.61%
HFCL Limited	2.33%	2.43%
Ather Energy Limited	2.10%	2.39%
Vodafone Idea Limited	1.91%	2.00%
Welspun Corp Limited	2.17%	1.80%
ABB India Limited	1.75%	1.86%
Glenmark Pharmaceuticals Limited	1.66%	1.67%
Steel Authority of India Limited	1.59%	1.61%
Navin Fluorine International Limited	1.58%	1.57%
Apar Industries Limited	1.46%	1.41%
Acutaas Chemicals Limited	1.48%	1.35%
Karur Vysya Bank Limited	1.35%	1.36%
KEI Industries Limited	1.34%	1.64%
Aditya Birla Capital Limited	1.28%	1.30%
Kirloskar Oil Engines Limited	1.46%	1.26%
Anand Rathi Wealth Limited	1.18%	1.16%
Sai Life Sciences Limited	1.03%	0.93%
Hindustan Copper Limited	0.93%	0.98%
Thermax Limited	0.88%	0.96%
Bank of Maharashtra	0.81%	0.79%
Craftsman Automation Limited	0.76%	0.77%
Granules India Limited	0.69%	0.64%
Syrma SGS Technology Limited	0.80%	0.61%
The Great Eastern Shipping Company Limited	0.75%	0.60%
Netweb Technologies India Limited	0.48%	0.52%
NLC India Limited	0.48%	0.47%
Schneider Electric Infrastructure Limited	0.48%	0.46%
Finolex Cables Limited	0.55%	0.45%
R R Kabel Limited	0.44%	0.48%
Belrise Industries Ltd.	0.47%	0.43%
RBL Bank Limited	0.44%	0.39%
Aditya Birla Sun Life AMC Limited	0.38%	0.38%
Honasa Consumer Limited	0.29%	0.31%
Gujarat Mineral Development Corporation Limited	0.18%	0.19%

Overlap: for each holding both funds own, the smaller of its two weights, added up. 97.6% means 97.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

Largest holdings only in Axis Nifty500 Momentum 50 Index Fund

Every holding of this fund is also held by the other.

Largest holdings only in Bandhan Nifty 500 Momentum 50 Index Fund

Every holding of this fund is also held by the other.

Asset and sector split

Share of each fund, from its latest monthly portfolio

Asset allocation

Asset	Axis Nifty500 Momentum 50 Index	Bandhan Nifty 500 Momentum 50 Index
Equity	100.1%	100.3%
Debt	0.0%	0.0%
Cash and others	-0.1%	-0.3%

Market cap of stocks

Market cap	Axis Nifty500 Momentum 50 Index	Bandhan Nifty 500 Momentum 50 Index
Large Cap	43.0%	43.8%
Mid Cap	35.8%	36.0%
Small Cap	21.4%	20.5%

Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

Largest sectors

Sector	Axis Nifty500 Momentum 50 Index	Bandhan Nifty 500 Momentum 50 Index
Electrical Equipment	17.8%	18.1%
Pharmaceuticals & Biotechnology	13.7%	12.9%
Industrial Products	12.6%	12.6%
Capital Markets	11.4%	11.3%
Non - Ferrous Metals	8.3%	8.6%
Power	7.6%	7.3%

The six largest sectors of each fund's stocks, % of the fund.

Axis Nifty500 Momentum 50 Index vs Bandhan Nifty 500 Momentum 50 Index: Expense Ratio

What each plan charges a year, from AMFI's expense ratio file

Charge	Axis Nifty500 Momentum 50 Index Fund	Bandhan Nifty 500 Momentum 50 Index Fund
Total expense ratio (Direct)	0.58%	0.80%
Base expense ratio (Direct)	0.15%	0.31%
Total expense ratio (Regular)	1.45%	1.45%
Base expense ratio (Regular)	0.90%	0.88%

The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

Axis Nifty500 Momentum 50 Index Fund vs Bandhan Nifty 500 Momentum 50 Index Fund: Frequently Asked Questions

What is the difference between Axis Nifty500 Momentum 50 Index Fund and Bandhan Nifty 500 Momentum 50 Index Fund?

Axis Nifty500 Momentum 50 Index Fund is an Index fund, Bandhan Nifty 500 Momentum 50 Index Fund is an Index fund, run by Axis Mutual Fund and Bandhan Mutual Fund. Their portfolios overlap 97.6%. Axis Nifty500 Momentum 50 Index Fund charges 0.58% a year and Bandhan Nifty 500 Momentum 50 Index Fund 0.80%.

Which has given higher returns, Axis Nifty500 Momentum 50 Index Fund or Bandhan Nifty 500 Momentum 50 Index Fund?

Over 1 year: Axis Nifty500 Momentum 50 Index Fund −4.11%, Bandhan Nifty 500 Momentum 50 Index Fund −4.46%. As on 30-10-2026. Past returns do not promise future returns.

Which has the lower expense ratio, Axis Nifty500 Momentum 50 Index Fund or Bandhan Nifty 500 Momentum 50 Index Fund?

Axis Nifty500 Momentum 50 Index Fund charges less: 0.58% a year against 0.80%. These are the Direct plans' total expense ratios reported to AMFI.

How much do Axis Nifty500 Momentum 50 Index Fund and Bandhan Nifty 500 Momentum 50 Index Fund overlap?

97.6%. They hold 50 of the same securities, the largest shared ones being MCX, LAURUSLABS, SHRIRAMFIN. From each fund's latest monthly portfolio.

Which is riskier, Axis Nifty500 Momentum 50 Index Fund or Bandhan Nifty 500 Momentum 50 Index Fund?

On SEBI's riskometer, Axis Nifty500 Momentum 50 Index Fund is rated Very High and Bandhan Nifty 500 Momentum 50 Index Fund Very High. Over 1 years, the standard deviation of daily returns was 19.37% and 19.42% a year.

Can I invest in both Axis Nifty500 Momentum 50 Index Fund and Bandhan Nifty 500 Momentum 50 Index Fund?

Yes. 97.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.

Who manages Axis Nifty500 Momentum 50 Index Fund and Bandhan Nifty 500 Momentum 50 Index Fund?

Axis Nifty500 Momentum 50 Index Fund: Nandik Malik, Rohit Gautam. Bandhan Nifty 500 Momentum 50 Index Fund: Abhishek Jain.

Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.