Q: What are the returns of this mutual fund scheme?

The Axis Momentum Fund Direct - Growth is a 1 yrs 2 m old fund and has delivered average annual returns of -8.18% since inception. Axis Momentum Fund Direct - Growth Returns 1-Year Since Inception 4.29% -8.18%

Question 1

What is the current NAV of Axis Momentum Fund Direct - Growth?

Accepted Answer

The current Net Asset Value (NAV) of the Axis Momentum Fund - Direct Growth plan is approximately ₹9.0 as of Feb 02, 2026.

Question 2

What are the returns of this mutual fund scheme?

Accepted Answer

The Axis Momentum Fund Direct - Growth is a 1 yrs 2 m old fund and has delivered average annual returns of -8.18% since inception.

Axis Momentum Fund Direct - Growth Returns

1-Year	Since Inception
4.29%	-8.18%

Question 3

How much does this mutual fund charge as expense ratio?

Accepted Answer

The Axis Momentum Fund - Direct Growth has an expense ratio of 0.71%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

Question 4

What is the AUM or fund size of this mutual fund?

Accepted Answer

The Axis Momentum Fund currently has assets under management (AUM) or fund size valued at approximately 1,198 Cr as on Dec 31, 2025.

Question 5

What are the top stock holdings of Axis Momentum Fund?

Accepted Answer

The Axis Momentum Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
HDFC Bank Ltd.	9.05%
Bharti Airtel Ltd.	6.68%
Bajaj Finance Ltd.	4.47%
Bharat Electronics Ltd.	4.17%
Laurus Labs Ltd.	4.09%
Eicher Motors Ltd.	3.99%
Maruti Suzuki India Ltd.	3.97%
Multi Commodity Exchange Of India Ltd.	3.76%
One97 Communications Ltd.	3.74%
Interglobe Aviation Ltd.	3.67%

Question 6

What are the top sectors Axis Momentum Fund has invested in?

Accepted Answer

The Axis Momentum Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
HDFC Bank Ltd.	9.05%
Bharti Airtel Ltd.	6.68%
Bajaj Finance Ltd.	4.47%
Bharat Electronics Ltd.	4.17%
Laurus Labs Ltd.	4.09%
Eicher Motors Ltd.	3.99%
Maruti Suzuki India Ltd.	3.97%
Multi Commodity Exchange Of India Ltd.	3.76%
One97 Communications Ltd.	3.74%
Interglobe Aviation Ltd.	3.67%

Question 7

What is risk level of Axis Momentum Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 8

Is there any lock-in period in this mutual fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Axis Momentum Fund Direct - Growth?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Axis Momentum Fund - Direct Growth, select your investment mode (lump sum or SIP), and enter the investment amount.
Provide the required details, including the bank account you'll use for payment, and confirm your investment.

That's it. Your investment in the Axis Momentum Fund is complete.

Question 10

How can I redeem my investments in Axis Momentum Fund?

Accepted Answer

Redeeming your investments in the Axis Momentum Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.71% as on Jan 29, 2026
Exit load	1.0% For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months!
AUM (Fund size)	₹1,198 Cr
Lock-in Period	Nil
Age	1 yrs 2 m since Nov 22, 2024
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	-6.05%	-5.0%
3 Months	-5.36%	-4.43%
6 Months	-3.02%	-0.15%
1 Year	4.29%	6.58%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Momentum Fund	-6.05%	-3.02%	4.29%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	-2.97%	5.64%	12.89%	24.07%	25.84%	14.9%
ICICI Prudential Value Fund	-3.51%	3.96%	11.85%	20.58%	21.22%	17.49%
ICICI Prudential Dividend Yield Equity Fund	-3.62%	3.79%	11.74%	23.62%	24.78%	18.62%
SBI Contra Fund	-3.71%	2.29%	7.43%	20.68%	22.18%	18.06%
ICICI Prudential Diversified Equity All Cap Omni FoF	-4.81%	1.4%	8.8%	20.98%	20.64%	12.46%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Momentum Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.32	0.83	1.44	2.34
ICICI Prudential Value Fund	11.1	0.81	1.23	2.08
ICICI Prudential Dividend Yield Equity Fund	11.93	0.87	1.38	2.16
SBI Contra Fund	12.08	0.91	1.15	1.76
ICICI Prudential Diversified Equity All Cap Omni FoF	11.67	0.89	1.21	1.86

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Axis Momentum Fund	N.A.	1,198 Cr	1 yrs 2 m	0.71%
ICICI Prudential India Opportunities Fund	N.A.	34,779 Cr	7 yrs 1 m	0.66%
ICICI Prudential Value Fund	N.A.	61,272 Cr	13 yrs 1 m	0.96%
ICICI Prudential Dividend Yield Equity Fund	N.A.	6,400 Cr	11 yrs 9 m	0.57%
SBI Contra Fund	N.A.	49,967 Cr	13 yrs 1 m	0.71%
ICICI Prudential Diversified Equity All Cap Omni FoF	N.A.	258 Cr	5 yrs 11 m	0.46%

Axis Momentum Fund Direct - Growth

Historical NAV & returns

Axis Momentum Fund overview

Axis Momentum Fund Returns calculator

Trailing returns as on Jan 31, 2026

Asset allocationas on Dec 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

About this fund

About Axis Momentum Fund

Fund managers

Investment objective

Axis Mutual Fund details

More funds from Axis Mutual Fund

Frequently asked questions

Axis Momentum Fund Direct - Growth Returns

ET Money rank

Fund AUM	1,198 Cr as on Dec 31, 2025
Scheme document	View Scheme Document

No. of schemes	70 view all schemes
Total AUM	3,65,749 Cr as on Dec 31, 2025
Address	23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai, 400013
Phone	022-24255161

Fund name	ETM Rank	AUM	1Y	5Y
Axis Small Cap Fund	N.A.	26,547 Cr	1.39%	20.67%
Axis Large & Mid Cap Fund	N.A.	15,616 Cr	7.45%	17.75%
Axis Midcap Fund	N.A.	31,717 Cr	7.26%	17.21%
Axis Global Equity Alpha FoF	N.A.	1,441 Cr	25.11%	16.6%
Axis Nifty Midcap 50 Index Fund	N.A.	584 Cr	11.91%	N.A.
Axis Value Fund	N.A.	1,372 Cr	10.19%	N.A.

Sector	Percentage of Portfolio
Financial	25.97%
Automobile	14.57%
Services	11.67%
Capital Goods	11.16%
Healthcare	7.709999999999999%
Chemicals	6.96%
Communication	6.68%
Energy	5.02%
Consumer Staples	3.67%
Materials	2.02%