Axis Momentum Fund Direct - Growth

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹9.19+0.66% 1 day change	-7.27%	#NA View Ranked Funds	₹1,234 Crs

Historical NAV & returns

NAV: ₹9.19 as on Jun 05, 2025

This fund Category average

Axis Momentum Fund overview

Expense ratio	0.51% as on May 31, 2025
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)	₹1,234 Crs
Lock-in	No Lockin
Age	6 m since Nov 22, 2024
Benchmark	NIFTY 500 TRI
Min. investment	This scheme is currently not buyable
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, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Axis Momentum Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 01, 2025

Period	This fund	Category average
1 Month	4.91%	4.88%
3 Months	14.88%	11.29%

Asset allocationas on Mar 31, 2025

Large Cap 43.86756%

Mid Cap 30.677899999999994%

Small Cap 17.313724999999998%

Other Cap 0.009184999999991646%

Top holdings

ICICI Bank Ltd.8.79%

Bharti Airtel Ltd.6.28%

BSE Ltd.4.38%

Mahindra & Mahindra Ltd.4.02%

Top sectors

Services 19.2%

Financial 18.489999999999995%

Technology 12.51%

Healthcare 7.93%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 8.34%

Allocation by Instruments

CBLO 8.33575134%

Other Holdings

Bifurcation by Holding is not available for this fund

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Axis Momentum Fund	N.A.	₹1,234 Crs	6 m	0.51%
ICICI Prudential India Opportunities Fund	N.A.	₹27,197 Crs	6 yrs 5 m	0.63%
SBI Contra Fund	N.A.	₹44,069 Crs	12 yrs 5 m	0.62%
ICICI Prudential Value Discovery Fund	N.A.	₹51,112 Crs	12 yrs 5 m	0.99%
ICICI Prudential Dividend Yield Equity Fund	N.A.	₹5,231 Crs	11 yrs 1 m	0.58%
ICICI Prudential India Equity FOF	N.A.	₹168 Crs	5 yrs 4 m	0.63%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Momentum Fund	4.91%	N.A.	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	3.12%	2.13%	14.56%	27.6%	32.99%	14.27%
SBI Contra Fund	2.68%	-2.65%	6.83%	25.09%	34.48%	17.15%
ICICI Prudential Value Discovery Fund	2.66%	1.93%	13.95%	23.83%	28.82%	16.1%
ICICI Prudential Dividend Yield Equity Fund	2.13%	1.19%	10.97%	26.7%	32.59%	17.15%
ICICI Prudential India Equity FOF	3.03%	-0.4%	11.61%	23.28%	28.77%	12.18%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Momentum Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	12.33	0.8	1.52	3.0
SBI Contra Fund	12.89	0.86	1.32	2.19
ICICI Prudential Value Discovery Fund	12.0	0.77	1.32	2.3
ICICI Prudential Dividend Yield Equity Fund	13.04	0.84	1.42	2.3
ICICI Prudential India Equity FOF	12.58	0.84	1.22	2.02

View all Strategy funds

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

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Axis Momentum Fund in detail with

About this fund

About Axis Momentum Fund

Axis Momentum Fund Direct - Growth is a Strategy mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 6 m, having been launched on 22/11/2024. Axis Momentum Fund Direct - Growth has ₹1,234 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Momentum Fund Direct - Growth as of 05/06/2025 is ₹9.19. The fund has an expense ratio of 0.51%, which is less than what most other Strategy funds charge.

The fund has the majority of its money invested in Services, Financial, Technology, Healthcare, Capital Goods sectors. It has taken less exposure in Services, Financial sectors compared to other funds in the category.
The fund's top 5 holdings are in ICICI Bank Ltd., Bharti Airtel Ltd., BSE Ltd., Mahindra & Mahindra Ltd., Divi's Laboratories Ltd..

...

Fund AUM	₹1,234 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Karthik Kumar

Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical) Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong

Mayank Hyanki

Mr. Hyanki has done B.Tech and PGDM, Finance Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd

Investment objective

The Scheme seeks to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameter.

Axis Mutual Fund details

No. of schemes	67 view all schemes
Total AUM	₹3,22,861 Crs as on Mar 31, 2025
Address	23rd Floor, One Lodha Place, S. B. Road, Lower Parel. Mumbai, 400013
Phone	022-24255161

More funds from Axis Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Axis Small Cap Fund	N.A.	₹22,736 Crs	14.05%	32.37%
Axis Midcap Fund	N.A.	₹28,063 Crs	10.96%	26.26%
Axis Large & Mid Cap Fund	N.A.	₹13,321 Crs	9.53%	25.46%
Axis Nifty 100 Index Fund	N.A.	₹1,715 Crs	7.42%	20.57%
Axis Flexi Cap Fund	N.A.	₹12,040 Crs	11.82%	19.78%
Axis ELSS Tax Saver Fund	N.A.	₹34,176 Crs	9.98%	18.14%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Axis Momentum Fund?

The current Net Asset Value (NAV) of the Axis Momentum Fund - Direct Growth plan is approximately ₹9.19 as of Jun 05, 2025.

How much does this mutual fund charge as expense ratio?

The Axis Momentum Fund - Direct Growth has an expense ratio of 0.51%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

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

The Axis Momentum Fund currently has assets under management (AUM) or fund size valued at approximately ₹1,234 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Axis Momentum Fund?

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

Company	Percentage of Portfolio
ICICI Bank Ltd.	8.79%
Bharti Airtel Ltd.	6.28%
BSE Ltd.	4.38%
Mahindra & Mahindra Ltd.	4.02%
Divi's Laboratories Ltd.	3.86%
Firstsource Solutions Ltd.	3.51%
Wipro Ltd.	3.34%
Persistent Systems Ltd.	3.21%
Multi Commodity Exchange Of India Ltd.	3.2%
PB Fintech Ltd.	3.11%

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

The Axis Momentum Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Services	19.2%
Financial	18.489999999999995%
Technology	12.51%
Healthcare	7.93%
Capital Goods	6.76%
Communication	6.28%
Chemicals	4.720000000000001%
Consumer Staples	4.37%
Automobile	4.02%
Energy	3.9499999999999997%

What is risk level of Axis Momentum Fund?

This is a Strategy fund comes with Very High risk.

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

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

How do I invest in Axis Momentum Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

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 and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Axis Momentum Fund is complete.

How can I redeem my investments in Axis Momentum Fund?

Redeeming your investments in Axis Momentum Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

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

ET Money rank

in Strategy

#NA

Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 3 Months .
Return/Risk: The fund is performing poorly than its category.
Exit Load: For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months