Axis Momentum Fund Direct - Growth

NAV as of Sep 29, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹9.01+0.33% 1 day change	-9.08%	App exclusive #NA View Ranked Funds	₹1,239 Cr

Historical NAV & returns

NAV: ₹9.01 as on Sep 29, 2025

This fund Category average

Axis Momentum Fund overview

Expense ratio	0.56% as on Aug 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)	₹1,239 Cr
Lock-in Period	Nil
Age	10 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, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

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 Sep 22, 2025

Period	This fund	Category average
1 Month	1.12%	0.21%
3 Months	-5.56%	-2.59%
6 Months	7.26%	7.66%

Asset allocationas on Aug 31, 2025

Large Cap 51.05%

Mid Cap 32.9%

Small Cap 12.02%

Other Cap 0%

Top holdings

ICICI Bank Ltd.9.08%

HDFC Bank Ltd.6.84%

Bharti Airtel Ltd.6.81%

Bajaj Finance Ltd.4.29%

Top sectors

Financial 25.04%

Services 14.11%

Capital Goods 10.45%

Chemicals 10.14%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 4.11%

Allocation by Instruments

CBLO 4.11393321%

Other Holdings

Bifurcation by Holding is not available for this fund

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Axis Momentum Fund	1.12%	7.26%	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	0.89%	7.76%	-0.39%	24.29%	33.28%	14.4%
ICICI Prudential Dividend Yield Equity Fund	0.89%	7.8%	-1.88%	25.82%	30.58%	17.12%
ICICI Prudential Value Fund	0.11%	7.27%	-0.84%	22.68%	26.93%	16.16%
SBI Contra Fund	0.48%	4.93%	-6.29%	21.1%	30.12%	16.78%
ICICI Prudential India Equity FOF	-0.15%	6.67%	-2.49%	21.8%	26.69%	12.29%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Momentum Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.66	0.82	1.32	2.62
ICICI Prudential Dividend Yield Equity Fund	12.34	0.86	1.32	2.17
ICICI Prudential Value Fund	11.41	0.8	1.22	2.21
SBI Contra Fund	12.26	0.88	1.09	1.78
ICICI Prudential India Equity FOF	11.94	0.87	1.11	1.89

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Axis Momentum Fund	N.A.	1,239 Cr	10 m	0.56%
ICICI Prudential India Opportunities Fund	N.A.	29,871 Cr	6 yrs 9 m	0.63%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,779 Cr	11 yrs 5 m	0.57%
ICICI Prudential Value Fund	N.A.	53,750 Cr	12 yrs 8 m	0.99%
SBI Contra Fund	N.A.	46,654 Cr	12 yrs 8 m	0.66%
ICICI Prudential India Equity FOF	N.A.	219 Cr	5 yrs 7 m	0.63%

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 10 m, having been launched on 22/11/2024. Axis Momentum Fund Direct - Growth has ₹1,239 Crores worth of assets under management (AUM) as on 31/08/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Momentum Fund Direct - Growth as of 29/09/2025 is ₹9.01. The fund has an expense ratio of 0.56%, which is less than what most other Strategy funds charge.

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

...

Fund AUM	1,239 Cr as on Aug 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	69 view all schemes
Total AUM	3,37,399 Cr as on Jun 30, 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	1Y	5Y
Axis Small Cap Fund	N.A.	25,569 Cr	-3.95%	27.36%
Axis Large & Mid Cap Fund	N.A.	14,711 Cr	-2.75%	22.84%
Axis Midcap Fund	N.A.	31,056 Cr	-3.4%	22.76%
Axis Nifty 100 Index Fund	N.A.	1,903 Cr	-4.92%	18.34%
Axis Flexi Cap Fund	N.A.	12,796 Cr	-2.73%	18.13%
Axis Global Equity Alpha FoF	N.A.	1,045 Cr	26.12%	17.32%

See all Equity funds from this AMC

Frequently asked questions

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

The current Net Asset Value (NAV) of the Axis Momentum Fund - Direct Growth plan is approximately ₹9.01 as of Sep 29, 2025.

How much does this mutual fund charge as expense ratio?

The Axis Momentum Fund - Direct Growth has an expense ratio of 0.56%, 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.

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 1,239 Cr as on Aug 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.	9.08%
HDFC Bank Ltd.	6.84%
Bharti Airtel Ltd.	6.81%
Bajaj Finance Ltd.	4.29%
Divi's Laboratories Ltd.	4.08%
Interglobe Aviation Ltd.	3.96%
Bharat Electronics Ltd.	3.73%
BSE Ltd.	3.18%
Solar Industries India Ltd.	3.15%
Multi Commodity Exchange Of India 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
Financial	25.04%
Services	14.11%
Capital Goods	10.45%
Chemicals	10.14%
Healthcare	9.530000000000001%
Communication	7.88%
Automobile	4.55%
Energy	3.9%
Consumer Staples	3.71%
Technology	2.76%

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 Direct - Growth?

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.

How can I redeem my investments in Axis Momentum Fund?

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.

ET Money rank

App exclusive

in Strategy

#NA

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