Axis Momentum Fund

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

The Axis Momentum Fund is a 1 yrs 2 m old fund and has delivered average annual returns of -9.63% since inception. Axis Momentum Fund Returns 1-Year Since Inception 2.67% -9.63%

Q: How much does this mutual fund charge as expense ratio?

The Axis Momentum Fund has an expense ratio of 2.18% , 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.

NAV as of Feb 02, 2026	Returns since inception	ET Money Rank	AUM (Fund size)
₹8.84-1.12% 1 day change	-9.63% p.a.	App exclusive #NA View Ranked Funds	₹1,198 Cr

Historical NAV & returns

NAV: ₹8.84 as on Feb 02, 2026

This fund Category average

Axis Momentum Fund overview

AUM (Fund size)	₹1,198 Cr
Exit load	1.0% For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months!
Lock-in Period	Nil
Age	1 yrs 2 m since Nov 22, 2024
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹1000 & Lumpsum: ₹1000
Expense ratio	2.18% as on Jan 29, 2026
Plan type	Regular
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 Jan 31, 2026

Period	This fund	Category average
1 Month	-6.16%	-8.79%
3 Months	-5.66%	-8.32%
6 Months	-3.7%	-5.01%
1 Year	2.67%	0.77%

View returns in detail

Asset allocationas on Dec 31, 2025

Large Cap 53.49%

Mid Cap 34.47%

Small Cap 9.43%

Other Cap 0%

Top holdings

HDFC Bank Ltd.9.05%

Bharti Airtel Ltd.6.68%

Bajaj Finance Ltd.4.47%

Bharat Electronics Ltd.4.17%

Top sectors

Financial 25.97%

Automobile 14.57%

Services 11.67%

Capital Goods 11.16%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 3.02%

Allocation by Instruments

CBLO 3.0193098%

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	-6.16%	-3.7%	2.67%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	-3.02%	5.18%	11.87%	22.83%	24.41%	13.86%
ICICI Prudential Value Fund	-3.55%	3.69%	11.27%	19.95%	20.57%	16.67%
ICICI Prudential Dividend Yield Equity Fund	-3.71%	3.15%	10.38%	22.01%	23.15%	17.4%
ICICI Prudential Diversified Equity All Cap Omni FoF	-4.85%	1.14%	8.2%	20.31%	19.81%	11.98%
SBI Contra Fund	-3.77%	1.88%	6.55%	19.59%	21.15%	17.19%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Momentum Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.3	0.83	1.35	2.2
ICICI Prudential Value Fund	11.09	0.81	1.18	2.0
ICICI Prudential Dividend Yield Equity Fund	11.93	0.87	1.26	1.98
ICICI Prudential Diversified Equity All Cap Omni FoF	11.66	0.89	1.16	1.79
SBI Contra Fund	12.07	0.91	1.07	1.65

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Axis Momentum Fund	N.A.	1,198 Cr	1 yrs 2 m	2.18%
ICICI Prudential India Opportunities Fund	N.A.	34,779 Cr	7 yrs 1 m	1.57%
ICICI Prudential Value Fund	N.A.	61,272 Cr	21 yrs 6 m	1.48%
ICICI Prudential Dividend Yield Equity Fund	N.A.	6,400 Cr	11 yrs 9 m	1.8%
ICICI Prudential Diversified Equity All Cap Omni FoF	N.A.	258 Cr	5 yrs 11 m	1.02%
SBI Contra Fund	N.A.	49,967 Cr	20 yrs 8 m	1.5%

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 is a Strategy mutual fund scheme from Axis Mutual Fund. This fund has been in existence for 1 yrs 2 m, having been launched on 22/11/2024. Axis Momentum Fund has ₹1,198 Crores worth of assets under management (AUM) as on 31/12/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Momentum Fund as of 02/02/2026 is ₹8.84. The fund has an expense ratio of 2.18%, which is higher than what most other Strategy funds charge.

Axis Momentum Fund returns of last 1-year are 2.30%. Since launch, it has delivered -10.23% average annual returns.
The fund has the majority of its money invested in Financial, Automobile, Services, Capital Goods, Healthcare sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
The fund's top 5 holdings are in HDFC Bank Ltd., Bharti Airtel Ltd., Bajaj Finance Ltd., Bharat Electronics Ltd., Laurus Labs Ltd..

...

Fund AUM	1,198 Cr as on Dec 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	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

More funds from Axis Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Axis US Specific Equity Passive FoF	N.A.	191 Cr	26.16%	N.A.
Axis Small Cap Fund	N.A.	26,547 Cr	0.35%	19.17%
Axis Large & Mid Cap Fund	N.A.	15,616 Cr	6.29%	16.29%
Axis Midcap Fund	N.A.	31,717 Cr	6.18%	15.88%
Axis Global Equity Alpha FoF	N.A.	1,441 Cr	24.18%	15.47%
Axis Nifty Midcap 50 Index Fund	N.A.	584 Cr	11.06%	N.A.

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 plan is approximately ₹8.84 as of Feb 02, 2026.

What are the returns of this mutual fund scheme?

The Axis Momentum Fund is a 1 yrs 2 m old fund and has delivered average annual returns of -9.63% since inception.

Axis Momentum Fund Returns

1-Year	Since Inception
2.67%	-9.63%

How much does this mutual fund charge as expense ratio?

The Axis Momentum Fund has an expense ratio of 2.18%, 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 1,198 Cr as on Dec 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
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%

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	25.97%
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%

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 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 Outperformance: This fund has generated highest return amongst Strategy funds in the last 1 Year.
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