Axis Momentum Fund

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

The Axis Momentum Fund has an expense ratio of 2.12% , 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 Dec 04, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹9.28-0.54% 1 day change	-6.48% p.a.	App exclusive #NA View Ranked Funds	₹1,278 Cr

Historical NAV & returns

NAV: ₹9.28 as on Dec 04, 2025

This fund Category average

Axis Momentum Fund overview

AUM (Fund size)	₹1,278 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 since Nov 22, 2024
Benchmark	NIFTY 500 TRI
Min. investment	SIP: ₹1000 & Lumpsum: ₹1000
Expense ratio	2.12% as on Nov 30, 2025
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 Dec 01, 2025

Period	This fund	Category average
1 Month	0.0%	1.01%
3 Months	4.46%	3.78%
6 Months	4.0%	3.39%

Asset allocationas on Oct 31, 2025

Large Cap 50.69%

Mid Cap 37.32%

Small Cap 10.33%

Other Cap 0%

Top holdings

ICICI Bank Ltd.8.47%

HDFC Bank Ltd.8.46%

Bharti Airtel Ltd.7.04%

Bharat Electronics Ltd.4.17%

Top sectors

Financial 21.700000000000003%

Services 13.99%

Healthcare 11.65%

Automobile 10.690000000000001%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 1.89%

Allocation by Instruments

CBLO 1.88971543%

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	0.0%	4.0%	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	1.24%	7.58%	9.42%	21.94%	28.14%	14.07%
ICICI Prudential Dividend Yield Equity Fund	0.38%	7.77%	8.28%	22.18%	26.28%	16.24%
ICICI Prudential Value Fund	2.09%	7.94%	9.87%	20.43%	24.26%	15.82%
SBI Contra Fund	0.6%	5.21%	2.42%	18.94%	25.74%	16.58%
ICICI Prudential Diversified Equity All Cap Omni FoF	0.76%	6.37%	6.12%	20.24%	23.23%	12.39%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Axis Momentum Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.43	0.82	1.29	2.27
ICICI Prudential Dividend Yield Equity Fund	11.98	0.85	1.25	1.93
ICICI Prudential Value Fund	10.97	0.78	1.22	2.09
SBI Contra Fund	12.15	0.9	1.01	1.6
ICICI Prudential Diversified Equity All Cap Omni FoF	11.69	0.87	1.13	1.78

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Axis Momentum Fund	N.A.	1,278 Cr	1 yrs	2.12%
ICICI Prudential India Opportunities Fund	N.A.	32,669 Cr	6 yrs 11 m	1.56%
ICICI Prudential Dividend Yield Equity Fund	N.A.	6,232 Cr	11 yrs 7 m	1.8%
ICICI Prudential Value Fund	N.A.	57,935 Cr	21 yrs 5 m	1.48%
SBI Contra Fund	N.A.	49,218 Cr	20 yrs 7 m	1.48%
ICICI Prudential Diversified Equity All Cap Omni FoF	N.A.	238 Cr	5 yrs 10 m	0.99%

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, having been launched on 22/11/2024. Axis Momentum Fund has ₹1,278 Crores worth of assets under management (AUM) as on 31/10/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Axis Momentum Fund as of 04/12/2025 is ₹9.28. The fund has an expense ratio of 2.12%, which is higher than what most other Strategy funds charge.

The fund has the majority of its money invested in Financial, Services, Healthcare, Automobile, Capital Goods 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., Bharat Electronics Ltd., Interglobe Aviation Ltd..

...

Fund AUM	1,278 Cr as on Oct 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	3,54,362 Cr as on Sep 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.	27,066 Cr	-1.74%	22.71%
Axis US Specific Equity Passive FoF	N.A.	196 Cr	26.18%	N.A.
Axis Midcap Fund	N.A.	32,069 Cr	2.13%	19.07%
Axis Large & Mid Cap Fund	N.A.	15,453 Cr	2.79%	18.75%
Axis Nifty Midcap 50 Index Fund	N.A.	518 Cr	7.75%	N.A.
Axis Global Equity Alpha FoF	N.A.	1,245 Cr	23.02%	15.36%

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 ₹9.28 as of Dec 04, 2025.

How much does this mutual fund charge as expense ratio?

The Axis Momentum Fund has an expense ratio of 2.12%, 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 1,278 Cr as on Oct 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.	8.47%
HDFC Bank Ltd.	8.46%
Bharti Airtel Ltd.	7.04%
Bharat Electronics Ltd.	4.17%
Interglobe Aviation Ltd.	3.82%
Multi Commodity Exchange Of India Ltd.	3.77%
One97 Communications Ltd.	3.52%
Laurus Labs Ltd.	3.44%
Fortis Healthcare Ltd.	3.33%
Maruti Suzuki India Ltd.	3.2%

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	21.700000000000003%
Services	13.99%
Healthcare	11.65%
Automobile	10.690000000000001%
Capital Goods	9.61%
Chemicals	7.9399999999999995%
Communication	7.65%
Energy	4.4399999999999995%
Consumer Staples	3.4699999999999998%
Technology	2.85%

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/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