
Axis Momentum Fund Direct - Growth is a Equity mutual fund scheme launched on 12 Dec 2024. Investors can begin their investment journey with a minimum SIP of ₹500 or a lumpsum investment of ₹100. The fund manages total assets worth ₹958.35 crores, and the current NAV stands at ₹8.9200 as of 24 Jul 2026. The fund has delivered absolute returns of -5.49% in the past 1 year. The expense ratio of the fund is 2.72%.
NAV ₹ 8.9200 (-0.34%)
NAV
NIFTY50
NAV
NIFTY50
NAV ₹ 8.9200 (-0.34%)
CompareReturns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 5.82 L
-5.49%
Total Investment
₹ 6,00,000
Returns
₹ -17,547 (-5.49%)
Maturity Value
₹ 5,82,453
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 958.35 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹958.35 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
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Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 958.35
Expense Ratio
2.72%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
12 Dec 2024
Fund Age
1 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Nandik Mallik | MS (London Business School), PGDM (IIM Calcutta), B Tech (IIT Kharagpur) |
Fund Objective
The Scheme aims 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 parameters. There is no assurance that the investment objective of the scheme will be achieved.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Axis Mutual Fund
No. of Schemes
70
Total AUM
₹ 3,63,169.04 Cr
Contact Details
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Contact Details
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Open NFOs
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FAQs
When was Axis Momentum Fund launched?
What is the current NAV of Axis Momentum Fund?
What is the AUM of Axis Momentum Fund?
What is the rate of return of Axis Momentum Fund?
- In the past 1Y: -5.49%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Axis Momentum Fund?
What is exit load of Axis Momentum Fund?
What is the portfolio of Axis Momentum Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Axis Momentum Fund?
Who is the fund manager Axis Momentum Fund?
What is the minimum investment required in Axis Momentum Fund?
How to invest in Axis Momentum Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



