
Axis Momentum Fund Direct Growth is a Equity mutual fund scheme launched on 12 Dec 2024. The current NAV stands at ₹8.6800 as of 02 Nov 2026. From the funds total AUM, its top holdings include Net Receivables / (Payables) at 15.41%, Clearing Corporation Of India Ltd at 12.59%, Bharat Electronics at 5.69%, Coal India at 4.64%, Eicher Motors Limited June 2026 Future at 4.10%
Scheme Overview
- Inception Date : 12 Dec 2024
- AUM : ₹841.17 Cr
- 1Y Returns (CAGR) : -8.57%
- Expense Ratio : 2.40%
- Min. SIP : ₹500
- Min. Lumpsum : ₹100
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 5.73 L
-8.57%
Total Investment
₹ 6,00,000
Returns
₹ -27,136 (-8.57%)
Maturity Value
₹ 5,72,864
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
Sorry, No Data Available at this Moment!
Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 841.17 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹841.17 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Other | 25.22% | ||
| Financial Services | 22.75% | ||
| Energy | 13.57% | ||
| Basic Materials | 8.79% | ||
| Industrials | 7.60% | ||
| Consumer Cyclical | 7.23% | ||
| Healthcare | 4.63% | ||
| Consumer Defensive | 2.99% | ||
| Utilities | 2.95% | ||
| Communication Services | 2.44% | ||
| Real Estate | 0.92% | ||
| Technology | 0.90% |
Stock Holdings
as of 31 May 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() N Net Receivables / (Payables) | 15.41% | |
![]() C Clearing Corporation Of India Ltd | 12.59% | |
![]() B Bharat Electronics | 5.69% | |
![]() C Coal India | 4.64% | |
![]() E Eicher Motors Limited June 2026 Future | 4.10% | |
![]() G GOI TBILL 182D-30/07/26 | 4.07% | |
![]() S Shriram Finance Limited June 2026 Future | 4.05% | |
![]() B Bajaj Finserv | 3.37% | |
![]() T Tata Consumer Products | 2.99% | |
![]() P Power Grid Corporation of India | 2.95% | |
![]() S State Bank of India | 2.80% | |
![]() M Maruti Suzuki | 2.61% | |
![]() O Oil & Natural Gas Corporation | 2.55% | |
![]() T Tata Steel | 2.52% | |
![]() J Jio Financial Services Limited June 2026 Future | 2.47% | |
![]() H HDFC Life Insurance | 2.45% | |
![]() B Bharti Airtel | 2.44% | |
![]() R Reliance Industries | 2.42% | |
![]() I Indian Oil Corporation | 2.38% | |
![]() U UltraTech Cement | 2.35% | |
![]() I ICICI Lombard General Insurance | 2.31% | |
![]() I ICICI Bank | 2.25% | |
![]() B BSE | 2.13% | |
![]() M MCX | 2.05% | |
![]() T Titan Company Limited June 2026 Future | 2.03% | |
![]() I Interglobe Aviation Limited June 2026 Future | 1.99% | |
![]() H Hindalco Industries | 1.97% | |
![]() M Max Healthcare Institute | 1.94% | |
![]() M Mahindra & Mahindra | 1.88% | |
![]() J Jio Financial Services | 1.66% | |
![]() B Bharti Airtel Limited June 2026 Future | 1.62% | |
![]() B Bharat Petroleum | 1.58% | |
![]() M Maruti Suzuki India Limited June 2026 Future | 1.53% | |
![]() H HDFC Bank | 1.53% | |
![]() E Eternal | 1.53% | |
![]() T Tata Steel Limited June 2026 Future | 1.46% | |
![]() S S-Oil Future June 26 | 1.39% | |
![]() A Apollo Hospitals | 1.28% | |
![]() B Bajaj Finserv Limited June 2026 Future | 1.27% | |
![]() S SBI Life Insurance | 1.26% | |
![]() T Tata Motors Passenger Vehicles | 1.21% | |
![]() J JSW Steel | 1.01% | |
![]() T Tata Consumer Future June 26 | 1.01% | |
![]() M Max Healthcare Institute Limited June 2026 Future | 1.00% | |
![]() S Siemens | 0.99% | |
![]() L Laurus Labs | 0.98% | |
![]() B Bank of Baroda | 0.96% | |
![]() G GMR Airports | 0.93% | |
![]() S Sobha | 0.92% | |
![]() I Infosys | 0.61% | |
![]() G Grasim Industries | 0.56% | |
![]() D Dr Reddys Laboratories | 0.43% | |
![]() A Ambuja Cements | 0.37% | |
![]() H HCL Technologies | 0.29% | |
![]() V Vedanta Oil & Gas | 0.02% | |
![]() T Talwandi Sabo Power Limited | 0.02% | |
![]() V Vedanta Aluminium Metal Limited | 0.02% | |
![]() V Vedanta Iron And Steel Limited | 0.02% | |
![]() N NALCO | 0.00% | |
![]() H Hero Motocorp | 0.00% | |
![]() V Vedanta | 0.00% | |
![]() A Ashok Leyland | 0.00% | |
![]() L LTM | 0.00% | |
![]() G GE Vernova T&D | 0.00% | |
![]() T TVS Motors | 0.00% | |
![]() L L&T Finance | 0.00% | |
![]() Y Yes Bank | 0.00% | |
![]() I Indian Bank | 0.00% | |
![]() M Muthoot Finance | 0.00% | |
![]() T Tata Consultancy Services | 0.00% | |
![]() C Canara Bank | 0.00% | |
![]() C Coforge | 0.00% | |
![]() N Nykaa | 0.00% | |
![]() C Cummins | 0.00% | |
![]() N Navin Fluorine International | 0.00% | |
![]() E Eicher Motors | 0.00% | |
![]() W Wipro | 0.00% | |
![]() H Hindustan Petroleum | 0.00% | |
![]() S Syrma SGS | 0.00% | |
![]() O One 97 Communications | 0.00% | |
![]() T Trent | 0.00% | |
![]() A Adani Energy Solutions | 0.00% | |
![]() R Radico Khaitan | 0.00% | |
![]() A AU Small Finance Bank | 0.00% | |
![]() R RBL Bank | 0.00% | |
![]() T Tech Mahindra | 0.00% | |
![]() S Shriram Finance | 0.00% | |
![]() A Aditya Birla Capital | 0.00% | |
![]() U Union Bank of India | 0.00% |
Fund Comparison
Fund Details
52W High NAV
₹ 9.6400
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 100.00
AUM (in Cr.)
₹ 841.17
Expense Ratio
2.40%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 8.1100
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) |
| Pratik Tibrewal | B.com, LLB (Gen), MBA (Finance) |
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
68
Total AUM
₹ 3,66,159.62 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.
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: -8.57%
- 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?
- Bharat Electronics: 5.69%
- Coal India: 4.64%
- Bajaj Finserv: 3.37%
- Tata Consumer Products: 2.99%
- Power Grid Corporation of India: 2.95%
Top 3 sectoral holdings include:
- Others: 56.04%
- Financial Services: 22.75%
- Energy: 13.57%
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.

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