Axis Momentum Fund Direct Growth - Regular - Latest NAV [ ₹9.24 ], Returns, Performance, Portfolio & Returns 2025

Axis Momentum Fund Direct Growth

Very High Risk

Equity

NAV as of Jun 05, 2025

9.19

0.66%1D Change

Returns since inception

-8.1%p.a.

Very High Risk

Equity

NAV as of Jun 05, 2025

9.19

0.66%1D Change

Returns since inception

-8.1%p.a.

Axis Momentum Fund Direct Growth

Very High Risk|Equity
NAV as of Jun 05, 2025

9.19

0.66%1D

Returns since inception

-8.1%p.a.

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Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns-4,87,251
Final Value4.73 Lakhs
Absolute Return-50.76%

Fund overview

  • RatingNo Rating
  • Expense ratio0.5%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹1,293.21 Crore
  • Lock-in periodNo Lock-in
  • Age0 yrs since Dec 12, 2024
  • Min. investmentSIP ₹100 & Lump. ₹100
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
91.85%
Debt
0%
Others
8.15%
Created with Highcharts 9.3.3
Large Cap
43.87%
Mid Cap
30.67%
Small Cap
17.31%
Top Holdings
Top Sectors
Holding NameAssets (%)
ICICI Bank Ltd8.88%
Clearing Corporation Of India Ltd7.64%
Bharti Airtel Ltd6.44%
Mahindra & Mahindra Ltd4.54%
BSE Ltd4.39%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
DSP Natural Resources & N...₹ 750 Cr
₹69.83 | 1.07%
Very High
ICICI Prudential Exports ...₹ 1,362 Cr
₹177.75 | 0.63%
Very High
HSBC Business Cycles Dire...₹ 998 Cr
₹47.72 | 0.90%
Very High
ICICI Prudential India Op...₹ 27,197 Cr
₹38.64 | 0.86%
Very High

NAV History - Axis Momentum Fund - Direct Plan - Growth Option

FUND

Axis Momentum Fund - Direct Plan - Growth Option

NAV (Jun 05, 2025)₹9.19
ClassEquity | Other
Inception DateDec 12, 2024
Fund ManagerKarthik Kumar, Mayank Hyanki

FUND

Axis Momentum Fund - Direct Plan - Growth Option

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹100
Exit Load1% within 365 days

Returns

1W

1M

3M

6M

1Y

3Y

Axis Momentum1.32%3.96%15.16%null%null%null%

About Axis Asset Management Company Limited

Axis Mutual Fund was established in October 2009 after registering with SEBI or the Securities and Exchange Board of India. Axis Bank holds 75% of the share in the asset management company while Schroder Singapore holds the remaining 25%. Axis Mutual Fund has Axis Bank Limited as the sponsor and Axis Mutual Fund Trustee Limited as the trustee.

Axis Asset Management Company Limited Details

  • No. of schemes157
  • Total AUM₹1,96,548.66 Crore
  • AddressAxis Asset Management Company Ltd., Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, Maharashtra, 400 025
  • Phone+91 22 43255161

Frequently Asked Questions

Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

--
Min investment of ₹100 required