Axis Momentum Fund Direct Growth
Very High Risk
Equity
NAV as of Mar 20, 2026
₹8.46
0.48%1D Change
3Y returns
-15.40% ↓
Very High Risk
Equity
NAV as of Mar 20, 2026
₹8.46
0.48%1D Change
3Y returns
-15.40% ↓
Axis Momentum Fund Direct Growth
Very High Risk|Equity
NAV as of Mar 20, 2026
₹8.46
0.48%1D
3Y returns
-15.40% ↓
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.81%
- Exit Load1% within 365 days
- AUM (Fund size)₹1,070.9 Crore
- Lock-in periodNo Lock-in
- Age1 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%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| HDFC Bank Ltd | 7.04% |
| Bharti Airtel Ltd | 6.39% |
| Bharat Electronics Ltd | 4.77% |
| Laurus Labs Ltd | 4.44% |
| Multi Commodity Exchange of India Ltd | 4.13% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP Natural Resources & N... | ₹ 1,990 Cr | ₹117.47 | 0.61% | Very High |
| SBI PSU Direct Growth | ₹ 6,545 Cr | ₹37.71 | 0.53% | Very High |
| Aditya Birla Sun Life PSU... | ₹ 6,086 Cr | ₹38.16 | 1.11% | Very High |
| SBI Comma Fund Direct Gro... | ₹ 999 Cr | ₹117.50 | 0.92% | Very High |
NAV History - Axis Momentum Fund - Direct Plan - Growth Option
FUND | Axis Momentum Fund - Direct Plan - Growth Option |
|---|---|
| NAV (Mar 20, 2026) | ₹8.46 |
| Class | Equity | Other |
| Inception Date | Dec 12, 2024 |
| Fund Manager | Nandik Mallik, Karthik Kumar |
FUND | Axis Momentum Fund - Direct Plan - Growth Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Axis Momentum | -0.47% | -9.03% | -9.42% | -9.03% | 1.93% | null% |
Frequently Asked Questions
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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₹196,548.66 Crore
- AddressAxis Asset Management Company Ltd., Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, Maharashtra, 400 025
- Phone+91 22 43255161
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
--
Min investment of ₹100 required
