

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.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹-4,87,251
Final Value₹4.73 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%
Large Cap
43.87%
Mid Cap
30.67%
Small Cap
17.31%
Top Holdings
Top Sectors
Holding Name | Assets (%) |
---|---|
ICICI Bank Ltd | 8.88% |
Clearing Corporation Of India Ltd | 7.64% |
Bharti Airtel Ltd | 6.44% |
Mahindra & Mahindra Ltd | 4.54% |
BSE Ltd | 4.39% |
Peer Comparison
Overview
Returns
Risk Ratios
Fund Name | AUM (In Crs.) | NAV | Risk |
---|---|---|---|
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 |
Class | Equity | Other |
Inception Date | Dec 12, 2024 |
Fund Manager | Karthik Kumar, Mayank Hyanki |
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 | 1.32% | 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
What are equity funds?
What are large cap, mid cap, small cap and multi cap equity funds?
What are ELSS funds?
What are Bluechip funds?
What is a lock-in period?
Is KYC necessary for BLACK?
What is a Mandate (Auto-SIP)?
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
--
Min investment of ₹100 required