Axis Momentum Fund Direct Growth
Very High Risk
Equity
NAV as of Feb 28, 2026
₹9.18
0%1D Change
3Y returns
-6.60% ↓
Very High Risk
Equity
NAV as of Feb 28, 2026
₹9.18
0%1D Change
3Y returns
-6.60% ↓
Axis Momentum Fund Direct Growth
Very High Risk|Equity
NAV as of Feb 28, 2026
₹9.18
0%1D
3Y returns
-6.60% ↓
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 ratio0.71%
- Exit Load1% within 365 days
- AUM (Fund size)₹1,094.87 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 | 7.21% |
| Bharti Airtel Ltd | 6.83% |
| Bharat Electronics Ltd | 5.13% |
| Multi Commodity Exchange of India Ltd | 4.67% |
| Bajaj Finance Ltd | 4.61% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| SBI PSU Direct Growth | ₹ 5,980 Cr | ₹41.11 | 0.00% | Very High |
| DSP Natural Resources & N... | ₹ 1,765 Cr | ₹123.44 | -0.23% | Very High |
| Aditya Birla Sun Life PSU... | ₹ 5,714 Cr | ₹41.63 | -0.69% | Very High |
| SBI Comma Fund Direct Gro... | ₹ 896 Cr | ₹124.94 | 0.00% | Very High |
NAV History - Axis Momentum Fund - Direct Plan - Growth Option
FUND | Axis Momentum Fund - Direct Plan - Growth Option |
|---|---|
| NAV (Feb 28, 2026) | ₹9.18 |
| Class | Equity | Other |
| Inception Date | Dec 12, 2024 |
| Fund Manager | Nandik Mallik, 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 | -1.29% | 0.88% | -3.77% | 3.03% | 16.94% | null% |
Frequently Asked Questions
Loading FAQs...
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
