Axis Momentum Fund Direct Growth - Regular - Latest NAV [ ₹9.51 ], Returns, Performance, Portfolio & Returns 2025

Axis Momentum Fund Direct Growth

Very High Risk

Equity

NAV as of Jun 27, 2025

9.51

0.96%1D Change

Returns since inception

-4.9%p.a.

Very High Risk

Equity

NAV as of Jun 27, 2025

9.51

0.96%1D Change

Returns since inception

-4.9%p.a.

Axis Momentum Fund Direct Growth

Very High Risk|Equity
NAV as of Jun 27, 2025

9.51

0.96%1D

Returns since inception

-4.9%p.a.

Returns calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund overview

  • RatingNo Rating
  • Expense ratio0.51%
  • Exit Load1% within 365 days
  • AUM (Fund size)₹1,323.56 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%
Top Holdings
Top Sectors
Holding NameAssets (%)
ICICI Bank Ltd8.79%
Clearing Corporation Of India Ltd7.2%
Bharti Airtel Ltd6.27%
Mahindra & Mahindra Ltd4.51%
Bajaj Finance Ltd4.2%

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 India Op...₹ 28,204 Cr
39.37 | 0.38%
Very High
ICICI Prudential Exports ...₹ 1,396 Cr
181.56 | 0.30%
Very High
Kotak Pioneer Fund Direct...₹ 2,807 Cr
34.33 | 0.56%
Very High

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

FUND

Axis Momentum Fund - Direct Plan - Growth Option

NAV (Jun 27, 2025)₹9.51
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 Momentum2.92%5.43%12.95%-2.16%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₹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
Estimated value after 3 years

(as per historical returns)

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Min investment of ₹100 required