Axis Momentum Fund - IDCW - Direct Plan

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  • 1.35 %Nav, as on 01-09-2025

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  • Net Change on 01-09-2025

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  • Assets (Cr.)

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Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Direct Plan - IDCW Option Jan 15, 2019 1.08 23.76 29.33 0.63 29,718.06
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 0.55 29.84 29.99 0.52 7,375.63
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -0.85 25.91 28.89 0.73 6,602.43
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated -1.84 13.46 18.18 1.34 5,665.84
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -13.13 28.11 30.78 0.54 5,418.32

Fund Holdings as on 31-July-2025

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • Divi's Laboratories Limited

  • Bajaj Finance Limited

  • InterGlobe Aviation Limited

  • Coromandel International Limited

  • Bharat Electronics Limited

  • Narayana Hrudayalaya Limited

  • PG Electroplast Limited

  • Bajaj Finserv Limited

  • Mahindra & Mahindra Limited

  • BSE Limited

  • FSN E-Commerce Ventures Limited

  • Firstsource Solutions Limited

  • Deepak Fertilizers and Petrochemicals Corporation Limited

  • Bajaj Holdings & Investment Limited

  • GE Vernova T&D India Limited

  • Clearing Corporation of India Ltd

  • Navin Fluorine International Limited

  • Persistent Systems Limited

  • UPL Limited

  • United Spirits Limited

  • SBI Cards and Payment Services Limited

  • Solar Industries India Limited

  • Oil India Limited

  • Radico Khaitan Limited

  • Fortis Healthcare Limited

  • Bharat Dynamics Limited

  • Dixon Technologies (India) Limited

  • SBI Life Insurance Company Limited

  • Bharti Hexacom Limited

  • Petronet LNG Limited

  • Krishna Institute Of Medical Sciences Limited

  • Eicher Motors Limited

  • Coforge Limited

  • Hindustan Petroleum Corporation Limited

  • Amber Enterprises India Limited

  • Adani Energy Solutions Limited

  • Balrampur Chini Mills Limited

  • Muthoot Finance Limited

  • Bharat Petroleum Corporation Limited

  • CEAT Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Chemicals

  • Hospital & Healthcare Services

  • Defence

  • Pharmaceuticals & Drugs

  • Airlines

  • Fertilizers

  • Breweries & Distilleries

  • Consumer Durables - Domestic Appliances

  • IT - Software

  • Finance - Investment

  • Automobiles - Passenger Cars

  • Finance - Others

  • e-Commerce

  • BPO/ITeS

  • Electric Equipment

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Oil Exploration

  • Consumer Durables - Electronics

  • Insurance

  • Refineries

  • Industrial Gases & Fuels

  • Automobile Two & Three Wheelers

  • Air Conditioners

  • Power Generation/Distribution

  • Sugar

  • Tyres & Allied

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Fund Manager

  • Cash

  • Equity

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About Axis Momentum Fund

Scheme Analysis

Axis Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Axis Mutual Fund. It was launched on 12-Dec-2024 and currently has an AUM of ₹1,308.29 crore. Axis Momentum Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Axis Momentum Fund ended up ₹0.12(1.35%)yesterday to ₹9.03.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Axis Momentum Fund is managed by Karthik Kumar and Mayank Hyanki.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com