Axis Momentum Fund - IDCW - Direct Plan

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  • (-0.32%)Nav, as on 15-12-2025

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  • Net Change on 15-12-2025

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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 9.88 23.79 27.27 0.65 33,946.37
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 1.69 29.08 24.79 0.52 8,303.72
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 3.49 24.82 26.14 0.75 6,646.79
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 3.17 14.30 15.54 1.33 5,769.40
SBI PSU Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 2.57 27.60 29.87 0.83 5,762.54

Fund Holdings as on 30-November-2025

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • ICICI Bank Limited

  • Bajaj Finance Limited

  • Bharat Electronics Limited

  • InterGlobe Aviation Limited

  • Multi Commodity Exchange of India Limited

  • Laurus Labs Limited

  • Eicher Motors Limited

  • One 97 Communications Limited

  • Mahindra & Mahindra Limited

  • Maruti Suzuki India Limited

  • Narayana Hrudayalaya Limited

  • Syrma SGS Technology Limited

  • Fortis Healthcare Limited

  • Solar Industries India Limited

  • GE Vernova T&D India Limited

  • Bosch Limited

  • L&T Finance Limited

  • Muthoot Finance Limited

  • Navin Fluorine International Limited

  • Radico Khaitan Limited

  • Bharat Petroleum Corporation Limited

  • Hindustan Petroleum Corporation Limited

  • JK Cement Limited

  • JM Financial Limited

  • TVS Motor Company Limited

  • CCL Products (India) Limited

  • UPL Limited

  • Clearing Corporation of India Ltd

  • Kaynes Technology India Limited

  • Coromandel International Limited

  • Bajaj Holdings & Investment Limited

  • Coforge Limited

  • eClerx Services Limited

  • Amber Enterprises India Limited

  • Adani Energy Solutions Limited

  • Nuvoco Vistas Corporation Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Finance - NBFC

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Chemicals

  • Electronics - Components

  • Defence

  • Airlines

  • Finance - Stock Broking

  • Refineries

  • Pharmaceuticals & Drugs

  • Fintech

  • Electric Equipment

  • Auto Ancillary

  • Cement & Construction Materials

  • Breweries & Distilleries

  • Finance - Investment

  • Tea/Coffee

  • Pesticides & Agrochemicals

  • Fertilizers

  • Miscellaneous

  • IT - Software

  • BPO/ITeS

  • Air Conditioners

  • Power Generation/Distribution

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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 ₹1,262.88 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 down ₹-0.03(-0.32%)yesterday to ₹9.34.

Among its top 3 holdings the fund has exposure to HDFC 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