Axis Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • (-4.1%)Nav, as on 23-03-2026

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  • Net Change on 23-03-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 - Cumulative Option Jan 15, 2019 5.30 21.18 20.97 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 5.56 20.15 16.82 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 2.63 25.19 18.16 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.47 23.72 19.78 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 16.94 31.51 26.07 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • HDFC Bank Limited

  • Bharti Airtel Limited

  • Bharat Electronics Limited

  • Laurus Labs Limited

  • Multi Commodity Exchange of India Limited

  • Bajaj Finance Limited

  • Maruti Suzuki India Limited

  • RBL Bank Limited

  • Hero MotoCorp Limited

  • Aditya Birla Capital Limited

  • FSN E-Commerce Ventures Limited

  • Syrma SGS Technology Limited

  • GMR Airports Limited

  • Asian Paints Limited

  • L&T Finance Limited

  • One 97 Communications Limited

  • Navin Fluorine International Limited

  • Cummins India Limited

  • Eicher Motors Limited

  • Bharat Petroleum Corporation Limited

  • TVS Motor Company Limited

  • Muthoot Finance Limited

  • Sagility Limited

  • Hindustan Petroleum Corporation Limited

  • Radico Khaitan Limited

  • AU Small Finance Bank Limited

  • SBI Life Insurance Company Limited

  • UPL Limited

  • Tata Consumer Products Limited

  • GE Vernova T&D India Limited

  • Canara Bank

  • Indian Bank

  • Adani Energy Solutions Limited

  • Tata Steel Limited

  • LTIMindtree Limited

  • Clearing Corporation of India Ltd

  • Yes Bank Limited

  • Coforge Limited

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Bank - Private

  • Automobile Two & Three Wheelers

  • Telecommunication - Service Provider

  • Defence

  • Refineries

  • Pharmaceuticals & Drugs

  • Finance - Stock Broking

  • Automobiles - Passenger Cars

  • e-Commerce

  • Electronics - Components

  • Airport Management Services

  • Paints

  • Fintech

  • Chemicals

  • Diesel Engines

  • Business Support

  • Breweries & Distilleries

  • Bank - Public

  • Insurance

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • Electric Equipment

  • IT - Software

  • Power Generation/Distribution

  • Steel & Iron Products

  • Miscellaneous

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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 ₹1,070.90 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 ₹-0.34(-4.1%)yesterday to ₹7.95.

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

The Axis Momentum Fund is managed by Nandik Mallik and Karthik Kumar.

Fund House Contact

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

022-43255161
022-43255199
www.axismf.com