Axis Momentum Fund - Direct Plan - Growth Option
Axis Asset Management Company Ltd. · Direct Plan · Growth
Fund overview
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹1,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹1,000 | ₹918 | +-82 |
| 3 Years | ₹1,000 | ₹774 | +-226 |
| 5 Years | ₹1,000 | ₹652 | +-348 |
Calculated using the fund's annualised return since inception (-8.2% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
46 securitiesTop 10 holdings make up 36.0% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| RBL Bank Ltd | Banks | Small Cap | 5.06% |
| P N Gadgil Jewellers Ltd | Consumer Durables | Small Cap | 4.98% |
| Laurus Labs Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 4.74% |
| Navin Fluorine International Ltd | Chemicals & Petrochemicals | Small Cap | 4.36% |
| SAI Life Sciences Ltd | Pharmaceuticals & Biotechnology | Small Cap | 4.08% |
| Federal Bank Ltd | Banks | Mid Cap | 3.40% |
| Craftsman Automation Ltd | Auto Components | Small Cap | 3.24% |
| Radico Khaitan Ltd | Beverages | Mid Cap | 3.11% |
| GMR Airports Infrastructure Ltd | Transport Infrastructure | Mid Cap | 3.00% |
| BSE Ltd | Capital Markets | Large Cap | 3.00% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹841 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹826 Cr
Debt sector allocation
Total Value
₹20 Cr
Allocation By Credit Quality (Debt)
Exit load, stamp duty & tax
12-Dec-24
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
Investment 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 house
Axis Asset Management Company Ltd.
Frequently asked questions
What is the NAV of Axis Momentum Fund - Direct Plan - Growth Option?
The NAV of Axis Momentum Fund - Direct Plan - Growth Option is ₹8.53 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Axis Momentum Fund - Direct Plan - Growth Option?
The expense ratio charged by Axis Momentum Fund - Direct Plan - Growth Option is 2.4%.
What is the Min. SIP of Axis Momentum Fund - Direct Plan - Growth Option?
The minimum SIP investment in Axis Momentum Fund - Direct Plan - Growth Option is ₹500 per month.
What is the Min. Lumpsum of Axis Momentum Fund - Direct Plan - Growth Option?
The minimum lumpsum investment in Axis Momentum Fund - Direct Plan - Growth Option is ₹100.
What is the Exit Load of Axis Momentum Fund - Direct Plan - Growth Option?
The exit load for Axis Momentum Fund - Direct Plan - Growth Option is: Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
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