Axis Momentum Fund Direct Growth

Axis Momentum Fund Direct Growth

Equity

Axis Mutual Fund

Equity - Other

Get the latest NAV of Axis Momentum Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹9.02

▲0.9%1D

NAV as on 16 May 2025

-9.8%/per year

Since Inception

Absolute Gain%

▲▼

1288 people have invested ₹ 29.6L in Axis Momentum Fund Direct Growth in the last three months

Axis Momentum Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (16-May-25)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
7.51%
6.85%
-
3 Months
9.6%
10.85%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Axis Momentum Fund
-
1,293Cr
0.5%
-
-
-9.8%
ICICI Prudential India Opportunities Fund Direct Growth
1/39
27,197Cr
0.69%
15.99%
28.75%
23.22%
ICICI Prudential Business Cycle Fund Direct Growth
2/39
12,375Cr
0.74%
11.52%
26.39%
23.29%
Nippon India Power & Infra Fund Direct Growth
7/39
7,026Cr
1.03%
3.8%
34.43%
15.67%
See all

Axis Momentum Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Axis Momentum Fund Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 92.4%

Debt & Cash 7.6%

Large cap
47.7%
Mid cap
28.2%
Small cap
16.5%

Axis Momentum Fund Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 92.4%

Debt & Cash 7.6%

Axis Momentum Fund Holdings Details

as on (30-Apr-25)

Equity

Holdings
Weight%
1M Change
ICICI Bank Ltd
8.88%
0%
Bharti Airtel Ltd
6.44%
0%
Mahindra & Mahindra Ltd
4.54%
7.7%
BSE Ltd
4.39%
-9.4%
Bajaj Finance Ltd
4.04%
797.2%
See all

Axis Momentum Fund Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.5%
Benchmark
Nifty 500 TR INR
AUM₹1293 Cr
Inception Date12 December, 2024
Min Lumpsum/SIP₹100/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Axis Momentum Fund

Axis Momentum Fund Direct Growth is an equity fund. This fund was started on 12 December, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Axis Momentum Fund Direct Growth has ₹1293 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 0.5.

Returns

Axis Momentum Fund Direct Growth has given a CAGR return of -9.80% since inception.

Holdings

Axis Momentum Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Basic Materials, Consumer Cyclical, Communication, Health, Consumer Defensive, Industrial, Energy, Real Estate, Utilities. Its top holdings are ICICI Bank Ltd, Bharti Airtel Ltd, Mahindra & Mahindra Ltd, BSE Ltd, Bajaj Finance Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Axis Momentum Fund Direct Growth

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. There is no assurance that the investment objective of the scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 500.00. Axis Momentum Fund Direct Growth has no lock in period.

Learn more about Axis Mutual Fund

Frequently Asked Questions for Axis Momentum Fund Direct Growth

What is the current NAV of Axis Momentum Fund Direct Growth?

The current NAV of Axis Momentum Fund Direct Growth is ₹9.02 as on 16-May-2025.

What are the average returns of Axis Momentum Fund Direct Growth?

Existing (Absolute + CAGR) as on 16-May-2025.
Axis Momentum Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
7.51%
7.51%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%

How do I invest in Axis Momentum Fund Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Axis Momentum Fund Direct Growth?

0.5% as on April 2025

What is net assets under management (AUM) of Axis Momentum Fund Direct Growth?

₹1293 Cr as on April 2025

What are the top 5 holdings of Axis Momentum Fund Direct Growth?

ICICI Bank Ltd(8.88%), Bharti Airtel Ltd(6.44%), Mahindra & Mahindra Ltd(4.54%), BSE Ltd(4.39%), Bajaj Finance Ltd(4.04%) as on April 2025

What are the top 3 sectors that this Axis Momentum Fund Direct Growth has invested in?

Financial Services(27.73%), Tech(18.86%), Basic Materials(10.68%) as on April 2025

What is the alpha of Axis Momentum Fund Direct Growth?

The alpha ratio for the Axis Momentum Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Axis Momentum Fund Direct Growth
-
-
-
As on April 2025
The alpha for Axis Momentum Fund Direct Growth is calculated against Nifty 500 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Axis Momentum Fund Direct Growth??

The Beta ratio for the Axis Momentum Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Axis Momentum Fund Direct Growth
-
-
-
As on April 2025
The Beta for Axis Momentum Fund Direct Growth is calculated with Nifty 500 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Axis Momentum Fund Direct Growth?

The sharpe ratio for the Axis Momentum Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Axis Momentum Fund Direct Growth
-
-
-
As on April 2025
The sharpe ratio for Axis Momentum Fund Direct Growth is calculated with Nifty 500 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Axis Momentum Fund Direct Growth?

The standard deviation for the Axis Momentum Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Axis Momentum Fund Direct Growth
-
-
-
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the exit load of Axis Momentum Fund Direct Growth?

The Exit load of Axis Momentum Fund Direct Growth is 1%