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Axis Mutual Fund · Equity: Thematic-Others
Axis Momentum Fund - Regular Plan - Growth Option
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.
EquityBenchmark · Nifty 500 TRITER · 3.85%Inception · 12-12-2024
NAV
₹8.56
-0.58% · as of 14-10-2026
Since inception
-7.72%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹847 Cr
AUM
Expense ratio
3.85%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-7.72% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
STATE BANK OF INDIA EQ NEW RE. 1/-5.44%
BSE LIMITED EQ NEW FV RS. 2/-3.75%
TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/-3.21%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-2.97%
CUMMINS INDIA LIMITED EQ FV RS.22.95%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.73%
RELIANCE INDUSTRIES LIMITED EQ2.70%
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-2.61%
Shriram Finance Limited2.45%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.41%
Sector allocation
Financial Services29.44%
Capital Goods17.85%
Healthcare13.54%
Automobile and Auto Components6.92%
Consumer Durables4.77%
Telecommunication2.76%
Oil, Gas & Consumable Fuels2.70%
Chemicals2.61%
Services2.22%
Consumer Services2.13%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -7.7% p.a.₹10,000
10 years
Projected value
₹8,32,531
Invested: ₹12,00,000
Gained: -₹3,67,469
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
N
Nandik Malik
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153085
ISIN (Growth)
INF846K010Z1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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