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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 · 4.45%Inception · 12-12-2024
NAV
₹9.04
+0.11% · as of 28-08-2026
Since inception
-5.28%
CAGR
Benchmark (inception)
12.15%
CAGR
Fund size
₹933 Cr
AUM
Expense ratio
4.45%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +-5.28% CAGR vs benchmark +12.15%.
Portfolio
Where the money is invested
Top holdings
Clearing Corporation of India Ltd12.59%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-5.69%
COAL INDIA LTD EQ4.64%
Eicher Motors Limited June 2026 Future4.10%
182 DAYS TBILL RED 30-07-20264.07%
Shriram Finance Limited June 2026 Future4.05%
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-3.37%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-2.99%
POWER GRID CORPORATION OF INDIA LIMITED EQ2.95%
STATE BANK OF INDIA EQ NEW RE. 1/-2.80%
Sector allocation
Financial Services22.77%
Oil, Gas & Consumable Fuels13.57%
Capital Goods6.68%
Automobile and Auto Components5.70%
Metals & Mining5.54%
Healthcare4.63%
Construction Materials3.28%
Fast Moving Consumer Goods2.99%
Power2.99%
Telecommunication2.44%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -5.3% p.a.₹10,000
10 years
Projected value
₹9,29,762
Invested: ₹12,00,000
Gained: -₹2,70,238
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
M
Mr. 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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