Axis Momentum Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
All
NAV: 09 Jul 2025₹9.47
Min. SIP amount₹500
RatingNA
Fund size₹1,323.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (40)

NameSectorInstrumentAssets
FinancialEquity8.79%
CommunicationEquity6.27%
AutomobileEquity4.51%
FinancialEquity4.20%
HealthcareEquity4.12%
ServicesEquity3.57%
FinancialEquity3.51%
FinancialEquity3.04%
Capital GoodsEquity2.98%
TechnologyEquity2.97%
ServicesEquity2.97%
ChemicalsEquity2.87%
Capital GoodsEquity2.82%
Capital GoodsEquity2.78%
ChemicalsEquity2.76%
TechnologyEquity2.73%
ServicesEquity2.63%
EnergyEquity2.58%
FinancialEquity2.50%
TechnologyEquity2.49%
ChemicalsEquity2.42%
ConstructionEquity2.16%
Consumer StaplesEquity1.99%
FinancialEquity1.79%
ChemicalsEquity1.54%
FinancialEquity1.51%
Consumer StaplesEquity1.37%
HealthcareEquity1.15%
ServicesEquity1.04%
EnergyEquity0.89%
HealthcareEquity0.81%
Consumer DiscretionaryEquity0.77%
AutomobileEquity0.60%
Consumer DiscretionaryEquity0.60%
HealthcareEquity0.60%
TechnologyEquity0.57%
EnergyEquity0.56%
Consumer StaplesEquity0.53%
HealthcareEquity0.50%
ConstructionEquity0.47%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹500

Returns and rankings

Category: Equity Thematic
Absolute returns
1M3M6MAll
Fund returns3.6%16.5%-4.8%-5.4%
Category averageNANANANA
Rank with in categoryNA5483NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.53%

Inclusive of GST

Exit load

For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Phone
022-24255161
Launch Date
04 Sep 2009
E-mail
NA
Axis Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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