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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Momentum Fund Direct Growth
NAV: 12 May '26
₹8.87
Min. for SIP
₹500
Fund size (AUM)
₹1,018.16 Cr
Expense ratio
0.75%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,036 | +0.24% | |
| 6 months | ₹30,000 | ₹29,365 | -2.12% | |
| 1 year | ₹60,000 | ₹58,210 | -2.98% |
Holdings (41)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 7.02% |
| HDFC Bank Ltd. | Financial | Equity | 5.75% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 4.74% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 4.68% |
| Laurus Labs Ltd. | Healthcare | Equity | 4.34% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 4.08% |
| RBL Bank Ltd. | Financial | Equity | 4.04% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 3.85% |
| Hero Motocorp Ltd. | Automobile | Equity | 3.70% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 3.60% |
| Aditya Birla Capital Ltd. | Financial | Equity | 3.53% |
| Syrma SGS Technology Ltd. | Capital Goods | Equity | 3.44% |
| GMR Airports Ltd. | Construction | Equity | 3.31% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.30% |
| One97 Communications Ltd. | Services | Equity | 3.20% |
| Cummins India Ltd. | Capital Goods | Equity | 2.95% |
| Muthoot Finance Ltd. | Financial | Equity | 2.66% |
| Sagility Ltd. | Services | Equity | 2.65% |
| Eicher Motors Ltd. | Automobile | Equity | 2.61% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.53% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 2.13% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.11% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.95% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.71% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.71% |
| L&T Finance Ltd. | Financial | Equity | 1.61% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.60% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.54% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 1.48% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.16% |
| Canara Bank | Financial | Equity | 0.83% |
| Indian Bank | Financial | Equity | 0.79% |
| Adani Energy Solutions Ltd. | Energy | Equity | 0.69% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.59% |
| LTM Limited | Technology | Equity | 0.57% |
| Coforge Ltd. | Technology | Equity | 0.53% |
| Union Bank of India | Financial | Equity | 0.52% |
| Yes Bank Ltd. | Financial | Equity | 0.48% |
| State Bank of India | Financial | Equity | 0.48% |
| Shriram Finance Ltd | Financial | Equity | 0.48% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.42% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -1.7% | -3.4% | +4.8% | -8.7% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 42 | 44 | 30 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
NMNandik MallikDec 2025 - PresentView details
NM
Nandik Mallik
Dec 2025 - Present
View details
KKKarthik KumarNov 2024 - PresentView details
KK
Karthik Kumar
Nov 2024 - Present
View details
About Axis Momentum Fund Direct Growth
Axis Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Nandik Mallik is the Current Fund Manager of Axis Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,66,572 Cr and the Latest NAV as of 12 May 2026 is ₹8.87.
The Axis Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹100. For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
;
Investment Objective
The Scheme seeks 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 parameter.;
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#7 in India
Total AUM₹3,66,572.37 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,