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Axis Momentum Fund Direct Growth
NAV: 21 Oct '26
₹8.53
Min. for SIP
₹500
Fund size (AUM)
₹841.17 Cr
Expense ratio
2.21%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,468 | -3.55% | |
| 6 months | ₹30,000 | ₹28,729 | -4.24% | |
| 1 year | ₹60,000 | ₹56,745 | -5.42% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| RBL Bank Ltd | Financial | Equity | 5.06% |
| P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 4.98% |
| Laurus Labs Ltd | Healthcare | Equity | 4.74% |
| Navin Fluorine International Ltd | Materials | Equity | 4.36% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 4.08% |
| The Federal Bank Ltd | Financial | Equity | 3.40% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 3.24% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 3.11% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 3.00% |
| BSE Ltd | Financial | Equity | 3.00% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.90% |
| Welspun Corp Ltd | Materials | Equity | 2.75% |
| R R Kabel Ltd. | Industrials | Equity | 2.69% |
| Syrma SGS Technology Ltd | Technology | Equity | 2.65% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.63% |
| Karur Vysya Bank Ltd | Financial | Equity | 2.41% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.37% |
| State Bank of India | Financial | Equity | 2.28% |
| Zomato Ltd | Technology | Equity | 2.26% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.23% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 2.17% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.06% |
| Lodha Developers Limited October 2026 Future | Real Estate | Futures | 1.68% |
| Divi's Laboratories Limited October 2026 Future | Healthcare | Futures | 1.66% |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED-OCT2026 | Industrials | Futures | 1.65% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.64% |
| ICICI Bank Ltd | Financial | Equity | 1.57% |
| Cummins India Ltd | Industrials | Equity | 1.41% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.41% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.37% |
| Bharti Airtel Ltd | Technology | Equity | 1.35% |
| Kei Industries Ltd | Industrials | Equity | 1.32% |
| Ashok Leyland Ltd | Industrials | Equity | 1.28% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.26% |
| Bharat Heavy Electricals Limited October 2026 Future | Industrials | Futures | 1.26% |
| Tata Motors Ltd | Industrials | Equity | 1.25% |
| Eicher Motors Limited October 2026 Future | Consumer Discretionary | Futures | 1.24% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.16% |
| Siemens Ltd | Diversified | Equity | 1.11% |
| Polycab India Ltd | Industrials | Equity | 0.95% |
| Sobha Ltd | Real Estate | Equity | 0.92% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.79% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 0.76% |
| The Federal Bank Limited October 2026 Future | Financial | Futures | 0.69% |
| Others CBLO | Unspecified | CBLO | 0.67% |
| Reserve Bank of India 91-D | Financial | Treasury Bills | 0.59% |
| GOVERNMENT OF INDIA 36645 364 DAYS TBILL 23OT26 FV RS 100 | Financial | Treasury Bills | 0.59% |
| GOVERNMENT OF INDIA 37705 091 DAYS TBILL 29OT26 FV RS 100 | Financial | Treasury Bills | 0.59% |
| GOVERNMENT OF INDIA 36692 364 DAYS TBILL 06NV26 FV RS 100 | Financial | Treasury Bills | 0.59% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.57% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.56% |
| ABB India Ltd | Industrials | Equity | 0.48% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.45% |
| Net Payables | Unspecified | Net Payables | -1.23% |
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 | -6.2% | -8.0% | -10.1% | -14.7% |
| Category average (Equity Thematic) | -6.3% | -4.5% | -6.3% | +10.5% |
| Rank (Equity Thematic) | 31 | 57 | 55 | -- |
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
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 ₹3,65,899 Cr and the Latest NAV as of 21 Oct 2026 is ₹8.53.
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₹3,65,899.22 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,