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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Momentum Fund Direct Growth
NAV: 11 Nov '26
₹9.34
Min. for SIP
₹500
Fund size (AUM)
₹815.59 Cr
Expense ratio
2.03%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,601 | +4.01% | |
| 6 months | ₹30,000 | ₹31,199 | +4.00% | |
| 1 year | ₹60,000 | ₹62,076 | +3.46% |
Holdings (54)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 5.94% |
| Navin Fluorine International Ltd | Materials | Equity | 4.74% |
| P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 4.71% |
| RBL Bank Ltd | Financial | Equity | 4.54% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 4.30% |
| Others CBLO | Unspecified | CBLO | 4.24% |
| The Federal Bank Ltd | Financial | Equity | 3.75% |
| BSE Ltd | Financial | Equity | 3.51% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 3.30% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 3.01% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 3.01% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.90% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.82% |
| Karur Vysya Bank Ltd | Financial | Equity | 2.73% |
| Zomato Ltd | Technology | Equity | 2.50% |
| Syrma SGS Technology Ltd | Technology | Equity | 2.49% |
| Welspun Corp Ltd | Materials | Equity | 2.44% |
| State Bank of India | Financial | Equity | 2.36% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.27% |
| R R Kabel Ltd. | Industrials | Equity | 2.27% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.17% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 2.07% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.90% |
| Divi's Laboratories Limited November 2026 Future | Healthcare | Futures | 1.81% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.76% |
| ICICI Bank Ltd | Financial | Equity | 1.71% |
| Lodha Developers Limited November 2026 Future | Real Estate | Futures | 1.60% |
| CG Power and Industrial Solutions Limited November 2026 Future | Industrials | Futures | 1.60% |
| Bharti Airtel Ltd | Technology | Equity | 1.57% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 1.43% |
| Cummins India Ltd | Industrials | Equity | 1.36% |
| Eicher Motors Limited November 2026 Future | Consumer Discretionary | Futures | 1.29% |
| Ashok Leyland Ltd | Industrials | Equity | 1.24% |
| Bharat Heavy Electricals Limited November 2026 Future | Industrials | Futures | 1.22% |
| Tata Motors Ltd | Industrials | Equity | 1.21% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.20% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.17% |
| Kei Industries Ltd | Industrials | Equity | 1.16% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.10% |
| Siemens Ltd | Diversified | Equity | 1.01% |
| Polycab India Ltd | Industrials | Equity | 0.95% |
| Sobha Ltd | Real Estate | Equity | 0.87% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.80% |
| The Federal Bank Limited November 2026 Future | Financial | Futures | 0.76% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 0.67% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.64% |
| GOVERNMENT OF INDIA 36692 364 DAYS TBILL 06NV26 FV RS 100 | Financial | Treasury Bills | 0.61% |
| GOVERNMENT OF INDIA 36848 364 DAYS TBILL 25DC26 FV RS 100 | Financial | Treasury Bills | 0.61% |
| 91 Days Tbill (MD 31/12/2026) | Financial | Treasury Bills | 0.61% |
| 91 Days Tbill (MD 14/01/2027) | Financial | Treasury Bills | 0.61% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.56% |
| ABB India Ltd | Industrials | Equity | 0.47% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.47% |
| Net Payables | Unspecified | Net Payables | -6.04% |
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹500
Returns and rankings
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +0.9% | +3.4% | -1.6% | -6.6% |
| Category average (Equity Thematic) | -2.6% | -0.0% | +0.4% | +17.3% |
| Rank (Equity Thematic) | 5 | 18 | 44 | -- |
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%.
Fund management
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 11 Nov 2026 is ₹9.34.
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,