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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Momentum Fund Growth
NAV: 16 Jul '26
₹8.80
Min. for SIP
₹500
Fund size (AUM)
₹958.35 Cr
Expense ratio
4.45%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,027 | +0.18% | |
| 6 months | ₹30,000 | ₹30,274 | +0.91% | |
| 1 year | ₹60,000 | ₹58,952 | -1.75% |
Holdings (61)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| State Bank of India | Financial | Equity | 5.44% |
| BSE Ltd | Financial | Equity | 3.75% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 3.21% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.97% |
| Cummins India Ltd | Industrials | Equity | 2.95% |
| ICICI Bank Ltd | Financial | Equity | 2.73% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.70% |
| Bharti Airtel Limited July 2026 Future | Technology | Futures | 2.69% |
| Navin Fluorine International Ltd | Materials | Equity | 2.61% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.45% |
| The Federal Bank Ltd | Financial | Equity | 2.41% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 2.31% |
| Laurus Labs Ltd | Healthcare | Equity | 2.30% |
| R R Kabel Ltd. | Industrials | Equity | 2.25% |
| Shriram Finance Limited July 2026 Future | Financial | Futures | 2.25% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.22% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.19% |
| RBL Bank Ltd | Financial | Equity | 2.18% |
| Bank Of Baroda | Financial | Equity | 2.13% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.13% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 2.11% |
| P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 2.04% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.92% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.85% |
| Syrma SGS Technology Ltd | Technology | Equity | 1.82% |
| Asian Paints Ltd | Materials | Equity | 1.71% |
| Kei Industries Ltd | Industrials | Equity | 1.70% |
| Zomato Ltd | Technology | Equity | 1.64% |
| Others CBLO | Unspecified | CBLO | 1.60% |
| Torrent Pharmaceuticals Limited July 2026 Future | Healthcare | Futures | 1.57% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.57% |
| GOVERNMENT OF INDIA 37115 182 DAYS TBILL 27AG26 FV RS 100 | Financial | Treasury Bills | 1.55% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.54% |
| Vodafone Idea Ltd | Technology | Equity | 1.51% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 1.45% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.29% |
| Bharti Airtel Ltd | Technology | Equity | 1.25% |
| Adani Ports and Special Economic Zone Limited July 2026 Future | Industrials | Futures | 1.24% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.23% |
| Max Healthcare Institute Limited July 2026 Future | Healthcare | Futures | 1.18% |
| Ashok Leyland Ltd | Industrials | Equity | 1.15% |
| Bharat Heavy Electricals Limited July 2026 Future | Industrials | Futures | 1.14% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.12% |
| Welspun Corp Ltd | Materials | Equity | 1.11% |
| Eicher Motors Limited July 2026 Future | Consumer Discretionary | Futures | 1.11% |
| Tata Motors Ltd | Industrials | Equity | 1.10% |
| Adani Energy Solutions Limited July 2026 Future | Energy & Utilities | Futures | 1.06% |
| Polycab India Ltd | Industrials | Equity | 1.04% |
| GE T&D India Ltd | Industrials | Equity | 1.03% |
| JK Cement Ltd | Materials | Equity | 1.02% |
| Blue Star Ltd | Industrials | Equity | 1.02% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.00% |
| Siemens Ltd | Diversified | Equity | 0.94% |
| Sobha Ltd | Real Estate | Equity | 0.91% |
| The Federal Bank Limited July 2026 Future | Financial | Futures | 0.65% |
| GOVERNMENT OF INDIA 37010 182 DAYS TBILL 30JL26 FV RS 100 | Financial | Treasury Bills | 0.52% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.49% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 0.48% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.46% |
| ABB India Ltd | Industrials | Equity | 0.44% |
| Net Payables | Unspecified | Net Payables | -3.41% |
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 | -0.7% | -3.6% | -5.3% | -11.8% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 103 | 73 | 81 | -- |
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 Growth
Axis Momentum Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,56,814 Cr and the Latest NAV as of 16 Jul 2026 is ₹8.80.
The Axis Momentum Fund 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₹3,56,814.22 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,