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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Momentum Fund Growth
NAV: 26 Aug '26
₹8.99
Min. for SIP
₹500
Fund size (AUM)
₹944.21 Cr
Expense ratio
4.06%
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 (58)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| P N Gadgil Jewellers Ltd. | Consumer Discretionary | Equity | 5.04% |
| Others CBLO | Unspecified | CBLO | 4.82% |
| State Bank of India | Financial | Equity | 3.74% |
| BSE Ltd | Financial | Equity | 3.59% |
| The Federal Bank Ltd | Financial | Equity | 3.42% |
| Laurus Labs Ltd | Healthcare | Equity | 3.32% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.11% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.95% |
| Cummins India Ltd | Industrials | Equity | 2.92% |
| ICICI Bank Ltd | Financial | Equity | 2.89% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.77% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.74% |
| Navin Fluorine International Ltd | Materials | Equity | 2.60% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.49% |
| R R Kabel Ltd. | Industrials | Equity | 2.48% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 2.28% |
| Karur Vysya Bank Ltd | Financial | Equity | 2.27% |
| RBL Bank Ltd | Financial | Equity | 2.25% |
| Shriram Finance Limited August 2026 Future | Financial | Futures | 2.22% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.20% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 2.10% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 2.06% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.01% |
| Torrent Pharmaceuticals Limited August 2026 Future | Healthcare | Futures | 1.98% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 1.95% |
| Zomato Ltd | Technology | Equity | 1.90% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 1.87% |
| Asian Paints Ltd | Materials | Equity | 1.81% |
| Syrma SGS Technology Ltd | Technology | Equity | 1.81% |
| Kei Industries Ltd | Industrials | Equity | 1.59% |
| GOVERNMENT OF INDIA 37115 182 DAYS TBILL 27AG26 FV RS 100 | Financial | Treasury Bills | 1.58% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.39% |
| Vodafone Idea Ltd | Technology | Equity | 1.38% |
| Bharti Airtel Ltd | Technology | Equity | 1.35% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.32% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 1.29% |
| Ashok Leyland Ltd | Industrials | Equity | 1.23% |
| Welspun Corp Ltd | Materials | Equity | 1.22% |
| Eicher Motors Limited August 2026 Future | Consumer Discretionary | Futures | 1.21% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.18% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.16% |
| Tata Motors Ltd | Industrials | Equity | 1.16% |
| Adani Energy Solutions Limited August 2026 Future | Energy & Utilities | Futures | 1.14% |
| Adani Ports and Special Economic Zone Limited August 2026 Future | Industrials | Futures | 1.14% |
| SBI Funds Management Ltd | Financial | Equity | 1.10% |
| Bharat Heavy Electricals Limited August 2026 Future | Industrials | Futures | 1.10% |
| Blue Star Ltd | Industrials | Equity | 1.07% |
| Siemens Ltd | Diversified | Equity | 1.00% |
| Polycab India Ltd | Industrials | Equity | 0.96% |
| Sobha Ltd | Real Estate | Equity | 0.92% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.77% |
| The Federal Bank Limited August 2026 Future | Financial | Futures | 0.69% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.53% |
| Reserve Bank of India 91-D | Financial | Treasury Bills | 0.52% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 0.47% |
| ABB India Ltd | Industrials | Equity | 0.46% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 0.43% |
| Net Payables | Unspecified | Net Payables | -6.98% |
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 | +1.9% | -1.8% | -1.6% | -10.3% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 84 | 84 | 87 | -- |
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 ₹3,77,427 Cr and the Latest NAV as of 26 Aug 2026 is ₹8.99.
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₹3,77,427.21 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,