Axis Momentum Fund Growth

Axis Momentum Fund Growth

1M
6M
1Y
All
NAV: 17 Mar '26
₹8.46
Min. for SIP
Not Supported
Fund size
₹1,070.90 Cr
Expense ratio
2.24%

Holdings (37)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity7.04%
Bharti Airtel Ltd.CommunicationEquity6.39%
Bharat Electronics Ltd.Capital GoodsEquity4.77%
Laurus Labs Ltd.HealthcareEquity4.44%
Multi Commodity Exchange Of India Ltd.ServicesEquity4.13%
Bajaj Finance Ltd.FinancialEquity3.95%
Maruti Suzuki India Ltd.AutomobileEquity3.95%
RBL Bank Ltd.FinancialEquity3.85%
Hero Motocorp Ltd.AutomobileEquity3.61%
Aditya Birla Capital Ltd.FinancialEquity3.59%
FSN E-Commerce Ventures Ltd.ServicesEquity3.51%
Syrma SGS Technology Ltd.Capital GoodsEquity3.46%
GMR Airports Ltd.ConstructionEquity3.39%
Asian Paints Ltd.ChemicalsEquity3.26%
L&T Finance Ltd.FinancialEquity3.22%
One97 Communications Ltd.ServicesEquity3.16%
Navin Fluorine International Ltd.ChemicalsEquity2.89%
Cummins India Ltd.Capital GoodsEquity2.87%
Eicher Motors Ltd.AutomobileEquity2.74%
Bharat Petroleum Corporation Ltd.EnergyEquity2.52%
TVS Motor Company Ltd.AutomobileEquity2.51%
Muthoot Finance Ltd.FinancialEquity2.43%
Sagility Ltd.ServicesEquity2.27%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.16%
Radico Khaitan Ltd.Consumer StaplesEquity2.10%
AU Small Finance Bank Ltd.FinancialEquity1.68%
SBI Life Insurance Company Ltd.InsuranceEquity1.52%
UPL Ltd.ChemicalsEquity1.45%
Tata Consumer Products Ltd.Consumer StaplesEquity1.44%
GE Vernova T&D India LtdCapital GoodsEquity1.06%
Canara BankFinancialEquity0.92%
Indian BankFinancialEquity0.79%
Adani Energy Solutions Ltd.EnergyEquity0.65%
Tata Steel Ltd.Metals & MiningEquity0.57%
LTIMindtree Ltd.TechnologyEquity0.54%
Yes Bank Ltd.FinancialEquity0.50%
Coforge Ltd.TechnologyEquity0.48%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-9.8%-8.1%+6.4%-16.7%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)404025--

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

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 ₹3,66,904 Cr and the Latest NAV as of 17 Mar 2026 is ₹8.46. The Axis Momentum Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. 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₹3,66,904.00 Cr
Date of Incorporation04 Sep 2009
Phone022-24255161
E-mail--
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,