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Mar 31, 2026


Category Equity
AUM (Cr.) 1,070.90
Exit Load (%) 0.00
Min Inv Lumpsum 100
Expense Ratio 2.21
Sharpe Ratio -1.48
Beta Ratio 0.00
Fund Manager Karthik Kumar
Inception Date Dec 12, 2024
Risk Level Very High

Investment Objective

The Scheme aims 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 parameters. There is no assurance that the investment objective of the scheme will be achieved.

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Momentum Fund - Regular (IDCW) -10.78 -9.27 -3.95 0 0 -15.54
Benchmark - Nifty 500 TRI -11.36 -9.46 -2.88 13.77 11.75 0
Category Average - BEST EQUITY PERFORMERS -10.25 -9.05 -0.75 15.39 13.34 5.13
Category Rank 2/10 4/10 2/10 5/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 35.6659 2.97 5.90 16.18 8.61 703.22 2.38 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 35.6659 2.97 5.90 16.18 8.61 703.22 2.38 100.00 invest
Aditya Birla SL International Equity Fund (IDCW) 21.1397 1.96 22.54 14.99 9.74 303.58 2.53 1,000.00 invest
Aditya Birla SL International Equity Fund (G) 46.1831 1.96 22.55 15.00 9.74 303.58 2.53 1,000.00 invest
Nippon India Taiwan Equity Fund (G) 24.2590 -5.60 159.12 45.61 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Momentum Fund - Regular (IDCW) -10.78 -9.27 -3.95 0 0 -15.54
Benchmark - Nifty 500 TRI -11.36 -9.46 -2.88 13.77 11.75 0
Category Average - BEST EQUITY PERFORMERS -10.25 -9.05 -0.75 15.39 13.34 5.13
Category Rank 2/10 4/10 2/10 5/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 35.6659 2.97 5.90 16.18 8.61 703.22 2.38 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 35.6659 2.97 5.90 16.18 8.61 703.22 2.38 100.00 invest
Aditya Birla SL International Equity Fund (IDCW) 21.1397 1.96 22.54 14.99 9.74 303.58 2.53 1,000.00 invest
Aditya Birla SL International Equity Fund (G) 46.1831 1.96 22.55 15.00 9.74 303.58 2.53 1,000.00 invest
Nippon India Taiwan Equity Fund (G) 24.2590 -5.60 159.12 45.61 0.00 519.50 2.42 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-HDFC Bank Jan 31, 2026 78.95 7.21 -27.23
Equity-Bharti Airtel Jan 31, 2026 74.78 6.83 -6.50
Equity-Bharat Electron Jan 31, 2026 56.20 5.13 12.36
Equity-Multi Comm. Exc. Jan 31, 2026 51.12 4.67 13.51
Equity-Bajaj Finance Jan 31, 2026 50.45 4.61 -5.77
Equity-Eicher Motors Jan 31, 2026 46.56 4.25 -2.60
Equity-Laurus Labs Jan 31, 2026 42.69 3.90 -12.91
Equity-Maruti Suzuki Jan 31, 2026 41.60 3.80 -12.57
Equity-GE Vernova T&D Jan 31, 2026 40.57 3.71 3.12
Equity-One 97 Jan 31, 2026 39.28 3.59 -12.43

latest news

SCHEME DETAILS

AMC Name
Axis Mutual Fund
Fund Name
AXIS Momentum Fund - Regular (IDCW)
Contact Person
Karthik Kumar
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No
022-43255161
Fax No.
022-43255199
Email
customerserivce:axismf.com
Website
www.axismf.com