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Login Open ICICI 3-in-1 Account

Jan 19, 2026


Category

Equity

AUM (Cr.)

1,198.15

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.13

Sharpe Ratio

-1.21

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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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Momentum Fund - Regular (G) -0.65 -0.98 -1.08 0 0 -7.91
Benchmark - Nifty 500 TRI -0.32 0.51 9.28 16.45 15.68 0
Category Average - BEST EQUITY PERFORMERS -1.17 0.09 6 18.34 16.83 10.7
Category Rank 5/10 6/10 7/10 5/10 8/10 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) 38.7960 0.77 12.10 21.03 12.89 731.28 2.38 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 38.7960 0.77 12.10 21.03 12.89 731.28 2.38 100.00 invest
ICICI Pru FMCG Fund - (G) 445.9000 0.77 -5.53 5.18 9.63 1,907.54 2.14 5,000.00 invest
ICICI Pru FMCG Fund - (IDCW) 82.4100 0.76 -5.53 5.19 9.64 1,907.54 2.14 5,000.00 invest
Quant Healthcare Fund - Regular (IDCW) 14.3886 -1.51 -5.44 0.00 0.00 362.34 2.40 5,000.00 invest

Asset Allocation

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 Dec 31, 2025 108.48 9.05 -1.63
Equity-Bharti Airtel Dec 31, 2025 79.98 6.68 -6.51
Equity-Bajaj Finance Dec 31, 2025 53.54 4.47 -4.89
Equity-Bharat Electron Dec 31, 2025 50.02 4.17 -2.95
Equity-Laurus Labs Dec 31, 2025 49.02 4.09 2.99
Equity-Eicher Motors Dec 31, 2025 47.80 3.99 3.67
Equity-Maruti Suzuki Dec 31, 2025 47.57 3.97 18.58
Equity-Multi Comm. Exc. Dec 31, 2025 45.04 3.76 -10.48
Equity-One 97 Dec 31, 2025 44.85 3.74 -1.64
Equity-Interglobe Aviat Dec 31, 2025 43.95 3.67 -14.27

latest news

Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 20 January 2026 as the record date for decla...

Jan 17, 2026 10:26

Axis CRISIL IBX SDL June 2034 Debt Index Fund Merger into Axis Gilt Fund

Axis Mutual Fund has approved the merger of Axis CRISIL IBX SDL June 2034 D...

Dec 29, 2025 10:51

Axis Mutual Fund announces add in fund manager under its schemes

Axis Mutual Fund has announced Mr. Nandik has been designated as Head � Equ...

Dec 24, 2025 11:07

Axis Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)

Axis Mutual Fund has announced 26 December 2025 as the record date for decl...

Dec 23, 2025 10:23

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced the Ms. Karine Szenberg has been appointed a...

Dec 17, 2025 10:14

Axis Mutual Fund announces change in fund manager under its schemes

Axis Mutual Fund has announced change in fund manager under the following s...

Dec 06, 2025 10:36

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Momentum Fund - Regular (G)
Contact Persone : 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