Axis Momentum Fund - Growth - Regular Plan

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  • Net Change on 08-04-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 -7.52 18.53 30.26 1.98 3,163.31
Axis ESG Integration Strategy Fund - Regular Plan - Growth Option Feb 12, 2020 Unrated -1.18 7.21 15.99 2.25 1,213.83
HSBC Business Cycles Fund - Regular Growth Aug 20, 2014 2.56 16.47 27.66 2.34 967.37
Nippon India Quant Fund -Growth Plan - Growth Option Apr 18, 2008 -0.36 15.20 24.50 0.95 92.16

Fund Holdings as on 31-March-2025

  • ICICI Bank Limited

  • Clearing Corporation of India Ltd

  • Bharti Airtel Limited

  • BSE Limited

  • Mahindra & Mahindra Limited

  • Divi's Laboratories Limited

  • Firstsource Solutions Limited

  • Wipro Limited

  • Persistent Systems Limited

  • Multi Commodity Exchange of India Limited

  • PB Fintech Limited

  • Dixon Technologies (India) Limited

  • HCL Technologies Limited

  • KFin Technologies Limited

  • Anant Raj Limited

  • Coromandel International Limited

  • Oil India Limited

  • Zomato Limited

  • Radico Khaitan Limited

  • Tech Mahindra Limited

  • Bajaj Holdings & Investment Limited

  • Muthoot Finance Limited

  • GE Vernova T&D India Limited

  • United Spirits Limited

  • 360 One WAM Limited

  • Navin Fluorine International Limited

  • Siemens Limited

  • Lupin Limited

  • Fortis Healthcare Limited

  • Info Edge (India) Limited

  • Trent Limited

  • Sun Pharmaceutical Industries Limited

  • Petronet LNG Limited

  • Torrent Power Limited

  • Krishna Institute Of Medical Sciences Limited

  • Coforge Limited

  • Jubilant Ingrevia Limited

  • UltraTech Cement Limited

  • Bajaj Finance Limited

  • The Indian Hotels Company Limited

  • Blue Star Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Miscellaneous

  • Telecommunication - Service Provider

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • BPO/ITeS

  • Breweries & Distilleries

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Finance - Stock Broking

  • Fintech

  • Consumer Durables - Electronics

  • Depository Services

  • Construction - Real Estate

  • Fertilizers

  • Oil Exploration

  • e-Commerce

  • Chemicals

  • Hospital & Healthcare Services

  • Retailing

  • Industrial Gases & Fuels

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Air Conditioners

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About Axis Momentum Fund

Scheme Analysis

Axis Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Axis Mutual Fund. It was launched on 12-Dec-2024 and currently has an AUM of ₹1,234.20 crore. Axis Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Axis Momentum Fund ended up ₹0.17(2.17%)yesterday to ₹8.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Axis Momentum Fund is managed by Karthik Kumar and Mayank Hyanki.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com