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Axis Mutual Fund · Equity: Thematic-Others
Axis Momentum Fund - Regular Plan - Growth Option
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.
Benchmark · NIFTY 500 TRITER · 2.31%Inception · 12-12-2024
NAV
₹8.80
+0.80% · as of 14-05-2026
Since inception
-8.12%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹10 Cr
AUM
Expense ratio
2.31%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-8.12% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.02%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.75%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.74%
Multi Commodity Exchange of India Ltd4.68%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.34%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.08%
RBL BANK LIMITED EQ4.04%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.85%
HERO MOTOCORP LIMITED EQ FV RS 23.70%
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-3.60%
Sector allocation
Financial Services32.30%
Capital Goods12.71%
Automobile and Auto Components10.95%
Metals & Mining10.23%
Telecommunication7.02%
Healthcare4.34%
Information Technology3.75%
Oil, Gas & Consumable Fuels3.73%
Consumer Services3.60%
Fast Moving Consumer Goods3.43%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -8.1% p.a.₹10,000
10 years
Projected value
₹8,17,956
Invested: ₹12,00,000
Gained: -₹3,82,044
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Karthik Kumar, Mr. Nandik Malik
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153085
ISIN (Growth)
INF846K010Z1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Others funds
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