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Axis Momentum Fund-Reg(G)

very highequity
8.93 -0.06(-0.67%) NAV as on 08 May 2026
2.29 % 1 M
3.24 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

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.

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.26

As on 31 Mar, 2026
age-icon Age :

1 yrs 4 m

Since 12 12 ,2024
exit_load Exit Load :

0%

aum AUM :

924.27 Crs

lock_in Lock-in :

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

8.05

Min_Investment Min. Investment :

SIP 500 & Lumpsum 100

Scheme_benchmark Scheme Benchmark :

NIFTY 500 - TRI

Fund_manager Fund Manager :

Karthik Kumar,Nandik Mallik

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2026
Others 0.64 %
Equity 99.36 %

TOP HOLDINGS

Bharti Airtel Ltd.7.02 %
HDFC Bank Ltd.5.75 %
Bharat Electronics Ltd.4.74 %
Multi Commodity Exchange Of In...4.68 %
Laurus Labs Ltd.4.34 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private11.97
Automobile Two & Three Wheelers8.84
Finance - NBFC8.28
Telecommunication - Service Provider7.02
Metal - Non Ferrous5.79
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)8.368.03
Net Assets(Rs Crores) (as on 31-Mar-2026) 1234.20 924.27
Scheme Returns(%)(Absolute)-16.40-2.19
B'mark Returns(%)(Absolute)NANA
Category Rank115/11972/133

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Axis Momentum Fund-Reg(G)Very HighEquity8.93-0.06(-0.67%)NAV As on 08 May, 202612-Dec-2024Inception Date924.27AUM In Cr.3.24%1YNA%3YNA%5Y-7.75%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity68.970.44(0.64%)NAV As on 08 May, 202618-Nov-2009Inception Date1,334.55AUM In Cr.16.58%1Y28.88%3Y24.75%5Y12.43%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity254.982.33(0.92%)NAV As on 08 May, 202621-Feb-2000Inception Date8,534.74AUM In Cr.7.22%1Y26.65%3Y20.44%5Y13.14%Since Inception
Kotak Pioneer Fund-Reg(G)Very HighEquity32.880.19(0.58%)NAV As on 08 May, 202631-Oct-2019Inception Date3,082.81AUM In Cr.15.26%1Y22.20%3Y16.23%5Y20.03%Since Inception