Axis Momentum Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (27-Mar-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,154 Cr
Expense Ratio
0.52%
ISIN
INF846K011Z9
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
12 Dec 2024
About this fund
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹8.42, Assets Under Management (AUM) of 1154.25 Crores, and an expense ratio of 0.52%.
- Axis Momentum Fund Direct Growth has given a CAGR return of -15.80% since inception.
- The fund's asset allocation comprises around 91.57% in equities, 0.00% in debts, and 8.43% in cash & cash equivalents.
- You can start investing in Axis Momentum Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-15.80%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹1,056.94 Cr | 91.57% |
| Others | ₹97.31 Cr | 8.43% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹96.9 Cr | 8.40% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹70.44 Cr | 6.10% |
| Bharti Airtel Ltd | Equity | ₹70.17 Cr | 6.08% |
| Divi's Laboratories Ltd | Equity | ₹45.15 Cr | 3.91% |
| Wipro Ltd | Equity | ₹40.1 Cr | 3.47% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹39.56 Cr | 3.43% |
| Persistent Systems Ltd | Equity | ₹38.1 Cr | 3.30% |
| Firstsource Solutions Ltd | Equity | ₹38.01 Cr | 3.29% |
| Multi Commodity Exchange of India Ltd | Equity | ₹37.06 Cr | 3.21% |
| HCL Technologies Ltd | Equity | ₹36.71 Cr | 3.18% |
| Trent Ltd | Equity | ₹36.44 Cr | 3.16% |
| Dixon Technologies (India) Ltd | Equity | ₹36.02 Cr | 3.12% |
| PB Fintech Ltd | Equity | ₹35.34 Cr | 3.06% |
| BSE Ltd | Equity | ₹34.21 Cr | 2.96% |
| Zomato Ltd | Equity | ₹32.76 Cr | 2.84% |
| Anant Raj Ltd | Equity | ₹30.72 Cr | 2.66% |
| KFin Technologies Ltd | Equity | ₹29.15 Cr | 2.53% |
| Oil India Ltd | Equity | ₹27.45 Cr | 2.38% |
| Kaynes Technology India Ltd | Equity | ₹26.9 Cr | 2.33% |
| Net Receivables / (Payables) | Cash | ₹26.87 Cr | 2.33% |
| Coromandel International Ltd | Equity | ₹26.59 Cr | 2.30% |
| Radico Khaitan Ltd | Equity | ₹25.36 Cr | 2.20% |
| National Aluminium Co Ltd | Equity | ₹23.84 Cr | 2.07% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹23.65 Cr | 2.05% |
| GE Vernova T&D India Ltd | Equity | ₹23.55 Cr | 2.04% |
| United Spirits Ltd | Equity | ₹22.22 Cr | 1.92% |
| Central Depository Services (India) Ltd | Equity | ₹21.74 Cr | 1.88% |
| Indian Hotels Co Ltd | Equity | ₹21.31 Cr | 1.85% |
| Lupin Ltd | Equity | ₹17.15 Cr | 1.49% |
| Siemens Ltd | Equity | ₹15.76 Cr | 1.37% |
| Voltas Ltd | Equity | ₹14.05 Cr | 1.22% |
| Info Edge (India) Ltd | Equity | ₹13.47 Cr | 1.17% |
| Fortis Healthcare Ltd | Equity | ₹13.23 Cr | 1.15% |
| Muthoot Finance Ltd | Equity | ₹9.52 Cr | 0.82% |
| Torrent Power Ltd | Equity | ₹9.45 Cr | 0.82% |
| Petronet LNG Ltd | Equity | ₹9.4 Cr | 0.81% |
| Coforge Ltd | Equity | ₹6.44 Cr | 0.56% |
| Jubilant Ingrevia Ltd Ordinary Shares | Equity | ₹6.25 Cr | 0.54% |
| Mahindra & Mahindra Ltd | Equity | ₹5.81 Cr | 0.50% |
| UTI Asset Management Co Ltd | Equity | ₹5.78 Cr | 0.50% |
| Tech Mahindra Ltd | Equity | ₹5.73 Cr | 0.50% |
| UltraTech Cement Ltd | Equity | ₹5.63 Cr | 0.49% |
| DOMS Industries Ltd | Equity | ₹0.27 Cr | 0.02% |
Allocation By Market Cap (Equity)
Large Cap Stocks
40.41%
Mid Cap Stocks
34.33%
Small Cap Stocks
16.84%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹264.21 Cr | 22.89% |
| Technology | ₹230.27 Cr | 19.95% |
| Healthcare | ₹115.09 Cr | 9.97% |
| Consumer Cyclical | ₹110.36 Cr | 9.56% |
| Communication Services | ₹83.64 Cr | 7.25% |
| Industrials | ₹66.47 Cr | 5.76% |
| Basic Materials | ₹62.3 Cr | 5.40% |
| Consumer Defensive | ₹47.58 Cr | 4.12% |
| Energy | ₹36.85 Cr | 3.19% |
| Real Estate | ₹30.72 Cr | 2.66% |
| Utilities | ₹9.45 Cr | 0.82% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Karthik Kumar
Since December 2024
Mayank Hyanki
Since December 2024
Additional Scheme Detailsas of 28th February 2025
ISIN INF846K011Z9 | Expense Ratio 0.52% | Exit Load 1.00% | Fund Size ₹1,154 Cr | Age 3 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹197.90 Cr | 2.1% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.7% | 0.0% | ₹197.90 Cr | 1.8% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹476.44 Cr | 3.1% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹476.44 Cr | 1.6% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹2739.18 Cr | 7.7% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹2739.18 Cr | 6.5% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹397.64 Cr | -6.5% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹93.15 Cr | 9.1% |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Momentum Fund Direct Growth?
What is the portfolio composition of Axis Momentum Fund Direct Growth?
Who manages the Axis Momentum Fund Direct Growth?
- Karthik Kumar
- Mayank Hyanki
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Axis Momentum Fund Direct Growth
EquityEquity - OtherVery High Risk
Direct
NAV (27-Mar-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,154 Cr
Expense Ratio
0.52%
ISIN
INF846K011Z9
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
12 Dec 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹8.42, Assets Under Management (AUM) of 1154.25 Crores, and an expense ratio of 0.52%.
- Axis Momentum Fund Direct Growth has given a CAGR return of -15.80% since inception.
- The fund's asset allocation comprises around 91.57% in equities, 0.00% in debts, and 8.43% in cash & cash equivalents.
- You can start investing in Axis Momentum Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-15.80%
— (Cat Avg.)
Portfolio Summaryas of 28th February 2025
| Equity | ₹1,056.94 Cr | 91.57% |
| Others | ₹97.31 Cr | 8.43% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹96.9 Cr | 8.40% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹70.44 Cr | 6.10% |
| Bharti Airtel Ltd | Equity | ₹70.17 Cr | 6.08% |
| Divi's Laboratories Ltd | Equity | ₹45.15 Cr | 3.91% |
| Wipro Ltd | Equity | ₹40.1 Cr | 3.47% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹39.56 Cr | 3.43% |
| Persistent Systems Ltd | Equity | ₹38.1 Cr | 3.30% |
| Firstsource Solutions Ltd | Equity | ₹38.01 Cr | 3.29% |
| Multi Commodity Exchange of India Ltd | Equity | ₹37.06 Cr | 3.21% |
| HCL Technologies Ltd | Equity | ₹36.71 Cr | 3.18% |
| Trent Ltd | Equity | ₹36.44 Cr | 3.16% |
| Dixon Technologies (India) Ltd | Equity | ₹36.02 Cr | 3.12% |
| PB Fintech Ltd | Equity | ₹35.34 Cr | 3.06% |
| BSE Ltd | Equity | ₹34.21 Cr | 2.96% |
| Zomato Ltd | Equity | ₹32.76 Cr | 2.84% |
| Anant Raj Ltd | Equity | ₹30.72 Cr | 2.66% |
| KFin Technologies Ltd | Equity | ₹29.15 Cr | 2.53% |
| Oil India Ltd | Equity | ₹27.45 Cr | 2.38% |
| Kaynes Technology India Ltd | Equity | ₹26.9 Cr | 2.33% |
| Net Receivables / (Payables) | Cash | ₹26.87 Cr | 2.33% |
| Coromandel International Ltd | Equity | ₹26.59 Cr | 2.30% |
| Radico Khaitan Ltd | Equity | ₹25.36 Cr | 2.20% |
| National Aluminium Co Ltd | Equity | ₹23.84 Cr | 2.07% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹23.65 Cr | 2.05% |
| GE Vernova T&D India Ltd | Equity | ₹23.55 Cr | 2.04% |
| United Spirits Ltd | Equity | ₹22.22 Cr | 1.92% |
| Central Depository Services (India) Ltd | Equity | ₹21.74 Cr | 1.88% |
| Indian Hotels Co Ltd | Equity | ₹21.31 Cr | 1.85% |
| Lupin Ltd | Equity | ₹17.15 Cr | 1.49% |
| Siemens Ltd | Equity | ₹15.76 Cr | 1.37% |
| Voltas Ltd | Equity | ₹14.05 Cr | 1.22% |
| Info Edge (India) Ltd | Equity | ₹13.47 Cr | 1.17% |
| Fortis Healthcare Ltd | Equity | ₹13.23 Cr | 1.15% |
| Muthoot Finance Ltd | Equity | ₹9.52 Cr | 0.82% |
| Torrent Power Ltd | Equity | ₹9.45 Cr | 0.82% |
| Petronet LNG Ltd | Equity | ₹9.4 Cr | 0.81% |
| Coforge Ltd | Equity | ₹6.44 Cr | 0.56% |
| Jubilant Ingrevia Ltd Ordinary Shares | Equity | ₹6.25 Cr | 0.54% |
| Mahindra & Mahindra Ltd | Equity | ₹5.81 Cr | 0.50% |
| UTI Asset Management Co Ltd | Equity | ₹5.78 Cr | 0.50% |
| Tech Mahindra Ltd | Equity | ₹5.73 Cr | 0.50% |
| UltraTech Cement Ltd | Equity | ₹5.63 Cr | 0.49% |
| DOMS Industries Ltd | Equity | ₹0.27 Cr | 0.02% |
Allocation By Market Cap (Equity)
Large Cap Stocks
40.41%
Mid Cap Stocks
34.33%
Small Cap Stocks
16.84%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹264.21 Cr | 22.89% |
| Technology | ₹230.27 Cr | 19.95% |
| Healthcare | ₹115.09 Cr | 9.97% |
| Consumer Cyclical | ₹110.36 Cr | 9.56% |
| Communication Services | ₹83.64 Cr | 7.25% |
| Industrials | ₹66.47 Cr | 5.76% |
| Basic Materials | ₹62.3 Cr | 5.40% |
| Consumer Defensive | ₹47.58 Cr | 4.12% |
| Energy | ₹36.85 Cr | 3.19% |
| Real Estate | ₹30.72 Cr | 2.66% |
| Utilities | ₹9.45 Cr | 0.82% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Karthik Kumar
Since December 2024
Mayank Hyanki
Since December 2024
Additional Scheme Detailsas of 28th February 2025
ISIN INF846K011Z9 | Expense Ratio 0.52% | Exit Load 1.00% | Fund Size ₹1,154 Cr | Age 3 months | Lumpsum Minimum ₹100 | Fund Status Open Ended Investment Company | Benchmark Nifty 500 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹197.90 Cr | 2.1% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.7% | 0.0% | ₹197.90 Cr | 1.8% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹476.44 Cr | 3.1% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹476.44 Cr | 1.6% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹2739.18 Cr | 7.7% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 2.0% | 1.0% | ₹2739.18 Cr | 6.5% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹397.64 Cr | -6.5% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹93.15 Cr | 9.1% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Momentum Fund Direct Growth?
What is the portfolio composition of Axis Momentum Fund Direct Growth?
Who manages the Axis Momentum Fund Direct Growth?
- Karthik Kumar
- Mayank Hyanki
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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