Axis Momentum Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,234 Cr
Expense Ratio
2.12%
ISIN
INF846K010Z1
Minimum SIP
₹100
Exit Load
1.00%
Inception Date
12 Dec 2024
About this fund
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹8.46, Assets Under Management (AUM) of 1234.20 Crores, and an expense ratio of 2.12%.
- Axis Momentum Fund Regular Growth has given a CAGR return of -15.40% since inception.
- The fund's asset allocation comprises around 91.85% in equities, 0.00% in debts, and 8.15% in cash & cash equivalents.
- You can start investing in Axis Momentum Fund Regular 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
-15.40%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹1,133.57 Cr | 91.85% |
| Others | ₹100.63 Cr | 8.15% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹108.51 Cr | 8.79% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹102.88 Cr | 8.34% |
| Bharti Airtel Ltd | Equity | ₹77.46 Cr | 6.28% |
| BSE Ltd | Equity | ₹54.01 Cr | 4.38% |
| Mahindra & Mahindra Ltd | Equity | ₹49.61 Cr | 4.02% |
| Divi's Laboratories Ltd | Equity | ₹47.58 Cr | 3.86% |
| Firstsource Solutions Ltd | Equity | ₹43.28 Cr | 3.51% |
| Wipro Ltd | Equity | ₹41.25 Cr | 3.34% |
| Persistent Systems Ltd | Equity | ₹39.6 Cr | 3.21% |
| Multi Commodity Exchange of India Ltd | Equity | ₹39.43 Cr | 3.20% |
| PB Fintech Ltd | Equity | ₹38.39 Cr | 3.11% |
| Dixon Technologies (India) Ltd | Equity | ₹38.04 Cr | 3.08% |
| HCL Technologies Ltd | Equity | ₹37.12 Cr | 3.01% |
| KFin Technologies Ltd | Equity | ₹34.47 Cr | 2.79% |
| Anant Raj Ltd | Equity | ₹32.59 Cr | 2.64% |
| Coromandel International Ltd | Equity | ₹31.62 Cr | 2.56% |
| Oil India Ltd | Equity | ₹30.97 Cr | 2.51% |
| Eternal Ltd | Equity | ₹29.75 Cr | 2.41% |
| Radico Khaitan Ltd | Equity | ₹29.72 Cr | 2.41% |
| Tech Mahindra Ltd | Equity | ₹29.32 Cr | 2.38% |
| Bajaj Holdings and Investment Ltd | Equity | ₹28.89 Cr | 2.34% |
| Muthoot Finance Ltd | Equity | ₹27.96 Cr | 2.27% |
| GE Vernova T&D India Ltd | Equity | ₹27.43 Cr | 2.22% |
| United Spirits Ltd | Equity | ₹24.24 Cr | 1.96% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹22.33 Cr | 1.81% |
| Navin Fluorine International Ltd | Equity | ₹20.11 Cr | 1.63% |
| Siemens Ltd | Equity | ₹17.98 Cr | 1.46% |
| Lupin Ltd | Equity | ₹16.52 Cr | 1.34% |
| Fortis Healthcare Ltd | Equity | ₹15.08 Cr | 1.22% |
| Info Edge (India) Ltd | Equity | ₹13.83 Cr | 1.12% |
| Trent Ltd | Equity | ₹12.2 Cr | 0.99% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹11.2 Cr | 0.91% |
| Petronet LNG Ltd | Equity | ₹9.75 Cr | 0.79% |
| Torrent Power Ltd | Equity | ₹8.07 Cr | 0.65% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹7.42 Cr | 0.60% |
| Coforge Ltd | Equity | ₹7.1 Cr | 0.57% |
| Jubilant Ingrevia Ltd Ordinary Shares | Equity | ₹6.59 Cr | 0.53% |
| UltraTech Cement Ltd | Equity | ₹6.4 Cr | 0.52% |
| Bajaj Finance Ltd | Equity | ₹6.04 Cr | 0.49% |
| Indian Hotels Co Ltd | Equity | ₹5.88 Cr | 0.48% |
| Blue Star Ltd | Equity | ₹5.84 Cr | 0.47% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-2.25 Cr | 0.18% |
Allocation By Market Cap (Equity)
Large Cap Stocks
43.87%
Mid Cap Stocks
30.67%
Small Cap Stocks
17.31%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹325.55 Cr | 26.38% |
| Technology | ₹270.18 Cr | 21.89% |
| Healthcare | ₹97.8 Cr | 7.92% |
| Consumer Cyclical | ₹97.44 Cr | 7.89% |
| Communication Services | ₹91.29 Cr | 7.40% |
| Basic Materials | ₹64.72 Cr | 5.24% |
| Consumer Defensive | ₹53.96 Cr | 4.37% |
| Industrials | ₹51.25 Cr | 4.15% |
| Energy | ₹40.72 Cr | 3.30% |
| Real Estate | ₹32.59 Cr | 2.64% |
| Utilities | ₹8.07 Cr | 0.65% |
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 31st March 2025
ISIN INF846K010Z1 | Expense Ratio 2.12% | Exit Load 1.00% | Fund Size ₹1,234 Cr | Age 4 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  |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
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 Regular Growth?
What is the portfolio composition of Axis Momentum Fund Regular Growth?
Who manages the Axis Momentum Fund Regular 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 Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (17-Apr-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,234 Cr
Expense Ratio
2.12%
ISIN
INF846K010Z1
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 17-Apr-25, it has a Net Asset Value (NAV) of ₹8.46, Assets Under Management (AUM) of 1234.20 Crores, and an expense ratio of 2.12%.
- Axis Momentum Fund Regular Growth has given a CAGR return of -15.40% since inception.
- The fund's asset allocation comprises around 91.85% in equities, 0.00% in debts, and 8.15% in cash & cash equivalents.
- You can start investing in Axis Momentum Fund Regular 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
-15.40%
— (Cat Avg.)
Portfolio Summaryas of 31st March 2025
| Equity | ₹1,133.57 Cr | 91.85% |
| Others | ₹100.63 Cr | 8.15% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| ICICI Bank Ltd | Equity | ₹108.51 Cr | 8.79% |
| Clearing Corporation Of India Ltd | Cash - Repurchase Agreement | ₹102.88 Cr | 8.34% |
| Bharti Airtel Ltd | Equity | ₹77.46 Cr | 6.28% |
| BSE Ltd | Equity | ₹54.01 Cr | 4.38% |
| Mahindra & Mahindra Ltd | Equity | ₹49.61 Cr | 4.02% |
| Divi's Laboratories Ltd | Equity | ₹47.58 Cr | 3.86% |
| Firstsource Solutions Ltd | Equity | ₹43.28 Cr | 3.51% |
| Wipro Ltd | Equity | ₹41.25 Cr | 3.34% |
| Persistent Systems Ltd | Equity | ₹39.6 Cr | 3.21% |
| Multi Commodity Exchange of India Ltd | Equity | ₹39.43 Cr | 3.20% |
| PB Fintech Ltd | Equity | ₹38.39 Cr | 3.11% |
| Dixon Technologies (India) Ltd | Equity | ₹38.04 Cr | 3.08% |
| HCL Technologies Ltd | Equity | ₹37.12 Cr | 3.01% |
| KFin Technologies Ltd | Equity | ₹34.47 Cr | 2.79% |
| Anant Raj Ltd | Equity | ₹32.59 Cr | 2.64% |
| Coromandel International Ltd | Equity | ₹31.62 Cr | 2.56% |
| Oil India Ltd | Equity | ₹30.97 Cr | 2.51% |
| Eternal Ltd | Equity | ₹29.75 Cr | 2.41% |
| Radico Khaitan Ltd | Equity | ₹29.72 Cr | 2.41% |
| Tech Mahindra Ltd | Equity | ₹29.32 Cr | 2.38% |
| Bajaj Holdings and Investment Ltd | Equity | ₹28.89 Cr | 2.34% |
| Muthoot Finance Ltd | Equity | ₹27.96 Cr | 2.27% |
| GE Vernova T&D India Ltd | Equity | ₹27.43 Cr | 2.22% |
| United Spirits Ltd | Equity | ₹24.24 Cr | 1.96% |
| 360 One Wam Ltd Ordinary Shares | Equity | ₹22.33 Cr | 1.81% |
| Navin Fluorine International Ltd | Equity | ₹20.11 Cr | 1.63% |
| Siemens Ltd | Equity | ₹17.98 Cr | 1.46% |
| Lupin Ltd | Equity | ₹16.52 Cr | 1.34% |
| Fortis Healthcare Ltd | Equity | ₹15.08 Cr | 1.22% |
| Info Edge (India) Ltd | Equity | ₹13.83 Cr | 1.12% |
| Trent Ltd | Equity | ₹12.2 Cr | 0.99% |
| Sun Pharmaceuticals Industries Ltd | Equity | ₹11.2 Cr | 0.91% |
| Petronet LNG Ltd | Equity | ₹9.75 Cr | 0.79% |
| Torrent Power Ltd | Equity | ₹8.07 Cr | 0.65% |
| Krishna Institute of Medical Sciences Ltd | Equity | ₹7.42 Cr | 0.60% |
| Coforge Ltd | Equity | ₹7.1 Cr | 0.57% |
| Jubilant Ingrevia Ltd Ordinary Shares | Equity | ₹6.59 Cr | 0.53% |
| UltraTech Cement Ltd | Equity | ₹6.4 Cr | 0.52% |
| Bajaj Finance Ltd | Equity | ₹6.04 Cr | 0.49% |
| Indian Hotels Co Ltd | Equity | ₹5.88 Cr | 0.48% |
| Blue Star Ltd | Equity | ₹5.84 Cr | 0.47% |
| Net Receivables / (Payables) | Cash - Collateral | ₹-2.25 Cr | 0.18% |
Allocation By Market Cap (Equity)
Large Cap Stocks
43.87%
Mid Cap Stocks
30.67%
Small Cap Stocks
17.31%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Financial Services | ₹325.55 Cr | 26.38% |
| Technology | ₹270.18 Cr | 21.89% |
| Healthcare | ₹97.8 Cr | 7.92% |
| Consumer Cyclical | ₹97.44 Cr | 7.89% |
| Communication Services | ₹91.29 Cr | 7.40% |
| Basic Materials | ₹64.72 Cr | 5.24% |
| Consumer Defensive | ₹53.96 Cr | 4.37% |
| Industrials | ₹51.25 Cr | 4.15% |
| Energy | ₹40.72 Cr | 3.30% |
| Real Estate | ₹32.59 Cr | 2.64% |
| Utilities | ₹8.07 Cr | 0.65% |
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 31st March 2025
ISIN INF846K010Z1 | Expense Ratio 2.12% | Exit Load 1.00% | Fund Size ₹1,234 Cr | Age 4 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 |
|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market ETF Very High Risk | 0.3% | - | ₹5.38 Cr | - |
| Mirae Asset BSE Select IPO ETF Very High Risk | - | - | ₹14.61 Cr | - |
| Motilal Oswal Active Momentum Fund Direct Growth Very High Risk | 2.6% | 1.0% | ₹46.20 Cr | - |
| Motilal Oswal Active Momentum Fund Regular Growth Very High Risk | 2.7% | 1.0% | ₹46.20 Cr | - |
| Nippon India Active Momentum Fund Regular Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Nippon India Active Momentum Fund Direct Growth Very High Risk | - | 1.0% | ₹130.97 Cr | - |
| Groww Nifty 200 ETF Very High Risk | 0.3% | - | ₹13.49 Cr | - |
| Invesco India Business Cycle Fund Direct Growth Very High Risk | 0.6% | 0.0% | ₹267.72 Cr | - |
| Invesco India Business Cycle Fund Regular Growth Very High Risk | 2.3% | 0.0% | ₹267.72 Cr | - |
| Kotak MSCI India ETF Very High Risk | 0.4% | - | ₹1018.03 Cr | - |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Axis Momentum Fund Regular Growth?
What is the portfolio composition of Axis Momentum Fund Regular Growth?
Who manages the Axis Momentum Fund Regular 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
Trending Mutual Funds Searches
Popular Equity Funds
Popular Debt Funds
Track all you investments in one place
Download Wealth Monitor App
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Get your portfolio reviewed by experts
