Axis Momentum Fund Direct Growth

Fund Overview

Fund Size

₹841 Cr

Expense Ratio

2.40%

ISIN

INF846K011Z9

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

12 Dec 2024

About this fund

Axis Momentum Fund Direct Growth is a Equity - Other mutual fund schemes offered by Axis Mutual Fund. This fund has been in existence for 1 years, 10 months and 13 days, having been launched on 12-Dec-24.
As of 23-Oct-26, it has a Net Asset Value (NAV) of ₹8.28, Assets Under Management (AUM) of 841.17 Crores, and an expense ratio of 2.4%.

Axis Momentum Fund Direct Growth has given a CAGR return of -9.64% since inception.
The fund's asset allocation comprises around 98.20% in equities, 0.00% in debts, and 1.80% 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.

1 Year

-12.01%

— (Cat Avg.)

Since Inception

-9.64%

— (Cat Avg.)

Portfolio Summaryas of 30th September 2026

Equity	₹826 Cr	98.20%
Others	₹15.17 Cr	1.80%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
RBL Bank Ltd	Equity	₹42.55 Cr	5.06%
P N Gadgil Jewellers Ltd	Equity	₹41.9 Cr	4.98%
Laurus Labs Ltd	Equity	₹39.9 Cr	4.74%
Navin Fluorine International Ltd	Equity	₹36.69 Cr	4.36%
Sai Life Sciences Ltd	Equity	₹34.3 Cr	4.08%
The Federal Bank Ltd	Equity	₹28.57 Cr	3.40%
Craftsman Automation Ltd	Equity	₹27.29 Cr	3.24%
Radico Khaitan Ltd	Equity	₹26.2 Cr	3.11%
GMR Airports Ltd	Equity	₹25.21 Cr	3.00%
BSE Ltd	Equity	₹25.2 Cr	3.00%
Aditya Birla Capital Ltd	Equity	₹24.36 Cr	2.90%
Welspun Corp Ltd	Equity	₹23.09 Cr	2.75%
R R Kabel Ltd	Equity	₹22.67 Cr	2.69%
Syrma SGS Technology Ltd	Equity	₹22.29 Cr	2.65%
Shriram Finance Ltd	Equity	₹22.11 Cr	2.63%
Karur Vysya Bank Ltd	Equity	₹20.3 Cr	2.41%
Ather Energy Ltd	Equity	₹19.94 Cr	2.37%
State Bank of India	Equity	₹19.19 Cr	2.28%
Eternal Ltd	Equity	₹19.01 Cr	2.26%
CG Power & Industrial Solutions Ltd	Equity	₹18.79 Cr	2.23%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹18.26 Cr	2.17%
Bharat Forge Ltd	Equity	₹17.33 Cr	2.06%
Future on Lodha Developers Ltd	Equity - Future	₹14.13 Cr	1.68%
Future on Divi's Laboratories Ltd	Equity - Future	₹14 Cr	1.66%
Future on CG Power & Industrial Solutions Ltd	Equity - Future	₹13.91 Cr	1.65%
Billionbrains Garage Ventures Ltd	Equity	₹13.79 Cr	1.64%
ICICI Bank Ltd	Equity	₹13.22 Cr	1.57%
Cummins India Ltd	Equity	₹11.9 Cr	1.41%
Reliance Industries Ltd	Equity	₹11.87 Cr	1.41%
Kirloskar Oil Engines Ltd	Equity	₹11.52 Cr	1.37%
Bharti Airtel Ltd	Equity	₹11.38 Cr	1.35%
KEI Industries Ltd	Equity	₹11.14 Cr	1.32%
Ashok Leyland Ltd	Equity	₹10.79 Cr	1.28%
L&T Finance Ltd	Equity	₹10.6 Cr	1.26%
Future on Bharat Heavy Electricals Ltd	Equity - Future	₹10.58 Cr	1.26%
Tata Motors Ltd	Equity	₹10.54 Cr	1.25%
Eicher Motors Ltd Future Oct 26	Equity - Future	₹10.44 Cr	1.24%
Net Receivables / (Payables)	Cash	₹-10.38 Cr	1.23%
Cholamandalam Investment and Finance Co Ltd	Equity	₹9.72 Cr	1.16%
Siemens Ltd	Equity	₹9.31 Cr	1.11%
Polycab India Ltd	Equity	₹8.03 Cr	0.95%
Sobha Ltd	Equity	₹7.74 Cr	0.92%
Prestige Estates Projects Ltd	Equity	₹6.67 Cr	0.79%
Thyrocare Technologies Ltd	Equity	₹6.41 Cr	0.76%
The Federal Bank Ltd Future Oct 26	Equity - Future	₹5.85 Cr	0.69%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹5.62 Cr	0.67%
India (Republic of)	Bond - Short-term Government Bills	₹4.99 Cr	0.59%
Tbill	Bond - Gov't/Treasury	₹4.98 Cr	0.59%
India (Republic of)	Bond - Short-term Government Bills	₹4.98 Cr	0.59%
12/11/2026 Maturing 364 DTB	Bond - Gov't/Treasury	₹4.97 Cr	0.59%
FSN E-Commerce Ventures Ltd	Equity	₹4.8 Cr	0.57%
Glenmark Pharmaceuticals Ltd	Equity	₹4.67 Cr	0.56%
ABB India Ltd	Equity	₹4.07 Cr	0.48%
Metropolis Healthcare Ltd	Equity	₹3.78 Cr	0.45%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹229.61 Cr	27.30%
Industrials	₹150.77 Cr	17.92%
Consumer Cyclical	₹123.48 Cr	14.68%
Healthcare	₹107.32 Cr	12.76%
Basic Materials	₹59.78 Cr	7.11%
Consumer Defensive	₹26.2 Cr	3.11%
Technology	₹22.29 Cr	2.65%
Real Estate	₹14.4 Cr	1.71%
Energy	₹11.87 Cr	1.41%
Communication Services	₹11.38 Cr	1.35%

Risk & Performance Ratios

Fund Managers

Nandik Mallik

Since March 2026

Additional Scheme Detailsas of 30th September 2026

ISIN

INF846K011Z9

Expense Ratio

2.40%

Exit Load

1.00%

Fund Size

₹841 Cr

Age

1 year 10 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 BSE India Defence ETF Very High Risk	-	-	-	-
Invesco India Nifty India Defence Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Invesco India Nifty India Defence Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Motilal Oswal Quality Fund Regular Growth Very High Risk	2.5%	1.0%	₹40.13 Cr	-
Motilal Oswal Quality Fund Direct Growth Very High Risk	2.3%	1.0%	₹40.13 Cr	-
JioBlackRock Sector Rotation Fund Regular Growth Very High Risk	2.0%	0.0%	₹161.33 Cr	-
SageOne India Growth GIFT Fund Regular Growth Very High Risk	-	-	₹2.92 Cr	-1.5%
Motilal Oswal Nifty Metal ETF Very High Risk	7.9%	-	₹1.60 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF FOF Direct Growth Very High Risk	0.4%	1.0%	₹116.66 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF FOF Regular Growth Very High Risk	0.9%	1.0%	₹116.66 Cr	-
Groww Nifty Cements ETF Very High Risk	1.5%	-	₹9.04 Cr	-
Baroda BNP Paribas Services Fund Regular Growth Very High Risk	2.1%	1.0%	₹573.29 Cr	-
Baroda BNP Paribas Services Fund Direct Growth Very High Risk	0.5%	1.0%	₹573.29 Cr	-
HDFC Nifty Metal ETF Very High Risk	0.5%	-	₹119.73 Cr	-
DSP Nifty Midcap 150 Quality 50 ETF Very High Risk	0.4%	-	₹93.01 Cr	-10.4%
NJ Momentum Fund Direct Growth Very High Risk	2.6%	0.0%	₹365.10 Cr	-
NJ Momentum Fund Regular Growth Very High Risk	4.4%	0.0%	₹365.10 Cr	-
Groww Nifty Smallcap 250 Momentum Quality 100 ETF Very High Risk	1.5%	-	₹7.51 Cr	-
360 ONE MSCI India ETF Very High Risk	1.0%	-	₹6.48 Cr	-
Motilal Oswal BSE Select IPO ETF Very High Risk	0.6%	-	₹6.01 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF Very High Risk	0.4%	-	₹128.71 Cr	-
Aditya Birla Sun Life MSCI India ETF Very High Risk	0.2%	-	₹10.51 Cr	-
ITI Business Cycle Fund Regular Growth Very High Risk	3.4%	0.0%	₹116.61 Cr	-
ITI Business Cycle Fund Direct Growth Very High Risk	1.7%	0.0%	₹116.61 Cr	-
Mirae Asset BSE India Defence ETF Very High Risk	0.7%	-	₹183.08 Cr	-
Kotak Services Fund Regular Growth Very High Risk	2.6%	0.0%	₹710.88 Cr	-
Kotak Services Fund Direct Growth Very High Risk	1.3%	0.0%	₹710.88 Cr	-
SBI Quality Fund Direct Growth Very High Risk	1.3%	1.0%	₹2577.70 Cr	-
Mirae Asset BSE India Defence ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹130.19 Cr	-
Mirae Asset BSE India Defence ETF FOF Regular Growth Very High Risk	0.8%	0.0%	₹130.19 Cr	-
SBI Quality Fund Regular Growth Very High Risk	2.4%	1.0%	₹2577.70 Cr	-
Motilal Oswal Nifty MNC ETF Very High Risk	0.6%	-	₹2.27 Cr	-
JioBlackRock Sector Rotation Fund Direct Growth Very High Risk	0.8%	0.0%	₹161.33 Cr	-
Groww Nifty PSE ETF FOF Regular Growth Very High Risk	0.5%	0.0%	₹11.82 Cr	-
Groww Nifty PSE ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹11.82 Cr	-
Groww Nifty PSE ETF Very High Risk	0.5%	-	₹17.45 Cr	-
Mahindra Manulife Innovation Opportunities Fund Direct Growth Very High Risk	0.9%	0.0%	₹256.96 Cr	-
Mahindra Manulife Innovation Opportunities Fund Regular Growth Very High Risk	2.5%	0.0%	₹256.96 Cr	-
Groww Nifty Chemicals ETF Very High Risk	0.5%	-	₹10.95 Cr	-
Motilal Oswal Nifty Services Sector ETF Very High Risk	0.6%	-	₹5.90 Cr	-
Groww Nifty Metal ETF Very High Risk	0.6%	-	₹40.85 Cr	-
DSP MSCI INDIA ETF Very High Risk	0.4%	-	₹2.59 Cr	-
Kotak Rural Opportunities Fund Regular Growth Very High Risk	2.5%	0.0%	₹707.58 Cr	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	0.9%	0.0%	₹707.58 Cr	-
ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 ETF Very High Risk	1.1%	-	₹15.70 Cr	-
Kotak Nifty Chemicals ETF Very High Risk	0.3%	-	₹105.61 Cr	-
ICICI Prudential Conglomerate Fund Regular Growth Moderately High risk	2.4%	1.0%	₹763.49 Cr	-
ICICI Prudential Conglomerate Fund Direct Growth Moderately High risk	1.4%	1.0%	₹763.49 Cr	-
DSP Nifty500 Flexicap Quality 30 ETF Very High Risk	0.7%	-	₹15.24 Cr	-14.2%
Kotak Nifty 200 Momentum 30 ETF Very High Risk	0.8%	-	₹39.75 Cr	-13.9%

About the AMC

Axis Mutual Fund

+91 22 43255161

https://www.axismf.com/

Total AUM

₹4,02,292 Cr

Address

Axis House, 1st Floor, C-2, Wadia International Centre, Mumbai, 400 025

Other Funds by Axis Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Axis Nifty EV & New Age Automotive Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Axis Nifty500 Low Volatility 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹29.13 Cr	-
Axis Nifty Energy Index Fund Direct Growth Very High Risk	9.4%	0.0%	₹89.24 Cr	-
Axis Nifty50 Equal Weight Index Fund Direct Growth Very High Risk	1.5%	0.0%	₹86.55 Cr	-
Axis Nifty Capital Markets Index Fund Direct Growth Very High Risk	0.9%	0.0%	₹124.06 Cr	-
Axis Nifty India Defence Index Fund Direct Growth Very High Risk	0.7%	0.0%	₹367.59 Cr	-
Axis Fixed Maturity Plan Series 130 92 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
Axis Fixed Maturity Plan Series 129 108 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
Axis BSE India Sector Leaders Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹27.73 Cr	-
Axis Gold and Silver Passive FoF Direct Growth Very High Risk	0.1%	0.0%	₹550.63 Cr	-
Axis Multi-Asset Active FoF Direct Growth Very High Risk	0.2%	1.0%	₹1321.09 Cr	-
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth Low to Moderate Risk	0.1%	0.0%	₹113.79 Cr	-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹218.37 Cr	6.5%
Axis Nifty500 Quality 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹75.91 Cr	-7.6%
Axis Services Opportunities Fund Direct Growth Very High Risk	0.9%	1.0%	₹1308.23 Cr	-10.7%
Axis Nifty AAA Bond Financial Services - Mar 2028 Index Fund Direct Growth Moderate Risk	-	0.0%	-	-
Axis Nifty500 Momentum 50 Index Fund Direct Growth Very High Risk	0.7%	0.0%	₹175.36 Cr	-9.1%
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth Low to Moderate Risk	0.9%	0.0%	₹7.66 Cr	6.3%
Axis Momentum Fund Direct Growth Very High Risk	2.4%	1.0%	₹841.17 Cr	-12.0%
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth Low to Moderate Risk	0.9%	0.0%	₹5.35 Cr	6.1%
Axis Nifty500 Value 50 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹233.67 Cr	-0.5%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2397.91 Cr	6.0%
Axis Consumption Fund Direct Growth Very High Risk	0.9%	1.0%	₹2360.37 Cr	-13.5%
Axis Nifty 500 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹313.59 Cr	-9.3%
Axis Nifty Bank Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹174.75 Cr	-6.2%
Axis CRISIL IBX SDL June 2034 Debt Index Fund Direct Growth Moderate Risk	0.2%	0.0%	₹8.30 Cr	4.3%
Axis S&P BSE Sensex Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹51.12 Cr	-12.6%
Axis Fixed Term Plan Series 120 (91 Days) Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 119 71 Days Direct Growth Low to Moderate Risk	-	-	-	-
Axis US Treasury Dynamic Bond ETF Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹36.36 Cr	4.8%
Axis India Manufacturing Fund Direct Growth Very High Risk	0.9%	1.0%	₹5540.32 Cr	5.1%
Axis Fixed Term Plan Series 118 100 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 113 1228 Days Direct Growth Low to Moderate Risk	-	0.0%	₹92.41 Cr	6.2%
Axis Fixed Term Plan Series 110 1553 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 105 1128 Days Direct Growth Moderate Risk	-	0.0%	-	-
Axis Fixed Term Plan Series 112 1143 Days Direct Growth Low Risk	-	0.0%	₹76.51 Cr	6.0%
Axis Nifty SDL September 2026 Debt Index Fund Direct Growth Low Risk	0.2%	0.0%	₹65.67 Cr	5.7%
Axis Banking & PSU Debt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹11962.14 Cr	3.9%
Axis Global Equity Alpha Fund of Fund Direct Growth Very High Risk	0.8%	1.0%	₹2485.86 Cr	17.3%
Axis Nifty Smallcap 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹777.66 Cr	1.0%
Axis Flexi Cap Fund Direct Growth Very High Risk	0.8%	0.0%	₹13241.73 Cr	-3.5%
Axis Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹19012.30 Cr	6.4%
Axis Equity Hybrid Fund Direct Growth High Risk	1.2%	1.0%	₹1405.96 Cr	-4.8%
Axis Special Situations Fund Direct Growth Very High Risk	1.4%	1.0%	₹1345.33 Cr	4.4%
Axis Corporate Debt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹7453.33 Cr	4.2%
Axis ESG Equity Fund Direct Growth Very High Risk	1.8%	1.0%	₹993.24 Cr	-11.6%
Axis Arbitrage Fund Direct Growth Low Risk	1.4%	0.0%	₹10167.62 Cr	6.8%
Axis Greater China Equity Fund of Fund Direct Growth Very High Risk	0.6%	1.0%	₹3987.55 Cr	10.5%
Axis Value Fund Direct Growth Very High Risk	0.9%	1.0%	₹1836.08 Cr	-0.8%
Axis All Seasons Debt Fund of Funds Direct Growth Moderate Risk	0.1%	0.0%	₹2222.05 Cr	5.3%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Axis Momentum Fund Direct Growth?

The NAV of Axis Momentum Fund Direct Growth, as of 23-Oct-2026, is ₹8.28.

What is the portfolio composition of Axis Momentum Fund Direct Growth?

The fund's allocation of assets is distributed as 98.20% in equities, 0.00% in bonds, and 1.80% in cash and cash equivalents.

Who manages the Axis Momentum Fund Direct Growth?

The fund managers responsible for Axis Momentum Fund Direct Growth are:-

Nandik Mallik

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Axis Momentum Fund Direct Growth

Fund Overview