Axis Momentum Fund Direct Growth

Fund Overview

Fund Size

₹975 Cr

Expense Ratio

0.81%

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, 7 months and 1 days, having been launched on 12-Dec-24.
As of 10-Jul-26, it has a Net Asset Value (NAV) of ₹9.04, Assets Under Management (AUM) of 974.52 Crores, and an expense ratio of 0.81%.

Axis Momentum Fund Direct Growth has given a CAGR return of -6.21% since inception.
The fund's asset allocation comprises around 98.75% in equities, 0.00% in debts, and 1.25% 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

-3.83%

— (Cat Avg.)

Since Inception

-6.21%

— (Cat Avg.)

Portfolio Summaryas of 31st May 2026

Equity	₹962.37 Cr	98.75%
Others	₹12.14 Cr	1.25%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Net Receivables / (Payables)	Cash - Collateral	₹-150.2 Cr	15.41%
Clearing Corporation Of India Ltd	Cash - Collateral	₹122.69 Cr	12.59%
Bharat Electronics Ltd	Equity	₹55.45 Cr	5.69%
Coal India Ltd	Equity	₹45.18 Cr	4.64%
Eicher Motors Limited June 2026 Future	Equity - Future	₹39.95 Cr	4.10%
Tbill	Bond - Gov't/Treasury	₹39.65 Cr	4.07%
Shriram Finance Limited June 2026 Future	Equity - Future	₹39.45 Cr	4.05%
Bajaj Finserv Ltd	Equity	₹32.88 Cr	3.37%
Tata Consumer Products Ltd	Equity	₹29.17 Cr	2.99%
Power Grid Corp Of India Ltd	Equity	₹28.77 Cr	2.95%
State Bank of India	Equity	₹27.27 Cr	2.80%
Maruti Suzuki India Ltd	Equity	₹25.45 Cr	2.61%
Oil & Natural Gas Corp Ltd	Equity	₹24.86 Cr	2.55%
Tata Steel Ltd	Equity	₹24.54 Cr	2.52%
Jio Financial Services Limited June 2026 Future	Equity - Future	₹24.07 Cr	2.47%
HDFC Life Insurance Co Ltd	Equity	₹23.85 Cr	2.45%
Bharti Airtel Ltd	Equity	₹23.74 Cr	2.44%
Reliance Industries Ltd	Equity	₹23.62 Cr	2.42%
Indian Oil Corp Ltd	Equity	₹23.18 Cr	2.38%
UltraTech Cement Ltd	Equity	₹22.91 Cr	2.35%
ICICI Lombard General Insurance Co Ltd	Equity	₹22.47 Cr	2.31%
ICICI Bank Ltd	Equity	₹21.9 Cr	2.25%
BSE Ltd	Equity	₹20.73 Cr	2.13%
Multi Commodity Exchange of India Ltd	Equity	₹19.94 Cr	2.05%
Titan Company Limited June 2026 Future	Equity - Future	₹19.78 Cr	2.03%
Interglobe Aviation Limited June 2026 Future	Equity - Future	₹19.37 Cr	1.99%
Hindalco Industries Ltd	Equity	₹19.15 Cr	1.97%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹18.95 Cr	1.94%
Mahindra & Mahindra Ltd	Equity	₹18.27 Cr	1.88%
Jio Financial Services Ltd	Equity	₹16.16 Cr	1.66%
Bharti Airtel Limited June 2026 Future	Equity - Future	₹15.77 Cr	1.62%
Bharat Petroleum Corp Ltd	Equity	₹15.43 Cr	1.58%
Maruti Suzuki India Limited June 2026 Future	Equity - Future	₹14.93 Cr	1.53%
HDFC Bank Ltd	Equity	₹14.89 Cr	1.53%
Eternal Ltd	Equity	₹14.89 Cr	1.53%
Tata Steel Limited June 2026 Future	Equity - Future	₹14.2 Cr	1.46%
S-Oil Future June 26	Equity - Future	₹13.59 Cr	1.39%
Apollo Hospitals Enterprise Ltd	Equity	₹12.47 Cr	1.28%
Bajaj Finserv Limited June 2026 Future	Equity - Future	₹12.38 Cr	1.27%
SBI Life Insurance Co Ltd	Equity	₹12.26 Cr	1.26%
Tata Motors Passenger Vehicles Ltd	Equity	₹11.82 Cr	1.21%
JSW Steel Ltd	Equity	₹9.84 Cr	1.01%
Tata Consumer Future June 26	Equity - Future	₹9.84 Cr	1.01%
Max Healthcare Institute Limited June 2026 Future	Equity - Future	₹9.74 Cr	1.00%
Siemens Ltd	Equity	₹9.61 Cr	0.99%
Laurus Labs Ltd	Equity	₹9.53 Cr	0.98%
Bank of Baroda	Equity	₹9.4 Cr	0.96%
GMR Airports Ltd	Equity	₹9.03 Cr	0.93%
Sobha Ltd	Equity	₹8.98 Cr	0.92%
Infosys Ltd	Equity	₹5.92 Cr	0.61%
Grasim Industries Ltd	Equity	₹5.5 Cr	0.56%
Dr Reddy's Laboratories Ltd	Equity	₹4.17 Cr	0.43%
Ambuja Cements Ltd	Equity	₹3.58 Cr	0.37%
HCL Technologies Ltd	Equity	₹2.84 Cr	0.29%
Vedanta Oil and Gas Ltd	Equity	₹0.18 Cr	0.02%
Talwandi Sabo Power Limited	Equity	₹0.18 Cr	0.02%
Vedanta Aluminium Metal Limited	Equity	₹0.18 Cr	0.02%
Vedanta Iron And Steel Limited	Equity	₹0.18 Cr	0.02%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹221.75 Cr	22.75%
Energy	₹132.26 Cr	13.57%
Basic Materials	₹85.7 Cr	8.79%
Industrials	₹74.09 Cr	7.60%
Consumer Cyclical	₹70.43 Cr	7.23%
Healthcare	₹45.13 Cr	4.63%
Consumer Defensive	₹29.17 Cr	2.99%
Utilities	₹28.77 Cr	2.95%
Communication Services	₹23.74 Cr	2.44%
Real Estate	₹8.98 Cr	0.92%
Technology	₹8.76 Cr	0.90%

Risk & Performance Ratios

Fund Managers

Nandik Mallik

Since March 2026

Additional Scheme Detailsas of 31st May 2026

ISIN

INF846K011Z9

Expense Ratio

0.81%

Exit Load

1.00%

Fund Size

₹975 Cr

Age

1 year 7 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
DSP Nifty Midcap 150 Quality 50 ETF Very High Risk	0.3%	-	₹98.69 Cr	-2.5%
NJ Momentum Fund Direct Growth Very High Risk	-	0.0%	-	-
NJ Momentum Fund Regular Growth Very High Risk	-	0.0%	-	-
360 ONE MSCI India ETF Very High Risk	0.4%	-	₹6.32 Cr	-
Titanium Equity Long-Short Fund Regular Growth Very High Risk	-	1.0%	₹207.85 Cr	-
Titanium Equity Long-Short Fund Direct Growth Very High Risk	-	1.0%	₹207.85 Cr	-
qsif Sector Rotation Long-Short Fund Regular Growth Very High Risk	2.5%	1.0%	-	-
qsif Sector Rotation Long-Short Fund Direct Growth Very High Risk	0.9%	1.0%	-	-
WSIF Equity Ex-Top 100 Long-Short Fund Regular Growth Very High Risk	2.1%	0.0%	₹16.15 Cr	-
WSIF Equity Ex-Top 100 Long-Short Fund Direct Growth Very High Risk	0.4%	0.0%	₹16.15 Cr	-
Motilal Oswal BSE Select IPO ETF Very High Risk	0.5%	-	₹5.23 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF Very High Risk	0.3%	-	₹9.17 Cr	-
Aditya Birla Sun Life MSCI India ETF Very High Risk	0.2%	-	₹10.00 Cr	-
ITI Business Cycle Fund Regular Growth Very High Risk	2.4%	0.0%	₹107.82 Cr	-
ITI Business Cycle Fund Direct Growth Very High Risk	0.6%	0.0%	₹107.82 Cr	-
Mirae Asset BSE India Defence ETF Very High Risk	0.3%	-	₹96.13 Cr	-
Kotak Services Fund Regular Growth Very High Risk	2.4%	0.0%	₹749.06 Cr	-
Kotak Services Fund Direct Growth Very High Risk	1.0%	0.0%	₹749.06 Cr	-
SBI Quality Fund Direct Growth Very High Risk	0.8%	1.0%	₹2399.88 Cr	-
Mirae Asset BSE India Defence ETF FOF Direct Growth Very High Risk	0.4%	0.0%	₹61.87 Cr	-
Mirae Asset BSE India Defence ETF FOF Regular Growth Very High Risk	0.8%	0.0%	₹61.87 Cr	-
SBI Quality Fund Regular Growth Very High Risk	2.0%	1.0%	₹2399.88 Cr	-
Motilal Oswal Nifty MNC ETF Very High Risk	0.5%	-	₹2.42 Cr	-
JioBlackRock Sector Rotation Fund Direct Growth Very High Risk	0.5%	0.0%	₹150.29 Cr	-
Groww Nifty PSE ETF FOF Regular Growth Very High Risk	0.5%	0.0%	₹11.98 Cr	-
Groww Nifty PSE ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹11.98 Cr	-
Groww Nifty PSE ETF Very High Risk	0.5%	-	₹17.69 Cr	-
Mahindra Manulife Innovation Opportunities Fund Direct Growth Very High Risk	0.5%	0.0%	₹194.04 Cr	-
Mahindra Manulife Innovation Opportunities Fund Regular Growth Very High Risk	2.1%	0.0%	₹194.04 Cr	-
Groww Nifty Chemicals ETF Very High Risk	0.5%	-	₹11.12 Cr	-
Motilal Oswal Nifty Services Sector ETF Very High Risk	0.5%	-	₹5.35 Cr	-
Groww Nifty Metal ETF Very High Risk	0.5%	-	₹41.26 Cr	-
DSP MSCI INDIA ETF Very High Risk	0.3%	-	₹3.26 Cr	-
Kotak Rural Opportunities Fund Regular Growth Very High Risk	2.4%	0.0%	₹780.40 Cr	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	0.8%	0.0%	₹780.40 Cr	-
ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 ETF Very High Risk	0.3%	-	₹7.05 Cr	-
Kotak Nifty Chemicals ETF Very High Risk	0.3%	-	₹88.46 Cr	-
ICICI Prudential Conglomerate Fund Regular Growth Moderately High risk	2.0%	1.0%	₹818.96 Cr	-
ICICI Prudential Conglomerate Fund Direct Growth Moderately High risk	1.0%	1.0%	₹818.96 Cr	-
DSP Nifty500 Flexicap Quality 30 ETF Very High Risk	0.3%	-	₹14.03 Cr	-
Kotak Nifty 200 Momentum 30 ETF Very High Risk	0.2%	-	₹36.29 Cr	-
The Wealth Company Ethical Fund Direct Growth Very High Risk	0.6%	0.0%	₹38.56 Cr	-
The Wealth Company Ethical Fund Regular Growth Very High Risk	2.0%	0.0%	₹38.56 Cr	-
Groww Nifty Realty ETF Very High Risk	0.5%	-	₹15.15 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Direct Growth Very High Risk	0.7%	1.0%	₹666.33 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Regular Growth Very High Risk	2.0%	1.0%	₹666.33 Cr	-
Motilal Oswal Nifty Alpha 50 ETF Very High Risk	0.5%	-	₹6.62 Cr	2.1%
Kotak Active Momentum Fund Direct Growth Very High Risk	0.8%	0.0%	₹1480.27 Cr	-
Kotak Active Momentum Fund Regular Growth Very High Risk	2.1%	0.0%	₹1480.27 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.4%	1.0%	₹74.13 Cr	-

About the AMC

Axis Mutual Fund

+91 22 43255161

https://www.axismf.com/

Total AUM

₹3,77,815 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 Nifty50 Equal Weight Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Axis Nifty Capital Markets Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹69.72 Cr	-
Axis Nifty India Defence Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹254.41 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	0.1%	0.0%	₹32.19 Cr	-
Axis Gold and Silver Passive FoF Direct Growth Very High Risk	0.1%	0.0%	₹584.81 Cr	-
Axis Multi-Asset Active FoF Direct Growth Very High Risk	0.0%	1.0%	₹1375.58 Cr	-
Axis Income Plus Arbitrage Passive Fund of Funds Direct Growth Low to Moderate Risk	0.0%	0.0%	₹97.60 Cr	-
Axis CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹271.47 Cr	-
Axis Nifty500 Quality 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹79.67 Cr	-
Axis Services Opportunities Fund Direct Growth Very High Risk	0.8%	1.0%	₹1570.39 Cr	-
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	0.1%	0.0%	₹149.69 Cr	-0.6%
Axis CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth Moderate Risk	0.1%	0.0%	₹20.34 Cr	6.3%
Axis Momentum Fund Direct Growth Very High Risk	0.8%	1.0%	₹974.52 Cr	-3.8%
Axis CRISIL-IBX AAA Bond Financial Services - Sep 2027 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹8.21 Cr	6.0%
Axis Nifty500 Value 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹205.60 Cr	14.3%
Axis CRISIL IBX AAA NBFC Index Jun 2027 Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1785.19 Cr	6.4%
Axis Consumption Fund Direct Growth Very High Risk	0.7%	1.0%	₹2754.89 Cr	-0.5%
Axis Nifty 500 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹300.49 Cr	0.1%
Axis Nifty Bank Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹158.62 Cr	2.5%
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	0.1%	0.0%	₹51.27 Cr	-5.7%
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%	₹39.11 Cr	14.5%
Axis India Manufacturing Fund Direct Growth Very High Risk	0.5%	1.0%	₹5343.95 Cr	12.1%
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%	₹65.46 Cr	5.7%
Axis Banking & PSU Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹12219.33 Cr	5.5%
Axis Global Equity Alpha Fund of Fund Direct Growth Very High Risk	0.7%	1.0%	₹2426.90 Cr	24.2%
Axis Nifty Smallcap 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹638.56 Cr	5.3%
Axis Flexi Cap Fund Direct Growth Very High Risk	0.8%	0.0%	₹12624.95 Cr	3.4%
Axis Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹18185.08 Cr	6.4%
Axis Equity Hybrid Fund Direct Growth High Risk	1.1%	1.0%	₹1429.23 Cr	1.5%
Axis Special Situations Fund Direct Growth Very High Risk	1.3%	1.0%	₹1166.69 Cr	9.7%
Axis Corporate Debt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹8359.31 Cr	5.9%
Axis ESG Equity Fund Direct Growth Very High Risk	1.3%	1.0%	₹1062.16 Cr	-1.7%
Axis Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹9781.35 Cr	6.6%
Axis Greater China Equity Fund of Fund Direct Growth Very High Risk	0.4%	1.0%	₹4168.37 Cr	44.4%
Axis Value Fund Direct Growth Very High Risk	0.7%	1.0%	₹1586.71 Cr	7.3%
Axis All Seasons Debt Fund of Funds Direct Growth Low to Moderate Risk	0.1%	0.0%	₹2109.07 Cr	6.1%
Axis Quant Fund Direct Growth Very High Risk	0.8%	1.0%	₹835.88 Cr	4.0%
Axis Gilt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹423.60 Cr	5.3%
Axis Bluechip Fund Direct Growth Very High Risk	0.8%	0.0%	₹30004.62 Cr	-1.1%

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 10-Jul-2026, is ₹9.04.

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

The fund's allocation of assets is distributed as 98.75% in equities, 0.00% in bonds, and 1.25% 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