Axis Momentum Fund Regular Growth

Fund Overview

Fund Size

₹1,308 Cr

Expense Ratio

2.11%

ISIN

INF846K010Z1

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

12 Dec 2024

About this fund

This fund has been in existence for 8 months and 17 days, having been launched on 12-Dec-24.
As of 28-Aug-25, it has a Net Asset Value (NAV) of ₹8.84, Assets Under Management (AUM) of 1308.29 Crores, and an expense ratio of 2.11%.

Axis Momentum Fund Regular Growth has given a CAGR return of -11.60% since inception.
The fund's asset allocation comprises around 97.40% in equities, 0.00% in debts, and 2.60% 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

-11.60%

— (Cat Avg.)

Portfolio Summaryas of 31st July 2025

Equity	₹1,274.33 Cr	97.40%
Others	₹33.96 Cr	2.60%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
ICICI Bank Ltd	Equity	₹119.22 Cr	9.11%
HDFC Bank Ltd	Equity	₹89.87 Cr	6.87%
Bharti Airtel Ltd	Equity	₹85.55 Cr	6.54%
Divi's Laboratories Ltd	Equity	₹54.34 Cr	4.15%
Bajaj Finance Ltd	Equity	₹53.34 Cr	4.08%
InterGlobe Aviation Ltd	Equity	₹51.35 Cr	3.92%
Coromandel International Ltd	Equity	₹48.83 Cr	3.73%
Bharat Electronics Ltd	Equity	₹45.46 Cr	3.48%
Narayana Hrudayalaya Ltd	Equity	₹44.95 Cr	3.44%
PG Electroplast Ltd	Equity	₹39.29 Cr	3.00%
Bajaj Finserv Ltd	Equity	₹37.17 Cr	2.84%
Mahindra & Mahindra Ltd	Equity	₹36.68 Cr	2.80%
BSE Ltd	Equity	₹35.64 Cr	2.72%
FSN E-Commerce Ventures Ltd	Equity	₹35.05 Cr	2.68%
Firstsource Solutions Ltd	Equity	₹35 Cr	2.68%
Deepak Fertilisers & Petrochemicals Corp Ltd	Equity	₹34.49 Cr	2.64%
Bajaj Holdings and Investment Ltd	Equity	₹34.49 Cr	2.64%
GE Vernova T&D India Ltd	Equity	₹34.24 Cr	2.62%
Clearing Corporation Of India Ltd	Cash - Repurchase Agreement	₹32.5 Cr	2.48%
Navin Fluorine International Ltd	Equity	₹31.56 Cr	2.41%
Persistent Systems Ltd	Equity	₹30.22 Cr	2.31%
UPL Ltd	Equity	₹28.83 Cr	2.20%
United Spirits Ltd	Equity	₹23.18 Cr	1.77%
SBI Cards and Payment Services Ltd Ordinary Shares	Equity	₹21.5 Cr	1.64%
Solar Industries India Ltd	Equity	₹20.17 Cr	1.54%
Oil India Ltd	Equity	₹19.72 Cr	1.51%
Radico Khaitan Ltd	Equity	₹19.57 Cr	1.50%
Fortis Healthcare Ltd	Equity	₹18.52 Cr	1.42%
Bharat Dynamics Ltd Ordinary Shares	Equity	₹18.11 Cr	1.38%
Dixon Technologies (India) Ltd	Equity	₹15.53 Cr	1.19%
SBI Life Insurance Co Ltd	Equity	₹14.14 Cr	1.08%
Bharti Hexacom Ltd	Equity	₹13.77 Cr	1.05%
Petronet LNG Ltd	Equity	₹11.04 Cr	0.84%
Krishna Institute of Medical Sciences Ltd	Equity	₹8.72 Cr	0.67%
Eicher Motors Ltd	Equity	₹8.21 Cr	0.63%
Coforge Ltd	Equity	₹7.65 Cr	0.58%
Hindustan Petroleum Corp Ltd	Equity	₹7.65 Cr	0.58%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹7.35 Cr	0.56%
Adani Energy Solutions Ltd	Equity	₹7.3 Cr	0.56%
Balrampur Chini Mills Ltd	Equity	₹6.97 Cr	0.53%
Muthoot Finance Ltd	Equity	₹6.71 Cr	0.51%
Bharat Petroleum Corp Ltd	Equity	₹6.48 Cr	0.50%
Ceat Ltd	Equity	₹6.47 Cr	0.49%
Net Receivables / (Payables)	Cash - Collateral	₹1.46 Cr	0.11%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹412.08 Cr	31.50%
Basic Materials	₹163.88 Cr	12.53%
Industrials	₹149.17 Cr	11.40%
Technology	₹127.69 Cr	9.76%
Healthcare	₹126.53 Cr	9.67%
Communication Services	₹99.31 Cr	7.59%
Consumer Cyclical	₹93.76 Cr	7.17%
Consumer Defensive	₹49.72 Cr	3.80%
Energy	₹44.88 Cr	3.43%
Utilities	₹7.3 Cr	0.56%

Risk & Performance Ratios

Fund Managers

Karthik Kumar

Since December 2024

Mayank Hyanki

Since December 2024

Additional Scheme Detailsas of 31st July 2025

ISIN

INF846K010Z1

Expense Ratio

2.11%

Exit Load

1.00%

Fund Size

₹1,308 Cr

Age

8 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 Alpha 50 ETF Very High Risk	0.5%	-	₹5.17 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	-	1.0%	-	-
Motilal Oswal Special Opportunities Fund Regular Growth Very High Risk	-	1.0%	-	-
Bandhan Multi-Factor Fund Regular Growth Very High Risk	2.4%	0.0%	₹487.98 Cr	-
Bandhan Multi-Factor Fund Direct Growth Very High Risk	0.9%	0.0%	₹487.98 Cr	-
ICICI Prudential Active Momentum Fund Direct Growth Moderate Risk	1.0%	1.0%	₹1150.53 Cr	-
ICICI Prudential Active Momentum Fund Regular Growth Moderate Risk	2.2%	1.0%	₹1150.53 Cr	-
Axis Services Opportunities Fund Direct Growth Very High Risk	0.6%	1.0%	₹1995.16 Cr	-
Axis Services Opportunities Fund Regular Growth Very High Risk	2.0%	1.0%	₹1995.16 Cr	-
Nippon India MNC Fund Direct Growth Very High Risk	1.1%	1.0%	₹359.21 Cr	-
Nippon India MNC Fund Regular Growth Very High Risk	2.5%	1.0%	₹359.21 Cr	-
HDFC Innovation Fund Direct Growth Very High Risk	0.7%	1.0%	₹2439.44 Cr	-
HDFC Innovation Fund Regular Growth Very High Risk	2.0%	1.0%	₹2439.44 Cr	-
Mirae Asset Nifty India Internet ETF Very High Risk	0.1%	-	₹11.33 Cr	-
Motilal Oswal Nifty India Tourism ETF Very High Risk	0.5%	-	₹1.37 Cr	-
Motilal Oswal Nifty India Manufacturing ETF Very High Risk	0.5%	-	₹5.27 Cr	-
Motilal Oswal Services Fund Direct Growth Very High Risk	2.6%	1.0%	₹41.81 Cr	-
Motilal Oswal Services Fund Regular Growth Very High Risk	2.7%	1.0%	₹41.81 Cr	-
ICICI Prudential Quality Fund Direct Growth Very High Risk	0.8%	1.0%	₹2108.60 Cr	-
ICICI Prudential Quality Fund Regular Growth Very High Risk	2.0%	1.0%	₹2108.60 Cr	-
Motilal Oswal Nifty Capital Market ETF Very High Risk	0.5%	-	₹4.63 Cr	-
Axis Nifty500 Momentum 50 ETF Very High Risk	-	-	-	-
Mirae Asset BSE Select IPO ETF Very High Risk	0.3%	-	₹15.50 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth Very High Risk	1.0%	0.0%	₹6.05 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth Very High Risk	0.5%	0.0%	₹6.05 Cr	-
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	2.6%	1.0%	₹123.53 Cr	-
Motilal Oswal Active Momentum Fund Regular Growth Very High Risk	2.7%	1.0%	₹123.53 Cr	-
Nippon India Active Momentum Fund Regular Growth Very High Risk	1.6%	1.0%	₹221.19 Cr	-
Nippon India Active Momentum Fund Direct Growth Very High Risk	0.7%	1.0%	₹221.19 Cr	-
Groww Nifty 200 ETF Very High Risk	0.3%	-	₹13.57 Cr	-
Groww Nifty 200 ETF FoF Direct Growth Very High Risk	0.1%	1.0%	₹4.79 Cr	-
Groww Nifty 200 ETF FoF Regular Growth Very High Risk	0.7%	1.0%	₹4.79 Cr	-
Invesco India Business Cycle Fund Direct Growth Very High Risk	0.7%	0.0%	₹567.37 Cr	-
Invesco India Business Cycle Fund Regular Growth Very High Risk	2.4%	0.0%	₹567.37 Cr	-
Kotak MSCI India ETF Very High Risk	0.4%	-	₹854.50 Cr	-
Motilal Oswal Innovation Opportunities Fund Direct Growth Very High Risk	1.0%	1.0%	₹283.72 Cr	-
Motilal Oswal Innovation Opportunities Fund Regular Growth Very High Risk	2.4%	1.0%	₹283.72 Cr	-
Groww Nifty India Railways PSU ETF Very High Risk	0.5%	-	₹65.04 Cr	-
ICICI Prudential Rural Opportunities Fund Regular Growth Moderate Risk	2.1%	1.0%	₹1708.70 Cr	-
ICICI Prudential Rural Opportunities Fund Direct Growth Moderate Risk	0.9%	1.0%	₹1708.70 Cr	-
WhiteOak Capital Quality Equity Fund Direct Growth Very High Risk	0.6%	1.0%	₹568.94 Cr	-
WhiteOak Capital Quality Equity Fund Regular Growth Very High Risk	2.3%	1.0%	₹568.94 Cr	-
UTI Quant Fund Regular Growth Very High Risk	2.0%	1.0%	₹1693.00 Cr	-
UTI Quant Fund Direct Growth Very High Risk	0.3%	1.0%	₹1693.00 Cr	-
ICICI Prudential Nifty Auto ETF Very High Risk	0.2%	-	₹167.65 Cr	-2.0%
ICICI Prudential Nifty 200 Quality 30 ETF Very High Risk	0.3%	-	₹176.45 Cr	-8.8%
ICICI Prudential Nifty Alpha Low Volatility 30 ETF Very High Risk	0.4%	-	₹1774.26 Cr	-12.8%
Mirae Asset Nifty India New Age Consumption ETF Very High Risk	0.3%	-	₹28.55 Cr	-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Regular Growth Very High Risk	1.0%	0.0%	₹14.53 Cr	-
Mirae Asset Nifty India New Age Consumption ETF Fund of Fund Direct Growth Very High Risk	0.6%	0.0%	₹14.53 Cr	-

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

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

The NAV of Axis Momentum Fund Regular Growth, as of 28-Aug-2025, is ₹8.84.

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

The fund's allocation of assets is distributed as 97.40% in equities, 0.00% in bonds, and 2.60% in cash and cash equivalents.

Who manages the Axis Momentum Fund Regular Growth?

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

Karthik Kumar
Mayank Hyanki

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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Fund Overview

Fund Size

₹1,308 Cr

Expense Ratio

2.11%

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