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Axis Momentum Fund Direct-growth

Mid Cap
Very High Risk

Latest AUM

₹ 958.3 Cr.

NAV as on 03 aug, 2026

₹ 9.23

+20.58% 3 years annulised
This Fund

Fund Details

Fund Names Axis Momentum Fund Direct-growth
Inception Date 12 Dec 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
Risk Principal at very high risk

Portfolio Composition Analysis

Equity 99.74%
Debt 3.67%
Portfolio Updated on: 10 Jul, 2026

Sector Allocations

Equity Debt
Financial
408.38%
Industrials
206.70%
Consumer Discretionary
161.45%
Technology
140.95%
Materials
139.43%
Healthcare
126.63%
Energy & Utilities
70.98%
Consumer Staples
41.46%
Diversified
3.33%
Financial
7.17%

Portfolio Updated on: 03 aug, 2026

Top 10 Holdings

Name Sector Instruments Assets
ICICI Bank Ltd Financial Equity 9.08%
HDFC Bank Ltd Financial Equity 8.73%
HDFC Bank Ltd Financial Equity 8.73%
HDFC Bank Ltd Financial Equity 9.05%
ICICI Bank Ltd Financial Equity 8.78%
ICICI Bank Ltd Financial Equity 8.47%
ICICI Bank Ltd Financial Equity 8.47%
HDFC Bank Ltd Financial Equity 8.46%
HDFC Bank Ltd Financial Equity 8.46%
HDFC Bank Ltd Financial Equity 8.63%

Returns Analysis

Tenure Absolute Annualised Category Average
3 Months 1.54% NA NA
6 Months -0.32% NA NA
9 Months -2.94% NA NA
1 Year -0.11% -0.11% NA

Launched on 12 Dec 2024, the fund aims Capital appreciation over long term. An equity scheme investing in equity & equity related securities selected based on the momentum theme. It manages assets worth ₹958.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 3.01%.

Karthik Kumar has experience Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong

Mayank Hyanki has experience Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd

Top Performing Mutual Funds

Fund name
ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth3,409.2+4.03%+6.93%+1.62%+6.08%+12.67%+11.75%
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth1,526.9+4.32%+8.59%+4.92%+7.08%+13.00%+11.71%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth1,308.3+3.21%+5.69%+0.57%+5.29%+12.14%+11.25%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw1,308.3+3.21%+5.69%+0.57%+5.29%+12.14%+11.25%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth1,308.3+3.16%+5.56%+0.34%+4.83%+11.74%+10.77%
ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw1,308.3+3.16%+5.56%+0.34%+4.83%+11.74%+10.77%
UTI Nifty200 Momentum 30 Index Fund Direct-growth8,541.2+1.15%+2.44%+0.95%+3.28%+12.90%+10.69%
UTI Nifty200 Momentum 30 Index Fund Regular-growth8,541.2+1.11%+2.32%+0.72%+2.81%+12.37%+10.15%
SBI Nifty 200 Quality 30 Etf-growth78.2+5.26%+4.58%+0.08%+5.74%+10.91%+9.67%

growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More Funds from Axis Mutual Fund

Fund name
Axis Momentum Fund Regular-growth958.3+2.74%+1.12%-1.10%-1.52%
Axis Momentum Fund Regular-idcw958.3+2.74%+1.12%-1.10%-1.52%
Axis Momentum Fund Direct-idcw958.3+2.90%+1.54%-0.32%-0.11%
Axis Nifty500 Momentum 50 Index Fund Regular-growth162.6+1.53%+3.55%+4.35%+3.86%
Axis Nifty500 Momentum 50 Index Fund Direct-growth162.6+1.61%+3.80%+4.80%+4.79%
Axis Nifty500 Quality 50 Index Fund Regular-growth77.0+2.19%+3.35%+6.11%
Axis Nifty500 Quality 50 Index Fund Direct-growth77.0+2.27%+3.60%+6.53%
Axis Multi Factor Passive Fof Regular-growth36.1+1.62%+1.87%0.00%+7.01%+10.38%
Axis Multi Factor Passive Fof Direct-growth36.1+1.67%+2.02%+0.24%+7.55%+10.81%

growth is based on 1-month returns of the funds

Top Mutual Funds

Fund name
UTI Nifty200 Momentum 30 Index Fund Regular-growth8,541.2+1.11%+2.32%+0.72%+2.81%+12.37%+10.15%
UTI Nifty200 Momentum 30 Index Fund Direct-growth8,541.2+1.15%+2.44%+0.95%+3.28%+12.90%+10.69%
ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth3,409.2+4.03%+6.93%+1.62%+6.08%+12.67%+11.75%
SBI Quality Fund Regular-growth2,399.9+4.46%+8.42%
SBI Quality Fund Direct-growth2,399.9+4.56%+8.72%
SBI Quality Fund Regular-idcw2,399.9+4.46%+8.42%
SBI Quality Fund Direct-idcw2,399.9+4.56%+8.72%
ICICI Prudential Quality Fund-growth2,157.3+3.72%+8.38%+3.92%+8.44%
ICICI Prudential Quality Fund Direct-growth2,157.3+3.86%+8.68%+4.55%+9.81%
ICICI Prudential Quality Fund Direct-idcw2,157.3+3.86%+8.68%+4.55%+9.81%

Top funds are based on Fund AUM

Historical NAV

Date NAV
03 Aug 2026 ₹9.23
31 Jul 2026 ₹9.14
30 Jul 2026 ₹9.03
29 Jul 2026 ₹9.07
28 Jul 2026 ₹9.02
27 Jul 2026 ₹9.06
24 Jul 2026 ₹8.92
23 Jul 2026 ₹8.95
22 Jul 2026 ₹9.03
21 Jul 2026 ₹9.09
20 Jul 2026 ₹9.04
17 Jul 2026 ₹8.99
16 Jul 2026 ₹9.02
15 Jul 2026 ₹9.04
14 Jul 2026 ₹8.99
13 Jul 2026 ₹9.05
10 Jul 2026 ₹9.04
09 Jul 2026 ₹8.93
08 Jul 2026 ₹8.81
07 Jul 2026 ₹8.95
06 Jul 2026 ₹9.03
03 Jul 2026 ₹8.97
02 Jul 2026 ₹9.00
01 Jul 2026 ₹8.99
30 Jun 2026 ₹8.95
29 Jun 2026 ₹8.93
25 Jun 2026 ₹8.93
24 Jun 2026 ₹8.94
23 Jun 2026 ₹8.94
22 Jun 2026 ₹9.04

Portfolio Updated on: 04 Aug, 2026

Fund Growth & Size Analysis

+₹958.3 Cr Since Launch
This Fund
Category Average

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