fund logo

Axis Momentum Fund Regular-growth

Equity
Large Cap
Very High Risk

Latest AUM

₹ 924.3 Cr.

NAV as on 29 may, 2026

₹ 8.70

+20.58% 3 years annulised
This Fund
Start Investing
Name is required*
Enter correct mobile number
info This number must be linked to your Aadhar Card

By proceeding, you agree to our Privacy Policy... and Terms of Use , and authorize Paisabazaar Marketing and Consulting Private Limited to contact you and override the NDNC registry. more

Please select to proceed

Fund Details

Fund Names Axis Momentum Fund Regular-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 90.00%
Debt 5.23%
Cash 4.77%
Portfolio Updated on: 01 Jan, 1970

Sector Allocations

Equity
Financial
330.84%
Industrials
160.68%
Consumer Discretionary
138.91%
Technology
127.91%
Materials
112.45%
Healthcare
90.50%
Energy & Utilities
54.82%
Consumer Staples
38.88%
Diversified
1.00%

Portfolio Updated on: 29 may, 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%

Debt & Credit Risk Analysis

Returns vs. Category (1 year)
Returns vs. Category (RSI)

Returns Analysis

Tenure Absolute Annualised Category Average
3 Months -3.33% NA 3.58%
6 Months -7.45% NA 14.23%
9 Months -1.14% NA 4.37%
1 Year -3.12% -3.12% -3.01%

Axis Momentum Fund Regular-growth is one Equity mutual fund offered by Axis Mutual Fund. 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 ₹924.3 crore as on Tue Mar 31, 2026. The expense ratio stands at 2.26%.

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

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

Top Performing Mutual Funds

Fund name
ICICI Prudential India Opportunities Fund Direct-growth32,925.4-0.10%-4.13%-5.22%+1.96%+20.27%+20.59%
ICICI Prudential India Opportunities Fund Direct-idcw32,925.4-0.10%-4.13%-5.22%+1.96%+20.27%+20.59%
Franklin India Opportunities Direct Fund-growth7,577.9+1.83%-0.71%-3.48%+3.29%+25.68%+20.19%
Franklin India Opportunities Direct Fund-idcw7,577.9+1.83%-0.71%-3.48%+3.29%+25.68%+20.19%
ICICI Prudential India Opportunities Fund-growth32,925.4-0.17%-4.33%-5.63%+1.02%+19.09%+19.26%
ICICI Prudential India Opportunities Fund-idcw32,925.4-0.17%-4.33%-5.63%+1.02%+19.09%+19.26%
ICICI Prudential Commodities Fund Direct-growth3,342.0+3.99%+4.71%+13.60%+23.48%+22.54%+19.21%
ICICI Prudential Commodities Fund Direct-idcw3,342.0+3.99%+4.71%+13.60%+23.48%+22.54%+19.21%
Franklin India Opportunities Fund Regular-growth7,577.9+1.74%-1.00%-4.05%+2.04%+24.17%+18.99%
Franklin India Opportunities Fund Regular-idcw7,577.9+1.74%-1.00%-4.05%+2.04%+24.17%+18.99%

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 Services Opportunities Fund Regular-growth1,442.8+1.09%-0.96%-9.31%
Axis Services Opportunities Fund Direct-growth1,442.8+1.19%-0.64%-8.68%
Axis Services Opportunities Fund Regular-idcw1,442.8+1.09%-0.96%-9.31%
Axis Services Opportunities Fund Direct-idcw1,442.8+1.19%-0.64%-8.68%
Axis Momentum Fund Direct-growth924.3-2.09%-3.05%-6.71%-1.66%
Axis Momentum Fund Direct-idcw924.3-2.09%-3.05%-6.71%-1.66%
Axis Momentum Fund Regular-idcw924.3-2.25%-3.33%-7.45%-3.12%
Axis Bse India Sector Leaders Index Fund Regular-growth33.3-1.72%-3.54%
Axis Bse India Sector Leaders Index Fund Direct-growth33.3-1.65%-3.36%

growth is based on 1-month returns of the funds

Top Mutual Funds

Fund name
ICICI Prudential India Opportunities Fund Direct-growth32,925.4-0.10%-4.13%-5.22%+1.96%+20.27%+20.59%
ICICI Prudential India Opportunities Fund-growth32,925.4-0.17%-4.33%-5.63%+1.02%+19.09%+19.26%
ICICI Prudential India Opportunities Fund-idcw32,925.4-0.17%-4.33%-5.63%+1.02%+19.09%+19.26%
ICICI Prudential India Opportunities Fund Direct-idcw32,925.4-0.10%-4.13%-5.22%+1.96%+20.27%+20.59%
Franklin India Opportunities Fund Regular-growth7,577.9+1.74%-1.00%-4.05%+2.04%+24.17%+18.99%
Franklin India Opportunities Direct Fund-growth7,577.9+1.83%-0.71%-3.48%+3.29%+25.68%+20.19%
Franklin India Opportunities Fund Regular-idcw7,577.9+1.74%-1.00%-4.05%+2.04%+24.17%+18.99%
Franklin India Opportunities Direct Fund-idcw7,577.9+1.83%-0.71%-3.48%+3.29%+25.68%+20.19%
HDFC Defence Fund Regular-growth7,304.6+4.49%+13.02%+16.46%+12.17%
HDFC Defence Fund Direct-growth7,304.6+4.57%+13.30%+17.03%+13.32%

Top funds are based on Fund AUM

Top Equity Funds

Fund name
Icici Prudential India Opportunities Fund Direct-growth₹39.02+20.27%+20.59%
Icici Prudential India Opportunities Fund Direct-idcw₹23.81+20.27%+20.59%
Franklin India Opportunities Direct Fund-growth₹279.58+25.68%+20.19%
Franklin India Opportunities Direct Fund-idcw₹40.77+25.68%+20.19%
Icici Prudential India Opportunities Fund-growth₹35.54+19.09%+19.26%
Icici Prudential India Opportunities Fund-idcw₹20.75+19.09%+19.26%
Icici Prudential Commodities Fund Direct-growth₹53.37+22.54%+19.21%
Icici Prudential Commodities Fund Direct-idcw₹35.38+22.54%+19.21%
Franklin India Opportunities Fund Regular-growth₹250.80+24.17%+18.99%
Franklin India Opportunities Fund Regular-idcw₹35.98+24.17%+18.99%

growth is based on 5Y returns of the funds

Historical NAV

Date NAV
29 May 2026 ₹8.70
27 May 2026 ₹8.88
25 May 2026 ₹8.88
22 May 2026 ₹8.81
21 May 2026 ₹8.80
20 May 2026 ₹8.77
19 May 2026 ₹8.75
18 May 2026 ₹8.74
15 May 2026 ₹8.76
14 May 2026 ₹8.80
13 May 2026 ₹8.73
12 May 2026 ₹8.68
11 May 2026 ₹8.83
08 May 2026 ₹8.93
07 May 2026 ₹8.99
06 May 2026 ₹8.98
05 May 2026 ₹8.89
04 May 2026 ₹8.92
30 Apr 2026 ₹8.90
29 Apr 2026 ₹8.98
28 Apr 2026 ₹8.96
27 Apr 2026 ₹8.97
24 Apr 2026 ₹8.92
23 Apr 2026 ₹8.98
22 Apr 2026 ₹9.04
21 Apr 2026 ₹9.07
20 Apr 2026 ₹9.06
17 Apr 2026 ₹9.07
16 Apr 2026 ₹9.00
15 Apr 2026 ₹8.96

Portfolio Updated on: 30 May, 2026

Fund Growth & Size Analysis

+₹924.3 Cr Since Launch
This Fund
Category Average

Compare Mutual funds

Axis Momentum Fund Regular-growth Returns Comparison

Compare Axis Momentum Fund Regular-growth with any MF,
EYF, stock or index

Axis Momentum Fund Reg....

Axis Momentum Fund Regular-growth FAQ'S

Start Investing
Name is required*
Enter correct mobile number This number must be linked to your Aadhar Card

By proceeding, you agree to our Privacy Policy... and Terms of Use , and authorize Paisabazaar Marketing and Consulting Private Limited to contact you and override the NDNC registry. more

Please select to proceed
× Start Investing
Name is required*
Enter correct mobile number This number must be linked to your Aadhar Card

By proceeding, you agree to our Privacy Policy... and Terms of Use , and authorize Paisabazaar Marketing and Consulting Private Limited to contact you and override the NDNC registry. more

Please select to proceed
Wallet
Estimated breakdown of Monthly expenses

Feel free to adjust as you wish

Current household spend would be used to estimate the monthly expense post retirement..

Salary Slip

Children's education

Did you know that IIM Ahmedabad fees has increased from 15.5 L in 2015 to 27.5 L in 2025 - 5.4% annualised change!

We have assumed 6% increase in fees every year

Children's wedding

The big Fat Indian wedding is constantly evolving with newer themes and a shift towards more experiential weddings

We have assumed 10% increase in wedding expense every year

Travel the world

International getaways are getting common but they don't come cheap!

We have assumed 6% inflation rate on travel

House

Real estate has been a key interest area for many investors which has led to sharp rise in prices in the recent times

We have assumed 8% annual increase in real estate prices

Emergency funds

Cost of medical treatment and healthcare services is rising at a rapid pace with advancement in medical technology

We have assumed 12% annual increase for any medical emergencies

Others

Did you know a Honda city costed 8 Lakhs in 2002 is now priced at 18 L (~4% annualised change)!

We have assumed a 5% annual inflation on these spends, you may want to buy a new car or plan a holiday etc.

Balloons

Inflation is how prices of goods and services rise over time, meaning your money buys less than before. Simply put, things get more expensive each year

Change the inflation rate if you want
5 %
2% 8%

India's inflation trend for past few years

elephant image
These savings will become
On retirement @7% growth rate

/month invested for next years @12% CAGR would yield

Your current savings saved for next years @ % would yield

Your total corpus would be + =

Please share your details

in Years
India
+91

By clicking on "Submit" you agree to our Privacy Policy and Terms of use

Get Updates on WhatsApp