Latest AUM
₹ 924.3 Cr.
NAV as on 29 may, 2026
₹ 8.70
Thanks for showing interest!
Your request has been submitted successfully. Our team will reach out to you soon
Portfolio Updated on: 29 may, 2026
| 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% |
| 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
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth | 32,925.4 | -0.10% | -4.13% | -5.22% | +1.96% | +20.27% | +20.59% |
| ICICI Prudential India Opportunities Fund Direct-idcw | 32,925.4 | -0.10% | -4.13% | -5.22% | +1.96% | +20.27% | +20.59% |
| Franklin India Opportunities Direct Fund-growth | 7,577.9 | +1.83% | -0.71% | -3.48% | +3.29% | +25.68% | +20.19% |
| Franklin India Opportunities Direct Fund-idcw | 7,577.9 | +1.83% | -0.71% | -3.48% | +3.29% | +25.68% | +20.19% |
| ICICI Prudential India Opportunities Fund-growth | 32,925.4 | -0.17% | -4.33% | -5.63% | +1.02% | +19.09% | +19.26% |
| ICICI Prudential India Opportunities Fund-idcw | 32,925.4 | -0.17% | -4.33% | -5.63% | +1.02% | +19.09% | +19.26% |
| ICICI Prudential Commodities Fund Direct-growth | 3,342.0 | +3.99% | +4.71% | +13.60% | +23.48% | +22.54% | +19.21% |
| ICICI Prudential Commodities Fund Direct-idcw | 3,342.0 | +3.99% | +4.71% | +13.60% | +23.48% | +22.54% | +19.21% |
| Franklin India Opportunities Fund Regular-growth | 7,577.9 | +1.74% | -1.00% | -4.05% | +2.04% | +24.17% | +18.99% |
| Franklin India Opportunities Fund Regular-idcw | 7,577.9 | +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
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Axis Services Opportunities Fund Regular-growth | 1,442.8 | +1.09% | -0.96% | -9.31% | — | — | — |
| Axis Services Opportunities Fund Direct-growth | 1,442.8 | +1.19% | -0.64% | -8.68% | — | — | — |
| Axis Services Opportunities Fund Regular-idcw | 1,442.8 | +1.09% | -0.96% | -9.31% | — | — | — |
| Axis Services Opportunities Fund Direct-idcw | 1,442.8 | +1.19% | -0.64% | -8.68% | — | — | — |
| Axis Momentum Fund Direct-growth | 924.3 | -2.09% | -3.05% | -6.71% | -1.66% | — | — |
| Axis Momentum Fund Direct-idcw | 924.3 | -2.09% | -3.05% | -6.71% | -1.66% | — | — |
| Axis Momentum Fund Regular-idcw | 924.3 | -2.25% | -3.33% | -7.45% | -3.12% | — | — |
| Axis Bse India Sector Leaders Index Fund Regular-growth | 33.3 | -1.72% | -3.54% | — | — | — | — |
| Axis Bse India Sector Leaders Index Fund Direct-growth | 33.3 | -1.65% | -3.36% | — | — | — | — |
growth is based on 1-month returns of the funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth | 32,925.4 | -0.10% | -4.13% | -5.22% | +1.96% | +20.27% | +20.59% |
| ICICI Prudential India Opportunities Fund-growth | 32,925.4 | -0.17% | -4.33% | -5.63% | +1.02% | +19.09% | +19.26% |
| ICICI Prudential India Opportunities Fund-idcw | 32,925.4 | -0.17% | -4.33% | -5.63% | +1.02% | +19.09% | +19.26% |
| ICICI Prudential India Opportunities Fund Direct-idcw | 32,925.4 | -0.10% | -4.13% | -5.22% | +1.96% | +20.27% | +20.59% |
| Franklin India Opportunities Fund Regular-growth | 7,577.9 | +1.74% | -1.00% | -4.05% | +2.04% | +24.17% | +18.99% |
| Franklin India Opportunities Direct Fund-growth | 7,577.9 | +1.83% | -0.71% | -3.48% | +3.29% | +25.68% | +20.19% |
| Franklin India Opportunities Fund Regular-idcw | 7,577.9 | +1.74% | -1.00% | -4.05% | +2.04% | +24.17% | +18.99% |
| Franklin India Opportunities Direct Fund-idcw | 7,577.9 | +1.83% | -0.71% | -3.48% | +3.29% | +25.68% | +20.19% |
| HDFC Defence Fund Regular-growth | 7,304.6 | +4.49% | +13.02% | +16.46% | +12.17% | — | — |
| HDFC Defence Fund Direct-growth | 7,304.6 | +4.57% | +13.30% | +17.03% | +13.32% | — | — |
Top funds are based on Fund AUM
| 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
| 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
Compare Axis Momentum Fund Regular-growth with any MF,
EYF, stock or index
No funds found for your search.
Thanks for showing interest!
Your request has been submitted successfully. Our team will reach out to you soon
Thanks for showing interest!
Your request has been submitted successfully. Our team will reach out to you soon
Feel free to adjust as you wish
Current household spend would be used to estimate the monthly expense post retirement..
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
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
International getaways are getting common but they don't come cheap!
We have assumed 6% inflation rate on travel
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
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
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.
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
/month invested for next years @12% CAGR would yield
Your current savings saved for next years @ % would yield
Your total corpus would be + =