Axis Momentum Fund - Direct Plan

Equity Sectoral Thematic Direct
Regular
Direct

1 Year Absolute Returns

0.36% ↑

NAV (₹) on 02 Apr 2026

8.39

1 Day NAV Change

-0.24%

Risk Level

Very High Risk

Rating

-

Axis Momentum Fund - Direct Plan is a Equity mutual fund categorized under Sector, offered by Axis Asset Management Company Ltd.. Launched on 22 Nov 2024, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount
₹500
Inception Date
22 Nov 2024
Min. Lumpsum Amount
₹ 100
Fund Age
1 Yrs
AUM
₹ 1,070.90 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
0.81%
Scheme Type
Open Ended
Exit Load
1%

Asset Allocation

AUM

₹ 1,070.90 Cr

Equity
192.77%
Money Market & Cash
7.72%

Sector Holdings

Sectors Weightage
Finance - Banks - Private Sector 13.07%
Non-Banking Financial Company (NBFC) 9.60%
Auto - 2 & 3 Wheelers 8.86%
Telecom Services 6.39%
Aerospace & Defense 4.77%
Refineries 4.68%
Pharmaceuticals 4.44%
Exchange Platform 4.13%
Auto - Cars & Jeeps 3.95%
Finance & Investments 3.59%
E-Commerce/E-Retail 3.51%
Electronics - Equipment/Components 3.46%
Airport & Airport Services 3.39%
Paints/Varnishes 3.26%
Financial Technologies (Fintech) 3.16%
Chemicals - Others 2.89%
Engines 2.87%
IT Enabled Services 2.27%
Beverages & Distilleries 2.10%
Finance - Banks - Public Sector 1.71%
Power - Transmission/Equipment 1.71%
Finance - Life Insurance 1.52%
Agro Chemicals/Pesticides 1.45%
Tea & Coffee 1.44%
IT Consulting & Software 1.02%
Iron & Steel 0.57%
Treps/Reverse Repo 0.52%

Stock Holdings

Name Weightage Value (in Cr.) Sector
HDFC Bank Limited 7.04% ₹ 75.42 Finance - Banks - Private Sector
Bharti Airtel Limited 6.39% ₹ 68.39 Telecom Services
Bharat Electronics Limited 4.77% ₹ 51.11 Aerospace & Defense
Laurus Labs Limited 4.44% ₹ 47.59 Pharmaceuticals
Multi Commodity Exchange of India Limited 4.13% ₹ 44.22 Exchange Platform
Bajaj Finance Limited 3.95% ₹ 42.35 Non-Banking Financial Company (NBFC)
Maruti Suzuki India Limited 3.95% ₹ 42.33 Auto - Cars & Jeeps
RBL Bank Limited 3.85% ₹ 41.20 Finance - Banks - Private Sector
Hero MotoCorp Limited 3.61% ₹ 38.61 Auto - 2 & 3 Wheelers
Aditya Birla Capital Limited 3.59% ₹ 38.49 Finance & Investments
FSN E-Commerce Ventures Limited 3.51% ₹ 37.57 E-Commerce/E-Retail
Syrma SGS Technology Limited 3.46% ₹ 37.07 Electronics - Equipment/Components
GMR Airports Limited 3.39% ₹ 36.33 Airport & Airport Services
Asian Paints Limited 3.26% ₹ 34.95 Paints/Varnishes
L&T Finance Limited 3.22% ₹ 34.53 Non-Banking Financial Company (NBFC)
One 97 Communications Limited 3.16% ₹ 33.85 Financial Technologies (Fintech)
Navin Fluorine International Limited 2.89% ₹ 30.98 Chemicals - Others
Cummins India Limited 2.87% ₹ 30.78 Engines
Eicher Motors Limited 2.74% ₹ 29.31 Auto - 2 & 3 Wheelers
Bharat Petroleum Corporation Limited 2.52% ₹ 26.97 Refineries
TVS Motor Company Limited 2.51% ₹ 26.91 Auto - 2 & 3 Wheelers
Muthoot Finance Limited 2.43% ₹ 26.05 Non-Banking Financial Company (NBFC)
Sagility Limited 2.27% ₹ 24.29 IT Enabled Services
Hindustan Petroleum Corporation Limited 2.16% ₹ 23.09 Refineries
Radico Khaitan Limited 2.10% ₹ 22.46 Beverages & Distilleries
AU Small Finance Bank Limited 1.68% ₹ 17.94 Finance - Banks - Private Sector
SBI Life Insurance Company Limited 1.52% ₹ 16.30 Finance - Life Insurance
UPL Limited 1.45% ₹ 15.58 Agro Chemicals/Pesticides
Tata Consumer Products Limited 1.44% ₹ 15.37 Tea & Coffee
GE Vernova T&D India Limited 1.06% ₹ 11.32 Power - Transmission/Equipment
Canara Bank 0.92% ₹ 9.82 Finance - Banks - Public Sector
Indian Bank 0.79% ₹ 8.51 Finance - Banks - Public Sector
Adani Energy Solutions Limited 0.65% ₹ 6.93 Power - Transmission/Equipment
Tata Steel Limited 0.57% ₹ 6.07 Iron & Steel
LTIMindtree Limited 0.54% ₹ 5.81 IT Consulting & Software
Clearing Corporation of India Ltd 0.52% ₹ 5.57 Others
Yes Bank Limited 0.50% ₹ 5.35 Finance - Banks - Private Sector
Coforge Limited 0.48% ₹ 5.19 IT Consulting & Software

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -11.40% 0.36% - -
Category returns -7.38% 1.10% 4.40% 20.04%

Fund Objective

The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of ... Read more

AMC Details

Name
Axis Asset Management Company Ltd.
Date of Incorporation
04 Sep 2009
CEO
Mr. Gop Kumar Bhaskaran
CIO
Mr. R Sivakumar
Type
Pvt.Sector-Joint Venture (Indian)
Address
Axis House, 1st Floor, C-2, Wadia International Centre, Pandurang Budhkar Marg, Worli, Mumbai, Maharashtra, India - 400025
Website
http://www.axismf.com

Top Funds from Equity - Sectoral/Thematic

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Axis Quant Fund
Diversified Regular
-3.21% 33.05% 0.00% ₹882 2.25%
Very High
Axis Quant Fund
Diversified Regular
-3.21% 33.05% 0.00% ₹882 2.25%
Very High
Axis Quant Fund
Diversified Regular
-3.21% 33.05% 0.00% ₹882 2.25%
Very High
SBI Technology Opportunities Fund
Sector Regular
-6.78% 32.14% 68.19% ₹4,273 1.92%
Very High
SBI Technology Opportunities Fund
Sector Regular
-6.78% 32.14% 68.19% ₹4,273 1.92%
Very High
SBI Technology Opportunities Fund
Sector Regular
-6.78% 32.14% 68.18% ₹4,273 1.92%
Very High
HDFC Banking & Financial Services Fund - Direct Plan
Sector Direct
4.00% 31.81% 0.00% ₹4,510 0.80%
Very High
HDFC Banking & Financial Services Fund - Direct Plan
Sector Direct
4.00% 31.81% 0.00% ₹4,510 0.80%
Very High
DSP Quant Fund - Direct Plan
Largecap Direct
-0.11% 31.80% 44.78% ₹838 0.55%
Very High
HSBC Infrastructure Fund
Sector Regular
-7.57% 31.57% 70.85% ₹2,300 2.06%
Very High

Top Funds from Axis Asset Management Company Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Axis Quant Fund
Diversified Regular
-3.21% 33.05% 0.00% ₹882 2.25%
Very High
Axis Quant Fund
Diversified Regular
-3.21% 33.05% 0.00% ₹882 2.25%
Very High
Axis Quant Fund
Diversified Regular
-3.21% 33.05% 0.00% ₹882 2.25%
Very High
Axis Nifty 100 Index Fund - Direct Plan
Index Direct
-6.69% 31.89% 54.00% ₹1,984 0.21%
Very High
Axis Nifty 100 Index Fund - Direct Plan
Index Direct
-6.69% 31.89% 54.00% ₹1,984 0.21%
Very High
Axis Large Cap Fund
Diversified Regular
-4.13% 31.58% 39.38% ₹32,437 1.58%
Very High
Axis Retirement Fund - Conservative Plan - Direct Plan
Hybrid Direct
-0.14% 31.51% 42.90% ₹48 1.24%
High
Axis Flexi Cap Fund - Direct Plan
Diversified Direct
-5.74% 31.44% 20.90% ₹12,871 0.72%
Very High
Axis Flexi Cap Fund - Direct Plan
Diversified Direct
-5.74% 31.44% 20.90% ₹12,871 0.72%
Very High
Axis Large & Mid Cap Fund - Direct Plan
Diversified Direct
-4.81% 31.26% 45.80% ₹15,559 0.60%
Very High

FAQs

What is the current NAV of Axis Momentum Fund - Direct Plan IDCW-Reinvestment?

The current Net Asset Value (NAV) of Axis Momentum Fund - Direct Plan IDCW-Reinvestment is ₹8.39 as of 02 Apr 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Axis Momentum Fund - Direct Plan IDCW-Reinvestment?

The Assets Under Management (AUM) of Axis Momentum Fund - Direct Plan IDCW-Reinvestment is ₹1,070.90 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Axis Momentum Fund - Direct Plan IDCW-Reinvestment?

Axis Momentum Fund - Direct Plan IDCW-Reinvestment has delivered returns of 0.36% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Axis Momentum Fund - Direct Plan IDCW-Reinvestment?

Axis Momentum Fund - Direct Plan IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Axis Momentum Fund - Direct Plan IDCW-Reinvestment?

The minimum lumpsum investment required for Axis Momentum Fund - Direct Plan IDCW-Reinvestment is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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