Axis Momentum Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Axis Momentum Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹100

AUM (Fund size)

₹919 Cr

Lock In Period

N/A

Expense Ratio

4.06

Exit Load

If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NILFor remaining investments: 1%If redeemed / switched-out after 12 months from the date of allotment: NIL.

Benchmark

NIfty 500 Total Return

Axis Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.88-1.426.86
6M-2.860.8537.91
1Y-6.612.5746.15
3Y0.009.22214.30

Portfolio Analysis

  • Equity: 93.50%
  • Debt: 6.51%
  • Others
As on: 2026-08-31
View allocation % by

1. RBL Bank Limited4.37%
2. The Federal Bank Limited3.49%
3. Karur Vysya Bank Limited2.36%
4. ICICI Bank Limited1.58%

1. Apollo Hospitals Enterprise Limited3.17%
2. Max Healthcare Institute Limited2.23%
3. Fortis Healthcare Limited2.17%
4. Thyrocare Technologies Limited0.79%
5. Metropolis Healthcare Limited0.44%

1. Laurus Labs Limited4.20%
2. Sai Life Sciences Limited3.57%
3. Glenmark Pharmaceuticals Limited0.54%

1. R R Kabel Limited2.87%
2. KEI Industries Limited1.87%
3. Polycab India Limited1.03%

1. Shriram Finance Limited2.72%
2. L&T Finance Limited1.40%
3. Cholamandalam Investment and Finance Company Ltd1.21%

1. P N Gadgil Jewellers Limited4.51%

1. Navin Fluorine International Limited4.20%

1. Cummins India Limited2.78%
2. Kirloskar Oil Engines Limited1.14%

1. Craftsman Automation Limited3.19%

1. Radico Khaitan Limited2.93%

1. BSE Limited2.91%

1. Aditya Birla Capital Limited2.85%

1. GMR Airports Limited2.70%

1. CG Power and Industrial Solutions Limited2.19%
2. ABB India Limited0.50%

1. Eternal Limited2.12%
2. FSN E-Commerce Ventures Limited0.57%

1. Ashok Leyland Limited1.34%
2. Tata Motors Ltd1.28%

1. Ather Energy Limited2.61%

1. State Bank of India2.31%

1. Billionbrains Garage Ventures Ltd2.09%

1. Bharat Forge Limited2.06%

1. Syrma SGS Technology Limited1.95%

1. Welspun Corp Limited1.82%

1. Sobha Limited0.87%
2. Prestige Estates Projects Limited0.80%

1. Reliance Industries Limited1.39%

1. Bharti Airtel Limited1.28%

1. Siemens Limited1.10%
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About Fund Axis Momentum Fund Growth

Axis Momentum Fund Growth managed by Axis Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹919 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 4.06. Under the expert guidance of Nandik Mallik ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nandik Mallik

Mr. Nandik Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School). Prior to joining the Axis MF, he was working with Avendus Capital Public Markets Alternate Strategies LLP, ICICI Prudential Asset Management Company Ltd, Edelweiss AMC, DC India Capital, Credit-Suisse (London), BNP Paribas (London), NM Rothschild (Mumbai) and Fair Isaac (Bangalore).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
UTI Nifty200 Quality 30 Index Fund Growth0552 CR1.12
Angel One Nifty 50 Index Fund Growth033 CR0.75
Axis Momentum Fund Growth0919 CR4.06
Aditya Birla Sun Life Silver ETF Growth02,993 CR0.35
HDFC Silver ETF Growth08,312 CR0.58
Fund Name1Y3Y
This FundUTI Nifty200 Quality 30 Index Fund Growth-9.78710
This FundAngel One Nifty 50 Index Fund Growth-10.93570
This FundAxis Momentum Fund Growth-6.60790
This FundAditya Birla Sun Life Silver ETF Growth41.1162214.1185
This FundHDFC Silver ETF Growth40.4033214.2998

Axis Momentum Fund Growth FAQs

Axis Momentum Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Axis Momentum Fund Growth is 4.06. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Axis Momentum Fund Growth’s fund performance is as follows:
  • 1 Month : -5.88%
  • 6 Months : -2.86%
  • 1 Year : -6.61%
  • 3 Years : 0.00%
Returns of Axis Momentum Fund Growth are updated daily based on NAV of ₹ 8.59 as on Oct 09,2026. Since inception, the return has been 0.00%.

You can invest in Axis Momentum Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Axis Momentum Fund Growth is ₹919 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Axis Momentum Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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