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)

₹1,018 Cr

Lock In Period

N/A

Expense Ratio

2.31

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

Summary

Axis Momentum Fund Growth NAV is ₹8.81 as of 25 May, 2026. Axis Momentum Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Axis Momentum Fund Growth is ₹500. The AUM of Axis Momentum Fund Growth is ₹1,018 Cr. The expense ratio of the fund is 2.31%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is 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.. In the last 1M months, Axis Momentum Fund Growth has delivered -2.98% returns.

Axis Momentum Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.98-0.7811.30
6M-6.081.20117.09
1Y-1.354.44206.71
3Y0.0013.14344.04

Portfolio Analysis

  • Equity: 84.50%
  • Debt: 15.50%
  • Others
As on: 2026-04-30
View allocation % by

1. Tech Mahindra Limited2.14%
2. Tata Consultancy Services Limited2.03%
3. Infosys Limited1.99%
4. Wipro Limited1.98%
5. HCL Technologies Limited1.96%
6. LTM Limited0.03%
7. Coforge Limited0.03%

1. HDFC Bank Limited7.80%
2. ICICI Bank Limited1.07%
3. RBL Bank Limited0.26%
4. AU Small Finance Bank Limited0.11%
5. Yes Bank Limited0.03%

1. Bharat Electronics Limited9.22%

1. Reliance Industries Limited2.51%
2. Indian Oil Corporation Limited2.31%
3. Hindustan Petroleum Corporation Limited0.58%
4. Bharat Petroleum Corporation Limited0.13%

1. Coal India Limited4.67%
2. Vedanta Limited0.04%

1. Hindalco Industries Limited4.35%
2. National Aluminium Company Limited0.22%
3. Vedanta Aluminium Metal Limited0.02%

1. Bank of Baroda2.23%
2. State Bank of India2.09%
3. Indian Bank0.06%
4. Canara Bank0.05%
5. Union Bank of India0.03%

1. HDFC Life Insurance Company Limited2.31%
2. SBI Life Insurance Company Limited1.20%

1. JSW Steel Limited2.39%
2. Tata Steel Limited0.21%
3. Vedanta Iron And Steel Limited0.02%

1. Oil & Natural Gas Corporation Limited2.52%

1. Power Grid Corporation of India Limited2.37%
2. GE Vernova T&D India Limited0.08%
3. Adani Energy Solutions Limited0.05%

1. Bharti Airtel Limited2.40%

1. Siemens Limited2.35%

1. Max Healthcare Institute Limited1.21%
2. Apollo Hospitals Enterprise Limited1.14%

1. Ambuja Cements Limited2.31%

1. Bajaj Finserv Limited2.27%

1. Dr. Reddy's Laboratories Limited1.97%
2. Laurus Labs Limited0.27%

1. Tata Motors Passenger Vehicles Limited1.92%
2. Ashok Leyland Limited0.02%

1. Trent Limited1.90%

1. Maruti Suzuki India Limited1.74%

1. TVS Motor Company Limited0.85%
2. Eicher Motors Limited0.26%
3. Hero MotoCorp Limited0.21%

1. Tata Consumer Products Limited1.27%

1. ICICI Lombard General Insurance Company Limited1.19%

About Fund Axis Momentum Fund Growth

Axis Momentum Fund Growth managed by Axis Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹1,018 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.31. 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
Bandhan Financial Services Fund Growth01059.88 CR2.4
Helios Financial Services Fund Growth0190.72 CR2.43
Axis Momentum Fund Growth01018.16 CR2.31
ICICI Prudential PSU Equity Fund Growth21975.03 CR2.38
Nippon India Taiwan Equity Fund Growth31138.67 CR2.17
Fund Name1Y3Y
This FundBandhan Financial Services Fund Growth-2.35650
This FundHelios Financial Services Fund Growth-0.27120
This FundAxis Momentum Fund Growth-1.34530
This FundICICI Prudential PSU Equity Fund Growth7.425599.1848
This FundNippon India Taiwan Equity Fund Growth202.5108325.9487

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 2.31. 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 : -2.98%
  • 6 Months : -6.08%
  • 1 Year : -1.35%
  • 3 Years : 0.00%
Returns of Axis Momentum Fund Growth are updated daily based on NAV of ₹ 8.81 as on May 22,2026. 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 ₹1,018 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.