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)

₹958 Cr

Lock In Period

N/A

Expense Ratio

4.11

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-0.110.579.53
6M-1.126.7274.28
1Y-5.674.84154.31
3Y0.0012.61264.77

Portfolio Analysis

  • Equity: 86.87%
  • Debt: 13.13%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited2.73%
2. The Federal Bank Limited2.41%
3. RBL Bank Limited2.18%
4. Karur Vysya Bank Limited1.54%

1. State Bank of India5.44%
2. Bank of Baroda2.13%

1. Torrent Pharmaceuticals Limited3.21%
2. Laurus Labs Limited2.30%
3. Sai Life Sciences Limited1.29%
4. Glenmark Pharmaceuticals Limited0.46%

1. Apollo Hospitals Enterprise Limited2.97%
2. Max Healthcare Institute Limited2.31%
3. Fortis Healthcare Limited1.00%

1. R R Kabel Limited2.25%
2. KEI Industries Limited1.70%
3. Polycab India Limited1.04%

1. Cummins India Limited2.95%
2. Kirloskar Oil Engines Limited1.23%

1. BSE Limited3.75%

1. Shriram Finance Limited2.45%
2. Cholamandalam Investment and Finance Company Ltd1.12%

1. Vodafone Idea Limited1.51%
2. Bharti Airtel Limited1.25%

1. Reliance Industries Limited2.70%

1. CG Power and Industrial Solutions Limited2.19%
2. ABB India Limited0.44%

1. Navin Fluorine International Limited2.61%

1. Ashok Leyland Limited1.15%
2. Tata Motors Ltd1.10%

1. GMR Airports Limited2.22%

1. Aditya Birla Capital Limited2.13%

1. Eternal Limited1.64%
2. FSN E-Commerce Ventures Limited0.49%

1. Billionbrains Garage Ventures Ltd2.11%

1. P N Gadgil Jewellers Limited2.04%

1. Mahindra & Mahindra Limited1.92%

1. Craftsman Automation Limited1.85%

1. Syrma SGS Technology Limited1.82%

1. Asian Paints Limited1.71%

1. Bharat Forge Limited1.57%

1. Aditya Birla Sun Life AMC Limited1.45%

1. Welspun Corp Limited1.11%

1. GE Vernova T&D India Limited1.03%

1. JK Cement Limited1.02%

1. Blue Star Limited1.02%

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 ₹958 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 4.11. 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
Bajaj Finserv Consumption Fund Growth0608 CR2.86
Axis Momentum Fund Growth0958 CR4.11
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundBajaj Finserv Consumption Fund Growth-4.94810
This FundAxis Momentum Fund Growth-5.67450
This FundHDFC Defence Fund Growth21.1788174.5118
This FundNippon India Taiwan Equity Fund Growth150.8738249.9709

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 4.11. 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 : -0.11%
  • 6 Months : -1.12%
  • 1 Year : -5.67%
  • 3 Years : 0.00%
Returns of Axis Momentum Fund Growth are updated daily based on NAV of ₹ 8.73 as on Jul 23,2026. 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 ₹958 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.