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)

₹841 Cr

Lock In Period

N/A

Expense Ratio

3.85

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-2.09-0.7915.57
6M-6.010.6821.70
1Y-9.732.0239.69
3Y0.0010.23186.12

Portfolio Analysis

  • Equity: 89.98%
  • Debt: 10.02%
  • Others
As on: 2026-09-30
View allocation % by

1. RBL Bank Limited5.06%
2. The Federal Bank Limited3.40%
3. Karur Vysya Bank Limited2.41%
4. ICICI Bank Limited1.57%

1. Laurus Labs Limited4.74%
2. Sai Life Sciences Limited4.08%
3. Glenmark Pharmaceuticals Limited0.56%

1. Shriram Finance Limited2.63%
2. L&T Finance Limited1.26%
3. Cholamandalam Investment and Finance Company Ltd1.16%

1. P N Gadgil Jewellers Limited4.98%

1. R R Kabel Limited2.69%
2. KEI Industries Limited1.32%
3. Polycab India Limited0.95%

1. Navin Fluorine International Limited4.36%

1. Max Healthcare Institute Limited2.17%
2. Thyrocare Technologies Limited0.76%
3. Metropolis Healthcare Limited0.45%

1. Craftsman Automation Limited3.24%

1. Radico Khaitan Limited3.11%

1. GMR Airports Limited3.00%

1. BSE Limited3.00%

1. Aditya Birla Capital Limited2.90%

1. Eternal Limited2.26%
2. FSN E-Commerce Ventures Limited0.57%

1. Cummins India Limited1.41%
2. Kirloskar Oil Engines Limited1.37%

1. Welspun Corp Limited2.75%

1. CG Power and Industrial Solutions Limited2.23%
2. ABB India Limited0.48%

1. Syrma SGS Technology Limited2.65%

1. Ashok Leyland Limited1.28%
2. Tata Motors Ltd1.25%

1. Ather Energy Limited2.37%

1. State Bank of India2.28%

1. Bharat Forge Limited2.06%

1. Sobha Limited0.92%
2. Prestige Estates Projects Limited0.79%

1. Billionbrains Garage Ventures Ltd1.64%

1. Reliance Industries Limited1.41%

1. Bharti Airtel Limited1.35%

1. Siemens Limited1.11%
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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 ₹841 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 3.85. 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).

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 3.85. 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 : -2.09%
  • 6 Months : -6.01%
  • 1 Year : -9.73%
  • 3 Years : 0.00%
Returns of Axis Momentum Fund Growth are updated daily based on NAV of ₹ 8.40 as on Oct 30,2026. 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 ₹841 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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