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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹100

AUM (Fund size)

₹924 Cr

Lock In Period

N/A

Expense Ratio

2.26

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Axis Momentum Fund Growth include a ₹9.06 NAV as of Apr 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Axis Momentum Fund Growth AUM is ₹924 Cr, with a lock-in of N/A years, expense ratio of 2.26%, and benchmark NIfty 500 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 7.21% returns, against a category average of 1.02% and a category best of 28.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.211.0228.98
6M-2.791.6390.73
1Y7.215.96246.02
3Y0.0014.03299.79

Portfolio Analysis

  • Equity: 100.40%
  • Debt: -0.40%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited5.75%
2. RBL Bank Limited4.04%
3. AU Small Finance Bank Limited1.71%
4. Yes Bank Limited0.48%

1. Hero MotoCorp Limited3.70%
2. Eicher Motors Limited2.61%
3. TVS Motor Company Limited2.53%

1. Hindalco Industries Limited4.08%
2. National Aluminium Company Limited3.85%

1. Bharti Airtel Limited7.02%

1. Muthoot Finance Limited2.66%
2. L&T Finance Limited1.61%
3. Shriram Finance Limited0.48%

1. Bharat Electronics Limited4.74%

1. Multi Commodity Exchange of India Limited4.68%

1. Laurus Labs Limited4.34%

1. Bharat Petroleum Corporation Limited2.13%
2. Hindustan Petroleum Corporation Limited1.60%

1. FSN E-Commerce Ventures Limited3.60%

1. Aditya Birla Capital Limited3.53%

1. Syrma SGS Technology Limited3.44%

1. GMR Airports Limited3.31%

1. Navin Fluorine International Limited3.30%

1. One 97 Communications Limited3.20%

1. Cummins India Limited2.95%

1. Sagility Limited2.65%

1. Canara Bank0.83%
2. Indian Bank0.79%
3. Union Bank of India0.52%
4. State Bank of India0.48%

1. Maruti Suzuki India Limited2.11%

1. Radico Khaitan Limited1.95%

1. GE Vernova T&D India Limited1.16%
2. Adani Energy Solutions Limited0.69%

1. Vedanta Limited1.71%

1. SBI Life Insurance Company Limited1.54%

1. Tata Consumer Products Limited1.48%

1. LTIMindtree Limited0.57%
2. Coforge Limited0.53%

1. Clearing Corporation of India Ltd1.04%

About Fund

Axis Momentum Fund Growth managed by Axis Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹924 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.26. Under the expert guidance of Karthik Kumar ,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

Karthik Kumar

Mr. Karthik Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical). Prior to joining Axis AMC, he was based out of Hong Kong working as a Portfolio Manager at SilverTree and Asiya Investments managing Long only & long-short funds. He started his career with Asiya Investments in 2008.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBandhan Innovation Fund Growth01799.96 CR2.06
This FundWhiteOak Capital Consumption Opportunities Fund Growth087.23 CR2.36
This FundAxis Momentum Fund Growth0924.27 CR2.26
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundBandhan Innovation Fund Growth14.43880
This FundWhiteOak Capital Consumption Opportunities Fund Growth00
This FundAxis Momentum Fund Growth7.21040
This FundICICI Prudential PSU Equity Fund Growth12.2816110.7779
This FundNippon India Taiwan Equity Fund Growth241.2558283.4964

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 2.26. 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 : 7.21%
  • 6 Months : -2.79%
  • 1 Year : 7.21%
  • 3 Years : 0.00%
Returns of Axis Momentum Fund Growth are updated daily based on NAV of ₹ 9.06 as on Apr 20,2026. 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 ₹924 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.
Min Inv Amount: ₹500