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)

₹944 Cr

Lock In Period

N/A

Expense Ratio

4.45

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(%)
1M0.45-1.107.56
6M-0.440.9033.61
1Y0.453.3186.29
3Y0.0010.29199.72

Portfolio Analysis

  • Equity: 90.55%
  • Debt: 9.45%
  • Others
As on: 2026-07-31
View allocation % by

1. The Federal Bank Limited3.42%
2. ICICI Bank Limited2.89%
3. Karur Vysya Bank Limited2.27%
4. RBL Bank Limited2.25%

1. Apollo Hospitals Enterprise Limited3.11%
2. Max Healthcare Institute Limited2.28%
3. Fortis Healthcare Limited2.20%
4. Metropolis Healthcare Limited0.43%

1. Laurus Labs Limited3.32%
2. Sai Life Sciences Limited1.39%
3. Glenmark Pharmaceuticals Limited0.47%

1. P N Gadgil Jewellers Limited5.04%

1. R R Kabel Limited2.48%
2. KEI Industries Limited1.59%
3. Polycab India Limited0.96%

1. Shriram Finance Limited2.49%
2. L&T Finance Limited1.32%
3. Cholamandalam Investment and Finance Company Ltd1.18%

1. Cummins India Limited2.92%
2. Kirloskar Oil Engines Limited1.16%

1. State Bank of India3.74%

1. BSE Limited3.59%

1. GMR Airports Limited2.95%

1. Reliance Industries Limited2.77%

1. Aditya Birla Capital Limited2.74%

1. Vodafone Idea Limited1.38%
2. Bharti Airtel Limited1.35%

1. Navin Fluorine International Limited2.60%

1. CG Power and Industrial Solutions Limited2.01%
2. ABB India Limited0.46%

1. Eternal Limited1.90%
2. FSN E-Commerce Ventures Limited0.53%

1. Aditya Birla Sun Life AMC Limited1.29%
2. SBI Funds Management Limited1.10%

1. Ashok Leyland Limited1.23%
2. Tata Motors Ltd1.16%

1. Bharat Forge Limited2.10%

1. Billionbrains Garage Ventures Ltd2.06%

1. Craftsman Automation Limited1.95%

1. Ather Energy Limited1.87%

1. Asian Paints Limited1.81%

1. Syrma SGS Technology Limited1.81%

1. Sobha Limited0.92%
2. Prestige Estates Projects Limited0.77%

1. Welspun Corp Limited1.22%

1. Blue Star Limited1.07%
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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 ₹944 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 4.45. 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
Groww Nifty 500 Momentum 50 ETF Growth027 CR
Groww Nifty 50 ETF Growth034 CR
Axis Momentum Fund Growth0944 CR4.45
ICICI Prudential Silver ETF Growth013,700 CR0.4
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
Fund Name1Y3Y
This FundGroww Nifty 500 Momentum 50 ETF Growth7.6430
This FundGroww Nifty 50 ETF Growth-1.45560
This FundAxis Momentum Fund Growth0.44840
This FundICICI Prudential Silver ETF Growth85.6884199.7008
This FundAditya Birla Sun Life Silver ETF Growth85.5563199.7212

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 4.45. 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 : 0.45%
  • 6 Months : -0.44%
  • 1 Year : 0.45%
  • 3 Years : 0.00%
Returns of Axis Momentum Fund Growth are updated daily based on NAV of ₹ 8.96 as on Sep 01,2026. 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 ₹944 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.