August 12, 2026
mayank
Axis Momentum Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.28 |
| NAV IDCW (Rs.) | 9.28 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 944 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.72% |
| 1 Year Return (%) | 2.98 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -4.34% |
Suitable For Which Investors?
Factor-based funds are suitable for investors:
1. Seeking exposure to stocks selected based on one or more factors (Quality, Momentum, Alpha, Low Volatility)
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameter.
Fund Manager:
1) Nandik Mallik
Education: Mr. Mallik holds B.Tech degree and has also done PGDM (IIM Calcutta) and MS- Finance (London Business School).
Experience: 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).
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | — |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months |
Basic Details of Axis Momentum Fund
| Fund House | Axis Mutual Fund |
| Launch Date | 12-Dec-24 |
| Return Since Launch | -4.34% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 944 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.72% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 347.00% |
Axis Momentum Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Axis Momentum Dir | -2.21 | 0.11 | 2.77 | 1.75 | -0.64 | 2.98 | — | — | — | — |
| BSE 500 TRI | -0.15 | 0.09 | 1.91 | 3.16 | 0.42 | 6.44 | — | — | — | — |
Peer Comparison of Axis Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Axis Momentum Dir | Unrated | 2.98 | — | — | 0.72 | 944 | -4.34 | 1.00 (360) | 1Y 7M | 347.00 |
| SBI Quality Dir | Unrated | — | — | — | 0.80 | 2,400 | 9.85 | 1.00 (180) | 5M | 38.00 |
| ICICI Pru Quality Dir | Unrated | 10.37 | — | — | 0.79 | 2,158 | 8.23 | 1.00 (30) | 1Y 2M | 147.00 |
| ICICI Pru Active Momentum Dir | Unrated | 13.28 | — | — | 0.82 | 2,081 | 11.47 | 1.00 (30) | 1Y | 181.00 |
| Kotak Active Momentum Dir | Unrated | — | — | — | 0.72 | 1,625 | 14.96 | 0.50 (90) | 11M | 189.22 |
Axis Momentum Fund Portfolio Analysis
| No. of Stocks | 54 |
| Top 10 Stocks | 33.76% |
| Top 5 Stocks | 19.11% |
| Top 3 Sectors | 68.68% |
| Portfolio P/B Ratio | 4.45 |
| Portfolio P/E Ratio | 30.20 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,00,391 | 1,88,279 |
| Large (%) | 41.83 | 65.65 |
| Mid (%) | 28.70 | 28.48 |
| Small (%) | 29.46 | 13.14 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.axismf.com/Online/Login OR
https://www.axismf.com/mutual-funds
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