Axis Momentum Fund Direct growth

Equity • Other • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Other

Direct growth

Launched On
12 Dec 2024
0.7 years ago
Lock-in Period
No lock-in
NAV
as of 05 Sep 2025
₹9.05
-0.2205% (0.00)
AUM
₹1,308 Cr
Expense ratio
0.54%
Benchmark
Nifty 500
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 12M

1%

If units sold after 12M

0%

Distribution

Asset split
Equity97.40%
Cash2.60%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

32.34%
Basic Materials

Basic Materials

12.86%
Industrials

Industrials

11.71%
Technology

Technology

10.02%
Healthcare

Healthcare

9.93%

Fund House

Axis

Axis

Inc: 09 Oct 2009 • Total AUM: ₹3,14,741 Cr • Rank #7
Axis Mutual Fund, started in 2009, has Axis Bank Limited as its sponsor. The fund house is headed by Gop Kumar Bhaskaran as the CEO. As of 31 March 2024, it has an AUM of ₹ 2,74,000 Cr. It functions under the holding company Schroder Singapore Holdings Private Limited. The fund house has more than 1.26 Crore active investor accounts and a presence in over 100 cities.

Fund Managers

Karthik Kumar

Experience: 2.18 yrs • Total AUM: 83,968 Cr

Mayank Hyanki

Experience: 2.09 yrs • Total AUM: 1,77,940 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.