Mutual Fund

Fund Card

Axis Momentum Fund-Reg(G)

very highequity

8.60 -0.17(-1.94%) NAV as on 09 Mar 2026

-6.62 % 1 M

7.77 % 1 Y

NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND OBJECTIVE

The Scheme aims 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 parameters.

SCHEME DETAILS

Expenses Ratio :

2.18

As on 31 Jan, 2026

Age :

1 yrs 2 m

Since 12 12 ,2024

Exit Load :

AUM :

1,094.87 Crs

Lock-in :

Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M

Investing Style :

Large Growth

Portfolio Price To Book Value :

8.59

Min. Investment :

SIP 500 & Lumpsum 100

Scheme Benchmark :

Fund Manager :

Karthik Kumar,Mayank Hyanki

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jan 31 ,2026

Others -0.25 %

Equity 100.25 %

TOP HOLDINGS

HDFC Bank Ltd.7.21 %

Bharti Airtel Ltd.6.83 %

Bharat Electronics Ltd.5.13 %

Multi Commodity Exchange Of In...4.67 %

Bajaj Finance Ltd.4.61 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Finance - NBFC	13.97
Bank - Private	12.41
Automobile Two & Three Wheelers	10.01
Telecommunication - Service Provider	6.83
Defence	5.13

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025	2025-2026
NAV in Rs (as on 06-Mar-2026)	8.36	8.77
Net Assets(Rs Crores) (as on 06-Mar-2026)	1234.20	1094.87
Scheme Returns(%)(Absolute)	-16.40	6.82
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	115/119	70/132

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Axis Momentum Fund-Reg(G)Very HighEquity8.60-0.17(-1.94%)NAV As on 09 Mar, 2026	12-Dec-2024Inception Date	1,094.87AUM In Cr.	7.77%1Y	NA%3Y	NA%5Y	-11.47%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity65.43-1.94(-2.88%)NAV As on 09 Mar, 2026	18-Nov-2009Inception Date	1,491.71AUM In Cr.	22.83%1Y	30.13%3Y	24.63%5Y	12.41%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity244.95-1.62(-0.66%)NAV As on 09 Mar, 2026	21-Feb-2000Inception Date	8,271.28AUM In Cr.	11.56%1Y	26.56%3Y	18.97%5Y	13.06%Since Inception
360 ONE Quant Fund-Reg(G)Very HighEquity18.71-0.42(-2.21%)NAV As on 09 Mar, 2026	29-Nov-2021Inception Date	876.75AUM In Cr.	12.27%1Y	23.79%3Y	NA%5Y	16.42%Since Inception