Axis Momentum Fund Regular - Growth
Axis Momentum Fund Regular - Growth: Mutual Fund Overview
Axis Momentum Fund Regular - Growth is an Thematic mutual fund with over 1.28 years of performance history. The scheme manages an AUM of ₹1070.89 Cr and has a NAV of ₹7.95. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -4.99%.
Equity, Thematic, Principal at very high risk
1 Year Return -4.99% at 24 Mar 2026 04:27 PM
Fund Details
NAV 7.95
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.28
Fund Size(in Crores) 1070.89
Fund Performance
1 Month -13.11%
3 Month -14.69%
6 Month -12.92%
1 Year -4.99%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.76%) Market Cap Large Cap 81.2 Mid Cap 15.39 Small Cap 3.17 Top Sectors Automobile 98.55 Capital Goods 1.21 Top Holding TVS Motor Company - Pref. Shares 0.06 Bosch 2.51 Tata Motors Passenger Vehicles 6.34 Mahindra & Mahindra 24.07 Eicher Motors 8.75 Hero Motocorp 5.88 Tube Investments Of India 2.33 Samvardhana Motherson 4.7 Sona BLW Precision Forgings 1.9 Bharat Forge 4.05 UNO Minda 1.71 Bajaj Auto 8.78 Ashok Leyland 4.79 TVS Motor Company 7.21 Maruti Suzuki India 15.47 Exide Industries 1.21
Debt & Others (0.24%) Sector Allocation Margin Money 0 Net Payables -0.26 Repo 0.5 Debt Credit Ratings Debt Category Others 0.24
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life US Treasury 1-3 Year Bonds ETFs Passive FoF Regular-Growth Ret 1M 2.26% Ret 1Y 12.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Treasury 1-3 Year Bonds ETFs Passive FoF Regular-IDCW Ret 1M 2.26% Ret 1Y 12.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Treasury 1-3 Year Bonds ETFs Passive FoF Regular-IDCW Reinvestment Ret 1M 2.26% Ret 1Y 12.11% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FoF Regular-Growth Ret 1M 1.34% Ret 1Y 12.45% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FoF Regular-IDCW Ret 1M 1.34% Ret 1Y 12.45% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Treasury 3-10 Year Bonds ETFs Passive FoF Regular-IDCW Reinvestment Ret 1M 1.34% Ret 1Y 12.45% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis US Specific Treasury Dynamic Debt Passive FoF Regular-Growth Ret 1M 0.8% Ret 1Y 11.87% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis US Specific Treasury Dynamic Debt Passive FoF Regular-IDCW Payout Ret 1M 0.8% Ret 1Y 11.87% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis US Specific Treasury Dynamic Debt Passive FoF Regular-IDCW Reinvestment Ret 1M 0.8% Ret 1Y 11.87% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan US Treasury Bond 0-1 year Specific Debt Passive FoF Regular-Growth Ret 1M 2.91% Ret 1Y 12.26% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan US Treasury Bond 0-1 year Specific Debt Passive FoF Regular-IDCW Ret 1M 2.91% Ret 1Y 12.26% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.24%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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).
Karthik Kumar
Education Mr. Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical)
Experience Prior to joining Axis Mutual Fund he has worked with SilverTree Hong Kong and Asiya Investment, Hong Kong
Mayank Hyanki
Education Mr. Hyanki has done B.Tech and PGDM, Finance
Experience Prior to joining Axis Mutual Fund, he has worked with Reliance, Birla Sun Life Asset Management Company Ltd and ING Investment Management (I) Pvt Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 59
Date of Incorporation 2024-12-12
Total AUM 366904.0
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Axis Momentum Fund Regular - Growth FAQs
How to invest in Axis Momentum Fund Regular - Growth?
Investing in Axis Momentum Fund Regular - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Axis Momentum Fund Regular - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Axis Momentum Fund Regular - Growth?
The term expense ratio for Axis Momentum Fund Regular - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Axis Momentum Fund Regular - Growth is 2.24% as of 24 Mar 2026.
What is the NAV of Axis Momentum Fund Regular - Growth?
The NAV of Axis Momentum Fund Regular - Growth is ₹7.95 as of 24 Mar 2026.
What is the AUM of Axis Momentum Fund Regular - Growth?
The AUM (Assets Under Management) of Axis Momentum Fund Regular - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Axis Momentum Fund Regular - Growth is ₹1070.89 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Axis Momentum Fund Regular - Growth?
The PE ratio of Axis Momentum Fund Regular - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Axis Momentum Fund Regular - Growth?
Yes, you can invest in Axis Momentum Fund Regular - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Axis Momentum Fund Regular - Growth in the last 5 years?
The return of Axis Momentum Fund Regular - Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Axis Momentum Fund Regular - Growth?
The minimum SIP investment in Axis Momentum Fund Regular - Growth depends on the fund's scheme rules and usually starts at a small amount. For Axis Momentum Fund Regular - Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Axis Momentum Fund Regular - Growth?
The NAV of Axis Momentum Fund Regular - Growth, as of 24 Mar 2026, is ₹7.95.
Who manages the Axis Momentum Fund Regular - Growth?
The fund managers responsible for Axis Momentum Fund Regular - Growth are:
- Nandik Mallik
- Karthik Kumar
- Mayank Hyanki