Axis Momentum Fund Regular - IDCW Payout

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 (93.14%) Market Cap Large Cap 49.03 Small Cap 22.18 Mid Cap 21.93 Top Sectors Financial 25.17 Automobile 10.44 Healthcare 10.28 Technology 9.98 Capital Goods 8.04 Consumer Discretionary 7.34 Services 4.63 Energy 3.85 Communication 3.23 Chemicals 3.11 Consumer Staples 2.26 Construction 2.06 Metals & Mining 1.53 Materials 1.22 Top Holding Coforge 1.61 Axis Bank 5.48 Ahluwalia Contracts (India) 0.11 Carborundum Universal 0.77 Syngene International 1.01 Inox India 0.76 Dhanuka Agritech 0.78 Navin Fluorine International 0.94 Siemens 1.05 Tata Consultancy 2.82 TVS Motor Company 2.66 Sudarshan Chemical Industries 0.77 Bharti Airtel 3.23 Sona BLW Precision Forgings 0.75 Schaeffler India 1.51 State Bank of India 7.73 Mahindra & Mahindra 4.43 Apollo Tyres 0.82 Gland Pharma 2.72 Kei Industries 2.54 Voltas 2.16 Oberoi Realty 1.55 Cyient 1.16 Siemens Energy India 0.9 Kotak Mahindra Bank 3.35 Bayer CropScience 0.62 Ipca Laboratories 1.09 H.G. Infra Engineering 0.4 NTPC 2.95 Nippon Life India Asset Management 1.63 Kalpataru Projects Intl. 1.58 Samvardhana Motherson 1.75 Kovai Medical Center & Hospital 0.61 MCX 3.68 Sheela Foam 0.45 Apollo Hospitals Enterprise 4.01 Tata Capital 1.16 Cipla 0.84 Greenlam Industries 1.22 Max Financial Services 2.11 Amber Enterprises India 2.97 Mphasis 0.84 Triveni Engineering & Inds. 0.9 Infosys 3.55 ICICI Bank 2.66 JSW Infrastructure 0.95 CG Power 1.36 United Breweries 1.36 TVS Motor Company - Pref. Shares 0.03 R R Kabel 1.76 Angel One 1.05

Debt & Others (6.86%) Sector Allocation Net Payables -0.04 Reverse Repo 6.9 Debt Credit Ratings Debt Category Others 6.86

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -12.06% Ret 1Y -5.57% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -12.06% Ret 1Y -5.57% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.38% Ret 1Y 17.22% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.38% Ret 1Y 17.22% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -10.95% Ret 1Y 5.18% Ret 3Y 18.2% Ret 5Y 13.71%

Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M -11.97% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -13.11% Ret 1Y -4.99% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -13.11% Ret 1Y -4.99% 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

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

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).

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.