Axis Momentum Fund Direct - IDCW Payout

Fund Details

NAV 9.33

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.03

Fund Size(in Crores) 1262.87

Fund Performance

1 Month -2.4%

3 Month 0.43%

6 Month 2.18%

1 Year -5.36%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (95.51%) Market Cap Mid Cap 11.27 Large Cap 10.43 Small Cap 73.81 Top Sectors Financial 18.71 Healthcare 13.43 Services 12.82 Capital Goods 9.46 Automobile 6.81 Consumer Discretionary 5.49 Metals & Mining 5.38 Chemicals 4.28 Construction 4.26 Materials 3.65 Technology 2.61 Textiles 2.3 Consumer Staples 1.81 Energy 1.75 Communication 1.39 Insurance 1.35 Unclassified 0.74 Others 0.01 Top Holding BlueStone Jewellery and Lifestyle 0.7 Axis Bank 0.89 Sobha 1.11 Bharti Airtel 1.34 Reliance Industries 0.65 Pine Labs 0.87 Mahindra & Mahindra 1.21 Orient Electric 0.32 Zensar Technologies 1.4 KFin Technologies 1.05 State Bank of India 0.98 Century Plyboards (India) 0.77 Capillary Technologies 1.14 Bata India 0.99 Godawari Power And Ispat 2.01 Saatvik Green Energy 1.08 Aditya Infotech 0.04 Jyothy Labs 0.78 Brigade Enterprises 1.26 Shriram Finance 0.89 Central Depository Services (India) 1.44 Narayana Hrudayalaya 2.08 Canara Robeco Asset Management Company 0.74 Sai Life Sciences 1.06 TVS Motor Company - Pref. Shares 0.01 Care Ratings 1.03 Canara HSBC Life Insurance Company 1.35 Cohance Lifesciences 0.77 GNG Electronics 1.1 Gabriel India 0.9 Crompton Greaves Con. Electricals 0.34 L&T Fin 0.35 K.P.R. Mill 2.3 Vesuvius India 0.65 Motherson Wiring 2 JB Chemicals 0.8 Navin Fluorine International 1.79 Triveni Turbine 1.86 Sagility 1.57 CarTrade Tech 1.52 Karur Vysya Bank 3.18 Safari Industries (India) 1.96 MCX 1.99 eClerx Services 1.38 Timken India 2.05 Tenneco Clean Air India 1.61 DCB Bank 1.99 LG Electronics India 0.04 Praj Industries 0.52 Britannia Industries 0.97 Dr. Lal Pathlabs 1.8 Cera Sanitaryware 1.27 Home First Finance Company India 0.44 Bajaj Finance 0.57 Fine Organic Industries 0.83 Neogen Chemicals 0.18 ITC Hotels 0.4 Equitas Small Finance Bank 0.74 Can Fin Homes 2.06 GE Vernova T&D 1.12 CG Power 0.98 JK Cement 1.61 Eternal 0.53 Welspun Corp 2.07 Kirloskar Oil Engines 2.02 Neuland Laboratories 1.43 Onesource Specialty Pharma 1.51 TVS Motor Company 1.07 Anthem Biosciences 0.81 Atul 1.43 Cholamandalam Financial 3.13 Wendt (India) 1.26 Westlife Foodworld 0.77 Krishna Institute 1.93 Leela Palaces Hotels 0.49 CMS Info Systems 0.47 Transport Corp 0.86 Bharat Electronics 1.28 Mankind Pharma 1.14 CAMS 1.7 Havells India 0.78

Debt & Others (4.5%) Sector Allocation Net Receivables 0.06 Repo 3.68 Mutual Fund 0.75 Debt Credit Ratings Debt Category Others 3.75 Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF-G 0.75

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.62%

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

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) 31

Date of Incorporation 2024-12-12

Total AUM 2025-11-30

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.