Axis Momentum Fund Regular - IDCW Payout

Fund Details

NAV 8.96

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.13

Fund Size(in Crores) 1198.14

Fund Performance

1 Month -3.45%

3 Month -4.07%

6 Month -2.39%

1 Year 7.18%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 30 Jan 2026

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

Equity (97.39%) Market Cap Small Cap 13.93 Large Cap 54.09 Mid Cap 29.37 Top Sectors Financial 25.96 Automobile 14.56 Services 11.67 Capital Goods 11.17 Healthcare 7.71 Chemicals 6.96 Communication 6.68 Energy 5.02 Consumer Staples 3.67 Materials 2.02 Insurance 1.36 Technology 0.61 Top Holding Coforge 0.61 Solar Industries India 2.89 Tata Consumer Products 1.34 HDFC Bank 9.05 Eicher Motors 3.99 Adani Energy Solutions 0.59 Navin Fluorine International 2.45 JK Cement 1.9 Hindustan Petroleum Corporation 2.19 L&T Fin 2.64 Laurus Labs 4.09 Aditya Birla Capital 3.34 Bharat Electronics 4.17 Interglobe Aviation 3.67 eClerx Services 0.5 Narayana Hrudayalaya 0.55 RBL Bank 3.4 Bharti Airtel 6.68 MCX 3.76 Kaynes Technology India 0.74 Muthoot Finance 2.47 UPL 1.62 Nuvoco Vistas Corporation 0.12 Radico Khaitan 2.33 Indian Bank 0.6 TVS Motor Company 2.16 One97 Communications 3.74 Maruti Suzuki India 3.97 Bosch 0.9 Mahindra & Mahindra 3.55 GE Vernova T&D 3.28 SBI Life Insurance Company 1.36 Bajaj Finance 4.47 Bharat Petroleum Corporation 2.24 Fortis Healthcare 3.07 Syrma SGS Technology 2.97

Debt & Others (2.61%) Sector Allocation Net Payables -0.41 CBLO 3.02 Debt Credit Ratings Debt Category Others 2.61

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -4.9% Ret 1Y 5.97% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -4.9% Ret 1Y 5.97% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 4.93% Ret 1Y 38.69% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 4.93% Ret 1Y 38.69% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -2.02% Ret 1Y 18.16% Ret 3Y 21.17% Ret 5Y 17.52%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -2.02% Ret 1Y 18.16% Ret 3Y 21.17% Ret 5Y 17.52%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -2.02% Ret 1Y 18.16% Ret 3Y 21.17% Ret 5Y 17.52%

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

Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -3.45% Ret 1Y 7.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -3.45% Ret 1Y 7.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -3.45% Ret 1Y 7.18% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.18%

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) 65

Date of Incorporation 2024-12-12

Total AUM 2025-12-31

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.