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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Axis Momentum Fund Direct Growth
NAV: 18 Jun '26
?9.01
Min. for SIP
?500
Fund size (AUM)
?974.52 Cr
Expense ratio
3.51%
Rating
--
Return calculator
Monthly investment
?5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ?15,000 | ?15,142 | +0.95% | |
| 6 months | ?30,000 | ?29,643 | -1.19% | |
| 1 year | ?60,000 | ?58,789 | -2.02% |
Holdings (58)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Others CBLO | Unspecified | CBLO | 12.59% |
| Bharat Electronics Ltd | Industrials | Equity | 5.69% |
| Coal India Ltd | Materials | Equity | 4.64% |
| Eicher Motors Limited June 2026 Future | Consumer Discretionary | Futures | 4.10% |
| GOVERNMENT OF INDIA 37010 182 DAYS TBILL 30JL26 FV RS 100 | Financial | Treasury Bills | 4.07% |
| Shriram Finance Limited June 2026 Future | Financial | Futures | 4.05% |
| Bajaj Finserv Ltd | Financial | Equity | 3.37% |
| Tata Consumer Products Ltd | Consumer Staples | Equity | 2.99% |
| Power Grid Corporation of India Ltd | Energy & Utilities | Equity | 2.95% |
| State Bank of India | Financial | Equity | 2.80% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.61% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 2.55% |
| Tata Steel Ltd | Materials | Equity | 2.52% |
| Jio Financial Services Limited June 2026 Future | Financial | Futures | 2.47% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 2.45% |
| Bharti Airtel Ltd | Technology | Equity | 2.44% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.42% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 2.38% |
| Ultratech Cement Ltd | Materials | Equity | 2.35% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 2.31% |
| ICICI Bank Ltd | Financial | Equity | 2.25% |
| BSE Ltd | Financial | Equity | 2.13% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.05% |
| Titan Company Limited June 2026 Future | Consumer Discretionary | Futures | 2.03% |
| InterGlobe Aviation Limited June 2026 Future | Industrials | Futures | 1.99% |
| Hindalco Industries Ltd | Materials | Equity | 1.97% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 1.94% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.88% |
| Jio Financial Services Limited | Financial | Equity | 1.66% |
| Bharti Airtel Limited June 2026 Future | Technology | Futures | 1.62% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.58% |
| Maruti Suzuki India Limited June 2026 Future | Consumer Discretionary | Futures | 1.53% |
| HDFC Bank Ltd | Financial | Equity | 1.53% |
| Zomato Ltd | Technology | Equity | 1.53% |
| Tata Steel Limited June 2026 Future | Materials | Futures | 1.46% |
| Oil & Natural Gas Corporation Limited June 2026 Future | Energy & Utilities | Futures | 1.39% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 1.28% |
| Bajaj Finserv Limited June 2026 Future | Financial | Futures | 1.27% |
| SBI Life Insurance Company Ltd | Financial | Equity | 1.26% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 1.21% |
| JSW Steel Ltd | Materials | Equity | 1.01% |
| Tata Consumer Products Limited June 2026 Future | Consumer Staples | Futures | 1.01% |
| Max Healthcare Institute Limited June 2026 Future | Healthcare | Futures | 1.00% |
| Siemens Ltd | Diversified | Equity | 0.99% |
| Laurus Labs Ltd | Healthcare | Equity | 0.98% |
| Bank Of Baroda | Financial | Equity | 0.96% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.93% |
| Sobha Ltd | Real Estate | Equity | 0.92% |
| Infosys Ltd | Technology | Equity | 0.61% |
| Grasim Industries Ltd | Materials | Equity | 0.56% |
| Dr. Reddy's Laboratories Ltd | Healthcare | Equity | 0.43% |
| Ambuja Cements Ltd | Materials | Equity | 0.37% |
| HCL Technologies Ltd | Technology | Equity | 0.29% |
| Vedanta Iron And Steel Ltd | Materials | Equity | 0.02% |
| Vedanta Power Ltd | Industrials | Equity | 0.02% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.02% |
| Vedanta Oil and Gas Ltd | Energy & Utilities | Equity | 0.02% |
| Net Payables | Unspecified | Net Payables | -15.41% |
See All
Minimum investments
Min. for 1st investment
?100
Min. for 2nd investment
?100
Min. for SIP
?500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +0.8% | -6.2% | -4.6% | -12.0% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 68 | 45 | 37 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
NMNandik MallikDec 2025 - PresentView details
NM
Nandik Mallik
Dec 2025 - Present
View details
About Axis Momentum Fund Direct Growth
Axis Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. Nandik Mallik is the Current Fund Manager of Axis Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ?3,69,123 Cr and the Latest NAV as of 18 Jun 2026 is ?9.01.
The Axis Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ?500. Minimum Lumpsum Investment is ?100. For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
;
Investment Objective
The Scheme seeks 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 parameter.;
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#7 in India
Total AUM?3,69,123.21 Cr
Date of Incorporation04 Sep 2009
Launch Date04 Sep 2009
Address23rd Floor, One Lodha Place,S. B. Road, Lower Parel. Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,