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Axis Momentum Fund
EquityThematic
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Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
NA
Total Expense Ratio
2.4%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹841Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
NA
Beta
1.12
Sharpe Ratio
-0.172458
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-9.35)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
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- LIC MF Manufacturing Fund
- Aditya Birla Sun Life Business Cycle Fund
- Bank of India Business Cycle Fund
- Sundaram Business Cycle Fund
- Edelweiss Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- HSBC Business Cycles Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Baroda BNP Paribas Innovation Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- 360 ONE Quant Fund
- Franklin India Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Quant Manufacturing Fund
- Axis Momentum Fund
- Invesco India ESG Integration Strategy Fund
- HDFC Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- The Wealth Company Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Quantum Ethical Fund
- Kotak Active Momentum Fund
- HDFC Manufacturing Fund
- SBI Quant Fund
- ICICI Prudential Housing Opportunities Fund
- JioBlackRock Sector Rotation Fund
- Tata Business Cycle Fund
- HDFC Consumption Fund
- SBI Equity Minimum Variance Fund
- Motilal Oswal Quant Fund
- SBI ESG Exclusionary Strategy Fund
- ITI Business Cycle Fund
- Franklin India Multi-Factor Fund
- Quant Commodities Fund
- HDFC Transportation and Logistics Fund
- UTI-Transportation and Logistics Fund
- Mahindra Manulife Innovation Opportunities Fund
- Nippon India Active Momentum Fund
- Aditya Birla Sun Life Conglomerate Fund
- HSBC India Export Opportunities Fund
- ICICI Prudential Active Momentum Fund
- Mahindra Manulife Manufacturing Fund
- Kotak Pioneer Fund
- Motilal Oswal Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Quant Business Cycle Fund
- Kotak Manufacture in India Fund
- SBI PSU Fund
- Kotak ESG Exclusionary Strategy Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Invesco India Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- Taurus Ethical Fund
- ICICI Prudential Transportation and Logistics Fund
- Motilal Oswal Special Opportunities Fund
- Tata Ethical Fund
- Canara Robeco Manufacturing Fund
- ICICI Prudential Quant Fund
- Quantum ESG Best In Class Strategy Fund
- NJ Momentum Fund
- Union Business Cycle Fund
- Union Active Momentum Fund
- ICICI Prudential PSU Equity Fund
- Nippon India Innovation Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Manufacturing Fund
- WhiteOak Capital Special Opportunities Fund
- SBI Quality Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Quant Fund
- Bandhan Innovation Fund
- HDFC Defence Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Innovation Opportunities Fund
- Tata India Innovation Fund
- WhiteOak Capital Quality Equity Fund
- Kotak Special Opportunities Fund
- Kotak Rural Opportunities Fund
- SBI Innovative Opportunities Fund
- Nippon India Quant Fund
- Motilal Oswal Quality Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Innovation Fund
- UTI Innovation Fund
- Bandhan Multi-Factor Fund
- DSP Business Cycle Fund
- HDFC Housing Opportunities Fund
- Invesco India PSU Equity Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Commodities Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
N
Nandik Mallik
Axis Mutual FundTotal assets under management
₹327.28L Crores
Date of incorporation
13 Jan 2009
Axis Momentum Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Axis Momentum Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Axis Momentum Fund has an AUM of ₹841.17 Cr as on 10/21/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 12.61%. The risk is Very High against the category average of 42.79.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Axis Momentum Fund.
Ans. The expense ratio of Axis Momentum Fund is 2.4%.