Axis Momentum Fund
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
Expense Ratio
2.31%
Min SIP
₹500
Fund Size
₹1018Cr
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
1.17
Sharpe Ratio
-0.177076
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-1.35)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
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- ITI Business Cycle Fund
- Kotak Pioneer Fund
- Tata Ethical Fund
- ICICI Prudential PSU Equity Fund
- SBI ESG Exclusionary Strategy Fund
- Invesco India PSU Equity Fund
- Aditya Birla Sun Life Conglomerate Fund
- Axis Quant Fund
- HDFC Housing Opportunities Fund
- Tata Business Cycle Fund
- Quant Manufacturing Fund
- LIC MF Manufacturing Fund
- Union Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- WhiteOak Capital Special Opportunities Fund
- Kotak Transportation & Logistics Fund
- Qsif Sector Rotation Long-Short Fund
- Aditya Birla Sun Life PSU Equity Fund
- ICICI Prudential Active Momentum Fund
- Mahindra Manulife Innovation Opportunities Fund
- Kotak Rural Opportunities Fund
- Invesco India Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- Kotak ESG Exclusionary Strategy Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Special Opportunities Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- HDFC Innovation Fund
- Shriram Multi Sector Rotation Fund
- DSP Business Cycle Fund
- Edelweiss Business Cycle Fund
- Axis Innovation Fund
- Mahindra Manulife Manufacturing Fund
- SBI Equity Minimum Variance Fund
- Bank of India Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Sundaram Business Cycle Fund
- Aditya Birla Sun Life Special Opportunities Fund
- HDFC Transportation and Logistics Fund
- Sundaram Multi-Factor Fund
- Baroda BNP Paribas Business Conglomerates Fund
- UTI-Transportation and Logistics Fund
- Invesco India ESG Integration Strategy Fund
- Baroda BNP Paribas Business Cycle Fund
- HDFC Business Cycle Fund
- Quant Quantamental Fund
- Quant Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Invesco India Manufacturing Fund
- Axis Business Cycles Fund
- Bandhan Business Cycle Fund
- Quant Commodities Fund
- SBI Innovative Opportunities Fund
- Franklin India Opportunities Fund
- Axis Momentum Fund
- ICICI Prudential Business Cycle Fund
- Kotak Special Opportunities Fund
- Quantum ESG Best In Class Strategy Fund
- UTI Innovation Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Union Innovation & Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- 360 ONE Quant Fund
- ICICI Prudential Manufacturing Fund
- Baroda BNP Paribas Innovation Fund
- Bandhan Innovation Fund
- Motilal Oswal Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- HDFC Consumption Fund
- Nippon India Quant Fund
- Nippon India Innovation Fund
- Motilal Oswal Quant Fund
- HDFC Manufacturing Fund
- ICICI Prudential Quant Fund
- Tata India Innovation Fund
- SBI Quality Fund
- WhiteOak Capital Quality Equity Fund
- SBI PSU Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Nippon India Active Momentum Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life Business Cycle Fund
- Baroda BNP Paribas Manufacturing Fund
- Canara Robeco Manufacturing Fund
- ICICI Prudential Transportation and Logistics Fund
- The Wealth Company Ethical Fund
- HSBC Business Cycles Fund
- Kotak Manufacture in India Fund
- Motilal Oswal Active Momentum Fund
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 ₹1018.16 Cr as on 5/21/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.23%. The risk is Very High against the category average of 61.09.
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%.
Ans. There is no lock-in period applicable on Axis Momentum Fund.
Ans. The expense ratio of Axis Momentum Fund is 2.31%.