Axis Momentum Fund
Equity
●
Thematic
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
₹8.88
Expense Ratio
2.26%
Min SIP
₹500
Fund Size
₹924Cr
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
-0.64%
Beta
1.17
Sharpe Ratio
-0.276831
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(9.49)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ITI Business Cycle Fund
- ICICI Prudential Quant Fund
- Kotak Pioneer Fund
- ICICI Prudential Commodities Fund
- SBI PSU Fund
- SBI Equity Minimum Variance Fund
- ICICI Prudential Housing Opportunities Fund
- Invesco India PSU Equity Fund
- Invesco India ESG Integration Strategy Fund
- Bandhan Transportation and Logistics Fund
- Kotak Special Opportunities Fund
- Kotak Active Momentum Fund
- Kotak Rural Opportunities Fund
- Mahindra Manulife Innovation Opportunities Fund
- Aditya Birla Sun Life PSU Equity Fund
- HDFC Defence Fund
- Bandhan Innovation Fund
- Bandhan Business Cycle Fund
- SBI ESG Exclusionary Strategy Fund
- SBI Innovative Opportunities Fund
- SBI Quant Fund
- SBI Quality Fund
- ICICI Prudential Active Momentum Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Invesco India Manufacturing Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Quant Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- The Wealth Company Ethical Fund
- HSBC India Export Opportunities Fund
- Union Innovation & Opportunities Fund
- Union Active Momentum Fund
- Tata India Innovation Fund
- Aditya Birla Sun Life Conglomerate Fund
- DSP Business Cycle Fund
- Axis Quant Fund
- Bank of India Business Cycle Fund
- Axis Business Cycles Fund
- Motilal Oswal Quant Fund
- Axis Momentum Fund
- Axis Innovation Fund
- Sundaram Business Cycle Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Canara Robeco Manufacturing Fund
- Quantum ESG Best In Class Strategy Fund
- Franklin India Opportunities Fund
- Tata Business Cycle Fund
- UTI-Transportation and Logistics Fund
- Taurus Ethical Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- HSBC Business Cycles Fund
- WhiteOak Capital Quality Equity Fund
- Motilal Oswal Active Momentum Fund
- Nippon India Innovation Fund
- Motilal Oswal Special Opportunities Fund
- Invesco India Business Cycle Fund
- HDFC Innovation Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Sundaram Multi-Factor Fund
- WhiteOak Capital Special Opportunities Fund
- LIC MF Manufacturing Fund
- Nippon India Active Momentum Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant Commodities Fund
- HDFC Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- Shriram Multi Sector Rotation Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Manufacturing Fund
- HDFC Manufacturing Fund
- Quantum Ethical 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 Quant Fund
- Tata Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- UTI Innovation Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Housing Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- Edelweiss Business Cycle Fund
- ICICI Prudential Business Cycle Fund
- HDFC Consumption Fund
- Union Business Cycle Fund
- Kotak Manufacture in India Fund
- ICICI Prudential Transportation and Logistics Fund
- 360 ONE Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- HDFC Transportation and Logistics Fund
Karthik Kumar
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 ₹924.27 Cr as on 4/9/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.35%. The risk is Very High against the category average of 65.78.
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 2.21%.