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
₹9.05
Expense Ratio
0.81%
Min SIP
₹500
Fund Size
₹958Cr
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
-0.67%
Beta
1.16
Sharpe Ratio
-0.16755
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-3.83)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- SBI Equity Minimum Variance Fund
- Nippon India Quant Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Business Cycle Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Mahindra Manulife Innovation Opportunities Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Tata Business Cycle Fund
- 360 ONE Quant Fund
- Motilal Oswal Manufacturing Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- UTI-Transportation and Logistics Fund
- Axis Quant Fund
- Axis Innovation Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Kotak ESG Exclusionary Strategy Fund
- Kotak Manufacture in India Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Tata India Innovation Fund
- HSBC India Export Opportunities Fund
- Edelweiss Business Cycle Fund
- Quant Commodities Fund
- ICICI Prudential Active Momentum Fund
- ICICI Prudential Conglomerate Fund
- The Wealth Company Ethical Fund
- Aditya Birla Sun Life Conglomerate Fund
- WhiteOak Capital Quality Equity Fund
- Bandhan Multi-Factor Fund
- ICICI Prudential Rural Opportunities Fund
- Kotak Transportation & Logistics Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Union Innovation & Opportunities Fund
- Union Business Cycle Fund
- Union Active Momentum Fund
- Shriram Multi Sector Rotation Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- Sundaram Multi-Factor Fund
- Quant Manufacturing Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Invesco India Manufacturing Fund
- Bandhan Innovation Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Housing Opportunities Fund
- HDFC Defence Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Business Cycle Fund
- Edelweiss Recently Listed IPO Fund
- Bandhan Transportation and Logistics Fund
- SBI ESG Exclusionary Strategy Fund
- Axis Business Cycles Fund
- Kotak Rural Opportunities Fund
- HSBC Business Cycles Fund
- SBI Quality Fund
- SBI Innovative Opportunities Fund
- Baroda BNP Paribas Business Cycle Fund
- Invesco India Business Cycle Fund
- Quant Business Cycle Fund
- Kotak Special Opportunities Fund
- Franklin India Opportunities Fund
- HDFC Transportation and Logistics Fund
- SBI Quant Fund
- Nippon India Active Momentum Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- ICICI Prudential Quant Fund
- HDFC Consumption Fund
- HDFC Business Cycle Fund
- Nippon India Innovation Fund
- Invesco India PSU Equity Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Active Momentum Fund
- Motilal Oswal Special Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- ICICI Prudential Equity Minimum Variance Fund
- Quantum Ethical Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Commodities Fund
- Kotak Pioneer Fund
- Kotak 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 ₹958.35 Cr as on 7/10/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.43%. The risk is Very High against the category average of 57.85.
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 0.81%.