NAV
9.28(0.54%)Fund Size (CR)
₹1,235.08Expense Ratio
2.12Scheme Type
Active FundValue Research
Min. investment
₹100Minimum Additional Investment
₹100Minimum SIP Investment
₹100Minimum Withdrawal
₹1Exit Load
0%Return Since Launch
-7.70%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Karthik Kumar
Bench Mark
Nifty 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 8 October 2025 | 10165.20 | 1.65% | - | 0.98% | 129/920 |
| 1 Month | 15 September 2025 | 10176.41 | 1.76% | - | 0.45% | 164/916 |
| 3 Month | 15 July 2025 | 9914.07 | -0.86% | - | 0.83% | 621/880 |
| 6 Month | 15 April 2025 | 11067.15 | 10.67% | - | 12.20% | 441/860 |
| 1 Year | - | - | - | - | - | -/- |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | 12 December 2024 | 9230.00 | -7.70% | -7.70% | 13.70% | 910/920 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 January 2025 | 1,00,000 | 105097.15 | 5.10% | 5.10% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
7.03%
Standard Deviation
1.28%
Beta
-0.77%
Sharpe Ratio
-0.08%
Treynor's Ratio
-15.72%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| ICICI Bank | 8.78% | 804764 | 108.48 | Equity | Banks |
| HDFC Bank | 8.63% | 1121182 | 106.62 | Equity | Banks |
| Bharti Airtel | 6.66% | 437696 | 82.22 | Equity | Telecom-Service |
| Bajaj Finance | 4.90% | 605340 | 60.47 | Equity | Finance |
| Bharat Electron | 4.09% | 1251739 | 50.56 | Equity | Aerospace & Defence |
| Interglobe Aviat | 3.94% | 86874 | 48.60 | Equity | Air Transport Service |
| Multi Comm. Exc. | 3.29% | 52114 | 40.63 | Equity | Financial Services |
| M & M | 3.18% | 114515 | 39.24 | Equity | Automobile |
| Laurus Labs | 3.15% | 461472 | 38.85 | Equity | Pharmaceuticals |
| BSE | 3.11% | 188126 | 38.38 | Equity | Financial Services |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct (G) | 406.67 | 2.67% | 23.30% | 76.40% | 40.89% | 41.34% | |
| Nippon India Taiwan Equity Fund - Direct (IDCW) | 406.67 | 2.67% | 23.30% | 76.40% | 40.89% | 41.34% | |
| Aditya Birla SL International Equity Fund - Direct (G) | 266.19 | -0.22% | 9.39% | 24.95% | 26.01% | 19.98% | |
| Aditya Birla SL International Equity Fund - Direct (IDCW) | 266.19 | -0.22% | 9.39% | 24.95% | 26.01% | 19.98% | |
| Nippon India Japan Equity Fund - Direct (G) | 289.73 | -0.75% | 11.38% | 18.98% | 16.13% | 20.03% |
List of Schemes under Axis Mutual Fund
News
Axis Mutual Fund Change in Minimum Redemption Amount
Axis Mutual Fund announces that the Minimum Redemption Amount for Axis Liquid Fund and Axis Overnight Fund stands modified as under with effect from October 16, 2025.Scheme Name(s) Existing Provisions Revised Provision with effect from October 16, 2025 Axis Liquid Fund
and Axis Overnight FundMinimum redemption amount shall be Rs. 500/-. Unitholders can submit redemption request only in terms of amount. Minimum redemption amount shall be Rs. 10/-. Unitholders can submit redemption request only in terms of amount. Powered by Capital Market - Live News
Axis Mutual Fund announces temporarily suspend
Axis Mutual Fund has decided to temporarily suspend acceptance of lump-sum / switch-ins subscriptions in the scheme received post cut-off timing i.e. 3:00 pm on October 13, 2025.Powered by Capital Market - Live News
Axis Mutual Fund announces change in scheme name
Axis Mutual Fund has announced change in scheme name under the following scheme, With effect from 31 August 2025.Change in the name of the Scheme:
Existing Scheme Features Revised Scheme Features Axis Nasdaq 100 Fund of Fund Axis US Specific Equity Passive FOF Powered by Capital Market - Live News
Fund House Details & Investment Objective
Date of Incorporation
22 November 2024
Total AUM (Cr)
₹1235.08
AXIS Momentum Fund - Regular (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 22 November 2024, this fund is managed by Karthik Kumar. With assets under management (AUM) worth ₹1,235.08 (Cr), as of 16 October 2025, AXIS Momentum Fund - Regular (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -7.70% since its launch.
The current NAV of AXIS Momentum Fund - Regular (G) is ₹9.28, as on 16 October 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in AXIS Momentum Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
a). If redeemed / switched-out within 12 months from the date of allotment: For 10% ofinvestments: NIL For remaining investments: 1% b). If redeemed / switched-out after 12 months from the date of allotment: NIL The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.83% in Equity, 3.44% in Debt and -0.26% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 15.92% in Banks, 9.12% in Finance, 7.93% in Chemicals & Petrochemical, 7.88% in Telecom-Services, 6.29% in Capital Markets