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Fund Overview of Axis Momentum Fund Direct-growth
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₹974.5 CrAUM
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₹8.96NAV
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2.58%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Momentum Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.82% | NA | 4.02% |
| 6 Months | -3.14% | NA | 14.62% |
| 1 Year | -2.82% | -2.82% | -1.34% |
Compare Axis Momentum Fund Direct-growth with other mutual funds in the same category
Axis Momentum Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
98.75%debt instruments
16.66%Axis Momentum Fund Direct-growth is one Equity mutual fund offered by Axis Mutual Fund. Launched on 12 Dec 2024, the fund aims Capital appreciation over long term. An equity scheme investing in equity & equity related securities selected based on the momentum theme. It manages assets worth ₹974.5 crore as on Sun May 31, 2026. The expense ratio stands at 2.58%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Momentum Fund Direct-growth
The portfolio allocation consists of 98.75% in equities, 16.66% in debt instruments.Managed by Mayank Hyanki, it has delivered a return of -2.82% in the last year, a total return since inception of -7.00%.
Considering individual goals individuals may evaluate best sip plan during the overall investment planning.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Services Opportunities Fund Regular-growth
|
₹1,570 | 3.14% | 8.66% | -3.34% | - | - |
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Axis Services Opportunities Fund Direct-growth
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₹1,570 | 3.21% | 9.03% | -2.72% | - | - |
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Axis Services Opportunities Fund Regular-idcw
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₹1,570 | 3.14% | 8.66% | -3.34% | - | - |
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Axis Services Opportunities Fund Direct-idcw
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₹1,570 | 3.21% | 9.03% | -2.72% | - | - |
Axis Momentum Fund Regular-growth
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₹975 | -0.11% | 3.43% | -3.85% | -4.27% | - |
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Axis Momentum Fund Regular-idcw
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₹975 | -0.11% | 3.43% | -3.85% | -4.27% | - |
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Axis Momentum Fund Direct-idcw
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₹975 | 0.00% | 3.82% | -3.14% | -2.82% | - |
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Axis Nifty India Defence Index Fund Regular-growth
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₹254 | 5.31% | - | - | - | - |
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Axis Nifty India Defence Index Fund Direct-growth
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₹254 | 5.38% | - | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 12.59% | ₹122.69 Cr |
| Bharat Electronics Ltd | Industrials | 5.69% | ₹55.45 Cr |
| Coal India Ltd | Materials | 4.64% | ₹45.18 Cr |
| Eicher Motors Limited June 2026 Future | Consumer Discretionary | 4.10% | ₹39.95 Cr |
| Government Of India 37010 182 Days Tbill 30jl26 Fv Rs 100 | Financial | 4.07% | ₹39.65 Cr |
| Shriram Finance Limited June 2026 Future | Financial | 4.05% | ₹39.45 Cr |
| Bajaj Finserv Ltd | Financial | 3.37% | ₹32.88 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 2.99% | ₹29.17 Cr |
| Power Grid Corporation Of India Ltd | Energy & Utilities | 2.95% | ₹28.77 Cr |
| State Bank Of India | Financial | 2.80% | ₹27.27 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 2.61% | ₹25.45 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 2.55% | ₹24.86 Cr |
| Tata Steel Ltd | Materials | 2.52% | ₹24.54 Cr |
| Jio Financial Services Limited June 2026 Future | Financial | 2.47% | ₹24.07 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 2.45% | ₹23.85 Cr |
| Bharti Airtel Ltd | Technology | 2.44% | ₹23.74 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.42% | ₹23.62 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 2.38% | ₹23.18 Cr |
| Ultratech Cement Ltd | Materials | 2.35% | ₹22.91 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 2.31% | ₹22.47 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Momentum Fund Direct-growth
What is the current AUM of Axis Momentum Fund Direct-growth?
As of Sun May 31, 2026, Axis Momentum Fund Direct-growth manages assets worth ₹974.5 crore
How has Axis Momentum Fund Direct-growth performed recently?
- 3 Months: 3.82%
- 6 Months: -3.14%
What is the portfolio composition of Axis Momentum Fund Direct-growth?
Equity: 98.75%, Debt: 16.66%, Others: -15.41%.
Who manages Axis Momentum Fund Direct-growth?
Axis Momentum Fund Direct-growth is managed by Mayank Hyanki from Axis Mutual Fund.
What is the market-cap allocation of Axis Momentum Fund Direct-growth?
Large Cap: 87.55%, Mid Cap: 11.21%, Small Cap: 1.23%.
Which are the top companies Axis Momentum Fund Direct-growth has invested in?
- Others CBLO – 12.59% of the fund's portfolio
- Bharat Electronics Ltd – 5.69% of the fund's portfolio
- Coal India Ltd – 4.64% of the fund's portfolio
- Eicher Motors Limited June 2026 Future – 4.10% of the fund's portfolio
- GOVERNMENT OF INDIA 37010 182 DAYS TBILL 30JL26 FV RS 100 – 4.07% of the fund's portfolio
Which are the major sectors Axis Momentum Fund Direct-growth focuses on?
- Financial – 21.51% of the fund's portfolio
- Unspecified – 12.59% of the fund's portfolio
- Energy & Utilities – 10.31% of the fund's portfolio
- Materials – 9.50% of the fund's portfolio
- Consumer Discretionary – 6.71% of the fund's portfolio
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