Axis Momentum Fund-Reg(G)
- Equity
- Thematic Fund
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹974.52 Cr
- Expense Ratio
- 1.93%
- Riskometer
- Very High
- Category
- Thematic Fund
- Asset Type
- Equity
- Benchmark
- NIFTY 50 - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 5 Mar 2026
- ISIN
- INF846K010Z1
- Scheme Code
- MFGP
- Fund Scheme ID
- 39514
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | -1.00% | -1.00% | -11.74% | 0.00% |
| 3 Months | 3.47% | 3.47% | 13.78% | 15.07% |
| 6 Months | 2.64% | 2.64% | 5.24% | 1.12% |
| 1 Year | -0.22% | -0.22% | -0.22% | 0.11% |
| Since Inception | -6.28% | -10.60% | -6.13% | -6.42% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
102.83%
- Domestic Equities74.84%
- Derivatives-Futures23.92%
- Treasury Bills4.07%
Top Sectors
- Finance29.58%
- Automobile & Ancillaries11.33%
- Crude Oil10.33%
- Bank7.54%
- Capital Goods6.68%
- Insurance6.01%
- Healthcare5.63%
- Iron & Steel4.98%
Holdings
Overview of fund allocations across sectors and securities
Finance
Value
₹288.26 Cr
Weightage
29.58%
Automobile & Ancillaries
Value
₹110.41 Cr
Weightage
11.33%
Crude Oil
Value
₹100.67 Cr
Weightage
10.33%
Bank
Value
₹73.48 Cr
Weightage
7.54%
Capital Goods
Value
₹65.10 Cr
Weightage
6.68%
Insurance
Value
₹58.57 Cr
Weightage
6.01%
Healthcare
Value
₹54.87 Cr
Weightage
5.63%
Iron & Steel
Value
₹48.53 Cr
Weightage
4.98%
Mining
Value
₹45.22 Cr
Weightage
4.64%
G-Sec
Value
₹39.66 Cr
Weightage
4.07%
Telecom
Value
₹39.47 Cr
Weightage
4.05%
Agri
Value
₹38.98 Cr
Weightage
4.00%
Power
Value
₹29.14 Cr
Weightage
2.99%
Construction Materials
Value
₹26.51 Cr
Weightage
2.72%
Diamond & Jewellery
Value
₹19.78 Cr
Weightage
2.03%
Aviation
Value
₹19.39 Cr
Weightage
1.99%
Non - Ferrous Metals
Value
₹19.30 Cr
Weightage
1.98%
Retailing
Value
₹14.91 Cr
Weightage
1.53%
Infrastructure
Value
₹9.06 Cr
Weightage
0.93%
Realty
Value
₹8.97 Cr
Weightage
0.92%
IT
Value
₹8.77 Cr
Weightage
0.90%
Diversified
Value
₹5.46 Cr
Weightage
0.56%
About
Fund Manager(s)
Mr. Nandik Mallik
Launch Date
5 Mar 2026
Benchmark
NIFTY 50 - TRI
Objective
The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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