Axis Momentum Fund - Direct Plan

Name: Axis Momentum Fund - Direct Plan
Brand: Axis Mutual Fund
Price: 9.1300 INR

Invest Online Fund Card

Value Research Rating

Unrated

Our Opinion

Riskometer

Very High

₹9.1300 -0.65%

As on 08-May-2026

Returns

Calculate SIP Returns of Axis Momentum Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of Axis Momentum Fund - Direct Plan

Asset Allocation

Market Cap Weightage

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Portfolio Breakdown

Peer Comparison

Fund name	Rating	Risk		Expense Ratio (%)
Axis Momentum Fund - Direct Plan	Unrated	Very High	loading...	0.85
ICICI Prudential India Opportunities Fund - Direct Plan Invest Now	Unrated	Very High	loading...	0.73
Franklin India Opportunities Fund - Direct Plan Invest Online	Unrated	Very High	loading...	0.58
HDFC Defence Fund - Direct Plan Invest Online	Unrated	Very High	loading...	0.83
Sundaram Services Fund - Direct Plan	Unrated	Very High	loading...	0.74

Detailed Comparison

Other details of Axis Momentum Fund - Direct Plan

Assets

₹924 Cr

Exit Load (Days)

1.00 (360)

Min. Investment (₹)

100

Min. Withdrawal (₹)

Min. SIP Investment (₹)

500

Min. No of Cheques

More Details

About Axis Momentum Fund - Direct Plan

Axis Momentum Fund - Direct Plan is a equity mutual fund scheme of Axis Mutual Fund. Launched on December 12, 2024, it is currently managed by Nandik Mallik and Karthik Kumar. The fund has an expense ratio of 0.85% with an overall AUM (Assets Under Management) of ₹924 Cr.

Axis Momentum Fund - Direct Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹500.

Investment Strategy

The Scheme seeks 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 parameter.

Suitability

Such thematic funds are avoidable for most investors because:

They have a narrow investment focus
Instead, diversified equity funds which invest across sectors/themes are better

If you still choose to invest:

Invest only through SIP
Have a 7+ year investment horizon
Be prepared to withstand interim sharp declines in investment value

Capital Gains Taxation

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

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FAQ for Axis Momentum Fund - Direct Plan

How to Invest in Axis Momentum Fund - Direct Plan?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Axis Momentum Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Axis Momentum Fund - Direct Plan can be bought from the Axis Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the current NAV of Axis Momentum Fund - Direct Plan Today?

The latest declared NAV of Axis Momentum Fund - Direct Plan, is ₹9.1300 as of 09-May-2026.

What are the top holdings of Axis Momentum Fund - Direct Plan?

Company	Percentage of Portfolio
Bharti Airtel	7.02
HDFC Bank	5.75
Bharat Electronics	4.74
MCX	4.68
Laurus Labs	4.34

What is the return of Axis Momentum Fund - Direct Plan in the last 5 years?

Over the past five years, Axis Momentum Fund - Direct Plan has delivered an annualised return of --% as of 09-May-2026.

What is the minimum investment required in Axis Momentum Fund - Direct Plan?

The minimum investment required to start investing in Axis Momentum Fund - Direct Plan is ₹100 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.