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AXIS Momentum Fund - Direct (IDCW)

Sectoral / Thematic • OPEN
NAV as of May 21, 2026
₹9.00
1 day change
Returns since inception
-6.98%
CAGR
AUM (Fund size)
₹1,018 Cr
NAV: ₹ 9.00
as on May 21, 2026
AXIS Momentum Fund - Direct (IDCW)

AXIS Momentum Fund - Direct (IDCW) Overview

AUM (Fund size) ₹ 1,018 Cr
Expense ratio 0.85 %
Exit load 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
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 1 yrs 6 m since Nov 22, 2024
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
14.60%
Automobiles
10.95%
Finance
8.28%
Non-Ferrous Metals
7.93%
Telecom-Services
7.02%

Top Holdings

Bharti Airtel 7.02%
HDFC Bank 5.75%
Bharat Electron 4.74%
Multi Comm. Exc. 4.68%
Laurus Labs 4.34%
Hindalco Inds. 4.08%
RBL Bank 4.04%
Natl. Aluminium 3.85%
Hero Motocorp 3.70%
FSN E-Commerce 3.60%

Peer Comparison

Fund Name 1Y 3Y 5Y
AXIS Momentum Fund - Direct (IDCW) 0.90% N/A N/A
Abakkus Small Cap Fund - Direct (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Reg (IDCW) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (G) N/A N/A N/A
Canara Robeco Banking and Financial Services Fund - Dir (IDCW) N/A N/A N/A

Scheme Information

AXIS Momentum Fund - Direct (IDCW) was launched on 22/11/2024. The fund manages ₹1,018 Cr in assets. Its current expense ratio is 0.85%.

Fund Manager: Karthik Kumar

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FAQs on AXIS Momentum Fund - Direct (IDCW)

The current expense ratio of AXIS Momentum Fund - Direct (IDCW) is 0.85%.

The AUM of AXIS Momentum Fund - Direct (IDCW) is ₹1,018 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, AXIS Momentum Fund - Direct (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹9.00.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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