Axis Momentum Fund - Direct Plan - Growth Option

Axis Mutual Fund · Sectoral/Thematic · Direct · Growth

NAV · as of 11/09/2026

9.18

-0.65%

+0.77%

Key stats

Expense ratio: 3.01%
AUM: ₹944.20 Cr
Launched: 12/12/2024
Fund manager: Nandik Mallik
Portfolio turnover: 3.63%
Risk: Very High Risk
Min lump-sum: ₹100
Min SIP: ₹500/mo
Fresh lump-sum: Accepted
Fresh SIP: Accepted

NAV history

Axis Momentum Fund - Direct Plan - Growth Option

13/08/2026 to 11/09/2026

O - H - L -

1W0.00%

1M-0.97%

3M+4.32%

6M+8.00%

1Y+0.77%

MAX-7.37%

Top holdings

87 disclosed

1.
State Bank of India
Financial Services
5.44%
2.
BSE Ltd
Financial Services
3.75%
3.
Net Receivables / (Payables)
3.41%
4.
Torrent Pharmaceuticals Ltd
Healthcare
3.21%
5.
Apollo Hospitals Enterprise Ltd
Healthcare
2.97%
6.
Cummins India Ltd
Industrials
2.95%
7.
ICICI Bank Ltd
Financial Services
2.73%
8.
Reliance Industries Ltd
Energy
2.70%
9.
Future on Bharti Airtel Ltd
2.69%
10.
Navin Fluorine International Ltd
Basic Materials
2.61%
11.
Shriram Finance Ltd
Financial Services
2.45%
12.
The Federal Bank Ltd
Financial Services
2.41%
13.
Max Healthcare Institute Ltd Ordinary Shares
Healthcare
2.31%
14.
Laurus Labs Ltd
Healthcare
2.30%
15.
R R Kabel Ltd
Industrials
2.25%
16.
Future on Shriram Finance Ltd
2.25%
17.
GMR Airports Ltd
Industrials
2.22%
18.
CG Power & Industrial Solutions Ltd
Industrials
2.19%
19.
RBL Bank Ltd
Financial Services
2.18%
20.
Bank of Baroda
Financial Services
2.13%
21.
Aditya Birla Capital Ltd
Financial Services
2.13%
22.
Billionbrains Garage Ventures Ltd
Financial Services
2.11%
23.
P N Gadgil Jewellers Ltd
Consumer Cyclical
2.04%
24.
Mahindra & Mahindra Ltd
Consumer Cyclical
1.92%
25.
Craftsman Automation Ltd
Consumer Cyclical
1.85%
26.
Syrma SGS Technology Ltd
Technology
1.82%
27.
Asian Paints Ltd
Basic Materials
1.71%
28.
KEI Industries Ltd
Industrials
1.70%
29.
Eternal Ltd
Consumer Cyclical
1.64%
30.
Clearing Corporation Of India Ltd
1.60%
31.
Future on Torrent Pharmaceuticals Ltd
1.57%
32.
Bharat Forge Ltd
Consumer Cyclical
1.57%
33.
Tbill
1.55%
34.
Karur Vysya Bank Ltd
Financial Services
1.54%
35.
Vodafone Idea Ltd
Communication Services
1.51%
36.
Aditya Birla Sun Life AMC Ltd
Financial Services
1.45%
37.
Sai Life Sciences Ltd
Healthcare
1.29%
38.
Bharti Airtel Ltd
Communication Services
1.25%
39.
Future on Adani Ports & Special Economic Zone Ltd
1.24%
40.
Kirloskar Oil Engines Ltd
Industrials
1.23%
41.
Future on Max Healthcare Institute Ltd Ordinary Shares
1.18%
42.
Ashok Leyland Ltd
Industrials
1.15%
43.
Future on Bharat Heavy Electricals Ltd
1.14%
44.
Cholamandalam Investment and Finance Co Ltd
Financial Services
1.12%
45.
Welspun Corp Ltd
Basic Materials
1.11%
46.
Future on Eicher Motors Ltd
1.11%
47.
Tata Motors Ltd
Consumer Cyclical
1.10%
48.
Future on Cenergy Holdings SA
1.06%
49.
Polycab India Ltd
Industrials
1.04%
50.
GE Vernova T&D India Ltd
Industrials
1.03%
51.
JK Cement Ltd
Basic Materials
1.02%
52.
Blue Star Ltd
Industrials
1.02%
53.
Fortis Healthcare Ltd
Healthcare
1.00%
54.
Siemens Ltd
Industrials
0.94%
55.
Sobha Ltd
Real Estate
0.91%
56.
Future on BANK Index
0.65%
57.
Tbill
0.52%
58.
FSN E-Commerce Ventures Ltd
Consumer Cyclical
0.49%
59.
Ather Energy Ltd
Consumer Cyclical
0.48%
60.
Glenmark Pharmaceuticals Ltd
Healthcare
0.46%
61.
ABB India Ltd
Industrials
0.44%
62.
Jio Financial Services Ltd
-
63.
Bharat Petroleum Corp Ltd
-
64.
HDFC Bank Ltd
-
65.
SBI Life Insurance Co Ltd
-
66.
Tata Motors Passenger Vehicles Ltd
-
67.
JSW Steel Ltd
-
68.
Infosys Ltd
-
69.
Grasim Industries Ltd
-
70.
Dr Reddy's Laboratories Ltd
-
71.
Ambuja Cements Ltd
-
72.
HCL Technologies Ltd
-
73.
Vedanta Oil and Gas Ltd
-
74.
Bharat Electronics Ltd
-
75.
Coal India Ltd
-
76.
Bajaj Finserv Ltd
-
77.
Tata Consumer Products Ltd
-
78.
Power Grid Corp Of India Ltd
-
79.
Maruti Suzuki India Ltd
-
80.
Oil & Natural Gas Corp Ltd
-
81.
Tata Steel Ltd
-
82.
HDFC Life Insurance Co Ltd
-
83.
Indian Oil Corp Ltd
-
84.
UltraTech Cement Ltd
-
85.
ICICI Lombard General Insurance Co Ltd
-
86.
Multi Commodity Exchange of India Ltd
-
87.
Hindalco Industries Ltd
-

Sector allocation

Financial Services29.43%
Unclassified19.98%
Industrials18.16%
Healthcare13.53%
Consumer Cyclical11.08%
Basic Materials6.45%
Communication Services2.76%
Energy2.70%
Technology1.82%
Real Estate0.91%

Comparable peers

SBI Healthcare Opportunities Growth Direct Plan
SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM
1Y+21.41%
3Y+24.25%
-
UTI Healthcare Growth Direct Plan
UTI Healthcare (G) · ₹1.44 K Cr AUM
1Y+16.47%
3Y+24.12%
-
LIC MF Infrastructure Growth Direct Plan
LIC MF Infrastructure (G) · ₹1.17 K Cr AUM
1Y+12.15%
3Y+23.06%
-
HDFC Transportation & Logistics Growth Direct Plan
HDFC Transportation & Logistics (G) · ₹2.12 K Cr AUM
1Y+9.75%
3Y+24.94%
-
Axis Momentum Growth Direct Plan
Axis Momentum (G) · ₹944.20 Cr AUM
1Y+0.77%
3Y0.00%
-

Investment 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. There is no assurance that the investment objective of the scheme will be achieved.

Scheme details

Scheme code: 153083
Fund house: Axis Mutual Fund
Category: Open Ended
Type: Equity Schemes
Sub-category: Sectoral/Thematic
Plan: Direct
Return type: Growth
ISIN (Growth): INF846K011Z9
ISIN (Div. Reinvest): -
Tradable on exchange: No

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