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Compare AXIS Momentum Fund - Direct (G)

Compare Funds

Detailed comparison on NAV, returns, risk, holdings and cost

AXIS Momentum Fund - Direct (G)

Axis Mutual Fund

Thematic FundVery High Risk

₹9.34(-2.43% 1Y)

NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

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1M

3M

6M

1Y

3Y

5Y

Fund Details

Fund Details	AXIS Momentum Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	2.23%
NAV	₹9.34 (11 Nov 2026)
Fund Size	₹815.59 Cr
Fund Started	12 Dec 2024
Lock-in Period	No lock-in
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.

Returns

Returns	AXIS Momentum Fund - Direct (G)
1M	4.42%
3M	-0.65%
6M	0.99%
1Y	-2.43%
3Y	—
5Y	—
Since Inception	-4.16%

Risk Ratios

Trailing risk-adjusted performance measures

Risk Ratio	AXIS Momentum Fund - Direct (G)
Alpha	-5.74
Beta	1.10
Sharpe	-0.55
Standard Deviation	5.68

Holding Analysis

Holding Analysis	AXIS Momentum Fund - Direct (G)
Top 5 Holdings	24.23%
Top 10 Holdings	42.04%
Portfolio Turnover	3.80
Equity	91.08%
Debt	6.68%
Cash	—

Top Holdings

AXIS Momentum Fund - Direct (G)

Name	Assets
Laurus Labs LtdEquity	5.94%
Navin Fluorine Inte...Equity	4.74%
P N Gadgil Jeweller...Equity	4.71%
RBL Bank LtdEquity	4.54%
Sai Life Sciences LtdEquity	4.30%
C C IReverse Repo	4.24%
Federal Bank LtdEquity	3.75%
BSE LtdEquity	3.51%
Craftsman Automatio...Equity	3.30%
Ather Energy LtdEquity	3.01%

Fund Manager

Fund Manager	AXIS Momentum Fund - Direct (G)
Name	,

About Fund

About	AXIS Momentum Fund - Direct (G)
AMC	Axis Mutual Fund
Scheme Category	Thematic Fund
Benchmark	Nifty 500 TRI
Launch Date	22 Nov 2024