AXIS MOMENTUM FUND

(An open-ended equity scheme following the momentum theme)
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AUGUST 2026
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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 thatwill aim to maximize momentumexposure based on various parameters.There is no assurance that the investment objective of the schemewill be achieved

DATE OF ALLOTMENT 12th December 2024
MONTHLY AVERAGE935.48Cr.
AS ON 31st August, 2026919.14Cr.
BENCHMARK Nifty 500 TRI
MARKET CAP
 Large Cap:34.50%
  Mid Cap:31.48%
  Small Cap:34.69%
  Cash & Others:-0.67%
^^Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.
PORTFOLIO TURNOVER (1 YEAR) 3.74 times
FUND MANAGER
Mr. Nandik Malik Work experience: 16 years.He has been managing this fund since 6th March 2026

Past performance may or may not be sustained in future.Different plans have different expense structure. Nandik Malik is managing the scheme since 6th March 2026 and he manages 28 schemes of Axis Mutual Fund . Please refer to annexure for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : ₹ 10.


Entry Load : NA
Exit Load : If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: NIL and For remaining investments: 1%. If redeemed / switched-out after 12 months from the date of allotment NIL.



For viewing latest riskometer of the scheme please refer website https://www.axismf.com.
Please click here for NAV, TER, Riskometer & Statutory Details.