Fund Overview
Axis Momentum Fund
Scheme Type: Equity
Fund Manager:
Mr. Karthik Kumar + 1
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NAV as on Oct 10, 2025
₹ 9.28
CAGR
NA
AUM as on 30 Sep 2025(in Cr.)
₹ 1,235.08
Updated as on: September 30, 2025
Risk
Very High
An open-ended equity scheme following the momentum theme
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.
Fund Manager
Mr. Karthik Kumar
Managing this fund since 22th Nov 2024
17
Years
Work Experience
See all schemes managed by Karthik Kumar
Mr. Mayank Hyanki
Managing this fund since 22th Nov 2024
17
Years
Work Experience
See all schemes managed by Mayank Hyanki
Entry Load
Not Applicable
Exit Load
1. If redeemed / switched-out within 12 months from the date of allotment:
For 10% of investments: NIL
For remaining investments: 1%
2. If redeemed / switched-out after 12 months from the date of allotment:
NIL
For 10% of investments: NIL
For remaining investments: 1%
2. If redeemed / switched-out after 12 months from the date of allotment:
NIL
This product is suitable for investors who are seeking*:
- Capital appreciation over long term.
- An equity scheme investing in equity & equity related securities selected based on the momentum theme.
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Axis Momentum Fund
The risk of the scheme is Very High.
Nifty 500 TRI
The risk of the benchmark is Very High.
Minimum Investment Amount
- Lumpsum Investment :₹ 100
- Additional Investment :₹ 100
- Systematic Investment :₹ 100
Goal Planning
Big or small, everyone has goals that they want to accomplish. There are some goals you’re able to fulfil and others that you’re not. With proper planning a lot of this can be managed.
Savings, on their own are not enough. And most people who invest, do so in an ad-hoc manner. When the markets look promising, they follow the trend and invest like others do. When the volatility sets in, they worry over their investments and take uninformed decisions.
Access all the goal features and benefits at No Cost.
Choose your goal
Let your money work for your goals.
Top 5 sectors
Issuers
% Of Net Assets
Financial Services
32.45
Chemicals
10.14
Healthcare
9.53
Telecommunication
7.88
Capital Goods
7.85
Issuers
Top 10 Issuers
% Of Net Assets
ICICI Bank Limited
9.08
HDFC Bank Limited
6.84
Bharti Airtel Limited
6.81
Bajaj Finance Limited
4.29
Divis Laboratories Limited
4.08
InterGlobe Aviation Limited
3.96
Bharat Electronics Limited
3.73
BSE Limited
3.18
Solar Industries India Limited
3.15
Multi Commodity Exchange of India Limited
3.11
Investment Packs
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Axis Bank Ltd. is not liable or responsible for any loss or shortfall resulting from the operation of the scheme.
Past performance may or may not be sustained in future. Please consult your financial advisor before investing.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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