Returns:
Why Invest in Equity Funds?
Overview
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.
Entry Load, Exit Load & Tax
| If redeemed / switched-out within 12 months from the date of allotment | |
| For 10% of investments | NIL |
| For remaining investments | 1% |
| If redeemed / switched-out after 12 months | |
| From the date of allotment | NIL |
Tax implication
Minimum Investment
This product is suitable for investors who are seeking*
- Capital appreciation over long term.
- An equity scheme that invests in equity and equity related instruments selected based on quant model.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Fund Manager
Performance
Returns Calculator
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Returns Over The Years
Performance of AXIS MOMENTUM FUND - Direct Growth as of February 28, 2026
| Nifty 500 TRI | Current Value of Rs.10,000 Invested | |||||
|---|---|---|---|---|---|---|
| Annualised(%) | Nifty 500 TRI Benchmark(%) | Nifty 50 TRI Additional Benchmark(%) | Annualised(₹) | Nifty 500 TRI Benchmark(₹) | Nifty 50 TRI Additional Benchmark(₹) | |
| Since Inception 2024-12-12 | -6.82% | 0.61% | 3.26% | 9,180 | 10,074 | 10,396 |
| 5 Years | - | - | - | - | - | - |
| 3 Years | - | - | - | - | - | - |
| 1 Year | 16.99% | 17.68% | 15.12% | 11,694 | 11,762 | 11,507 |
Performance of SIP
| SIP Investments | Total Amount Invested | Market Value (As on 2026-02-27) | Returns (Annualised) | Benchmark Returns (Annualised) | Additional Benchmark Returns (Annualised) | Benchmark Market Value | Additional Benchmark Market Value |
|---|---|---|---|---|---|---|---|
| Since Inception 12 Dec 2024 | 1,50,000 | 1,49,777.64 | -0.23% | 4.91% | 5.05% | 1,54,802.27 | 1,54,935.53 |
| 5 Years | 6,00,000 | - | - | - | - | - | - |
| 3 Years | 3,60,000 | - | - | - | - | - | - |
| 1 Year | 1,20,000 | 1,21,196.88 | 1.88% | 5.33% | 4.55% | 1,23,370.55 | 1,22,881.47 |
Fund Quants
Portfolio
Asset Cap Mix
Portfolio Summary
No. of stocks
10
Top 10 Stocks (%)
45.72%
Top 5 Stocks (%)
26.77%
Top 3 Stocks (%)
18.2%
Holdings
| Stocks | % of holdings |
|---|---|
| HDFC Bank Limited | 7.04 |
| Bharti Airtel Limited | 6.39 |
| Bharat Electronics Limited | 4.77 |
| Laurus Labs Limited | 4.44 |
| Multi Commodity Exchange of India Limited | 4.13 |
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