Can I invest in SIP and Lumpsum in AXIS Momentum Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in AXIS Momentum Fund - Direct (G). Minimum lumpsum investment AXIS Momentum Fund - Direct (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of AXIS Momentum Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of AXIS Momentum Fund - Direct (G) is AXIS Momentum Fund - Direct (G) is ₹8.37 as on 2025-02-20.

Which are the biggest stock holdings of AXIS Momentum Fund - Direct (G)?

The 5 biggest stock holdings of AXIS Momentum Fund - Direct (G) are: ICICI Bank (7.98%), Bharti Airtel (5.75%), Divi's Lab. (3.64%), Zomato Ltd (3.54%), Persistent Sys (3.43%)

What are the top sectors AXIS Momentum Fund - Direct (G) invests in?

A majority of AXIS Momentum Fund - Direct (G) 's AUM worth ₹1,263.46 (Cr) is invested in these 3 top sectors: Capital Markets : 13.54% Pharmaceuticals & Biotech : 8.80% Banks : 8.50%

Mutual Funds
AXIS Momentum Fund - Direct (G)

AXIS Momentum Fund - Direct (G)

Sectoral / Thematic

Invest Now

NAV
8.37(1.09%)
Fund Size (CR)
₹1,263.46
Expense Ratio
0.5
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
-17.20%

Absolute Return: -16.30%

Annualized Return: 0%

Basic Details

Scheme Manager

Karthik Kumar

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	12 February 2025	9822.06	-1.78%	-	-1.35%	538/839
1 Month	17 January 2025	8961.04	-10.39%	-	-5.97%	719/827
3 Month	-	-	-	-	-6.97%	-/-
6 Month	-	-	-	-	-10.14%	-/-
1 Year	-	-	-	-	5.50%	-/-
3 Year	-	-	0%	-	16.23%	-/-
5 Year	-	-	0%	-	18.92%	-/-
Since Inception	12 December 2024	8280.00	-17.20%	-17.20%	10.69%	815/839

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2025	20,000	18178.97	-9.11%	-9.11%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

undefined%

Standard Deviation

3.38%

Beta

Sharpe Ratio

-0.38%

Treynor's Ratio

15.70%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
ICICI Bank	7.98%	804764	100.82	Equity	Banks
Bharti Airtel	5.75%	446882	72.68	Equity	Telecomm-Service
Divi's Lab.	3.64%	82386	45.95	Equity	Pharmaceuticals
Zomato Ltd	3.54%	2027475	44.68	Equity	E-Commerce/App based Aggregator
Persistent Sys	3.43%	71828	43.33	Equity	IT - Software
Trent	3.42%	75109	43.21	Equity	Retail
Multi Comm. Exc.	3.37%	74238	42.56	Equity	Financial Services
PB Fintech.	3.30%	241481	41.70	Equity	IT - Software
Bharat Electron	3.14%	1357526	39.73	Equity	Aerospace & Defence
Dixon Technolog.	3.07%	25849	38.74	Equity	Consumer Durables

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
AXIS Momentum Fund - Direct (G)	1263.46	-10.39%	-	-	-	-
HDFC Pharma and Healthcare Fund - Direct (G)	1568.02	-5.07%	-3.40%	2.18%	23.78%	-
HDFC Pharma and Healthcare Fund - Direct (IDCW)	1568.02	-5.07%	-3.40%	2.18%	23.78%	-
Nippon India US Equity Opportunities Fund-Dir (G)	750.74	4.00%	8.65%	15.79%	23.29%	17.07%
Nippon India US Equity OpportunitiesFund-Dir(IDCW)	750.74	4.00%	8.65%	15.79%	23.29%	17.07%
WhiteOak Capital Pharma and Healthcare Fund-Dir (G)	285.76	-5.51%	-3.25%	3.36%	23.25%	-

News

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 20 February 2025

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
Axis Income Advantage Fund of Funds :	' If redeemed / switched-out within 3 months from the date of allotment: - For 10% of investment: Nil. For remaining investment: 0.5%. ' If redeemed/switched out after 3 months from the date of allotment: Nil	Nil

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Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Manager of the following schemes with effect from: 01 February, 2025

Change in Fund Manager of the Scheme:

Scheme Name	Existing Fund Manager(s)	Proposed Fund Manager
Axis Gold ETF	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal
Axis Silver ETF	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal
Axis Multi Asset Allocation Fund	Mr. Ashish Naik, Mr. Devang Shah, Mr. Hardik Shah, Mr. Aditya Pagaria, Ms. Krishnaa N (For Foreign Securities)	Mr. Ashish Naik, Mr. Devang Shah, Mr. Hardik Shah, Mr. Aditya Pagaria, Mr. Pratik Tibrewal, Ms. Krishnaa N (For Foreign Securities)
Axis Gold Fund	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal
Axis Silver Fund of Fund	Mr. Aditya Pagaria	Mr. Aditya Pagaria, Mr. Pratik Tibrewal

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Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes
Axis Mutual Fund has announced 17 January 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the IDCW option of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Axis Midcap Fund ' Regular Plan ' IDCW Option: 3.59
Axis Midcap Fund ' Direct Plan ' IDCW Option: 4.72
Axis Small Cap Fund ' Regular Plan ' IDCW Option: 4.03
Axis Small Cap Fund ' Direct Plan ' IDCW Option: 4.69
Axis Bluechip Fund ' Regular Plan ' IDCW Option: 0.96
Axis Bluechip Fund ' Direct Plan ' IDCW Option: 1.36
Axis ELSS Tax Saver Fund ' Regular Plan ' IDCW Option: 2.15
Axis ELSS Tax Saver Fund ' Direct Plan ' IDCW Option: 4.57
Axis Focused Fund ' Regular Plan ' IDCW Option: 1.64
Axis Focused Fund ' Direct Plan ' IDCW Option: 2.91
Axis Growth Opportunities Fund ' Regular Plan ' IDCW Option: 1.50
Axis Growth Opportunities Fund ' Direct Plan ' IDCW Option: 1.90
Axis Value Fund ' Regular Plan ' IDCW Option: 1.47
Axis Value Fund ' Direct Plan ' IDCW Option: 1.54
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Fund House Details & Investment Objective

Date of Incorporation

22 November 2024

Total AUM (Cr)

₹1263.46

AXIS Momentum Fund - Direct (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 22 November 2024, this fund is managed by Karthik Kumar. With assets under management (AUM) worth ₹1,263.46 (Cr), as of 20 February 2025, AXIS Momentum Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -17.20% since its launch.
The current NAV of AXIS Momentum Fund - Direct (G) is ₹8.37, as on 20 February 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in AXIS Momentum Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 94.67% in Equity, 2.73% in Debt and 2.61% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 13.54% in Capital Markets, 8.80% in Pharmaceuticals & Biotech, 8.50% in Banks, 8.14% in Retailing, 7.76% in Consumer Durables

FAQs

How to Invest in AXIS Momentum Fund - Direct (G) Direct Growth?

AXIS Momentum Fund - Direct (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of -17.20% since inception. Looking to invest in AXIS Momentum Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Momentum Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, AXIS Momentum Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Momentum Fund - Direct (G) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has AXIS Momentum Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Momentum Fund - Direct (G) has generated annualised return of undefined%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated -17.20% returns.

What is the expense ratio of AXIS Momentum Fund - Direct (G) Direct Growth?

The expense ratio of AXIS Momentum Fund - Direct (G) Direct Growth is 0.50%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Momentum Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Momentum Fund - Direct (G) is ₹1,263.46 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Momentum Fund - Direct (G) Direct Growth?

Redeeming or selling units of AXIS Momentum Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from AXIS Momentum Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case AXIS Momentum Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).