
Axis Momentum Fund(G)-Direct Plan
-1.05%
1Y annualised
-1.05%
1Y annualised
-0.11% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹9.43
Min. SIP amount
₹500
Fund size (AUM)
815 Cr
Expense ratio
0.55%
Launched on
12 Dec 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹9.43
Min. SIP amount
₹500
Fund size (AUM)
815 Cr
Expense ratio
0.55%
Launched on
12 Dec 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
26.96%
Mid Cap
32.41%
Small Cap
37.63%
Others
0.63%
Sector Allocation
Bank
15.85%
Healthcare
11.53%
Finance
11.04%
Domestic Equities
10.29%
Automobile & Ancillaries
10.19%
Retailing
7.85%
Electricals
6.87%
Capital Goods
6.47%
Others
21.71%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Nandik Mallik
Present
Pratik Tibrewal
Present
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FAQs
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