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Axis Momentum Fund(G)-Direct Plan

Axis Momentum Fund(G)-Direct Plan

Equity•Direct Growth•High Risk

-1.05%

1Y annualised

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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

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y
Total investment
₹2,88,000
Would've become
₹2,88,000

Stock Allocation

Stock nameSectorAllocation
Laurus Labs LimitedHealthcare5.94%
Navin Fluorine International LimitedChemicals4.74%
P N Gadgil Jewellers LimitedRetailing4.71%

Fund Composition

₹815 Cr

Large Cap

26.96%

Mid Cap

32.41%

Small Cap

37.63%

Others

0.63%

Sector Allocation

₹815 Cr

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

Min. for SIP₹500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

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

NM

Nandik Mallik

Present

PT

Pratik Tibrewal

Present

Similar/Peer Fund Comparison

Fund name
I

ICICI Pru Strategic Metal and Energy Equity FoF(G)-Direct Plan

+35.71%
K

Kotak Healthcare Fund(G)-Direct Plan

+0.00%
H

HDFC Pharma and Healthcare Fund(G)-Direct Plan

+31.25%
M

Mirae Asset Healthcare Fund(G)-Direct Plan

+24.40%
E

Edelweiss Recently Listed IPO Fund(G)-Direct Plan

+18.49%
S

SBI Automotive Opportunities Fund(G)-Direct Plan

+0.00%
W

WOC Pharma and Healthcare Fund(G)-Direct Plan

+0.00%
P

PGIM India Healthcare Fund(G)-Direct Plan

+0.00%

FAQs

Axis Momentum Fund(G)-Direct Plan is a part of Axis Asset Management Company Ltd., it was incepted on 12 Dec 2024. This fund is managed by Nandik Mallik and Pratik Tibrewal. It is a Equity type of fund.

The current NAV of Axis Momentum Fund(G)-Direct Plan is ₹9.43 (as of 13 Nov 2026).

Axis Momentum Fund(G)-Direct Plan has delivered -1.05% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Axis Momentum Fund(G)-Direct Plan is ₹500.

The expense ratio of Axis Momentum Fund(G)-Direct Plan is 0.55%.

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