Fund Overview of Axis Momentum Fund Direct-IDCW
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₹841.2 CrAUM
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₹9.06NAV
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2.06%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Axis Momentum Fund Direct-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.58% | NA | NA |
| 6 Months | -0.22% | NA | NA |
| 1 Year | -4.43% | -4.43% | NA |
Asset Allocation of Axis Momentum Fund Direct-IDCW
equities
100.66%debt instruments
4.25%Launched on 12 Dec 2024, the fund aims Capital appreciation over long term. An equity scheme investing in equity & equity related securities selected based on the momentum theme. It manages assets worth ₹841.2 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.06%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Momentum Fund Direct-IDCW
The portfolio allocation consists of 100.66% in equities, 4.25% in debt instruments.Managed by Mayank Hyanki, it has delivered a return of -4.43% in the last year, a total return since inception of -5.07%.
Depending on risk tolerance individuals often evaluate best sip plan during their long-term financial strategy.
Axis Momentum Fund Direct-IDCW Fund Details
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Compare Axis Momentum Fund Direct-IDCW with other mutual funds in the same category
Axis Momentum Fund Direct-IDCW
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
Top Performing Mutual Funds
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Axis Momentum Fund Direct-Growth
|
₹841 | 3.07% | -2.58% | -0.22% | -4.43% | - |
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Axis Momentum Fund Regular-Growth
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₹841 | 2.92% | -2.87% | -1.01% | -5.78% | - |
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Axis Momentum Fund Regular-IDCW
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₹841 | 2.92% | -2.87% | -1.01% | -5.78% | - |
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Axis Nifty500 Momentum 50 Index Fund Direct-Growth
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₹175 | 0.49% | -2.30% | 1.71% | -1.00% | - |
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Axis Nifty500 Momentum 50 Index Fund Regular-Growth
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₹175 | 0.42% | -2.51% | 1.25% | -1.87% | - |
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Axis Nifty500 Quality 50 Index Fund Regular-Growth
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₹76 | 4.19% | -4.86% | -2.78% | -1.66% | - |
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Axis Nifty500 Quality 50 Index Fund Direct-Growth
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₹76 | 4.27% | -4.65% | -2.34% | -0.83% | - |
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Axis Multi Factor Passive FOF Regular-Growth
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₹33 | 3.81% | -3.70% | -2.16% | -2.49% | 8.70% |
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Axis Multi Factor Passive FOF Direct-Growth
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₹33 | 3.86% | -3.56% | -1.87% | -1.98% | 9.16% |
Axis Momentum Fund Direct-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹7,962 | ₹20.18 | 9.42% | 7.57% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹7,962 | ₹20.75 | 9.94% | 8.09% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,114 | ₹22.00 | 10.70% | 9.31% | - |
Axis Momentum Fund Direct-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 12.59% | ₹122.69 Cr |
| Icici Bank Ltd | Financial | 9.11% | ₹119.22 Cr |
| Hdfc Bank Ltd | Financial | 8.73% | ₹110.28 Cr |
| Hdfc Bank Ltd | Financial | 9.05% | ₹108.48 Cr |
| Icici Bank Ltd | Financial | 8.78% | ₹108.48 Cr |
| Icici Bank Ltd | Financial | 8.78% | ₹108.48 Cr |
| Icici Bank Ltd | Financial | 8.47% | ₹108.26 Cr |
| Icici Bank Ltd | Financial | 8.47% | ₹108.26 Cr |
| Hdfc Bank Ltd | Financial | 8.46% | ₹108.06 Cr |
| Hdfc Bank Ltd | Financial | 8.46% | ₹108.06 Cr |
| Hdfc Bank Ltd | Financial | 8.63% | ₹106.62 Cr |
| Hdfc Bank Ltd | Financial | 8.63% | ₹106.62 Cr |
| Bharat Electronics Ltd | Industrials | 9.22% | ₹93.89 Cr |
| Bharti Airtel Ltd | Technology | 7.04% | ₹89.92 Cr |
| Bharti Airtel Ltd | Technology | 7.04% | ₹89.92 Cr |
| Hdfc Bank Ltd | Financial | 6.87% | ₹89.87 Cr |
| Bharti Airtel Ltd | Technology | 6.77% | ₹85.55 Cr |
| Bharti Airtel Ltd | Technology | 6.54% | ₹85.55 Cr |
| Bharti Airtel Ltd | Technology | 6.66% | ₹82.22 Cr |
| Bharti Airtel Ltd | Technology | 6.66% | ₹82.22 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹22.00 | 10.70% | 9.31% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.08 | 9.87% | 9.07% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹18.36 | 10.50% | 9.06% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹18.36 | 10.50% | 9.06% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth |
₹14.94 | 10.14% | 8.80% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW |
₹14.73 | 10.14% | 8.80% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.91 | 10.10% | 8.59% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.91 | 10.10% | 8.59% | - |
Frequently Asked Questions
Axis Momentum Fund Direct-IDCW
What is the current AUM of Axis Momentum Fund Direct-IDCW?
As of Wed Sep 30, 2026, Axis Momentum Fund Direct-IDCW manages assets worth ₹841.2 crore
What is the portfolio composition of Axis Momentum Fund Direct-IDCW?
Equity: 100.66%, Debt: 4.25%, Others: -4.91%.
Who manages Axis Momentum Fund Direct-IDCW?
Axis Momentum Fund Direct-IDCW is managed by Mayank Hyanki from Axis Mutual Fund.
What is the market-cap allocation of Axis Momentum Fund Direct-IDCW?
Large Cap: 27.49%, Mid Cap: 30.18%, Small Cap: 42.33%.
Which are the top companies Axis Momentum Fund Direct-IDCW has invested in?
- Others CBLO – 12.59% of the fund's portfolio
- ICICI Bank Ltd – 9.11% of the fund's portfolio
- HDFC Bank Ltd – 8.73% of the fund's portfolio
- HDFC Bank Ltd – 9.05% of the fund's portfolio
- ICICI Bank Ltd – 8.78% of the fund's portfolio
Which are the major sectors Axis Momentum Fund Direct-IDCW focuses on?
- Financial – 102.46% of the fund's portfolio
- Technology – 40.70% of the fund's portfolio
- Unspecified – 12.59% of the fund's portfolio
- Industrials – 9.22% of the fund's portfolio




