Fund Overview of Axis Momentum Fund Regular-idcw
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₹958.3 CrAUM
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₹8.70NAV
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4.46%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.
Returns of Axis Momentum Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.47% | NA | NA |
| 6 Months | -0.91% | NA | NA |
| 1 Year | -6.85% | -6.85% | NA |
Asset Allocation
equities
99.74%debt instruments
3.67%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 ₹958.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 4.46%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Momentum Fund Regular-idcw
The portfolio allocation consists of 99.74% in equities, 3.67% in debt instruments.Managed by Mayank Hyanki, it has delivered a return of -6.85% in the last year, a total return since inception of -8.27%.
Individuals commonly analyze the best sip to invest before they build systematic investment portfolios.
Fund Details
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Compare Axis Momentum Fund Regular-idcw with other mutual funds in the same category
Axis Momentum Fund Regular-idcw
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth
UTI Nifty200 Momentum 30 Index Fund Direct-growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹1,527 | 2.04% | 5.07% | 1.41% | 11.70% | 11.26% |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | -3.48% | -0.86% | -2.67% | 12.04% | 11.13% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 1.51% | 3.14% | 1.08% | 11.18% | 10.94% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 1.56% | 3.21% | 0.60% | 10.84% | 10.65% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 1.56% | 3.21% | 0.60% | 10.84% | 10.65% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | -3.51% | -0.98% | -3.11% | 11.51% | 10.58% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 1.52% | 3.09% | 0.16% | 10.44% | 10.17% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 1.52% | 3.09% | 0.16% | 10.44% | 10.17% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | 2.04% | 1.39% | -0.29% | 9.38% | 9.19% |
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Momentum Fund Direct-growth
|
₹958 | -0.22% | -2.19% | -0.22% | -5.41% | - |
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Axis Momentum Fund Regular-growth
|
₹958 | -0.34% | -2.47% | -0.91% | -6.85% | - |
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Axis Momentum Fund Direct-idcw
|
₹958 | -0.22% | -2.19% | -0.22% | -5.41% | - |
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Axis Nifty500 Momentum 50 Index Fund Regular-growth
|
₹163 | -3.48% | 1.14% | 3.69% | -2.43% | - |
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Axis Nifty500 Momentum 50 Index Fund Direct-growth
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₹163 | -3.41% | 1.36% | 4.14% | -1.56% | - |
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Axis Nifty500 Quality 50 Index Fund Regular-growth
|
₹77 | -0.61% | 0.66% | 7.92% | - | - |
|
Axis Nifty500 Quality 50 Index Fund Direct-growth
|
₹77 | -0.54% | 0.89% | 8.35% | - | - |
|
Axis Multi Factor Passive Fof Regular-growth
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₹36 | -0.91% | -0.37% | -0.53% | 1.81% | 9.39% |
|
Axis Multi Factor Passive Fof Direct-growth
|
₹36 | -0.86% | -0.22% | -0.30% | 2.32% | 9.81% |
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.30 | 11.51% | 10.58% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹20.84 | 12.04% | 11.13% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.11 | 11.18% | 10.94% | - |
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 Alpha Low - Volatility 30 Etf-growth |
₹27.78 | 11.70% | 11.26% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹20.84 | 12.04% | 11.13% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.11 | 11.18% | 10.94% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.43 | 10.84% | 10.65% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.43 | 10.84% | 10.65% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.30 | 11.51% | 10.58% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.00 | 10.44% | 10.17% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.00 | 10.44% | 10.17% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹219.92 | 9.38% | 9.19% | - |
Frequently Asked Questions
Axis Momentum Fund Regular-idcw
What is the current AUM of Axis Momentum Fund Regular-idcw?
As of Tue Jun 30, 2026, Axis Momentum Fund Regular-idcw manages assets worth ₹958.3 crore
What is the portfolio composition of Axis Momentum Fund Regular-idcw?
Equity: 99.74%, Debt: 3.67%, Others: -3.41%.
Who manages Axis Momentum Fund Regular-idcw?
Axis Momentum Fund Regular-idcw is managed by Mayank Hyanki from Axis Mutual Fund.
What is the market-cap allocation of Axis Momentum Fund Regular-idcw?
Large Cap: 52.15%, Mid Cap: 23.96%, Small Cap: 23.89%.
Which are the top companies Axis Momentum Fund Regular-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 Regular-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
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