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Axis Momentum Fund

Mutual fund

Direct · Growth

· AMFI 153083

₹9.34

−1.6%over 1 year

Price of one unit (NAV) on 11 November 2026

NAV went from ₹9.49 on 11 November 2025 to ₹9.34 on 11 November 2026.

Past prices are not a forecast of anything.

Ask about this fund

Overview

Kind of fund
Thematic
Yearly fee
2.21%
Since 8 October 2026
Fund size
₹841 crore
Started
12 December 2024
Exit load
For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Compared against
NIFTY 500 TRI
Plan
Direct · Growth
Companies held
42
54 lines in all
Holdings as at
29 September 2026

What does it hold?

Company size

  • Large
  • Mid
  • Small
  • Cash, bonds, abroad
  • Axis Momentum Fund

Industries

  • Financial27%
  • Industrials16%
  • Consumer Discretionary13%
  • Healthcare13%
  • Materials7%
  • Technology6%
  • Consumer Staples3%
  • Real Estate2%

Top companies

10 of 42 companies · holdings as at 29 September 2026

  1. 1

    RBL Bank Ltd

    MidFinancial

    5.1%
  2. 2

    P N Gadgil Jewellers Ltd.

    SmallConsumer Discretionary

    5.0%
  3. 3

    Laurus Labs Ltd

    MidHealthcare

    4.7%
  4. 4

    Navin Fluorine International Ltd

    MidMaterials

    4.4%
  5. 5

    Sai Life Sciences Ltd.

    SmallHealthcare

    4.1%
  6. 6

    The Federal Bank Ltd

    MidFinancial

    3.4%
  7. 7

    Craftsman Automation Ltd

    SmallConsumer Discretionary

    3.2%
  8. 8

    Radico Khaitan Ltd

    MidConsumer Staples

    3.1%
  9. 9

    GMR Airports Infrastructure Ltd

    MidIndustrials

    3.0%
  10. 10

    BSE Ltd

    LargeFinancial

    3.0%
Show all 42
  1. 11

    Aditya Birla Capital Ltd

    MidFinancial

    2.9%
  2. 12

    Welspun Corp Ltd

    MidMaterials

    2.7%
  3. 13

    R R Kabel Ltd.

    SmallIndustrials

    2.7%
  4. 14

    Syrma SGS Technology Ltd

    SmallTechnology

    2.6%
  5. 15

    Shriram Transport Finance Company Ltd

    LargeFinancial

    2.6%
  6. 16

    Karur Vysya Bank Ltd

    SmallFinancial

    2.4%
  7. 17

    Ather Energy Ltd.

    MidConsumer Discretionary

    2.4%
  8. 18

    State Bank of India

    LargeFinancial

    2.3%
  9. 19

    Zomato Ltd

    LargeTechnology

    2.3%
  10. 20

    CG Power & Industrial Solutions Ltd

    LargeIndustrials

    2.2%
  11. 21

    Max Healthcare Institute Ltd

    MidHealthcare

    2.2%
  12. 22

    Bharat Forge Ltd

    MidConsumer Discretionary

    2.1%
  13. 23

    Billionbrains Garage Ventures Ltd.

    LargeFinancial

    1.6%
  14. 24

    ICICI Bank Ltd

    LargeFinancial

    1.6%
  15. 25

    Cummins India Ltd

    LargeIndustrials

    1.4%
  16. 26

    Reliance Industries Ltd

    LargeEnergy & Utilities

    1.4%
  17. 27

    Kirloskar Oil Engines Ltd

    SmallIndustrials

    1.4%
  18. 28

    Bharti Airtel Ltd

    LargeTechnology

    1.4%
  19. 29

    Kei Industries Ltd

    MidIndustrials

    1.3%
  20. 30

    Ashok Leyland Ltd

    MidIndustrials

    1.3%
  21. 31

    L&T Finance Holdings Ltd

    MidFinancial

    1.3%
  22. 32

    Tata Motors Ltd

    LargeIndustrials

    1.3%
  23. 33

    Cholamandalam Investment & Finance Company Ltd

    LargeFinancial

    1.2%
  24. 34

    Siemens Ltd

    LargeDiversified

    1.1%
  25. 35

    Polycab India Ltd

    LargeIndustrials

    1.0%
  26. 36

    Sobha Ltd

    SmallReal Estate

    0.9%
  27. 37

    Prestige Estates Projects Ltd

    MidReal Estate

    0.8%
  28. 38

    Thyrocare Technologies Ltd

    SmallHealthcare

    0.8%
  29. 39

    FSN E-Commerce Ventures Ltd

    MidConsumer Discretionary

    0.6%
  30. 40

    Glenmark Pharmaceuticals Ltd

    MidHealthcare

    0.6%
  31. 41

    ABB India Ltd

    LargeIndustrials

    0.5%
  32. 42

    Metropolis Healthcare Ltd

    SmallHealthcare

    0.4%

What does it cost?

2.21% a year: ₹221 on every ₹10,000 you hold.

The middle fee for Thematic direct plans is 1.05%.

Exit load: For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months

How has it done?

1 year
−1.6%
3 years, per year
Too young
5 years, per year
Too young

Worst fall so far: −21.5% (Jan 2025 to Mar 2025).

Past prices are not a forecast of anything.

Events

  1. 8 October 2026Fee moved between 2.20% and 2.21% a year (2 changes, 6 Oct – 8 Oct 2026).
  2. 1 October 2026Fee changed from 2.40% to 2.21% a year.
  3. 29 September 2026New portfolio published: holdings as at 29 September 2026.
  4. 28 September 2026Fee moved between 2.38% and 2.40% a year (4 changes, 15 Sep – 28 Sep 2026).
  5. 1 September 2026Fee changed from 2.62% to 2.38% a year.
Show all 28
  1. 14 August 2026Fee changed from 2.61% to 2.62% a year.
  2. 1 August 2026Fee changed from 3.01% to 2.61% a year.
  3. 31 July 2026Fee moved between 3.01% and 3.02% a year (8 changes, 8 Jul – 31 Jul 2026).
  4. 1 July 2026Fee changed from 2.72% to 3.01% a year.
  5. 23 June 2026Fee moved between 2.68% and 2.72% a year (2 changes, 16 Jun – 23 Jun 2026).
  6. 1 June 2026Fee changed from 0.81% to 2.69% a year.
  7. 30 May 2026Fee changed from 7.99% to 0.81% a year.
  8. 29 May 2026Fee changed from 0.81% to 7.99% a year.
  9. 28 May 2026Fee changed from 8.61% to 0.81% a year.
  10. 25 May 2026Fee changed from 0.81% to 8.61% a year.
  11. 15 May 2026Fee changed from 2.41% to 0.81% a year.
  12. 14 May 2026Fee changed from 0.76% to 2.41% a year.
  13. 13 May 2026Fee moved between 0.75% and 0.80% a year (2 changes, 12 May – 13 May 2026).
  14. 7 May 2026Fee changed from 1.09% to 0.75% a year.
  15. 6 May 2026Fee changed from 0.75% to 1.09% a year.
  16. 5 May 2026Fee changed from 6.65% to 0.75% a year.
  17. 4 May 2026Fee changed from 0.75% to 6.65% a year.
  18. 1 May 2026Fee changed from 0.84% to 0.75% a year.
  19. 29 April 2026Fee changed from 0.63% to 0.84% a year.
  20. 9 January 2026Fee moved between 0.58% and 0.63% a year (10 changes, 21 Nov 2025 – 9 Jan 2026).
  21. 18 November 2025Fee moved between 0.53% and 0.58% a year (13 changes, 17 Jul – 18 Nov 2025).
  22. 18 June 2025Fee moved between 0.48% and 0.53% a year (46 changes, 22 Jan – 18 Jun 2025).
  23. 21 January 2025Fee moved between 0.45% and 0.48% a year (5 changes, 8 Jan – 21 Jan 2025).

Sources and dates

Holdings
Groww's page for this fund, month-end 29 September 2026
Prices
AMFI via mfapi.in, to 11 November 2026
Fee
Groww, from 8 October 2026
Company sizes
SEBI's rank by full market value, 25 September 2026