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Axis Momentum Fund - Direct Plan - Growth Option is an equity scheme managed by Axis Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.85% on assets of ₹1,028Cr. The fund is currently managed by Mr. Nandik Malik, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARAT ELECTRONICS LIMITED | Industrials | 9.22% |
| HDFC BANK LIMITED | Financial Services | 7.80% |
| COAL INDIA LTD | Energy | 4.67% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 4.35% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 2.52% |
| RELIANCE INDUSTRIES LIMITED | Energy | 2.51% |
| BHARTI AIRTEL LIMITED | Communication Services | 2.40% |
| JSW STEEL LIMITED | Basic Materials | 2.39% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 2.37% |
| SIEMENS LIMITED | Industrials | 2.35% |
| INDIAN OIL CORPORATION LIMITED | Energy | 2.31% |
| AMBUJA CEMENTS LIMITED | Basic Materials | 2.31% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 2.31% |
| BAJAJ FINSERV LIMITED | Financial Services | 2.27% |
| BANK OF BARODA | Financial Services | 2.23% |
| TECH MAHINDRA LIMITED | Technology | 2.14% |
| STATE BANK OF INDIA | Financial Services | 2.09% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 2.03% |
| INFOSYS LIMITED | Technology | 1.99% |
| WIPRO LIMITED | Technology | 1.98% |
| HCL TECHNOLOGIES LIMITED | Technology | 1.96% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 1.92% |
| TRENT LIMITED | Consumer Cyclical | 1.90% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 1.74% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.27% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 16 | 21.74% |
| Oil, Gas & Consumable Fuels | — | 12.72% |
| Capital Goods | — | 11.95% |
| Information Technology | — | 10.16% |
| Metals & Mining | — | 7.25% |
| Automobile and Auto Components | — | 4.98% |
| Healthcare | 3 | 4.59% |
| Power | — | 2.46% |
| Telecommunication | — | 2.40% |
| Construction Materials | — | 2.31% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -6.96% | -0.37% | 2.61% | 8.30% | 16.94% | 70.8% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 40.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| SBI COMMA Fund - DIRECT PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 1.62% | +21.73% | +13.20% | 5★ |
| Edelweiss Recently Listed IPO Fund Direct Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 0.99% | +19.31% | +14.16% | 4★ |
| Sundaram Services Fund Direct Plan - Growth | Sundaram Mutual Fund | ₹4,624 Cr | 0.74% | +15.51% | +15.66% | 4★ |
| Taurus Ethical Fund - Direct Plan - Growth | Taurus Mutual Fund | ₹395 Cr | 1.35% | +14.78% | +11.65% | 4★ |
| Tata Housing Opportunities Fund - Direct Plan - Growth | Tata Mutual Fund | ₹476 Cr | 0.90% | +10.68% | — | 3★ |
| SBI Equity Minimum Variance Fund - Direct Plan - Growth | SBI Mutual Fund | ₹211 Cr | 0.42% | +10.39% | +10.74% | 3★ |
| Axis Services Opportunities Fund - Direct Plan - IDCW Option | Axis Mutual Fund | ₹1,586 Cr | 0.70% | — | — | — |
| Axis Services Opportunities Fund - Direct Plan - Growth Option | Axis Mutual Fund | ₹1,586 Cr | 0.70% | — | — | — |
| Bandhan Multi-Factor Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹673 Cr | 0.76% | — | — | — |
| Kotak Rural Opportunities Fund - Direct Plan - Growth | Kotak Mahindra Mutual Fund | ₹828 Cr | 0.70% | — | — | — |