How to check the XIRR of Axis Momentum Fund - Regular Plan - IDCW Option?

You can track the exact XIRR and portfolio overlapping of Axis Momentum Fund - Regular Plan - IDCW Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Axis Momentum Fund - Regular Plan - IDCW Option?

Use the MutualSaathi Portfolio Analyzer to compare Axis Momentum Fund - Regular Plan - IDCW Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Axis Momentum Fund - Regular Plan - IDCW Option

Axis Mutual Fund

Expense Ratio: 2.13

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Regular

Benchmark: Nifty 500 TRI

Inception: 22-11-2024

Exit Load: Nil

Fund Size:₹1,205.37 Cr

Performance

Fund-5.48%

Cat. Avg.N/A

FundN/A

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FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund-7.26%

Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	64.86	7.02%
2	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	53.10	5.75%
3	Bharat Electronics Limited	Equity	Listed	Large Cap	Aerospace & Defense	43.77	4.74%
4	Multi Commodity Exchange of India Limited	Equity	Listed		Capital Markets	43.24	4.68%
5	Laurus Labs Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	40.11	4.34%
6	Hindalco Industries Limited	Equity	Listed	Large Cap	Non - Ferrous Metals	37.75	4.08%
7	RBL Bank Limited	Equity	Listed	Small Cap	Banks	37.33	4.04%
8	National Aluminium Company Limited	Equity	Listed	Mid Cap	Non - Ferrous Metals	35.63	3.85%
9	Hero MotoCorp Limited	Equity	Listed	Large Cap	Automobiles	34.24	3.70%
10	FSN E-Commerce Ventures Limited	Equity	Listed	Mid Cap	Retailing	33.26	3.60%

Similar Funds

SBI NIFTY 50 ETF

SBI Mutual Fund

Expense Ratio: 0.04

NAV / Fund Size

₹260.69₹2,18,354.97 Cr

Incep: 20-07-2015

Other ETFsVery High RiskOther

-1.88%

0.52%

7.86%

10.39%

10.63%

Fund Details

SBI NIFTY 50 ETF

NAV / Fund Size₹260.69₹2,18,354.97 Cr

Other ETFsVery High RiskOther

-1.88%

0.52%

7.86%

10.39%

10.63%

Edelweiss Small Cap Fund - Regular Plan - Growth

Edelweiss Mutual Fund

Expense Ratio: 1.81

NAV / Fund Size

₹47.23₹5,429.23 Cr

Incep: 18-01-2019

Small Cap FundVery High RiskEquity

4.24%

5.51%

16.40%

16.85%

23.31%

Fund Details

Edelweiss Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹47.23₹5,429.23 Cr

Small Cap FundVery High RiskEquity

4.24%

5.51%

16.40%

16.85%

23.31%

Axis Focused Fund - Regular Plan - Growth Option

Axis Mutual Fund

Expense Ratio: 1.74

NAV / Fund Size

₹54.30₹12,099.07 Cr

Incep: 11-06-2012

Focused FundVery High RiskEquity

-1.34%

1.73%

8.11%

5.44%

12.65%

Fund Details

Axis Focused Fund - Regular Plan - Growth Option

NAV / Fund Size₹54.30₹12,099.07 Cr

Focused FundVery High RiskEquity

-1.34%

1.73%

8.11%

5.44%

12.65%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	59041	-1.6%	-3.3%
SI	07 Jan, 25	95000	94191	-0.9%	-1.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	94522	-5.5%	-5.5%
SI	18 Dec, 24	1 L.	88799	-11.2%	-7.3%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.