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

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

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

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

Axis Momentum Fund - Direct Plan - IDCW Option

Axis Mutual Fund

Expense Ratio: 0.6

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 22-11-2024

Exit Load: Nil

Fund Size:₹1,205.37 Cr

Performance

Fund-2.90%

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-5.63%

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	State Bank of India	Equity	Listed	Large Cap	Banks	52.14	5.44%
2	BSE Limited	Equity	Listed	Large Cap	Capital Markets	35.95	3.75%
3	Torrent Pharmaceuticals Limited	Equity	Listed	Large Cap	Pharmaceuticals & Biotechnology	30.77	3.21%
4	Apollo Hospitals Enterprise Limited	Equity	Listed	Large Cap	Healthcare Services	28.43	2.97%
5	Cummins India Limited	Equity	Listed	Large Cap	Industrial Products	28.30	2.95%
6	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	26.13	2.73%
7	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products	25.88	2.70%
8	Bharti Airtel Limited July 2026 Future	Derivative	Future/Option		Future/Option	25.79	2.69%
9	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals	24.98	2.61%
10	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	23.45	2.45%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	59598	-0.7%	-1.4%
SI	07 Jan, 25	95000	95522	+0.5%	+0.7%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	96068	-3.9%	N/A
SI	18 Dec, 24	1 L.	91221	-8.8%	-5.6%

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.