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-4.34%

Cat. Avg.N/A

FundN/A

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FundN/A

Cat. Avg.N/A

FundN/A

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10Y

FundN/A

Cat. Avg.N/A

Fund-7.08%

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

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NAV / Fund Size

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Incep: 01-01-1993

Large & Mid Cap FundVery High RiskEquity

3.74%

4.69%

14.16%

13.90%

13.79%

Fund Details

SBI Large & Midcap Fund- Regular Plan -Growth

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Nippon India Small Cap Fund - Growth Plan - Growth Option

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NAV / Fund Size

₹180.42₹68,371.94 Cr

Incep: 26-08-2010

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16.69%

19.11%

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Fund Details

Nippon India Small Cap Fund - Growth Plan - Growth Option

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Axis Short Duration Fund - Regular Plan - Growth Option

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Expense Ratio: 0.91

NAV / Fund Size

₹32.87₹12,745.30 Cr

Incep: 19-01-2010

Short Duration FundModerate RiskDebt

5.43%

7.39%

7.26%

6.24%

7.48%

Fund Details

Axis Short Duration Fund - Regular Plan - Growth Option

NAV / Fund Size₹32.87₹12,745.30 Cr

Short Duration FundModerate RiskDebt

5.43%

7.39%

7.26%

6.24%

7.48%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	59175	-1.4%	-2.8%
SI	07 Jan, 25	95000	94405	-0.6%	-0.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	21 Jul, 25	1 L.	94635	-5.4%	N/A
SI	18 Dec, 24	1 L.	89001	-11.0%	-7.1%

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.