Axis Momentum
Axis Momentum Fund Growth invests in stocks with positive price momentum for trend-based returns.
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession in India could dampen consumer demand, impacting cyclical sectors.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures India's economic momentum through a dynamic, multi-cap approach. By investing across market capitalizations without constraints, this strategy can rotate capital toward the best opportunities—whether that's defensiveness in large caps or growth potential in smaller companies.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Nandik Mallik
Lead Portfolio Manager
Mr. Nandik Mallik has experience of 22 years. Manages 12 funds at Axis Asset Management Company Limited with an AUM of approximately ₹1,198 Cr Holds a B.Tech degree.
CW Expert Take
Axis operates with entrepreneurial agility despite institutional backing. Their investment philosophy emphasizes quality compounding in equities and prudent credit selection in debt. The fund house has built focused expertise rather than chasing asset gathering, resulting in concentrated portfolios with high-conviction ideas.
22 years
Combined Team Experience
₹ 1,198 Cr
Assets Under Management
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Axis AMC follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is embedded in the investment process through robust controls.
Long-Term Perspective
The fund house takes a long-term perspective in portfolio construction.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)