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-8.41%

Cat. Avg.N/A

FundN/A

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10Y

FundN/A

Cat. Avg.N/A

Fund-8.06%

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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10.06%

-11.60%

Fund Details

Nippon India ETF NIFTY 50 Bees

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Other ETFsVery High RiskOther

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Aditya Birla Sun Life Small Cap Fund - Growth

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NAV / Fund Size

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8.84%

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17.73%

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Fund Details

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NAV / Fund Size₹91.27₹4,983.27 Cr

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8.84%

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Axis Overnight Fund - Regular Plan - Growth Option

Axis Mutual Fund

Expense Ratio: 0.11

NAV / Fund Size

₹1,432.52₹10,740.78 Cr

Incep: 07-03-2019

Overnight FundLow RiskDebt

5.34%

5.92%

6.21%

5.57%

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Fund Details

Axis Overnight Fund - Regular Plan - Growth Option

NAV / Fund Size₹1,432.52₹10,740.78 Cr

Overnight FundLow RiskDebt

5.34%

5.92%

6.21%

5.57%

5.10%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	57302	-4.5%	-9.2%
SI	07 Jan, 25	1.10 L.	1.05 L.	-4.2%	-4.8%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	91595	-8.4%	-8.4%
SI	18 Dec, 24	1 L.	85772	-14.2%	-8.1%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

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

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹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.