Axis Momentum Fund · Regular · Growth
NAV
₹8.9200
as of 31 Jul 2026
Expense Ratio
2.21%
AUM
₹990 Cr
Lumpsum returns (CAGR)
- 1Y
- -3.57%
- 3Y
- —
- 5Y
- —
- Since Inception
- -6.76%
SIP returns (XIRR)
- 1Y
- -0.94%
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.00%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.04
Sharpe Ratio
+0.01
Alpha
0.27
Beta
0.04
Sortino
15.95%
Std Dev
-16.32%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1State Bank Of India5.44%
- 2Bse Limited3.75%
- 3Torrent Pharmaceuticals Limited3.21%
- 4Apollo Hospitals Enterprise Limited2.97%
- 5Cummins India Limited2.95%
- 6Icici Bank Limited2.73%
- 7Reliance Industries Limited2.70%
- 8Navin Fluorine International Limited2.61%
- 9Shriram Finance Limited2.45%
- 10The Federal Bank Limited2.41%
Investment Objective
Axis Momentum Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Axis Momentum Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Axis Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹990 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.21%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations