Axis Momentum Fund · Regular · Growth
NAV
₹8.6200
as of 29 Sept 2026
Expense Ratio
3.83%
AUM
₹990 Cr
Lumpsum returns (CAGR)
- 1Y
- -3.15%
- 3Y
- —
- 5Y
- —
- Since Inception
- -7.94%
SIP returns (XIRR)
- 1Y
- -5.90%
- 3Y
- —
- 5Y
- —
- Since Inception
- -3.61%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.35
Sharpe Ratio
-0.04
Alpha
0.22
Beta
-0.34
Sortino
14.73%
Std Dev
-16.32%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Banks14.11%
- Industrial Products11.51%
- Healthcare Services8.80%
- Pharmaceuticals & Biotechnology8.31%
- Finance8.18%
- Auto Components5.25%
- Capital Markets5.00%
- Consumer Durables4.51%
- Chemicals & Petrochemicals4.20%
- Electrical Equipment3.79%
- Beverages2.93%
- Transport Infrastructure2.70%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1P N Gadgil Jewellers Limited4.51%
- 2Rbl Bank Limited4.37%
- 3Navin Fluorine International Limited4.20%
- 4Laurus Labs Limited4.20%
- 5Sai Life Sciences Limited3.57%
- 6The Federal Bank Limited3.49%
- 7Craftsman Automation Limited3.19%
- 8Apollo Hospitals Enterprise Limited3.17%
- 9Radico Khaitan Limited2.93%
- 10Bse Limited2.91%
What this fund does
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 3.83%.