Axis Momentum Fund · Regular · Growth
NAV
₹8.7100
as of 16 Jun 2026
Expense Ratio
2.21%
AUM
₹1,077 Cr
Lumpsum returns (CAGR)
- 1Y
- -5.12%
- 3Y
- —
- 5Y
- —
- Since Inception
- -8.75%
SIP returns (XIRR)
- 1Y
- -5.68%
- 3Y
- —
- 5Y
- —
- Since Inception
- -3.09%
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹9,000
Invested
₹8,570
Value today
-6.5%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹845
Value today
-10.7%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹5,90,633
Value today
+16.5%
vs lumpsum
STP beat direct lumpsum by 16.5% — reduced timing risk paid off
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.75
Sharpe Ratio
-0.13
Alpha
0.46
Beta
-0.71
Sortino
17.68%
Std Dev
-21.74%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Bharat Electronics Limited9.22%
- 2Hdfc Bank Limited7.80%
- 3Coal India Limited4.67%
- 4Hindalco Industries Limited4.35%
- 5Oil & Natural Gas Corporation Limited2.52%
- 6Reliance Industries Limited2.51%
- 7Bharti Airtel Limited2.40%
- 8Jsw Steel Limited2.39%
- 9Power Grid Corporation Of India Limited2.37%
- 10Siemens Limited2.35%
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 ₹1,077 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