Axis Momentum Fund - Regular Plan - Growth Option
₹8.7000
₹0.18 (-2.03%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹8.7000
₹0.18 (-2.03%)
29 May 2026
AMFI: 153085
Direct · Growth
₹₹8.9000
₹0.18 (-1.98%)
29 May 2026
AMFI: 153083
Regular · IDCW
₹₹8.7000
₹0.18 (-2.03%)
29 May 2026
AMFI: 153082
Direct · IDCW
₹₹8.9000
₹0.18 (-1.98%)
29 May 2026
AMFI: 153084
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹8,500
Invested
₹8,317
Value today
-2.9%
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
₹870
Value today
-9.1%
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
₹6,07,402
Value today
+16.4%
vs lumpsum
STP beat direct lumpsum by 16.4% — reduced timing risk paid off
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
ICICI Prudential Infrastructure Fund - Growth
SBI PSU Fund - REGULAR PLAN -Growth
Direct vs Regular — ₹500/month over 1 years
Expense ratio drag on your actual returns
Direct plan
₹6,338
Regular plan
₹6,285
Direct earns ₹53 more on a ₹6K investment — 0.88% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.81
Sharpe Ratio
-0.13
Alpha
0.43
Beta
-0.76
Sortino
17.78%
Std Dev
-21.90%
Max Drawdown
Portfolio Holdings
Top 50 holdings · as of Apr 2026
| Security | % NAV |
|---|---|
Bharat Electronics Limited INE263A01024 | 9.22% |
HDFC Bank Limited INE040A01034 | 7.80% |
Bharti Airtel Limited INE397D01024 | 7.02% |
HDFC Bank Limited INE040A01034 | 5.75% |
Bharat Electronics Limited INE263A01024 | 4.74% |
Multi Commodity Exchange of India Limited INE745G01043 | 4.68% |
Coal India Limited INE522F01014 | 4.67% |
Hindalco Industries Limited INE038A01020 | 4.35% |
Laurus Labs Limited INE947Q01028 | 4.34% |
Hindalco Industries Limited INE038A01020 | 4.08% |
RBL Bank Limited INE976G01028 | 4.04% |
National Aluminium Company Limited INE139A01034 | 3.85% |
Hero MotoCorp Limited INE158A01026 | 3.70% |
FSN E-Commerce Ventures Limited INE388Y01029 | 3.60% |
Aditya Birla Capital Limited INE674K01013 | 3.53% |
Syrma SGS Technology Limited INE0DYJ01015 | 3.44% |
GMR Airports Limited INE776C01039 | 3.31% |
Navin Fluorine International Limited INE048G01026 | 3.30% |
One 97 Communications Limited INE982J01020 | 3.20% |
Cummins India Limited INE298A01020 | 2.95% |
Muthoot Finance Limited INE414G01012 | 2.66% |
Sagility Limited INE0W2G01015 | 2.65% |
Eicher Motors Limited INE066A01021 | 2.61% |
TVS Motor Company Limited INE494B01023 | 2.53% |
Oil & Natural Gas Corporation Limited INE213A01029 | 2.52% |
Reliance Industries Limited INE002A01018 | 2.51% |
Bharti Airtel Limited INE397D01024 | 2.40% |
JSW Steel Limited INE019A01038 | 2.39% |
Power Grid Corporation of India Limited INE752E01010 | 2.37% |
Siemens Limited INE003A01024 | 2.35% |
Ambuja Cements Limited INE079A01024 | 2.31% |
HDFC Life Insurance Company Limited INE795G01014 | 2.31% |
Indian Oil Corporation Limited INE242A01010 | 2.31% |
Bajaj Finserv Limited INE918I01026 | 2.27% |
Bank of Baroda INE028A01039 | 2.23% |
Tech Mahindra Limited INE669C01036 | 2.14% |
Bharat Petroleum Corporation Limited INE029A01011 | 2.13% |
Maruti Suzuki India Limited INE585B01010 | 2.11% |
State Bank of India INE062A01020 | 2.09% |
Tata Consultancy Services Limited INE467B01029 | 2.03% |
Infosys Limited INE009A01021 | 1.99% |
Wipro Limited INE075A01022 | 1.98% |
Dr. Reddy's Laboratories Limited INE089A01031 | 1.97% |
HCL Technologies Limited INE860A01027 | 1.96% |
Radico Khaitan Limited INE944F01028 | 1.95% |
Tata Motors Passenger Vehicles Limited INE155A01022 | 1.92% |
Trent Limited INE849A01020 | 1.90% |
Maruti Suzuki India Limited INE585B01010 | 1.74% |
Vedanta Limited INE205A01025 | 1.71% |
AU Small Finance Bank Limited INE949L01017 | 1.71% |
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Axis Momentum Fund - Regular Plan - Growth Option 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 Plan - Growth Option 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