Axis Momentum Fund · Regular · Growth
NAV
₹9.1600
as of 13 Nov 2026
Expense Ratio
3.42%
AUM
₹922 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.45%
- 3Y
- —
- 5Y
- —
- Since Inception
- -4.47%
SIP returns (XIRR)
- 1Y
- +6.56%
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.10%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised-0.27
Sharpe Ratio
-0.03
Alpha
0.98
Beta
-0.27
Sortino
14.98%
Std Dev
-16.32%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Banks14.72%
- Industrial Products10.49%
- Pharmaceuticals & Biotechnology9.38%
- Finance7.95%
- Auto Components5.30%
- Consumer Durables4.98%
- Capital Markets4.64%
- Chemicals & Petrochemicals4.36%
- Electrical Equipment3.82%
- Healthcare Services3.38%
- Beverages3.11%
- Transport Infrastructure3.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Rbl Bank Limited5.06%
- 2P N Gadgil Jewellers Limited4.98%
- 3Laurus Labs Limited4.74%
- 4Navin Fluorine International Limited4.36%
- 5Sai Life Sciences Limited4.08%
- 6The Federal Bank Limited3.40%
- 7Craftsman Automation Limited3.24%
- 8Radico Khaitan Limited3.11%
- 9Gmr Airports Limited3.00%
- 10Bse Limited3.00%
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 ₹922 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.42%.