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Home Mf Research Axis Momentum Fund Regular Growth Regular Growth
AXIS MUTUAL FUND

AXIS MOMENTUM FUND - Regular Growth - Regular Growth

Equity Equity Sectoral Thematic
Fund House : AXIS MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI
NAV (as on 2025-06-20)
9.16 1.10%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
-%
Expense Ratio (Direct)
-%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹1,005.49
0.55 %
Two Week 2025-06-05 ₹1,000.00 ₹1,004.39
0.44 %
One Month 2025-05-21 ₹1,000.00 ₹1,026.91
2.69 %
Three Months 2025-03-24 ₹3,000.00 ₹3,153.12
5.10 %
Six Months 2024-12-23 ₹6,000.00 ₹6,268.94
4.48 %
Since Inception 2024-12-12 ₹7,000.00 ₹7,319.27
4.56 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
ICICI Bank Limited Banks Equity 8.79
Bharti Airtel Limited Telecom - Services Equity 6.27
Mahindra & Mahindra Limited Automobiles Equity 4.51
Bajaj Finance Limited Finance Equity 4.20
Divi's Laboratories Limited Pharmaceuticals & Biotechnology Equity 4.12
Firstsource Solutions Limited Commercial Services & Supplies Equity 3.57
Bajaj Finserv Limited Finance Equity 3.51
Muthoot Finance Limited Finance Equity 3.04
GE Vernova T&D India Limited Electrical Equipment Equity 2.98
Wipro Limited IT - Software Equity 2.97
BSE Limited Capital Markets Equity 2.97
UPL Limited Fertilizers & Agrochemicals Equity 2.87
PG Electroplast Limited Consumer Durables Equity 2.82
Dixon Technologies (India) Limited Consumer Durables Equity 2.78
Coromandel International Limited Fertilizers & Agrochemicals Equity 2.76
HCL Technologies Limited IT - Software Equity 2.73
InterGlobe Aviation Limited Transport Services Equity 2.63
Oil India Limited Oil Equity 2.58
Bajaj Holdings & Investment Limited Finance Equity 2.50
Persistent Systems Limited IT - Software Equity 2.49
Deepak Fertilizers and Petrochemicals Corporation Limited Chemicals & Petrochemicals Equity 2.42
Anant Raj Limited Realty Equity 2.16
United Spirits Limited Beverages Equity 1.99
360 One WAM Limited Capital Markets Equity 1.79
Navin Fluorine International Limited Chemicals & Petrochemicals Equity 1.54
HDFC Bank Limited Banks Equity 1.51
Radico Khaitan Limited Beverages Equity 1.37
Fortis Healthcare Limited Healthcare Services Equity 1.15
Info Edge (India) Limited Retailing Equity 1.04
Petronet LNG Limited Gas Equity 0.89
Narayana Hrudayalaya Limited Healthcare Services Equity 0.81
Blue Star Limited Consumer Durables Equity 0.77
Eicher Motors Limited Automobiles Equity 0.60
Amber Enterprises India Limited Consumer Durables Equity 0.60
Krishna Institute Of Medical Sciences Limited Healthcare Services Equity 0.60
Coforge Limited IT - Software Equity 0.57
Torrent Power Limited Power Equity 0.56
Balrampur Chini Mills Limited Agricultural Food & other Products Equity 0.53
Cohance Lifesciences Limited Pharmaceuticals & Biotechnology Equity 0.50
UltraTech Cement Limited Cement & Cement Products Equity 0.47
Clearing Corporation of India Ltd - Debt 7.20
Net Receivables / (Payables) - - -0.16
ICICI Bank Limited Banks Equity 8.79
Bharti Airtel Limited Telecom - Services Equity 6.27
Mahindra & Mahindra Limited Automobiles Equity 4.51
Bajaj Finance Limited Finance Equity 4.20
Divi's Laboratories Limited Pharmaceuticals & Biotechnology Equity 4.12
Firstsource Solutions Limited Commercial Services & Supplies Equity 3.57
Bajaj Finserv Limited Finance Equity 3.51
Muthoot Finance Limited Finance Equity 3.04
GE Vernova T&D India Limited Electrical Equipment Equity 2.98
Wipro Limited IT - Software Equity 2.97
BSE Limited Capital Markets Equity 2.97
UPL Limited Fertilizers & Agrochemicals Equity 2.87
PG Electroplast Limited Consumer Durables Equity 2.82
Dixon Technologies (India) Limited Consumer Durables Equity 2.78
Coromandel International Limited Fertilizers & Agrochemicals Equity 2.76
HCL Technologies Limited IT - Software Equity 2.73
InterGlobe Aviation Limited Transport Services Equity 2.63
Oil India Limited Oil Equity 2.58
Bajaj Holdings & Investment Limited Finance Equity 2.50
Persistent Systems Limited IT - Software Equity 2.49
Deepak Fertilizers and Petrochemicals Corporation Limited Chemicals & Petrochemicals Equity 2.42
Anant Raj Limited Realty Equity 2.16
United Spirits Limited Beverages Equity 1.99
360 One WAM Limited Capital Markets Equity 1.79
Navin Fluorine International Limited Chemicals & Petrochemicals Equity 1.54
HDFC Bank Limited Banks Equity 1.51
Radico Khaitan Limited Beverages Equity 1.37
Fortis Healthcare Limited Healthcare Services Equity 1.15
Info Edge (India) Limited Retailing Equity 1.04
Petronet LNG Limited Gas Equity 0.89
Narayana Hrudayalaya Limited Healthcare Services Equity 0.81
Blue Star Limited Consumer Durables Equity 0.77
Eicher Motors Limited Automobiles Equity 0.60
Amber Enterprises India Limited Consumer Durables Equity 0.60
Krishna Institute Of Medical Sciences Limited Healthcare Services Equity 0.60
Coforge Limited IT - Software Equity 0.57
Torrent Power Limited Power Equity 0.56
Balrampur Chini Mills Limited Agricultural Food & other Products Equity 0.53
Cohance Lifesciences Limited Pharmaceuticals & Biotechnology Equity 0.50
UltraTech Cement Limited Cement & Cement Products Equity 0.47
Clearing Corporation of India Ltd - Debt 7.20
Net Receivables / (Payables) - - -0.16
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : -
  • Expense ration regular : -
  • Expense ration direct : -
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹-
  • Type : equity

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