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

Mutual Fund Research

Axis Momentum Fund - Regular Plan - Growth

AXIS MUTUAL FUND Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,033.41 +3.34%
Two Week 2026-10-21 ₹1,000.00 ₹1,044.63 +4.46%
One Month 2026-10-05 ₹1,000.00 ₹1,012.87 +1.29%
Three Months 2026-08-06 ₹3,000.00 ₹2,933.16 -2.23%
Six Months 2026-05-08 ₹6,000.00 ₹5,912.59 -1.46%
One Year 2025-11-04 ₹12,000.00 ₹11,679.70 -2.67%
Since Inception 2024-12-12 ₹24,000.00 ₹23,441.23 -2.33%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 14.11%
Industrial Products 11.51%
Healthcare Services 8.80%
Pharmaceuticals & Biotechnology 8.31%
Finance 8.18%
Auto Components 5.25%
Capital Markets 5.00%
Consumer Durables 4.51%
Other 4.35%
Chemicals & Petrochemicals 4.20%
Electrical Equipment 3.79%
Beverages 2.93%
Transport Infrastructure 2.70%
Retailing 2.69%
Agricultural, Commercial & Construction Vehicles 2.62%
Automobiles 2.61%
Sovereign 2.16%
Industrial Manufacturing 1.95%
Realty 1.67%
Petroleum Products 1.39%
Telecom - Services 1.28%

Top Holdings

Company-wise portfolio exposure

P N Gadgil Jewellers Limited 4.51%
RBL Bank Limited 4.37%
Navin Fluorine International Limited 4.20%
Laurus Labs Limited 4.20%
Sai Life Sciences Limited 3.57%
The Federal Bank Limited 3.49%
Craftsman Automation Limited 3.19%
Apollo Hospitals Enterprise Limited 3.17%
Radico Khaitan Limited 2.93%
BSE Limited 2.91%
R R Kabel Limited 2.87%
Aditya Birla Capital Limited 2.85%
Cummins India Limited 2.78%
Shriram Finance Limited 2.72%
GMR Airports Limited 2.70%
Ather Energy Limited 2.61%
Karur Vysya Bank Limited 2.36%
State Bank of India 2.31%
Max Healthcare Institute Limited 2.23%
CG Power and Industrial Solutions Limited 2.19%
Fortis Healthcare Limited 2.17%
Eternal Limited 2.12%
Billionbrains Garage Ventures Ltd 2.09%
Bharat Forge Limited 2.06%
Syrma SGS Technology Limited 1.95%
KEI Industries Limited 1.87%
Welspun Corp Limited 1.82%
ICICI Bank Limited 1.58%
L&T Finance Limited 1.40%
Reliance Industries Limited 1.39%
Ashok Leyland Limited 1.34%
Tata Motors Ltd 1.28%
Bharti Airtel Limited 1.28%
Cholamandalam Investment and Finance Company Ltd 1.21%
Kirloskar Oil Engines Limited 1.14%
Siemens Limited 1.10%
Polycab India Limited 1.03%
Sobha Limited 0.87%
Prestige Estates Projects Limited 0.80%
Thyrocare Technologies Limited 0.79%
FSN E-Commerce Ventures Limited 0.57%
Glenmark Pharmaceuticals Limited 0.54%
ABB India Limited 0.50%
Metropolis Healthcare Limited 0.44%
Shriram Finance Limited September 2026 Future 2.36%
Lodha Developers Limited September 2026 Future 1.64%
Eicher Motors Limited September 2026 Future 1.27%
Bharat Heavy Electricals Limited September 2026 Future 1.21%
The Federal Bank Limited September 2026 Future 0.69%
91 Days Tbill (MD 15/10/2026) 0.54%
364 Days Tbill (MD 23/10/2026) 0.54%
91 Days Tbill (MD 29/10/2026) 0.54%
364 Days Tbill (MD 12/11/2026) 0.54%
Clearing Corporation of India Ltd 2.09%
Net Receivables / (Payables) -4.91%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
Kotak Healthcare Fund - Regular Plan - Growth 23.56% 0.00% 19.65%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
HDFC Defence Fund - Regular Plan - Growth 18.78% 34.60% 36.67%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 18.06% 0.00% 9.01%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 17.62% 0.00% 23.63%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from AXIS MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Axis Nasdaq 100 US Specific Equity Passive FOF - Regular Plan - Growth 17.19% 28.14% 29.62%
Axis Silver Fund Of Fund - Regular Plan - Growth 16.60% 32.78% 29.92%
Axis Gold ETF - Regular Plan - Growth 13.03% 29.57% -16.57%
Axis Gold Fund - Regular Plan - Growth 12.55% 29.01% 9.53%
Axis Global Equity Alpha Fund Of Fund - Regular Plan - Growth 12.34% 21.82% 15.69%
Axis Nifty Healthcare ETF - Regular Plan - Growth 11.89% 20.82% 13.66%
Axis Innovation Fund - Regular Plan - Growth 10.86% 17.16% 13.69%
Axis Global Innovation Fund Of Fund - Regular Plan - Growth 10.78% 22.54% 11.52%
Axis India Manufacturing Fund - Regular Plan - Growth 9.19% 0.00% 16.96%

Returns are historical and do not guarantee future performance.

View All AXIS MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters. There is no assurance that the investment objective of the scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
4.06%
Expense Ratio (Direct)
2.62%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

a). If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% b). If redeemed / switched-out after 12 months from the date of allotment: NIL
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