Axis Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-04-2026
NAV ₹8.97(R) +0.56% ₹9.17(D) +0.55%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.75% -% -% -% -%
Direct 4.44% -% -% -% -%
Nifty 500 TRI 4.25% 15.93% 14.19% 14.2% 14.32%
SIP (XIRR) Regular -0.39% -% -% -% -%
Direct -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM As on: 30/12/2025 1253 Cr
Top Sectoral/ Thematic
Fund Name Rank Rating
Aditya Birla Sun Life Special Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
SBI Comma Fund 3
ICICI Prudential Business Cycle Fund 4
Icici Prudential Commodities Fund 5

NAV Date: 27-04-2026

Scheme Name NAV Rupee Change Percent Change
Axis Momentum Fund - Regular Plan - IDCW Option 8.97
0.0500
0.5600%
Axis Momentum Fund - Regular Plan - Growth Option 8.97
0.0500
0.5600%
Axis Momentum Fund - Direct Plan - Growth Option 9.17
0.0500
0.5500%
Axis Momentum Fund - Direct Plan - IDCW Option 9.17
0.0500
0.5500%

Review Date: 27-04-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 9.26 8.59
9.58
4.50 | 21.71 21 | 50 Good
3M Return % 1.70 0.13
2.43
-4.86 | 19.15 25 | 50 Good
6M Return % -3.96 -4.06
-1.82
-8.67 | 9.10 33 | 49 Average
1Y Return % 2.75 4.25
6.88
-6.71 | 28.14 28 | 39 Average
1Y SIP Return % -0.39
4.32
-9.36 | 24.94 25 | 38 Average
Return data last Updated On : April 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 9.43 8.59 9.63 4.63 | 21.86 21 | 51 Good
3M Return % 2.12 0.13 2.63 -4.55 | 19.58 25 | 51 Good
6M Return % -3.17 -4.06 -1.32 -7.91 | 9.65 32 | 50 Average
1Y Return % 4.44 4.25 8.07 -5.41 | 29.50 27 | 40 Average
Return data last Updated On : April 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Axis Momentum Fund NAV Regular Growth Axis Momentum Fund NAV Direct Growth
27-04-2026 8.97 9.17
24-04-2026 8.92 9.12
23-04-2026 8.98 9.17
22-04-2026 9.04 9.23
21-04-2026 9.07 9.27
20-04-2026 9.06 9.26
17-04-2026 9.07 9.26
16-04-2026 9.0 9.19
15-04-2026 8.96 9.15
13-04-2026 8.8 8.98
10-04-2026 8.88 9.07
09-04-2026 8.74 8.92
08-04-2026 8.73 8.91
07-04-2026 8.38 8.56
06-04-2026 8.38 8.56
02-04-2026 8.22 8.39
01-04-2026 8.24 8.41
30-03-2026 8.03 8.2
27-03-2026 8.21 8.38

Fund Launch Date: 12/Dec/2024
Fund Category: Sectoral/ Thematic
Investment Objective: The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strongmomentum. The selection of securitieswill be based on a quantitative model thatwill aimtomaximizemomentumexposure based on various parameters.There is no assurance that the investment objective of the scheme will be achieved.
Fund Description: An open-ended equity scheme following the momentum theme
Fund Benchmark: Nifty 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.