Axis Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-01-2026
NAV ₹8.82(R) +0.46% ₹8.98(D) +0.45%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.04% -% -% -% -%
Direct 4.66% -% -% -% -%
Nifty 500 TRI 10.21% 16.44% 15.78% 15.65% 15.12%
SIP (XIRR) Regular -1.54% -% -% -% -%
Direct 0.09% -% -% -% -%
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
Icici Prudential India Opportunities Fund 1
ICICI Prudential Business Cycle Fund 2
Icici Prudential Exports And Services Fund 3
Aditya Birla Sun Life Special Opportunities Fund 4
Franklin India Opportunities Fund 5

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Axis Momentum Fund - Regular Plan - IDCW Option 8.82
0.0400
0.4600%
Axis Momentum Fund - Regular Plan - Growth Option 8.82
0.0400
0.4600%
Axis Momentum Fund - Direct Plan - IDCW Option 8.97
0.0300
0.3400%
Axis Momentum Fund - Direct Plan - Growth Option 8.98
0.0400
0.4500%

Review Date: 27-01-2026

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 % -4.34 -3.60
-3.68
-8.74 | 3.87 24 | 32 Average
3M Return % -5.57 -4.19
-4.99
-11.29 | 4.68 18 | 32 Average
6M Return % -3.82 0.24
-1.46
-12.11 | 9.27 25 | 32 Poor
1Y Return % 3.04 10.21
7.22
-13.70 | 24.77 22 | 32 Average
1Y SIP Return % -1.54
1.44
-17.00 | 23.91 21 | 32 Average
Return data last Updated On : Jan. 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.26 -3.60 -3.59 -8.65 | 3.94 24 | 32 Average
3M Return % -5.17 -4.19 -4.72 -11.01 | 4.93 17 | 32 Average
6M Return % -3.02 0.24 -0.89 -11.49 | 9.83 24 | 32 Average
1Y Return % 4.66 10.21 8.47 -12.52 | 25.95 22 | 32 Average
1Y SIP Return % 0.09 2.64 -15.86 | 25.12 20 | 32 Average
Return data last Updated On : Jan. 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
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
27-01-2026 8.82 8.98
23-01-2026 8.78 8.94
22-01-2026 8.91 9.07
21-01-2026 8.83 8.99
20-01-2026 8.94 9.1
19-01-2026 9.13 9.3
16-01-2026 9.16 9.32
14-01-2026 9.14 9.3
13-01-2026 9.11 9.27
12-01-2026 9.11 9.27
09-01-2026 9.15 9.31
08-01-2026 9.28 9.44
07-01-2026 9.41 9.58
06-01-2026 9.41 9.58
05-01-2026 9.42 9.58
02-01-2026 9.41 9.57
01-01-2026 9.35 9.51
31-12-2025 9.34 9.5
30-12-2025 9.25 9.4
29-12-2025 9.22 9.38

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.