Axis Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 13-03-2026
NAV ₹8.33(R) -2.69% ₹8.5(D) -2.63%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 6.39% -% -% -% -%
Direct 8.14% -% -% -% -%
Nifty 500 TRI 7.03% 15.05% 12.45% 13.56% 14.3%
SIP (XIRR) Regular -12.28% -% -% -% -%
Direct -10.77% -% -% -% -%
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
- 1
Icici Prudential India Opportunities Fund 2
360 ONE Quant Fund 3
SBI Comma Fund 4
Aditya Birla Sun Life Special Opportunities Fund 5

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Axis Momentum Fund - Regular Plan - IDCW Option 8.33
-0.2200
-2.5700%
Axis Momentum Fund - Regular Plan - Growth Option 8.33
-0.2300
-2.6900%
Axis Momentum Fund - Direct Plan - Growth Option 8.5
-0.2300
-2.6300%
Axis Momentum Fund - Direct Plan - IDCW Option 8.5
-0.2300
-2.6300%

Review Date: 13-03-2026

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 % -8.16 -8.21
-7.84
-11.49 | 0.16 29 | 48 Average
3M Return % -9.46 -9.72
-8.77
-13.30 | 3.99 28 | 48 Average
6M Return % -8.16 -7.62
-7.72
-15.84 | 1.62 27 | 44 Average
1Y Return % 6.39 7.03
5.87
-12.90 | 36.09 13 | 36 Good
1Y SIP Return % -12.28
-10.47
-19.70 | 7.88 21 | 35 Average
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.01 -8.21 -7.78 -11.38 | 0.30 27 | 49 Average
3M Return % -9.09 -9.72 -8.51 -12.95 | 4.24 28 | 49 Average
6M Return % -7.41 -7.62 -7.20 -15.28 | 1.99 25 | 45 Average
1Y Return % 8.14 7.03 7.29 -11.68 | 37.49 11 | 37 Good
1Y SIP Return % -10.77 -9.13 -18.59 | 8.68 20 | 35 Average
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 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
13-03-2026 8.33 8.5
12-03-2026 8.56 8.73
11-03-2026 8.6 8.77
10-03-2026 8.74 8.91
09-03-2026 8.6 8.77
06-03-2026 8.77 8.94
05-03-2026 8.85 9.02
04-03-2026 8.71 8.88
02-03-2026 8.87 9.04
27-02-2026 9.0 9.18
26-02-2026 9.17 9.34
25-02-2026 9.15 9.33
24-02-2026 9.08 9.26
23-02-2026 9.15 9.32
20-02-2026 9.13 9.3
19-02-2026 9.1 9.28
18-02-2026 9.24 9.42
17-02-2026 9.17 9.35
16-02-2026 9.13 9.3
13-02-2026 9.07 9.24

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.