Axis Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 16-01-2026
NAV ₹9.16(R) +0.22% ₹9.32(D) +0.22%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -0.87% -% -% -% -%
Direct 0.65% -% -% -% -%
Nifty 500 TRI 9.28% 16.45% 15.99% 15.61% 15.62%
SIP (XIRR) Regular 5.11% -% -% -% -%
Direct 6.79% -% -% -% -%
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: 30/06/2025 1300 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: 16-01-2026

Scheme Name NAV Rupee Change Percent Change
Axis Momentum Fund - Regular Plan - IDCW Option 9.16
0.0200
0.2200%
Axis Momentum Fund - Regular Plan - Growth Option 9.16
0.0200
0.2200%
Axis Momentum Fund - Direct Plan - IDCW Option 9.31
0.0100
0.1100%
Axis Momentum Fund - Direct Plan - Growth Option 9.32
0.0200
0.2200%

Review Date: 16-01-2026

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 % 0.11 -0.32
0.03
-2.71 | 5.51 12 | 31 Good
3M Return % -1.29 -0.18
-0.92
-6.68 | 4.72 18 | 31 Average
6M Return % -1.61 0.51
-0.61
-14.23 | 12.06 18 | 31 Average
1Y Return % -0.87 9.28
5.96
-15.14 | 21.76 26 | 31 Poor
1Y SIP Return % 5.11
7.33
-14.78 | 26.07 20 | 31 Average
Return data last Updated On : Jan. 16, 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 % 0.32 -0.32 0.14 -2.55 | 5.61 11 | 31 Good
3M Return % -0.96 -0.18 -0.62 -6.24 | 4.99 18 | 31 Average
6M Return % -0.85 0.51 -0.01 -13.63 | 12.63 18 | 31 Average
1Y Return % 0.65 9.28 7.21 -13.97 | 22.96 26 | 31 Poor
1Y SIP Return % 6.79 8.62 -13.57 | 27.41 18 | 31 Average
Return data last Updated On : Jan. 16, 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
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
26-12-2025 9.27 9.43
24-12-2025 9.31 9.47
23-12-2025 9.32 9.47
22-12-2025 9.3 9.46
19-12-2025 9.19 9.34
18-12-2025 9.07 9.22
17-12-2025 9.1 9.25
16-12-2025 9.15 9.29

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.