Axis Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 11-06-2026
NAV ₹8.45(R) -0.24% ₹8.65(D) -0.23%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -8.45% -% -% -% -%
Direct -7.09% -% -% -% -%
Nifty 500 TRI -4.39% 12.59% 11.36% 13.49% 13.77%
SIP (XIRR) Regular -12.03% -% -% -% -%
Direct -10.67% -% -% -% -%
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: 11-06-2026

Scheme Name NAV Rupee Change Percent Change
Axis Momentum Fund - Regular Plan - IDCW Option 8.45
-0.0200
-0.2400%
Axis Momentum Fund - Regular Plan - Growth Option 8.45
-0.0200
-0.2400%
Axis Momentum Fund - Direct Plan - Growth Option 8.65
-0.0200
-0.2300%
Axis Momentum Fund - Direct Plan - IDCW Option 8.65
-0.0200
-0.2300%

Review Date: 11-06-2026

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 % -4.30 -2.86
-2.32
-5.21 | 3.58 46 | 51 Poor
3M Return % -1.74 0.51
3.46
-4.62 | 19.31 44 | 51 Poor
6M Return % -7.55 -5.81
-1.69
-10.12 | 18.99 44 | 51 Poor
1Y Return % -8.45 -4.39
-0.64
-10.68 | 19.80 36 | 41 Poor
1Y SIP Return % -12.03
-0.23
-15.10 | 25.36 35 | 37 Poor
Return data last Updated On : June 11, 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 % -4.21 -2.86 -2.27 -5.09 | 3.59 46 | 52 Poor
3M Return % -1.37 0.51 3.64 -4.24 | 19.69 43 | 52 Poor
6M Return % -6.79 -5.81 -1.25 -9.50 | 19.58 42 | 52 Poor
1Y Return % -7.09 -4.39 0.42 -9.36 | 19.92 38 | 42 Poor
1Y SIP Return % -10.67 0.58 -13.85 | 25.49 38 | 41 Poor
Return data last Updated On : June 11, 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
11-06-2026 8.45 8.65
10-06-2026 8.47 8.67
09-06-2026 8.55 8.75
08-06-2026 8.5 8.7
05-06-2026 8.6 8.8
04-06-2026 8.64 8.84
03-06-2026 8.61 8.81
02-06-2026 8.61 8.81
01-06-2026 8.6 8.8
29-05-2026 8.7 8.9
27-05-2026 8.88 9.08
26-05-2026 8.84 9.04
25-05-2026 8.88 9.08
22-05-2026 8.81 9.01
21-05-2026 8.8 9.0
20-05-2026 8.77 8.97
19-05-2026 8.75 8.95
18-05-2026 8.74 8.94
15-05-2026 8.76 8.96
14-05-2026 8.8 9.0
13-05-2026 8.73 8.92
12-05-2026 8.68 8.87
11-05-2026 8.83 9.03

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.