Axis Momentum Fund Datagrid
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 23-10-2026
NAV ₹8.05(R) -2.19% ₹8.28(D) -2.13%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -13.25% -% -% -% -%
Direct -12.01% -% -% -% -%
Benchmark
SIP (XIRR) Regular -17.23% -% -% -% -%
Direct -16.02% -% -% -% -%
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
HDFC Defence Fund 1
Aditya Birla Sun Life Special Opportunities Fund 2
Franklin India Opportunities Fund 3
ITI Pharma and Healthcare Fund 4
SBI Comma Fund 5

NAV Date: 23-10-2026

Scheme Name NAV Rupee Change Percent Change
Axis Momentum Fund - Regular Plan - IDCW Option 8.05
-0.1800
-2.1900%
Axis Momentum Fund - Regular Plan - Growth Option 8.05
-0.1800
-2.1900%
Axis Momentum Fund - Direct Plan - Growth Option 8.28
-0.1800
-2.1300%
Axis Momentum Fund - Direct Plan - IDCW Option 8.28
-0.1800
-2.1300%

Review Date: 23-10-2026

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 Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -10.16 -6.54
-7.99
-12.49 | -3.53 48 | 59 Poor
3M Return % -7.79 -6.53
-5.79
-13.28 | 1.64 45 | 57 Average
6M Return % -10.36 -5.44
-2.89
-14.41 | 10.95 53 | 57 Poor
1Y Return % -13.25 -8.97
-4.42
-14.01 | 11.04 48 | 50 Poor
1Y SIP Return % -17.23
-6.04
-25.04 | 13.86 47 | 49 Poor
Return data last Updated On : Oct. 23, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -10.00 -6.54 -7.85 -12.40 | -3.43 50 | 61 Poor
3M Return % -7.49 -6.53 -5.57 -12.95 | 1.67 46 | 59 Poor
6M Return % -9.71 -5.44 -2.47 -13.75 | 11.64 55 | 59 Poor
1Y Return % -12.01 -8.97 -3.49 -13.63 | 12.17 48 | 51 Poor
1Y SIP Return % -16.02 -5.16 -23.83 | 13.98 46 | 50 Poor
Return data last Updated On : Oct. 23, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 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
23-10-2026 8.05 8.28
22-10-2026 8.23 8.46
21-10-2026 8.29 8.53
19-10-2026 8.47 8.72
16-10-2026 8.5 8.75
15-10-2026 8.5 8.74
14-10-2026 8.56 8.8
13-10-2026 8.61 8.86
12-10-2026 8.64 8.88
09-10-2026 8.59 8.83
08-10-2026 8.48 8.72
07-10-2026 8.67 8.91
06-10-2026 8.69 8.94
05-10-2026 8.55 8.79
01-10-2026 8.5 8.74
30-09-2026 8.56 8.8
29-09-2026 8.62 8.86
28-09-2026 8.68 8.92
25-09-2026 8.83 9.07
24-09-2026 8.81 9.05
23-09-2026 8.96 9.2

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.