Axis Momentum Fund

Sectoral / ThematicEquity SEBI-regulated

NAV (Direct-Growth)

₹8.9900

As of 1 Jul 2026 · AMFI

AUM

₹924.27 Cr

Expense ratio

0.86%

1Y returns

+5.40%

3Y CAGR

—

5Y CAGR

—

Std deviation 3Y

—

In plain English

Axis Momentum Fund is a Sectoral / Thematic scheme from Axis. The portfolio is ~99% in equities. Worst historical drawdown: -22% in Mar 2025 — ongoing. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

NAV (Direct-Growth)

₹8.9900

Last 1Y

-5.27%

Jul 25Min ₹8.11 · Max ₹9.64 · 250 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2025 — ongoing

-21.5%

Peak ₹9.99 on 2 Jan 2025 → trough ₹7.84 on 4 Mar 2025 (2 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.86% — typical for category.
AUM size
₹924 Cr.
Sector concentration
Top 3 sectors = 57.2% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.97%	+0.61%n=443	133/ 147
1M	+9.43%	+7.16%n=443	75/ 144
3M	+2.12%	+8.51%n=430	76/ 135
6M	-3.17%	+0.25%n=421	81/ 131
YTD	-3.47%	+0.78%n=428	90/ 135
1Y	+5.40%	+7.70%n=397	88/ 118

Portfolio composition

Asset allocation

Equity99.36%
Cash0.64%

By market cap

Large cap49.17%
Mid cap36.76%
Small cap10.34%
Others3.73%

Concentration

Holdings

Avg market cap

₹1.15 L Cr

Top 10 stocks

45.80%

Top 5 stocks

26.52%

Top 3 sectors

57.18%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Bharti Airtel Ltd
—7.02%
2
HDFC Bank Ltd
—5.75%
3
Bharat Electronics Ltd
—4.74%
4
Multi Commodity Exchange of India Ltd
—4.68%
5
Laurus Labs Ltd
—4.34%
6
Hindalco Industries Ltd
—4.08%
7
RBL Bank Ltd
—4.04%
8
National Aluminium Co Ltd
—3.85%
9
Hero MotoCorp Ltd
—3.70%
10
FSN E-Commerce Ventures Ltd
—3.60%
11
Aditya Birla Capital Ltd
—3.53%
12
Syrma SGS Technology Ltd
—3.44%
13
GMR Airports Ltd
—3.31%
14
Navin Fluorine International Ltd
—3.30%
15
One97 Communications Ltd
—3.20%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio21.3625.73-4.37
P/B ratio3.303.85-0.55
Price / Sales2.142.77-0.63
Price / Cash Flow14.1517.41-3.26
Dividend yield1.25%1.35%-0.10
Return on equity (ROE)—0.00%—

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
——————
Sharpe ratio
Risk-adjusted return — higher is better.
-0.41—————
Sortino ratio
Like Sharpe but only counts downside volatility.
-0.50—————
Beta
1 = moves with the market. <1 = less volatile.
——————

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

DirectGrowthAxis Momentum Fund - Direct Plan - Growth OptionINF846K011Z9
DirectIDCW ReinvestmentAxis Momentum Fund - Direct Plan - IDCW OptionINF846K013Z5
RegularGrowthAxis Momentum Fund - Regular Plan - Growth OptionINF846K010Z1
RegularIDCW ReinvestmentAxis Momentum Fund - Regular Plan - IDCW OptionINF846K012Z7

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