Axis Momentum Fund

Sectoral / ThematicEquityVery High risk Rank 228 of 258

NAV · Direct-Growth

₹9.22+0.01+0.11%

As of 18 Aug 2026 · AMFI

NAV growth-0.3%

Aug ’25Aug ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 1 periods ahead

Cost

Average

0.86% vs NaN% peers

Trails its Sectoral / Thematic category on 1Y.

1Y return

-0.3%

-9.8 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

₹924.27 Cr

fund size

Expense

0.86%

direct plan

Volatility 3Y

—

3Y std dev

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

Showing Direct · Growth · INF846K011Z9

NAV (Direct-Growth)

₹9.2200

Last 1Y

-0.32%

Aug 25Min ₹8.11 · Max ₹9.64 · 252 ptsAug 26

Drawdown stories

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

Mar 2025 — ongoing

-21.6%

Peak ₹10.00 on 17 Dec 2024 → trough ₹7.84 on 4 Mar 2025 (3 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	-0.43%	-0.40%	135/ 286
1M	+2.56%	+2.47%	143/ 286
3M	+3.13%	+8.01%	252/ 286
6M	-2.12%	+6.33%	232/ 278
YTD	-2.95%	+6.03%	242/ 273
1Y	-0.32%	+9.52%	228/ 258

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

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