Axis Momentum Fund - Regular Plan - Growth Option
| Category: Equity: Thematic-Others |
| Launch Date: 12-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.21% As on (28-02-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,091.43 Cr As on (27-02-2026) |
| Turn over: - |
8.88
0.14 (1.5766%)
-8.04%
NIFTY 500 TRI 12.06%
PERFORMANCE of Axis Momentum Fund - Regular Plan - Growth Option
Scheme Performance (%)
Data as on - 10-04-2026Yearly Performance (%)
Fund Managers
Mr. Karthik Kumar & Mr. Mayank Hyanki
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 strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters. There is no assurance that the investment objective of the scheme will be achieved.
NAV & Lumpsum details( Invested amount 1,00,000)
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 18-12-2024 | 9.91 | 10090.8174 | 100000 | 0.0 % |
| 20-01-2025 | 9.26 | - | 93441 | -6.56 % |
| 18-02-2025 | 8.11 | - | 81837 | -18.16 % |
| 18-03-2025 | 8.08 | - | 81534 | -18.47 % |
| 21-04-2025 | 8.62 | - | 86983 | -13.02 % |
| 19-05-2025 | 9.0 | - | 90817 | -9.18 % |
| 18-06-2025 | 9.12 | - | 92028 | -7.97 % |
| 18-07-2025 | 9.22 | - | 93037 | -6.96 % |
| 18-08-2025 | 9.15 | - | 92331 | -7.67 % |
| 18-09-2025 | 9.2 | - | 92836 | -7.16 % |
| 20-10-2025 | 9.36 | - | 94450 | -5.55 % |
| 18-11-2025 | 9.41 | - | 94955 | -5.04 % |
| 18-12-2025 | 9.07 | - | 91524 | -8.48 % |
| 19-01-2026 | 9.13 | - | 92129 | -7.87 % |
| 18-02-2026 | 9.24 | - | 93239 | -6.76 % |
| 18-03-2026 | 8.55 | - | 86276 | -13.72 % |
| 10-04-2026 | 8.88 | - | 89606 | -10.39 % |
RETURNS CALCULATOR for Axis Momentum Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Axis Momentum Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |
PEER COMPARISION of Axis Momentum Fund - Regular Plan - Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | 12-12-2024 | 11.98 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 31.63 | 18.35 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 29.71 | 8.51 | 19.93 | 19.91 | 0.0 |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 25.13 | 8.45 | 20.66 | 14.4 | 17.02 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 17.82 | 6.01 | 18.94 | 11.36 | 0.0 |
| HSBC India Export Opportunities Fund - Regular Growth | 25-09-2024 | 15.45 | 0.0 | 0.0 | 0.0 | 0.0 |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 12.99 | 3.45 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.26 | 8.38 | 21.53 | 21.66 | 0.0 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 10.68 | 7.96 | 26.22 | 19.01 | 16.56 |
| Aditya Birla Sun Life Conglomerate Fund-Regular Growth | 27-12-2024 | 9.95 | 0.0 | 0.0 | 0.0 | 0.0 |
PORTFOLIO ANALYSIS of Axis Momentum Fund - Regular Plan - Growth Option
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|
Market Cap Distribution
Small Cap
12.47%
Others
0.17%
Large Cap
41.85%
Mid Cap
45.49%
Total
100%
