Mutual Funds

Axis Momentum Fund - Direct Plan - Growth Option

Axis Mutual FundSectoral/ThematicVery High Risk
₹9.02-0.02 (-0.22%)

NAV as on 2026-07-16 · Equity · Sectoral/Thematic

AUM

₹958 Cr

1Y Return

-3.8%

3Y CAGR

-

5Y CAGR

-

Expense

0.81%

Risk

Very High

Axis Momentum Fund
₹9.02-0.22%

1Y Return

-3.8%

3Y CAGR

-

5Y CAGR

-

Since Inception

-5.8%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹8.11
₹9.64

59% from 52W low

Fund Information

Sectoral/ThematicEquitySince 18-12-2024

Fund House

Axis Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity99.7%
Cash0.3%

Market Cap Split

Large Cap55.3%
Mid Cap22.0%
Small Cap10.3%

Top Holdings

46 stocks
Weight1M Change
1

Bharti Airtel Ltd

Communication Services

7.02%0.0%
2

HDFC Bank Ltd

Financial Services

5.75%-14.6%
3

Bharat Electronics Ltd

Industrials

4.74%-4.9%
4

Multi Commodity Exchange of India Ltd

Financial Services

4.68%0.0%
5

Laurus Labs Ltd

Healthcare

4.34%-8.7%
6

Hindalco Industries Ltd

Basic Materials

4.08%0.0%
7

RBL Bank Ltd

Financial Services

4.04%0.0%
8

National Aluminium Co Ltd

Basic Materials

3.85%0.0%
9

Hero MotoCorp Ltd

Consumer Cyclical

3.70%0.0%
10

FSN E-Commerce Ventures Ltd

Consumer Cyclical

3.60%0.0%

Sector Allocation

Weight1M Change
Financial Services
29.1%-64%
Consumer Cyclical
14.6%-44%
Basic Materials
13.5%0%
Industrials
12.6%-8%
Technology
7.7%-9%
Communication Services
7.0%0%
Healthcare
7.0%-9%
Energy
3.7%-16%
Consumer Defensive
3.4%-19%
Utilities
0.7%0%

Fundamentals

P/E Ratio

27.56

Cat avg: 29.13

P/B Ratio

4.61

Cat avg: 4.42

Dividend Yield

0.70%

Cat avg: 1.22%

Price/Sale

3.99

Price/Cash Flow

24.55

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Axis Momentum Dir Gr9580.81-3.8%--
ICICI Pru India Opports Dir Gr37,2570.57+2.0%+17.9%+20.3%
ICICI Pru Business Cycle Dir Gr16,1380.64+2.0%+17.9%+17.6%
HDFC Defence Dir Gr10,5290.83+17.9%+41.2%-
HDFC Manufacturing Dir Gr10,3280.82+6.3%--
Franklin India Opportunities Dir Gr9,1920.48+3.3%+23.2%+19.8%
Nippon India Power & Infra Dir Gr8,0430.82+9.3%+23.1%+23.1%
ICICI Pru Innovt Dir Gr7,6090.63+6.0%+20.9%-
ICICI Pru Manufacturing Dir Gr6,8430.66+9.6%+22.6%+20.8%
SBI PSU Dir Gr6,6840.85+7.7%+26.9%+24.5%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹958 Cr
Expense Ratio0.81%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings61

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.