Mutual Funds

Axis Momentum Fund - Regular Plan - Growth Option

Axis Mutual FundSectoral/ThematicVery High Risk
₹8.77-0.03 (-0.34%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹958 Cr

1Y Return

-5.6%

3Y CAGR

-

5Y CAGR

-

Expense

2.23%

Risk

Very High

Axis Momentum Fund
₹8.77-0.34%

1Y Return

-5.6%

3Y CAGR

-

5Y CAGR

-

Since Inception

-7.4%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹7.95
₹9.5

53% 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

86 stocks
Weight1M Change
1

State Bank of India

Financial Services

5.44%+79.6%
2

BSE Ltd

Financial Services

3.75%+86.0%
3

Net Receivables

3.41%0.0%
4

Torrent Pharmaceuticals Ltd

Healthcare

3.21%0.0%
5

Apollo Hospitals Enterprise Ltd

Healthcare

2.97%+100.0%
6

Cummins India Ltd

Industrials

2.95%0.0%
7

ICICI Bank Ltd

Financial Services

2.73%+9.0%
8

Reliance Industries Ltd

Energy

2.70%+11.9%
9

Future on Bharti Airtel Ltd

2.69%0.0%
10

Navin Fluorine International Ltd

Basic Materials

2.61%0.0%

Sector Allocation

Weight1M Change
Financial Services
29.4%+100%
Industrials
18.2%+100%
Healthcare
13.5%+100%
Consumer Cyclical
11.1%0%
Basic Materials
6.5%0%
Communication Services
2.8%-50%
Energy
2.7%+12%
Technology
1.8%0%
Real Estate
0.9%0%

Fundamentals

P/E Ratio

27.56

Cat avg: 28.97

P/B Ratio

4.61

Cat avg: 4.38

Dividend Yield

0.70%

Cat avg: 1.23%

Price/Sale

3.99

Price/Cash Flow

24.55

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Axis Momentum Reg Gr9582.23-5.6%--
ABSL India Flexicap (IFSC) A1-----
ICICI Pru India Opports Reg Gr37,2571.31+1.6%+16.9%+19.0%
ICICI Pru Business Cycle Reg Gr16,1381.42+1.7%+16.6%+16.4%
HDFC Defence Reg Gr10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg Gr10,3281.80+5.4%--
Franklin India Opportunities Gr9,1921.51+1.3%+21.5%+18.5%
Nippon India Power & Infra Gr8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg Gr7,6091.53+3.9%+19.2%-
ICICI Pru Manufacturing Gr6,8431.55+8.8%+21.1%+19.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹958 Cr
Expense Ratio2.23%
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.