Axis Momentum Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 12-12-2024
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 1186.29 As on (31-12-2025)
Expense Ratio: 2.14% As on (31-12-2025)
Turn over: 81.00% | Exit Load: a). If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% b). If redeemed / switched-out after 12 months from the date of allotment: NIL
NAV as on 31-01-2026
8.94
0.0
CAGR Since Inception
-8.78%
NIFTY 500 TRI 12.3%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | 3.47 | - | - | - | -8.78 |
| NIFTY 500 TRI | 9.44 | 16.94 | 16.52 | 15.05 | 12.3 |
| Equity: Thematic-Others | 7.52 | 18.1 | 18.76 | 14.62 | 8.52 |
Funds Manager
Mr. Karthik Kumar & Mr. Mayank Hyanki
RETURNS CALCULATORS for Axis Momentum Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Momentum Fund - Regular Plan - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Momentum Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Momentum Fund Reg Gr | 12-12-2024 | 3.47 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 26.78 | 24.66 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Commodities Gr | 05-10-2019 | 22.79 | 13.25 | 19.85 | 26.83 | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | 17.11 | 9.68 | 18.41 | 19.46 | 17.5 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 13.7 | 15.6 | 23.21 | 26.74 | 0.0 |
| ICICI Pru Rural Opportunities Fund Gr | 28-01-2025 | 13.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 10.64 | 12.36 | 18.46 | 19.31 | 0.0 |
| ICICI Prudential Equity Minimum Variance Fund Gr | 09-12-2024 | 10.46 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 9.58 | 13.06 | 19.3 | 19.17 | 13.56 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 9.4 | 9.11 | 17.01 | 0.0 | 0.0 |
Asset Allocation (%)
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 | - | - | - | - | - | - |