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Axis Momentum Fund - Regular Plan

Sectoral/Thematic
Very High Risk
Rs 9.31  
-0.11
  |  
 NAV as on Dec 24, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
2.13%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,263 Crores
Exit Load
1.00%
Min. Investment
Rs 100

Nav Chart

1W
1M
3M
6M
YTD
1Y
3Y
5Y
10Y

Asset Allocation

Sector Allocation

Axis Momentum Fund - Regular Plan Fund Details

Investment Objective - NA

Return Since Launch
-6.79%
Launch Date
Nov 22, 2024
Type
Open Ended
Riskometer
Very High

Ratio Analysis

Standard Deviation
13.84
Category Avg
Beta
0.90
Category Avg
Sharpe Ratio
0.77
Category Avg
Portfolio Turnover Ratio
48.39
Category Avg

Performance Analysis

1W
1M
3M
6M
1Y
3Y
5Y
10Y
SI
Fund Returns (%)2.650.112.530.87NANANANA-6.79
Category Average (%)0.34-1.062.911.663.289.357.47NA12.66
Rank within Category35556361734892NANANA1043

* Returns over 1 year are CAGR

Peer Comparision

Scheme Name(Growth Regular)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
37.5333,9460.03-0.565.754.1911.9023.3427.27NA20.971.56
25.6815,7081.100.203.266.3414.6423.27NANA21.081.68
213.5615,5651.794.418.905.49-0.7517.4517.1017.8712.581.74
49.4312,085-0.052.5210.520.83-8.7816.6216.63NA17.331.68
10.9711,3630.16-1.480.793.276.22NANANA5.891.76
137.8911,086-0.11-1.674.921.2814.5315.0116.3914.8516.331.79
45.429,8130.01-0.747.745.1718.8419.5517.1717.3815.011.76
10.359,6430.29-1.902.781.178.38NANANA2.441.74
10.579,2101.22-1.342.19-1.202.02NANANA3.071.78
509.168,459-0.19-1.852.22-0.64-1.2521.5515.0313.0519.991.81
View All
Dec 24, 2025

Return Calculator

Over the past

Invested
5000
  • Invested Amount
  • Estimated Return

Total investment of ₹5000

Would have become ₹4,804 (-3.92%)

Fund Manager

Karthik Kumar
Mayank Hyanki

Mr. Karthik Kumar has done M.B.A, C.F.A, (USA) & B.E (Mechanical). Prior to joining Axis AMC, he was based out of Hong Kong working as a Portfolio Manager at SilverTree and Asiya Investments managing Long only & long-short funds. He started his career with Asiya Investments in 2008.

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Here is the list of funds managed by Karthik Kumar

Scheme Name(Growth Regular)
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Hybrid - Arbitrage19.208,0846.345.75
Others - Index Funds/ETFs22.662,0218.8514.07
Equity - Sectoral/Thematic9.311,263-3.92NA
Others - Index Funds/ETFs285.941,13010.9414.91
Equity - Sectoral/Thematic16.159250.69NA
Others - Index Funds/ETFs15.5982511.01NA
Others - Index Funds/ETFs20.385627.78NA
Others - Index Funds/ETFs17.85551-4.16NA
Others - Index Funds/ETFs606.7141816.0614.87
Others - Index Funds/ETFs16.60403-0.02NA
View All
Dec 24, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)
NAV (Rs)
AUM (Rs Cr)
1W(%)
1M(%)
3M(%)
6M(%)
1Y(%)
3Y(%)
5Y(%)
10Y(%)
SI(%)
ER(%)
2,730.8738,1820.090.421.332.646.066.475.285.646.550.65
2,989.4838,1820.100.461.462.896.597.005.816.186.990.24
97.6735,0841.26-0.070.631.584.8515.0910.8812.4515.331.53
62.1934,0721.290.451.773.176.4013.1110.5212.7112.121.57
113.5132,2021.58-0.18-0.390.351.8420.4118.2016.4117.781.56
105.3026,7691.95-0.27-1.77-0.63-1.1019.5522.1617.9021.561.59
Dec 24, 2025
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