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NAV as on May 8, 2026
Benchmark
NIfty 500 Total Return
Expense Ratio
2.26%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 924 Crores
Exit Load
1.00%
Min. Investment
Rs 100
Nav Chart
Asset Allocation
Sector Allocation
Axis Momentum Fund - Regular Plan Fund Details
Investment Objective - NA
Fund House
Return Since Launch
-7.84%
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
150.00 vs 48.39
Fund Vs Category Avg
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 7.02 | Equity | ||
| 5.75 | Equity | ||
| 4.74 | Equity | ||
| 4.68 | Equity | ||
| 4.34 | Equity | ||
| 4.08 | Equity | ||
| 4.04 | Equity | ||
| 3.85 | Equity | ||
| 3.70 | Equity | ||
| 3.60 | Equity |
May 8, 2026
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.34 | 2.29 | -2.08 | -4.18 | 3.24 | NA | NA | NA | -7.84 |
| Category Average (%) | 2.54 | 6.47 | 2.35 | 1.28 | 10.21 | 9.22 | 6.49 | NA | 11.74 |
| Rank within Category | 1028 | 917 | 817 | 868 | 730 | NA | NA | NA | 1100 |
* 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(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 36.09 | 32,925 | 1.38 | 1.43 | -3.81 | -2.12 | 6.15 | 20.57 | 20.77 | NA | 19.19 | 1.58 | |
| 24.78 | 14,359 | 1.72 | 2.95 | -3.20 | -2.09 | 8.40 | 20.28 | 17.87 | NA | 18.67 | 1.69 | |
| 172.23 | 12,575 | 1.39 | -0.83 | -12.20 | -12.57 | -8.43 | 9.93 | 8.92 | 15.49 | 11.48 | 1.78 | |
| 43.56 | 9,380 | 1.94 | 1.22 | -5.24 | -2.36 | 9.18 | 18.03 | 14.19 | 16.33 | 14.06 | 1.77 | |
| 129.71 | 9,367 | 1.82 | 1.71 | -5.62 | -5.51 | 0.89 | 12.33 | 12.08 | 14.20 | 15.57 | 1.82 | |
| 11.52 | 9,255 | 3.16 | 8.85 | 4.80 | 3.86 | 17.81 | NA | NA | NA | 7.41 | 1.79 | |
| 39.55 | 9,239 | 1.18 | -1.64 | -13.09 | -14.01 | -11.19 | 8.48 | 8.17 | 14.66 | 14.19 | 1.74 | |
| 11.66 | 8,796 | 0.09 | 10.21 | 9.18 | 10.63 | 22.61 | NA | NA | NA | 8.95 | 1.76 | |
| 537.83 | 7,898 | 4.02 | 9.55 | 8.40 | 5.24 | 10.88 | 23.65 | 13.58 | 15.02 | 19.93 | 1.82 | |
| 11.43 | 7,805 | 1.58 | 11.04 | 6.55 | 5.79 | 14.56 | NA | NA | NA | 6.29 | 1.80 |
May 8, 2026
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,162 (+3.24%)
Fund Manager
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.
View MoreHere is the list of funds managed by Karthik Kumar
Scheme Name(Growth Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Hybrid - Arbitrage | 19.62 | 9,023 | 5.76 | 5.94 | |
| Others - Index Funds/ETFs | 21.34 | 1,792 | 2.14 | 11.01 | |
| Others - Index Funds/ETFs | 265.83 | 1,163 | 0.67 | 11.50 | |
| Equity - Sectoral/Thematic | 8.93 | 924 | 3.24 | NA | |
| Others - Index Funds/ETFs | 14.42 | 799 | 0.27 | NA | |
| Equity - Sectoral/Thematic | 15.58 | 756 | 3.80 | NA | |
| Others - Index Funds/ETFs | 20.77 | 566 | 16.10 | NA | |
| Others - Index Funds/ETFs | 18.90 | 512 | 17.06 | NA | |
| Others - Index Funds/ETFs | 17.21 | 397 | 13.86 | NA | |
| Others - Index Funds/ETFs | 567.90 | 316 | 2.28 | 11.53 |
May 8, 2026
Top Performing Related Funds
Scheme Name(Growth Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2,790.88 | 51,160 | 0.09 | 0.45 | 1.52 | 2.90 | 5.73 | 6.42 | 5.54 | 5.58 | 6.54 | 0.65 | |
| 3,060.65 | 51,160 | 0.10 | 0.49 | 1.65 | 3.15 | 6.25 | 6.95 | 6.07 | 6.12 | 6.98 | 0.21 | |
| 94.32 | 29,076 | 1.76 | 3.68 | -2.03 | -3.33 | 2.77 | 12.45 | 8.82 | 12.31 | 14.71 | 1.57 | |
| 117.72 | 28,835 | 2.91 | 7.51 | 4.99 | 3.24 | 14.24 | 19.67 | 16.14 | 17.26 | 17.60 | 1.58 | |
| 58.24 | 28,661 | 1.30 | 1.06 | -4.74 | -4.96 | -0.38 | 10.11 | 8.22 | 12.06 | 11.38 | 1.60 | |
| 109.26 | 23,919 | 3.64 | 9.94 | 7.63 | 1.93 | 13.18 | 18.65 | 18.40 | 18.51 | 21.21 | 1.61 |
May 8, 2026
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