|
NAV as on Nov 12, 2025
Benchmark
NIfty 500 Total Return
Expense Ratio
2.11%
Fund Category
Equity - Sectoral/Thematic
Fund Size
Rs 1,278 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
-5.25%
Launch Date
Nov 22, 2024
Type
Open Ended
Riskometer
Very High
Ratio Analysis
Standard Deviation
14.23
Category Avg
Beta
0.89
Category Avg
Top Holdings
Name | Assets (%) | Sector | Instrument |
|---|---|---|---|
| 8.88 | Equity | ||
| 6.44 | Equity | ||
| 4.54 | Equity | ||
| 4.39 | Equity | ||
| 4.04 | Equity | ||
| 3.88 | Equity | ||
| 3.67 | Equity | ||
| 3.52 | Equity | ||
| 3.35 | Equity | ||
| 3.14 | Equity |
Nov 12, 2025
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.97 | 2.51 | 5.03 | 5.62 | NA | NA | NA | NA | -5.25 |
| Category Average (%) | 1.10 | 1.41 | 5.01 | 7.48 | 4.91 | 9.37 | 8.31 | NA | 14.06 |
| Rank within Category | 149 | 149 | 734 | 648 | NA | NA | NA | NA | 1016 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 24.27 | 32,669 | 1.85 | 3.36 | 7.15 | 7.87 | 1.34 | 11.62 | 20.23 | NA | 13.87 | 1.57 | |
| 62.74 | 15,272 | 0.45 | 1.24 | 5.20 | -2.77 | -13.29 | 3.35 | 8.55 | 6.92 | 13.52 | 1.74 | |
| 19.82 | 15,091 | 0.76 | 2.22 | 5.43 | 12.61 | 2.91 | 12.26 | NA | NA | 15.27 | 1.69 | |
| 47.97 | 11,794 | 3.61 | 2.65 | 5.31 | 2.09 | -8.58 | 13.73 | 18.78 | NA | 17.20 | 1.68 | |
| 11.27 | 11,687 | 1.52 | 1.42 | 6.80 | 12.20 | 8.89 | NA | NA | NA | 8.34 | 1.75 | |
| 32.15 | 10,593 | 1.20 | 2.45 | 4.18 | 5.69 | -5.58 | -2.63 | 2.77 | 1.95 | 7.01 | 1.80 | |
| 10.62 | 10,269 | NA | 3.51 | 7.16 | 11.91 | 9.03 | NA | NA | NA | 4.72 | 1.73 | |
| 10.82 | 9,722 | 0.20 | 2.18 | 4.26 | 5.56 | 2.44 | NA | NA | NA | 4.76 | 1.77 | |
| 40.15 | 9,273 | 0.99 | 2.98 | 6.33 | 10.17 | 18.12 | 19.23 | 18.46 | 16.07 | 13.87 | 1.78 | |
| 120.04 | 8,346 | 0.21 | 0.48 | 1.27 | 5.90 | -6.85 | 14.59 | 11.00 | 4.80 | 12.29 | 1.80 |
Nov 12, 2025
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,000 (+0.00%)
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(IDCW Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Others - Index Funds/ETFs | 22.54 | 2,020 | 7.54 | 15.83 | |
| Equity - Sectoral/Thematic | 9.39 | 1,278 | NA | NA | |
| Equity - Sectoral/Thematic | 15.99 | 918 | -0.19 | NA | |
| Others - Index Funds/ETFs | 15.44 | 790 | 9.20 | NA | |
| Others - Index Funds/ETFs | 18.29 | 558 | 1.12 | NA | |
| Others - Index Funds/ETFs | 20.50 | 518 | 12.44 | NA | |
| Others - Index Funds/ETFs | 16.81 | 383 | 1.85 | NA | |
| Others - Index Funds/ETFs | 11.86 | 143 | 13.75 | NA | |
| Others - Index Funds/ETFs | 12.63 | 135 | -12.34 | NA | |
| Others - Index Funds/ETFs | 11.68 | 47 | 7.92 | NA |
Nov 12, 2025
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 26.35 | 35,172 | 1.02 | 1.41 | 4.17 | 4.69 | -2.21 | 3.71 | 3.52 | 2.00 | 6.30 | 1.53 | |
| 19.59 | 33,827 | 1.03 | 1.29 | 4.37 | 3.60 | 2.03 | 2.80 | 3.38 | 3.08 | 4.33 | 1.57 | |
| 43.02 | 32,069 | 1.63 | 1.08 | 3.61 | 8.91 | -2.54 | 8.84 | 10.37 | 7.46 | 10.42 | 1.56 | |
| 47.03 | 27,066 | 0.69 | 1.64 | 3.61 | 9.07 | -3.77 | 9.20 | 14.80 | 10.52 | 13.84 | 1.59 | |
| 21.07 | 15,453 | NA | 1.25 | 4.00 | 11.72 | -2.27 | 8.43 | 9.59 | NA | 11.15 | 1.68 | |
| 17.92 | 13,319 | 0.84 | 0.45 | 3.29 | 6.35 | 1.01 | 8.91 | 7.83 | NA | 7.59 | 1.72 |
Nov 12, 2025
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