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OmniAsset › Mutual funds › Axis Momentum Fund

Axis Momentum Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20269.16
CategorySectoral / Thematic
PlanDirect · Growth
Launched22 Nov 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.38%
AUM₹62.0 Cr
Growth of ₹10,000₹9,24318 Dec 2024 to 2 Sep 2026
₹10,000₹9,482₹8,965₹8,448₹7,931Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹9,243 (-4.5% a year) Axis Momentum Fund

Performance (trailing, annualised)

1Y annualised1.55%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,20,7961.23%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 2025-3.16%

Rolling returns

Rolling 1Y · average37 windows since 18 Dec 20251.79%
Rolling 1Y · median0.65%
Rolling 1Y · worst window-6.97%
Rolling 1Y · best window13.91%
Rolling 1Y · windows positive51%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.91%
Downside deviation (3Y)12.64%
Maximum drawdown-21.52%

Management

Fund managerMr. Nandik Mallik
Managing since6 Mar 2026

What it holds

SecurityWeight
State Bank of India5.4%
BSE Ltd3.8%
Torrent Pharmaceuticals Ltd3.2%
Apollo Hospitals Enterprise Ltd3.0%
Cummins India Ltd3.0%
ICICI Bank Ltd2.7%
Reliance Industries Ltd2.7%
Navin Fluorine International Ltd2.6%
Shriram Transport Finance Company Ltd2.4%
The Federal Bank Ltd2.4%
SectorWeight
Financial31.5%
Industrials18.3%
Healthcare13.5%
Consumer Discretionary8.3%
Materials6.5%

Portfolio disclosed: 88.9% by weight.

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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