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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 20268.92
CategorySectoral / Thematic
PlanRegular · Growth
Launched22 Nov 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year3.81%
AUM₹925 Cr
Growth of ₹10,000₹9,00118 Dec 2024 to 2 Sep 2026
₹10,000₹9,475₹8,950₹8,425₹7,901Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹9,001 (-6.0% a year) Axis Momentum Fund

Performance (trailing, annualised)

1Y annualised0.11%

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 ₹1,19,848-0.23%

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

Calendar years

Calendar 2025-4.69%

Rolling returns

Rolling 1Y · average37 windows since 18 Dec 20250.24%
Rolling 1Y · median-0.87%
Rolling 1Y · worst window-8.48%
Rolling 1Y · best window11.95%
Rolling 1Y · windows positive43%

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

Risk

Volatility (3Y)16.87%
Downside deviation (3Y)12.64%
Maximum drawdown-21.74%

Management

Fund managerMr. Nandik Mallik
Managing since6 Mar 2026

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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