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InvestVerdict

Axis Momentum Fund

Direct Plan · Growth Option · Sectoral / Thematic · Scheme code 153083

NAV₹9.2700as on 27 Aug 2026
Fund houseAxis Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Growth Option
History1.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 2.324.271.09 3.80—— ——-3.81
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 6.9716.9114.34 —15.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.8% -0.61 -0.83 1.12 -6.70% -21.5% 87.73
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 20 months this scheme and its benchmark share.

Growth of ₹100 since launch

7786941022026InvestVerdict

Drawdown from peak (%)

0%-8%-16%-24%2026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
35 -7.0% 0.0% 16.9% 49%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Axis Momentum Fund

Direct Plan · Growth Option

Allocation

By asset

Equity74.87%
Cash & Equivalents21.09%
Debt4.07%

By market cap

Large Cap65.25%
Mid Cap8.64%
Small Cap0.98%
Unclassified4.07%

Concentration

Number of stocks44
Top 5 stocks20.76%
Top 10 stocks34.19%
Top 20 stocks56.94%
Largest holding5.69%
Largest sectorBanks 7.54%
Effective stocks48.2
Cash21.09%
InvestVerdict

Axis Momentum Fund

Direct Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Unclassified12.59%
2— Aerospace & Defense5.69%
3— Consumable Fuels4.64%
4— Unclassified4.10%
5— Sovereign4.07%
6— Unclassified4.05%
7— Finance3.37%
8— Agricultural Food & other Products2.99%
9— Power2.95%
10— Banks2.80%
11— Automobiles2.61%
12— Oil2.55%
13— Ferrous Metals2.52%
14— Unclassified2.47%
15— Insurance2.45%
16— Telecom - Services2.44%
17— Petroleum Products2.42%
18— Petroleum Products2.38%

Sector split

Cash & Equivalents — 21.1%Banks — 7.5%Petroleum Products — 6.4%Insurance — 6.0%Automobiles — 5.7%Aerospace & Defense — 5.7%Finance — 5.0%Consumable Fuels — 4.6%Capital Markets — 4.2%Other — 33.8%Cash & Equivalents21.1%Banks7.5%Petroleum Products6.4%Insurance6.0%Automobiles5.7%Aerospace & Defense5.7%Finance5.0%Consumable Fuels4.6%Capital Markets4.2%Other33.8%
Cash & Equivalents21.09%
Banks7.54%
Petroleum Products6.38%
Insurance6.02%
Automobiles5.70%
Aerospace & Defense5.69%
Finance5.03%
Consumable Fuels4.64%
Capital Markets4.18%
Sovereign4.07%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.