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InvestVerdict

Axis Momentum Fund

Direct Plan · IDCW Option · Sectoral / Thematic · Scheme code 153084

NAV₹8.6400as on 30 Oct 2026
Fund houseAxis Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · IDCW 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		 ——— -5.6313.0410.23 —13.74—

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

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 20.2% -0.51 -0.64 1.12 -7.04% -21.5% 87.77
Nifty 500
benchmark		 15.2%0.39 0.58—— -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
175 -7.0% 0.4% 16.9% 46%

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.

How it behaves against its benchmark

Up captureDown captureCorrelation Tracking errorInformation ratioTreynor
108% 147% 0.94 7.4% -0.99 -8.71

Up capture is how much of the benchmark's gain this scheme kept in the months the benchmark rose; down capture, how much of its fall it took. Below 100 on the down side and above it on the up side is the combination every fund is trying for and few reach. Measured over the 20 months this scheme and Nifty 500 share.

InvestVerdict

Axis Momentum Fund

Direct Plan · IDCW Option

Allocation

By asset

Equity89.98%
Cash & Equivalents7.61%
Debt2.36%

By market cap

Large Cap24.73%
Mid Cap27.16%
Small Cap38.09%
Unclassified2.36%

Concentration

Number of stocks46
Top 5 stocks23.22%
Top 10 stocks38.97%
Top 20 stocks64.14%
Lines in the filing54
Largest holding5.06%
Largest sectorBanks 14.72%
Effective stocks38.7
Sectors held20
Cash7.61%

Effective stocks is what the concentration works out to: a fund holding 46 names but most of its money in a few behaves like a fund of 39. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

Banks — 14.7%Industrial Products — 10.5%Pharmaceuticals & Biotechnology — 9.4%Finance — 8.0%Cash & Equivalents — 7.6%Auto Components — 5.3%Consumer Durables — 5.0%Capital Markets — 4.6%Chemicals & Petrochemicals — 4.4%Other — 30.5%Banks14.7%Industrial Products10.5%Pharmaceuticals & Biotech…9.4%Finance8.0%Cash & Equivalents7.6%Auto Components5.3%Consumer Durables5.0%Capital Markets4.6%Chemicals & Petrochemicals4.4%Other30.5%
Banks14.72%
Industrial Products10.49%
Pharmaceuticals & Biotechnology9.38%
Finance7.95%
Cash & Equivalents7.61%
Auto Components5.30%
Consumer Durables4.98%
Capital Markets4.64%
Chemicals & Petrochemicals4.36%
Electrical Equipment3.82%
Healthcare Services3.38%
Beverages3.11%
Transport Infrastructure3.00%
Retailing2.83%
Industrial Manufacturing2.65%
Agricultural, Commercial & Construction Vehicles2.53%
Automobiles2.37%
Sovereign2.36%
Realty1.71%
Petroleum Products1.41%
InvestVerdict

Axis Momentum Fund

Direct Plan · IDCW Option · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 RBL Bank Limited Banks 1,055,000 43 5.06%
2 P N Gadgil Jewellers Limited Consumer Durables 710,033 42 4.98%
3 Laurus Labs Limited Pharmaceuticals & Biotechnology 201,500 40 4.74%
4 Navin Fluorine International Limited Chemicals & Petrochemicals 44,500 37 4.36%
5 Sai Life Sciences Limited Pharmaceuticals & Biotechnology 225,000 34 4.08%
6 The Federal Bank Limited Banks 900,000 29 3.40%
7 Craftsman Automation Limited Auto Components 26,195 27 3.24%
8 Radico Khaitan Limited Beverages 60,000 26 3.11%
9 GMR Airports Limited Transport Infrastructure 2,650,000 25 3.00%
10 BSE Limited Capital Markets 81,500 25 3.00%
11 Aditya Birla Capital Limited Finance 640,000 24 2.90%
12 Welspun Corp Limited Industrial Products 85,000 23 2.75%
13 R R Kabel Limited Industrial Products 90,000 23 2.69%
14 Syrma SGS Technology Limited Industrial Manufacturing 125,000 22 2.65%
15 Shriram Finance Limited Finance 225,000 22 2.63%
16 Karur Vysya Bank Limited Banks 625,000 20 2.41%
17 Ather Energy Limited Automobiles 139,917 20 2.37%
18 State Bank of India Banks 200,000 19 2.28%
19 Eternal Limited Retailing 594,125 19 2.26%
20 CG Power and Industrial Solutions Limited Electrical Equipment 220,000 19 2.23%
21 Max Healthcare Institute Limited Healthcare Services 196,389 18 2.17%
22 Bharat Forge Limited Auto Components 90,000 17 2.06%
23 Lodha Developers Limited October 2026 Future Unclassified 125,000 14 1.68%
24 Divi's Laboratories Limited October 2026 Future Unclassified 15,000 14 1.66%
25 CG Power and Industrial Solutions Limited October 2026 Future Unclassified 161,500 14 1.65%
26 Billionbrains Garage Ventures Ltd Capital Markets 750,000 14 1.64%
27 ICICI Bank Limited Banks 100,000 13 1.57%
28 Cummins India Limited Industrial Products 25,000 12 1.41%
29 Reliance Industries Limited Petroleum Products 100,000 12 1.41%
30 Kirloskar Oil Engines Limited Industrial Products 50,000 12 1.37%
InvestVerdict

Axis Momentum Fund

Direct Plan · IDCW Option · where the money sits

What the manager did last month

Between the filings of 31 May 2026 and 31 Jul 2026. A position grows because the manager bought or because the price rose; only the share count separates them.

BoughtSoldNew positionsSold out ofPrice move of holdings
₹80 cr ₹13 cr 35 31 +8.40%
StockShares tradedShares PriceValue
₹ cr
New position
P N Gadgil Jewellers Limited 710,033 entered — 47.6
The Federal Bank Limited 900,000 entered — 32.3
Cummins India Limited 50,000 entered — 27.6
Aditya Birla Capital Limited 640,000 entered — 25.9
Navin Fluorine International Limited 32,500 entered — 24.6
Shriram Finance Limited 225,000 entered — 23.6
R R Kabel Limited 90,000 entered — 23.4
Karur Vysya Bank Limited 625,000 entered — 21.4
Added to
Laurus Labs Limited 102,500 +146.4% +33.4% 18.6
GMR Airports Limited 1,750,000 +194.4% +4.9% 18.4
BSE Limited 43,000 +86.0% -12.1% 15.7
Apollo Hospitals Enterprise Limited 17,500 +114.8% +9.6% 15.7
State Bank of India 61,307 +21.7% +6.5% 6.3
Reliance Industries Limited 21,230 +11.9% -1.0% 2.8
ICICI Bank Limited 15,700 +9.0% +14.3% 2.3
Trimmed
Bharti Airtel Limited 65,000 -50.1% +7.8% 12.8
Sold out of
Bharat Electronics Limited 1,350,000 exited — 55.5
Coal India Limited 986,677 exited — 45.2
Bajaj Finserv Limited 184,327 exited — 32.9
Tata Consumer Products Limited 247,498 exited — 29.2
Power Grid Corporation of India Limited 990,354 exited — 28.8
Maruti Suzuki India Limited 19,391 exited — 25.5
Oil & Natural Gas Corporation Limited 936,562 exited — 24.9
Tata Steel Limited 1,179,750 exited — 24.5
Not equityPrevious filingThis filingChange
Cash, repo and TREPS ₹0 cr ₹0 cr +₹0 cr
Debt: bills, CDs and commercial paper ₹40 cr ₹20 cr −₹20 cr

The list above is stocks and fund units. Treasury bills, repo and money-market lines roll over every month by design — they are not decisions, so they are totalled here rather than listed as activity.

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 31 Oct 2026.