Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -5.37% | -10.00% | -7.49% | -9.71% | -12.01% | – | – | – | – |
NAV history
About this fund
Axis Momentum Fund is a sectoral/thematic equity fund offered by Axis Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹8.28, with assets under management of about ₹990 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Axis Momentum Fund has recorded a return of about -12.0%. Its annualised volatility is 17.0% — relatively large fluctuations — and its Sharpe ratio is -1.09, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.72%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 1.14 | 0.11 | -12.01 | 16.94 | 51% | 7% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Quantum Ethical Fund Equity Scheme - Sectoral/Thematic | -5.78 | -4.44 | -0.73 | -5.87 | – | – | – | 0.64 |
| Union Active Momentum Fund Equity Scheme - Sectoral/Thematic | -10.33 | -2.09 | 5.87 | 8.06 | – | – | – | 0.91 |
| Aditya Birla Sun Life Conglomerate Fund Equity Scheme - Sectoral/Thematic | -8.64 | -8.47 | -5.01 | -9.21 | – | – | – | 0.63 |
| SBI Quant Fund Equity Scheme - Sectoral/Thematic | -6.51 | -9.33 | -11.26 | -10.52 | – | – | – | 0.79 |
| ICICI Prudential Rural Opportunities Fund Equity Scheme - Sectoral/Thematic | -6.51 | -8.77 | -8.68 | -13.63 | – | – | – | 0.85 |
| WhiteOak Capital Quality Equity Fund Equity Scheme - Sectoral/Thematic | -5.92 | -7.19 | -2.33 | -9.68 | – | – | – | 0.65 |
| UTI Quant Fund Equity Scheme - Sectoral/Thematic | -4.88 | -5.57 | -4.86 | -8.59 | – | – | – | 0.40 |
| Nippon India Active Momentum Fund Equity Scheme - Sectoral/Thematic | -8.93 | -7.23 | -1.46 | -0.77 | – | – | – | 0.60 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Income Plus Arbitrage Omni FOF Other Scheme - FoF Domestic | 0.03 | 0.75 | 2.52 | 5.17 | 7.88 | 6.60 | – | – |
| Axis ESG Integration Strategy Fund Sectoral/Thematic - ESG | -6.74 | -6.95 | -5.73 | -11.60 | 7.11 | 3.69 | – | 1.16 |
| Axis Global Equity Alpha Fund of Fund Other Scheme - FoF Overseas | -2.35 | 1.28 | 5.69 | 17.92 | 24.44 | 14.23 | – | 0.69 |
| Axis Innovation Fund Sectoral/Thematic - Innovation | -9.03 | 0.46 | 5.76 | 6.12 | 16.18 | 9.63 | – | 1.07 |
| Axis Greater China Equity Fund of Fund Other Scheme - FoF Overseas | -12.39 | -7.14 | -4.50 | 10.74 | 20.15 | 4.84 | – | 0.53 |
| Axis Global Innovation Fund of Fund Other Scheme - FoF Overseas | -5.96 | 0.10 | 7.29 | 18.96 | 25.94 | 12.35 | – | 0.70 |
| Axis Floating Interest Rates Fund Debt Scheme - Floater Fund | -0.71 | 0.26 | 2.94 | 5.44 | 8.16 | 7.01 | – | – |
| Axis Value Fund Equity Scheme - Value Fund | -6.94 | -3.09 | 0.55 | -0.79 | 16.50 | 13.74 | – | 0.64 |