Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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Axis Momentum Fund - Regular Plan - Growth Option

Axis Mutual Fund · Managed by Nandik Mallik

FundScore
Latest NAV
₹9.0500
as of 07 Aug 2026
AUM
Expense ratio
Inception
14 May 2026
FundScore
87/100strong
Rank #137 of 1007 · top 13%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
5.23%
3M
1.34%
6M
-0.77%
1Y
-0.55%
3Y CAGR
5Y CAGR
Since incep.
-5.40%
Fund details
Fund manager
Nandik Mallik
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
347%
Volatility (3Y)
17.2%
Rating (external)
Investment objective

The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters. There is no assurance that the investment objective of the scheme will be achieved.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap94.3%
Mid cap5.0%
Small cap0.7%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 30 Apr 2026.
Bharat Electronics Limited
equity
9.22%
HDFC Bank Limited
equity
7.80%
Coal India Limited
equity
4.67%
Hindalco Industries Limited
equity
4.35%
Oil & Natural Gas Corporation Limited
equity
2.52%
Reliance Industries Limited
equity
2.51%
Bharti Airtel Limited
equity
2.40%
JSW Steel Limited
equity
2.39%
Power Grid Corporation of India Limited
equity
2.37%
Siemens Limited
equity
2.35%
Ambuja Cements Limited
equity
2.31%
HDFC Life Insurance Company Limited
equity
2.31%
Indian Oil Corporation Limited
equity
2.31%
Bajaj Finserv Limited
equity
2.27%
Bank of Baroda
equity
2.23%
Tech Mahindra Limited
equity
2.14%
State Bank of India
equity
2.09%
Tata Consultancy Services Limited
equity
2.03%
Infosys Limited
equity
1.99%
Wipro Limited
equity
1.98%
Dr. Reddy's Laboratories Limited
equity
1.97%
HCL Technologies Limited
equity
1.96%
Tata Motors Passenger Vehicles Limited
equity
1.92%
Trent Limited
equity
1.90%
Maruti Suzuki India Limited
equity
1.74%
Tata Consumer Products Limited
equity
1.27%
Max Healthcare Institute Limited
equity
1.21%
SBI Life Insurance Company Limited
equity
1.20%
ICICI Lombard General Insurance Company Limited
equity
1.19%
Apollo Hospitals Enterprise Limited
equity
1.14%