← Axis Mutual Fund
Axis Momentum Fund - Regular Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF846K012Z7
NAV · 06-Jul-2026
₹8.8100
1M
+1.74%
6M
-6.91%
1Y (CAGR)
-6.51%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
-7.70%
NAV history
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Risk & SIP analytics
Volatility (3y)
17.36%
Downside dev (3y)
13.14%
Max drawdown (3y)
-21.7%
Calendar-year returns
2025 -4.7%
Fund facts
Fund managerNandik Mallik
AUM₹9,745 Cr
TER · AMFI officialDirect 2.72% · Regular 4.11% (2026-06-30)
Launch date22-Nov-2024
Plan typeOpen Ended · Equity
Min lumpsumRs. 100 and in multiples of Re. 1/- thereafter
Lock-inNone
Volatility17.38
AMCAxis Asset Management Co. Ltd.
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.
scheme documents ↗