← Axis Mutual Fund
Axis Momentum Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF846K013Z5
NAV · 06-Jul-2026
₹9.0300
1M
+1.82%
6M
-6.27%
1Y (CAGR)
-5.08%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
-6.27%
NAV history
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Risk & SIP analytics
Volatility (3y)
17.39%
Downside dev (3y)
13.27%
Max drawdown (3y)
-21.5%
Calendar-year returns
2025 -3.2%
Fund facts
Fund managerNandik Mallik
AUM₹9,745 Cr
Expense ratio0.81% · 2026-05-31
TER · AMFI officialDirect 2.72% · Regular 4.11% (2026-06-30)
Launch date22-Nov-2024
Plan typeOpen Ended · Equity
Min lumpsum₹100
Min SIP₹500
Lock-inNone
Volatility17.35
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 ↗