Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

Axis Momentum Fund (Regular)

Axis Mutual Fund · benchmark Nifty 500 TRI · 1.9 years old · AMFI code 153085

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Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-1.0%2.5%-3.5%89 / 105
1 year-5.8%-1.0%-4.8%98 / 100
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Portfolio

RBL Bank Limited5.1%
P N Gadgil Jewellers Limited5.0%
Laurus Labs Limited4.7%
Navin Fluorine International Limited4.4%
Sai Life Sciences Limited4.1%
The Federal Bank Limited3.4%
Craftsman Automation Limited3.2%
Radico Khaitan Limited3.1%
BSE Limited3.0%
GMR Airports Limited3.0%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Axis Momentum Fund (Regular plan)?

₹8.80 on 5 Nov 2026 (Growth option).

What is the expense ratio of Axis Momentum Fund (Regular)?

3.44% a year; the Direct plan's is 2.06%.

What does Axis Momentum Fund invest in?

Its largest holdings are RBL Bank Limited, P N Gadgil Jewellers Limited, Laurus Labs Limited, with 42 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Axis Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.