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Axis Momentum Fund - Regular Plan - Growth Option
Axis Mutual Fund · Equity · Thematic Fund
₹8.93
AUM: —
NAV updated 9 days ago
Plan
Regular
Option
Growth
Risk
Very High
Sharpe Ratio
-0.35
Std Dev (1Y)
15.83%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.67%
3m
+1.48%
6m
+4.44%
1y
-2.93%
3y
—
5y
—
10y
—
since inception
-5.78%
TopFund's Take on Axis Momentum Fund - Regular Plan - Growth Option
Axis Momentum Fund - Regular Plan - Growth Option is a Thematic Fund fund from Axis Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.35 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.83% is fairly typical for Thematic Fund funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Axis Momentum Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Axis Momentum Fund - Regular Plan - Growth Option is ₹8.93. NAV is updated every business day after market close by AMFI.
1Y: -2.93%
Expense ratio data for Axis Momentum Fund - Regular Plan - Growth Option is not yet available.
Axis Momentum Fund - Regular Plan - Growth Option is managed by Axis Mutual Fund.
Axis Momentum Fund - Regular Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Axis Momentum Fund - Regular Plan - Growth Option is a Thematic Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Axis Momentum Fund - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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