Axis Momentum Fund
Direct · Growth ₹8.72
19 Oct 2026
NAV
1.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.90
Sharpe
-21.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.75%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.00 L | 0.3% | -23.4% | 15.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 0.3% | 11.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.3% | 0.0% | -7.8% | 16.9% | -0.90 | -0.70 | 49% | — | — |
-21.5%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-9.4%
Avg Drawdown
Calmar Ratio by Duration
0.06
1Y
43
Total Holdings
32.6%
Top 10 Weight
22
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharat Electronics Limited | 5.69% |
| 2 | Coal India Limited | 4.64% |
| 3 | Bajaj Finserv Limited | 3.37% |
| 4 | Tata Consumer Products Limited | 2.99% |
| 5 | Power Grid Corporation of India Limited | 2.95% |
| 6 | State Bank of India | 2.80% |
| 7 | Maruti Suzuki India Limited | 2.61% |
| 8 | Oil & Natural Gas Corporation Limited | 2.55% |
| 9 | Tata Steel Limited | 2.52% |
| 10 | HDFC Life Insurance Company Limited | 2.45% |