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NAV: ₹ ↓ -1.56%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Axis Momentum Fund - Direct Plan - Growth Option and its peers as on 8 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Axis Momentum Fund - Direct Plan - Growth Option | -7.36% | -1.56% | -2% | 1.26% | -1.12% | -6.38% | - | - | - | - |
| SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | -6.46% | -2.16% | -1.24% | 4.06% | 2.33% | -8.24% | 8.45% | 13.75% | 15.9% | 14.39% |
| SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth | -4.66% | -2.16% | -0.91% | 4.09% | 2.89% | -2.55% | 10.21% | 10.48% | 12.83% | 12.45% |
| SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH | 17.85% | -1.13% | 0.17% | 6.12% | 20.37% | 14.1% | 25.2% | 17.36% | 25.59% | 14.72% |
| SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH | 1.63% | -1.4% | -2.15% | 0.8% | 7.67% | -1.19% | 17.38% | 18.62% | 18.94% | 15.49% |
| SBI PSU Fund - DIRECT PLAN - GROWTH | 0.08% | -1.65% | -2.54% | -1.76% | -2.19% | 5.02% | 26.54% | 24.06% | 19.63% | 15.07% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | -3.65% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.66% | 4.19% | 1.06% | -0.42% | -4.31% | 0.88% | -10.68% | 8.09% | -2.09% | 1.7% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 99.36% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 0.64% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 7.02% |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 5.75% |
| Bharat Electronics Limited | BEL (INE263A01024) | Aerospace & Defense | 4.74% |
| Multi Commodity Exchange of India Limited | MCX (INE745G01043) | Capital Markets | 4.68% |
| Laurus Labs Limited | LAURUSLABS (INE947Q01028) | Pharmaceuticals & Biotechnology | 4.34% |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 4.08% |
| RBL Bank Limited | RBLBANK (INE976G01028) | Banks | 4.04% |
| National Aluminium Company Limited | NATIONALUM (INE139A01034) | Non - Ferrous Metals | 3.85% |
| Hero MotoCorp Limited | HEROMOTOCO (INE158A01026) | Automobiles | 3.70% |
| FSN E-Commerce Ventures Limited | NYKAA (INE388Y01029) | Retailing | 3.60% |
| Aditya Birla Capital Limited | ABCAPITAL (INE674K01013) | Finance | 3.53% |
| Syrma SGS Technology Limited | SYRMA (INE0DYJ01015) | Industrial Manufacturing | 3.44% |
| GMR Airports Limited | GMRAIRPORT (INE776C01039) | Transport Infrastructure | 3.31% |
| Navin Fluorine International Limited | NAVINFLUOR (INE048G01026) | Chemicals & Petrochemicals | 3.30% |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 3.20% |
| Cummins India Limited | CUMMINSIND (INE298A01020) | Industrial Products | 2.95% |
| Muthoot Finance Limited | MUTHOOTFIN (INE414G01012) | Finance | 2.66% |
| Sagility Limited | SAGILITY (INE0W2G01015) | IT - Services | 2.65% |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 2.61% |
| TVS Motor Company Limited | TVSMOTOR (INE494B01023) | Automobiles | 2.53% |
| Bharat Petroleum Corporation Limited | BPCL (INE029A01011) | Petroleum Products | 2.13% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 2.11% |
| Radico Khaitan Limited | RADICO (INE944F01028) | Beverages | 1.95% |
| AU Small Finance Bank Limited | AUBANK (INE949L01017) | Banks | 1.71% |
| Vedanta Limited | VEDL (INE205A01025) | Diversified Metals | 1.71% |
| L&T Finance Limited | LTF (INE498L01015) | Finance | 1.61% |
| Hindustan Petroleum Corporation Limited | HINDPETRO (INE094A01015) | Petroleum Products | 1.60% |
| SBI Life Insurance Company Limited | SBILIFE (INE123W01016) | Insurance | 1.54% |
| Tata Consumer Products Limited | TATACONSUM (INE192A01025) | Agricultural Food & other Products | 1.48% |
| GE Vernova T&D India Limited | GVT&D (INE200A01026) | Electrical Equipment | 1.16% |
| Canara Bank | CANBK (INE476A01022) | Banks | 0.83% |
| Indian Bank | INDIANB (INE562A01011) | Banks | 0.79% |
| Adani Energy Solutions Limited | ADANIENSOL (INE931S01010) | Power | 0.69% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 0.59% |
| LTIMindtree Limited | LTM (INE214T01019) | IT - Software | 0.57% |
| Coforge Limited | COFORGE (INE591G01025) | IT - Software | 0.53% |
| Union Bank of India | UNIONBANK (INE692A01016) | Banks | 0.52% |
| Yes Bank Limited | YESBANK (INE528G01035) | Banks | 0.48% |
| State Bank of India | SBIN (INE062A01020) | Banks | 0.48% |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 0.48% |
| Ashok Leyland Limited | ASHOKLEY (INE208A01029) | Agricultural, Commercial & Construction Vehicles | 0.42% |
Portfolio data is as on date 31 March, 2026
NAV history
Axis Momentum Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 8 July, 2026 | 8.81 | -1.56% |
| 7 July, 2026 | 8.95 | -0.89% |
| 6 July, 2026 | 9.03 | 0.67% |
| 3 July, 2026 | 8.97 | -0.33% |
| 2 July, 2026 | 9.00 | 0.11% |
| 1 July, 2026 | 8.99 | 0.45% |
| 30 June, 2026 | 8.95 | 0.22% |
| 29 June, 2026 | 8.93 | 0% |
| 25 June, 2026 | 8.93 | -0.11% |
| 24 June, 2026 | 8.94 | 0% |
| 23 June, 2026 | 8.94 | -1.11% |
| 22 June, 2026 | 9.04 | 0.22% |
| 19 June, 2026 | 9.02 | 0.11% |
| 18 June, 2026 | 9.01 | 0.56% |
| 17 June, 2026 | 8.96 | 0.45% |
| 16 June, 2026 | 8.92 | 0.11% |
| 15 June, 2026 | 8.91 | 1.25% |
| 12 June, 2026 | 8.80 | 1.73% |
| 11 June, 2026 | 8.65 | -0.23% |
| 10 June, 2026 | 8.67 | -0.91% |
| 9 June, 2026 | 8.75 | 0.57% |
| 8 June, 2026 | 8.70 | -1.14% |
| 5 June, 2026 | 8.80 | -0.45% |
| 4 June, 2026 | 8.84 | 0.34% |
| 3 June, 2026 | 8.81 | 0% |
| 2 June, 2026 | 8.81 | 0.11% |
| 1 June, 2026 | 8.80 | -1.12% |
| 31 May, 2026 | 8.90 | 0% |
| 29 May, 2026 | 8.90 | -1.98% |
| 27 May, 2026 | 9.08 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Axis Momentum Fund - Direct Plan - Growth Option?
The latest NAV of Axis Momentum Fund - Direct Plan - Growth Option is 8.81 as on 8 July, 2026.What are YTD (year to date) returns of Axis Momentum Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Axis Momentum Fund - Direct Plan - Growth Option are -7.36% as on 8 July, 2026.What are 1 year returns of Axis Momentum Fund - Direct Plan - Growth Option?
The 1 year returns of Axis Momentum Fund - Direct Plan - Growth Option are -6.38% as on 8 July, 2026.