Axis Momentum Fund - Regular Plan - Growth Option

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NAV: ₹ 8.21 ↓ -1.79%
[as on 27 March, 2026]

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 - Regular Plan - Growth Option and its peers as on 27 March, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Axis Momentum Fund - Regular Plan - Growth Option -12.19% -1.79% -0.97% -8.78% -11.43% -2.03%----
SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH 0.55% 1.53% 0.72% -1.75% 0.14% 1.62% 25.71% 17.69% 20.08% 11.98%
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth -12.73% -2.24% -0.96% -10.63% -12.2% -4.03% 11.57% 10.03% 11.14% 11.59%
SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH -10.65% -2.07% -2.18% -9.57% -9.95% -3.66% 17.67% 18.43% 16.97% 15.43%
SBI PSU Fund - REGULAR PLAN -Growth -2.43% -1.52% -2.45% -10.58% -0.43% 10.78% 31.38% 26.04% 18.13% 14.89%
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH -13.17% -2.07% -1.11% -8.78% -13.32% -9.91% 10.43% 14.14% 12.43% 13.66%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns--------- -5.17%

Discrete returns (monthly)

MonthMay 2025Jun 2025Jul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026
Returns 3.22% 5.23% -1.6% -3.72% -0.78% 4.14% 0.97% -0.53% -4.39% 0.67%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
98.34% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 1.65%

Equity

NameSymbol / ISINSectorWeight %
ICICI Bank LimitedICICIBANK (INE090A01021)Banks8.47%
HDFC Bank LimitedHDFCBANK (INE040A01034)Banks8.46%
Bharti Airtel LimitedBHARTIARTL (INE397D01024)Telecom - Services7.04%
Bharat Electronics LimitedBEL (INE263A01024)Aerospace & Defense4.17%
InterGlobe Aviation LimitedINDIGO (INE646L01027)Transport Services3.82%
Multi Commodity Exchange of India LimitedMCX (INE745G01035)Capital Markets3.77%
One 97 Communications LimitedPAYTM (INE982J01020)Financial Technology (Fintech)3.52%
Laurus Labs LimitedLAURUSLABS (INE947Q01028)Pharmaceuticals & Biotechnology3.44%
Fortis Healthcare LimitedFORTIS (INE061F01013)Healthcare Services3.33%
Maruti Suzuki India LimitedMARUTI (INE585B01010)Automobiles3.20%
Mahindra & Mahindra LimitedM&M (INE101A01026)Automobiles3.12%
Solar Industries India LimitedSOLARINDS (INE343H01029)Chemicals & Petrochemicals3.07%
GE Vernova T&D India LimitedGVT&D (INE200A01026)Electrical Equipment2.98%
Bosch LimitedBOSCHLTD (INE323A01026)Auto Components2.83%
Narayana Hrudayalaya LimitedNH (INE410P01011)Healthcare Services2.82%
Navin Fluorine International LimitedNAVINFLUOR (INE048G01026)Chemicals & Petrochemicals2.78%
BSE LimitedBSE (INE118H01025)Capital Markets2.25%
Persistent Systems LimitedPERSISTENT (INE262H01021)IT - Software2.24%
Divi's Laboratories LimitedDIVISLAB (INE361B01024)Pharmaceuticals & Biotechnology2.06%
JM Financial LimitedJMFINANCIL (INE780C01023)Finance2.05%
JK Cement LimitedJKCEMENT (INE823G01014)Cement & Cement Products2.00%
Syrma SGS Technology LimitedSYRMA (INE0DYJ01015)Industrial Manufacturing1.99%
Hindustan Petroleum Corporation LimitedHINDPETRO (INE094A01015)Petroleum Products1.96%
Bharat Petroleum Corporation LimitedBPCL (INE029A01011)Petroleum Products1.95%
Radico Khaitan LimitedRADICO (INE944F01028)Beverages1.75%
TVS Motor Company LimitedTVSMOTOR (INE494B01023)Automobiles1.54%
UPL LimitedUPL (INE628A01036)Fertilizers & Agrochemicals1.38%
Bajaj Finance LimitedBAJFINANCE (INE296A01032)Finance1.36%
CCL Products (India) LimitedCCL (INE421D01022)Agricultural Food & other Products1.29%
SBI Life Insurance Company LimitedSBILIFE (INE123W01016)Insurance1.18%
Bajaj Holdings & Investment LimitedBAJAJHLDNG (INE118A01012)Finance0.72%
Coromandel International LimitedCOROMANDEL (INE169A01031)Fertilizers & Agrochemicals0.71%
Amber Enterprises India LimitedAMBER (INE371P01015)Consumer Durables0.66%
Muthoot Finance LimitedMUTHOOTFIN (INE414G01012)Finance0.64%
eClerx Services LimitedECLERX (INE738I01010)Commercial Services & Supplies0.63%
Coforge LimitedCOFORGE (INE591G01025)IT - Software0.61%
Bharti Hexacom LimitedBHARTIHEXA (INE343G01021)Telecom - Services0.61%
Adani Energy Solutions LimitedADANIENSOL (INE931S01010)Power0.53%
Nuvoco Vistas Corporation LimitedNUVOCO (INE118D01016)Cement & Cement Products0.51%
Dixon Technologies (India) LimitedDIXON (INE935N01020)Consumer Durables0.47%
Balrampur Chini Mills LimitedBALRAMCHIN (INE119A01028)Agricultural Food & other Products0.43%
Portfolio data is as on date 31 October, 2025

NAV history

Axis Momentum Fund - Regular Plan - Growth Option - 30 days NAV (Net asset value) history

DateNAV% change
27 March, 20268.21 -1.79%
25 March, 20268.36 2.33%
24 March, 20268.17 2.77%
23 March, 20267.95 -4.1%
20 March, 20268.29 0.36%
19 March, 20268.26 -3.39%
18 March, 20268.55 1.06%
17 March, 20268.46 1.44%
16 March, 20268.34 0.12%
13 March, 20268.33 -2.69%
12 March, 20268.56 -0.47%
11 March, 20268.60 -1.6%
10 March, 20268.74 1.63%
9 March, 20268.60 -1.94%
6 March, 20268.77 -0.9%
5 March, 20268.85 1.61%
4 March, 20268.71 -1.8%
2 March, 20268.87 -1.44%
28 February, 20269.00 0%
27 February, 20269.00 -1.85%
26 February, 20269.17 0.22%
25 February, 20269.15 0.77%
24 February, 20269.08 -0.77%
23 February, 20269.15 0.22%
20 February, 20269.13 0.33%
19 February, 20269.10 -1.52%
18 February, 20269.24 0.76%
17 February, 20269.17 0.44%
16 February, 20269.13 0.66%
13 February, 20269.07

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Axis Momentum Fund - Regular Plan - Growth Option?
    The latest NAV of Axis Momentum Fund - Regular Plan - Growth Option is 8.21 as on 27 March, 2026.
  • What are YTD (year to date) returns of Axis Momentum Fund - Regular Plan - Growth Option?
    The YTD (year to date) returns of Axis Momentum Fund - Regular Plan - Growth Option are -12.19% as on 27 March, 2026.
  • What are 1 year returns of Axis Momentum Fund - Regular Plan - Growth Option?
    The 1 year returns of Axis Momentum Fund - Regular Plan - Growth Option are -2.03% as on 27 March, 2026.