Fundalysisby DARKHORSESTOCKS

Scheme

Axis Momentum Fund

Holds 42 companies worth ₹757 Cr in Sept 2026.

  • Fund house

    AxisThe fund house that runs this scheme.

  • AUM

    ₹847 CrAxis Momentum Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 7.8% on Aug 2026, ₹918 Cr.

  • Largest holding

    Ratnakar Bank LimitedRatnakar Bank Limited is 5.1% of this scheme's NAV.

  • Fund manager

    Nandik MalikRuns it since 6 Mar 2026, as the fund house dates it.

AUM(Dec 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026847−7.8%
Aug 2026918−1.6%
Jul 2026933−2.5%
Jun 2026956−3.9%
May 2026996−3.1%
Apr 20261,028+11.2%
Mar 2026924−15.3%
Feb 20261,091−0.8%
Jan 20261,100−7.2%
Dec 20251,186−6.3%
Nov 20251,266−1.0%
Oct 20251,279+3.1%
AUM at month end, Sept 2026
₹847 Cr
−33.8% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2024 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20266.28%−0.03 pt
Jun 20266.31%+0.24 pt
Mar 20266.07%+0.45 pt
Dec 20255.62%+0.31 pt
Direct plans' share of AUM, Sept 2026
6.28%
+0.67 pt since Dec 2025
Fig. 2.Axis Momentum Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.54%−4.56%––−4.25%
3 months *
−1.12%−1.49%––−2.83%
6 months *
−1.01%−1.72%––+6.17%
1 year
−4.64%−5.91%−5.06%+0.41 pt−0.06%
Since launch
−6.59%−7.99%−2.37%−4.23 pt+13.93%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.