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Axis Momentum Fund - Direct Plan - IDCW Option

Axis · Equity Fund
High
₹8.41
Current NAV
26 Oct 2026
-11.2%
1Y Return
15.5%
3Y CAGR
15.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.45%.
  • Well-diversified portfolio aligned with the Equity Fund mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.15
Sharpe Ratio
1.05
Beta
-2.35
Alpha
1.32
Sortino
Fund Details
Fund House Axis
Category Equity Fund
AUM ₹8200 Cr
Expense Ratio 0.45%
Min SIP ₹500
Min Lumpsum ₹1000
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