ReviewDirect · Growth
Axis Momentum Fund
- NAV
- 8.92
- 15 Sept 2026
- 1Y
- -2.8%
- Trailing CAGR
- AUM
- ₹919.14 Cr
- 31 Aug 2026
- Volatility
- High
- 16.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.8%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-5.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -5.9%
- Calendar-day CAGR
- Excess 1Y
- -7.9%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 1 recovered episodes
- Longest recovery
- 13 days
- Trough to prior peak
- Current spell
- 621 days
- Days below latest peak
- Time below peak
- +100%
- NAV observations
2 Jan 2025 – open
Trough 4 Mar 2025 · not recovered
-21.5%
18 Dec 2024 – 2 Jan 2025
Trough 20 Dec 2024 · recovered in 13 days
-2.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
16
Vs category
1
Consistency
3
Risk-adjusted
0
Drawdown
46
Mean
13
Portfolio
31 Aug 2026 · 54 holdings · top 10 are 36.5%.
- Top 5
- 20.8%
- Top 10
- 36.5%
- Largest holding
- 4.5%
- Effective holdings
- 37.2
P N Gadgil Jewellers Ltd.
Consumer Discretionary
4.5%
RBL Bank Ltd
Financial
4.4%
Navin Fluorine International Ltd
Materials
4.2%
Laurus Labs Ltd
Healthcare
4.2%
Sai Life Sciences Ltd.
Healthcare
3.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
DSP Business Cycle Fund
DSP Mutual Fund
- 1Y
- 0.0%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -14.8%
- Sharpe
- -0.24
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HSBC India Export Opportunities Fund
HSBC Mutual Fund
- 1Y
- +18.3%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -20.5%
- Sharpe
- 0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.4%
- 3Y
- +16.8%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Active Momentum Fund
Nippon India Mutual Fund
- 1Y
- +8.1%
- 3Y
- n/a
- Vol
- 15.2%
- Max DD
- -12.6%
- Sharpe
- 0.80
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
WhiteOak Capital Special Opportunities Fund
WhiteOak Capital Mutual Fund
- 1Y
- +11.4%
- 3Y
- n/a
- Vol
- 14.7%
- Max DD
- -17.0%
- Sharpe
- 0.82
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns