Axis Momentum Fund Direct Growth

Scheme code: INF846K011Z9 NAV value: ₹ 8.4200 NAV date: 19 March, 2026 TER: 0.84%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-6.96	16.94	6.05	5.40	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	5.4
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	5.4
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	5.4
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	5.4
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,639 - Absolute Returns: ₹41,639 - CAGR: %

Max Drawdown

-21.52 %

Drawdown Duration

2 months

Avg Drawdown

-9.05 %

1 Y

0.2509

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	3.75	1.06	106.9	101.8	7.59 %	4.00 %
3 years	-3.15	1.13	104.2	116.5	-4.82 %	-0.76 %
5 years	-1.59	1.13	104.2	116.5	-2.92 %	-0.46 %
7 years	-0.91	1.13	104.2	116.5	-2.10 %	-0.33 %
10 years	-0.39	1.13	104.2	116.5	-1.47 %	-0.23 %
12 years	-0.20	1.13	104.2	116.5	-1.23 %	-0.19 %
15 years	0.01	1.13	104.2	116.5	-0.98 %	-0.15 %