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Fund Overview

AXIS Momentum Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

9.44

Inception Date

12-12-2024

Category

Equity - Diversified
Investment Objectives

The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity & equity-related securities of companies that exhibit strong momentum. The selection of securities will be based on a quantitative model that will aim to maximize momentum exposure based on various parameters. There is no assurance that the investment objective of the scheme will be achieved.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
AXIS Momentum Fund - Regular (G) NA NA NA NA NA NA -5.60
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 0.00 Lakh

10,000 investment Grown to 0.00 Lakh

1Lakh investment Grown to 1.16 Lakh

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Key Parameters
AUM(₹ Cr.) 1,406
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 100
Expense Ratio (%) 0
Benchmark Nifty 500 TRI
Fund Manager Karthik Kumar
Exit a). If redeemed / switched-out within 12 months from the date of allotment: For 10% ofinvestments: NIL For remaining investments: 1% b). If redeemed / switched-out after 12 months from the date of allotment: NIL
Incrimental Invest(₹) 100
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 12 24 )
Company Asset No.of shares Value (₹ in Cr)
C C I Reverse Repo 0 117.06
ICICI Bank Equity 804764 103.14
Bharti Airtel Equity 450892 71.59
Trent Equity 75109 53.50
Kaynes Tech Equity 64901 48.14
Divi's Lab. Equity 77165 47.06
Persistent Sys Equity 71828 46.38
Dixon Technolog. Equity 25849 46.36
Voltas Equity 246852 44.19
Kalyan Jewellers Equity 558872 42.82
Firstsour.Solu. Equity 1098656 41.31
Federal Bank Equity 2060555 41.22
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
AXIS Momentum Fund 0.00 NA NA NA -5.60 12-Dec-2024 NA
Motilal Oswal Midcap Fund 22,897.62 46.97 31.81 31.88 24.38 24-Feb-2014 1.6183 4.46
Motilal Oswal Small Cap Fund 3,166.26 43.29 NA NA 43.14 26-Dec-2023 2.8061 3.35
Quant Commodities Fund 446.18 39.38 NA NA 35.29 27-Dec-2023 1.7198 5.18
Motilal Oswal Flexi Cap Fund 12,598.45 38.30 20.51 17.96 18.51 28-Apr-2014 1.0748 3.99
Motilal Oswal Large and Midcap Fund 7,710.01 37.78 24.79 25.30 25.97 17-Oct-2019 1.2359 4.06
Invesco India Midcap Fund 5,862.67 37.15 22.75 27.08 17.23 19-Apr-2007 1.1197 4.24
Bandhan Small Cap Fund 9,248.28 36.05 25.27 NA 36.49 25-Feb-2020 1.2396 4.85
LIC MF Small Cap Fund 411.35 34.73 22.68 29.36 17.30 21-Jun-2017 1.1223 4.32
Invesco India Focused Fund 3,443.24 33.58 18.49 NA 26.70 30-Sep-2020 0.9059 4.25
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