Axis Momentum Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Others
Launch Date: 12-12-2024
AUM:
932.94 Cr
Expense Ratio
4.45%
Benchmark
Nifty 500 TRI
ISIN
INF846K010Z1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Mr. Karthik Kumar, Mr. Nandik Malik
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | -0.55 | - | - |
| NIFTY 500 TRI | 4.99 | 13.01 | 12.02 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
8.98
Last change
-0.06 (-0.6682%)
Fund Size (AUM)
₹ 932.94 Cr
Performance
-5.78% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
Mr. Karthik Kumar, Mr. Nandik Malik
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.44 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.75 |
| TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/- | 3.21 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 2.97 |
| CUMMINS INDIA LIMITED EQ FV RS.2 | 2.95 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 2.73 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.7 |
| Bharti Airtel Limited July 2026 Future | 2.69 |
| NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/- | 2.61 |
| Shriram Finance Limited | 2.45 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.44 |
| Capital Goods | 17.85 |
| Healthcare | 13.54 |
| Automobile and Auto Components | 6.92 |
| Consumer Durables | 4.77 |
| Telecommunication | 2.76 |
| Oil, Gas & Consumable Fuels | 2.7 |
| Chemicals | 2.61 |
| Services | 2.22 |
| Consumer Services | 2.13 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Momentum Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| HSBC India Export Opportunities Fund Reg Gr | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 11.81 |
| Quant Commodities Gr Reg Plan | 0.0 |
| SBI Comma Fund Reg Plan Gr | 11.15 |
| ICICI Pru Commodities Gr | 13.37 |
| Quant Momentum Fund Gr Reg Plan | 0.0 |
| Sundaram Services Reg Gr | 14.33 |
| ICICI Pru Quality Fund Gr | 0.0 |