Axis Momentum Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Others
Launch Date: 12-12-2024
AUM:
₹ 1,243.85 Cr
Expense Ratio
2.12%
Benchmark
NIFTY 500 TRI
ISIN
INF846K010Z1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Mr. Karthik Kumar & Mr. Mayank Hyanki
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | - | - | - |
| NIFTY 500 TRI | -1.2 | 16.5 | 20.88 |
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
9.19
Last change
0.05 (0.5441%)
Fund Size (AUM)
₹ 1,243.85 Cr
Performance
-7.27% (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. Mayank Hyanki
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 9.08 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 6.84 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.81 |
| Bajaj Finance Limited | 4.29 |
| Clearing Corporation of India Ltd | 4.11 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 4.08 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.96 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.73 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.18 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 3.15 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.45 |
| Chemicals | 10.14 |
| Healthcare | 9.53 |
| Telecommunication | 7.88 |
| Capital Goods | 7.85 |
| Services | 4.71 |
| Automobile and Auto Components | 4.55 |
| Fast Moving Consumer Goods | 3.71 |
| Oil, Gas & Consumable Fuels | 3.34 |
| Consumer Durables | 3.14 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Momentum Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Sundaram Services Reg Gr | 23.95 |
| ICICI Pru Commodities Gr | 30.83 |
| ICICI Pru India Opportunities Cum | 30.91 |
| ICICI Pru Exports & Services Gr | 23.96 |
| Franklin India Opportunities Gr | 28.59 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 20.03 |
| SBI COMMA Fund Reg PLAN Gr | 20.37 |