Axis Momentum Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 12-12-2024
AUM:
₹ 1,241.46 Cr
Expense Ratio
2.12%
Benchmark
NIFTY 500 TRI
ISIN
INF846K012Z7
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 - IDCW Option | - | - | - |
| NIFTY 500 TRI | 5.06 | 17.41 | 20.65 |
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
9.26
Last change
-0.02 (-0.216%)
Fund Size (AUM)
₹ 1,241.46 Cr
Performance
-6.56% (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/- | 8.78 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 8.63 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.66 |
| Bajaj Finance Limited | 4.9 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 4.09 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 3.94 |
| Clearing Corporation of India Ltd | 3.44 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.29 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.18 |
| LAURUS LABS LIMITED EQ NEW FV RS. 2/- | 3.15 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.45 |
| Capital Goods | 10.22 |
| Chemicals | 10.09 |
| Healthcare | 9.54 |
| Automobile and Auto Components | 7.43 |
| Telecommunication | 7.22 |
| Services | 3.94 |
| Oil, Gas & Consumable Fuels | 3.81 |
| Fast Moving Consumer Goods | 3.62 |
| Information Technology | 2.67 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Momentum Fund Reg IDCW | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| ICICI Pru Commodities Gr | 30.79 |
| Sundaram Services Reg Gr | 24.58 |
| ICICI Pru India Opportunities Cum | 32.14 |
| Franklin India Opportunities Gr | 27.46 |
| ICICI Prudential Housing Opportunities Fund Gr | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 20.74 |
| ICICI Pru Exports & Services Gr | 23.71 |
| Edelweiss Recently Listed IPO Fund Reg Gr | 19.25 |