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Axis Momentum Fund - Regular Plan - Growth Option

Category: Equity: Thematic-Others Launch Date: 12-12-2024
AUM:

₹ 1,382.04 Cr

Expense Ratio

2.1%

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 -2.55 16.27 21.42
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
9.14
Last change
-0.11 (-1.2035%)
Fund Size (AUM)
₹ 1,382.04 Cr
Performance
-7.77% (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/- 8.4
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 6.48
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6.43
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 4.6
Clearing Corporation of India Ltd 4.54
Bajaj Finance Limited 4.09
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- 4.05
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- 3.75
NARAYANA HRUDAYALAYA LIMITED EQ 3.68
MUTHOOT FINANCE LIMITED EQ 3.44

Sector Allocation

Sector Holdings (%)
Financial Services 31.28
Chemicals 11.0
Healthcare 9.53
Telecommunication 7.53
Consumer Durables 6.74
Services 6.52
Automobile and Auto Components 5.73
Information Technology 5.72
Fast Moving Consumer Goods 3.64
Oil, Gas & Consumable Fuels 3.34