Axis Momentum Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Others
Launch Date: 12-12-2024
AUM:
₹ 0 Cr
Expense Ratio
2.12%
Benchmark
NIFTY 500 TRI
ISIN
INF846K010Z1
Minimum Investment
0.0
Minimum Topup
0.0
Minimum SIP Amount
1000
Fund Manager
Karthik Kumar,Mayank Hyanki
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | - | - | - |
| NIFTY 500 TRI | 5.95 | 15.33 | 23.64 |
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
8.7
Last change
-0.06 (-0.6897%)
Fund Size (AUM)
₹ 0 Cr
Performance
-12.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks 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 parameter.
Fund Manager
Karthik Kumar,Mayank Hyanki
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 8.79 |
| Clearing Corporation of India Ltd | 8.34 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 6.28 |
| BSE LIMITED EQ NEW FV RS. 2/- | 4.38 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.02 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 3.86 |
| FIRSTSOURCE SOLUTIONS LIMITED EQ | 3.51 |
| WIPRO LIMITED EQ F.V. RS. 2 | 3.34 |
| Persistent Systems Ltd | 3.21 |
| MCX INDIA LIMITED EQ NEW RS. 10/- | 3.2 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.18 |
| Information Technology | 12.51 |
| N/A | 8.14 |
| Healthcare | 7.93 |
| Telecommunication | 6.28 |
| Consumer Services | 5.0 |
| Chemicals | 4.72 |
| Fast Moving Consumer Goods | 4.37 |
| Automobile and Auto Components | 4.02 |
| Capital Goods | 3.68 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Momentum Fund Reg Gr | 0.0 |
| Sundaram Services Reg Gr | 26.9 |
| ICICI Pru India Opportunities Cum | 32.91 |
| ICICI Pru Exports & Services Gr | 26.99 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Kotak Pioneer Fund Reg Gr | 26.61 |
| Franklin India Opportunities Gr | 31.33 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |