Axis Momentum Fund - Regular Plan - Growth Option

Equity: Thematic-Others Open Ended Scheme
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NAV
₹ 9.15 ₹ -0.08 (-0.87 %)
as on 12-06-2025
Asset Size (AUM)
1,327.53 Cr
Launch Date
Dec 12, 2024
Invest in this scheme
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in Dec 12, 2024
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-7.67

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.11%
Volatility
0.0 %
Fund House
Axis Mutual Fund
Fund Manager
Mr. Karthik Kumar & Mr. Mayank Hyanki
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
a). If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% b). If redeemed / switched-out after 12 months from the date of allotment: NIL
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10000
FD₹ 10600
Gold₹ 10800
Nifty₹ 10800
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 12-06-2025
Created with Highcharts 4.1.4ReturnsAxis Momentum Fund - Regular Plan - Growth OptionNIFTY 500 TRIEquity: Thematic-OthersYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAxis Momentum Fund - Regular Plan - Growth OptionNIFTY 500 TRIEquity: Thematic-Others2016201720182019202020212022202320242025-40-200204060

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund60,00062,5022,50216.13
Benchmark60,00063,6803,68024.28
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Axis Momentum Fund - Regular Plan - Growth Option 12-12-2024 0.0 0.0 0.0 0.0 0.0
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 17.96 0.0 0.0 0.0 0.0
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 17.64 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 17.11 23.59 21.91 27.28 0.0
HDFC Defence Fund - Growth Option 02-06-2023 14.82 57.59 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Financial Services27.73
Information Technology11.32
Chemicals10.18
N/A7.59
Telecommunication6.44
Healthcare6.16
Automobile and Auto Components5.19
Services4.76
Consumer Durables4.55
Fast Moving Consumer Goods3.97
Consumer Services3.7
Oil, Gas & Consumable Fuels3.35
Capital Goods2.13
Realty1.78
power0.65
Construction Materials0.5
Portfolio Holdings
CompanyHoldings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.88
Clearing Corporation of India Ltd7.64
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.44
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.54
BSE LIMITED EQ NEW FV RS. 2/-4.39
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-4.04
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-3.88
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-3.67
MCX INDIA LIMITED EQ NEW RS. 10/-3.52
FIRSTSOURCE SOLUTIONS LIMITED EQ3.35
UPL LIMITED EQ NEW FV RS.2/-3.14
WIPRO LIMITED EQ F.V. RS. 22.94
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-2.83
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-2.73
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-2.65
ZOMATO LIMITED EQ2.65
OIL INDIA LTD. EQ2.54
Persistent Systems Ltd2.41
BAJAJ HOLDINGS AND INVESTMENT LTD. EQ2.14
DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ2.14
GE T&D INDIA LIMITED EQ NEW RS. 2/-2.13
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/-2.09
MUTHOOT FINANCE LIMITED EQ1.97
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-1.88
360 ONE WAM LIMITED EQ NEW FV RE. 1/-1.81
ANANT RAJ LIMITED NEW EQ RS. 2/-1.78
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-1.67
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-1.41
FORTIS HEALTHCARE LIMITED. EQ1.14
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/-1.05
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-0.98
PETRONET LNG LIMITED EQ0.81
TORRENT POWER LIMITED EQ NEW FV RS.10/-0.65
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-0.65
Krishna Institute Of Medical Sciences Limited0.59
SUVEN PHARMACEUTICALS LIMITED EQ0.55
PG Electroplast Limited0.52
JUBILANT INGREVIA LIMITED EQ0.5
ULTRATECH CEMENT LIMITED EQ0.5
COFORGE LIMITED EQ0.49
BLUE STAR LIMITED EQ NEW FV RS.2/-0.36
Net Receivables / (Payables)-0.06
Sector Allocation
Created with Highcharts 4.1.4Financial ServicesInformation TechnologyChemicalsTelecommunicationHealthcareAutomobile and Auto ComponentsServicesConsumer DurablesFast Moving Consumer GoodsOthers
Portfolio Holdings
Created with Highcharts 4.1.4ICICI BANK LIMITED EQ NEW FV RS. 2/-Clearing Corporation of India LtdBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5BSE LIMITED EQ NEW FV RS. 2/-BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/-DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-MCX INDIA LIMITED EQ NEW RS. 10/-Others