Axis Momentum Fund - Growth - Regular Plan

Other Plans and Options
  • 0.12 %Nav, as on 13-02-2025

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  • Net Change on 13-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 16.13 21.83 25.46 1.63 24,746.94
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 6.32 20.93 24.28 1.84 6,379.45
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 18.73 24.84 24.84 1.80 5,948.48
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.47 10.49 13.91 1.94 5,543.93
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 1.62 27.43 22.10 1.88 4,542.83

Fund Holdings as on 31-January-2025

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Divi's Laboratories Limited

  • Zomato Limited

  • Persistent Systems Limited

  • Trent Limited

  • Multi Commodity Exchange of India Limited

  • PB Fintech Limited

  • Bharat Electronics Limited

  • Dixon Technologies (India) Limited

  • Firstsource Solutions Limited

  • KFin Technologies Limited

  • Sun Pharmaceutical Industries Limited

  • Clearing Corporation of India Ltd

  • Oil India Limited

  • Net Receivables / (Payables)

  • National Aluminium Company Limited

  • BSE Limited

  • Voltas Limited

  • Kaynes Technology India Limited

  • HCL Technologies Limited

  • Coromandel International Limited

  • Kalyan Jewellers India Limited

  • Radico Khaitan Limited

  • GE Vernova T&D India Limited

  • Central Depository Services (India) Limited

  • 360 One WAM Limited

  • The Indian Hotels Company Limited

  • Lupin Limited

  • Siemens Limited

  • Balrampur Chini Mills Limited

  • Anant Raj Limited

  • Info Edge (India) Limited

  • Fortis Healthcare Limited

  • Torrent Power Limited

  • Petronet LNG Limited

  • Suven Pharmaceuticals Limited

  • Coforge Limited

  • Shriram Finance Limited

  • Jubilant Ingrevia Limited

  • Doms Industries Limited

  • The Federal Bank Limited

  • Tech Mahindra Limited

  • Aditya Birla Sun Life AMC Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Techno Electric & Engineering Company Limited

  • UTI Asset Management Company Limited

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  • Pharmaceuticals & Drugs

  • Bank - Private

  • IT - Software

  • Telecommunication - Service Provider

  • Miscellaneous

  • Depository Services

  • Finance - Others

  • BPO/ITeS

  • Electric Equipment

  • e-Commerce

  • Retailing

  • Finance - Stock Broking

  • Fintech

  • Defence

  • Consumer Durables - Electronics

  • Oil Exploration

  • Aluminium & Aluminium Products

  • Air Conditioners

  • Electronics - Components

  • Fertilizers

  • Diamond & Jewellery

  • Breweries & Distilleries

  • Hotel, Resort & Restaurants

  • Sugar

  • Construction - Real Estate

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Finance - Asset Management

  • Finance - NBFC

  • Chemicals

  • Printing & Stationery

  • Consumer Food

  • Engineering - Construction

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  • Cash

  • Equity

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About Axis Momentum Fund

Scheme Analysis

Axis Momentum Fund is a Equity - Thematic Fund - Other fund and belongs to Axis Mutual Fund. It was launched on 12-Dec-2024 and currently has an AUM of ₹1,263.46 crore. Axis Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Axis Momentum Fund ended up ₹0.01(0.12%)yesterday to ₹8.42.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Axis Momentum Fund is managed by Karthik Kumar and Mayank Hyanki.

Fund House Contact

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel Mumbai - 400 013

022-43255161
022-43255199
www.axismf.com