Axis Momentum Fund - Regular Plan - IDCW Option
Category: Equity: Thematic-Others
Launch Date: 12-12-2024
AUM:
₹ 1,027.76 Cr
Expense Ratio
2.31%
Benchmark
NIFTY 500 TRI
ISIN
INF846K012Z7
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Mr. Karthik Kumar, Mr. Nandik Malik
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Axis Momentum Fund - Regular Plan - IDCW Option | -5.6 | - | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
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
8.6
Last change
-0.04 (-0.4651%)
Fund Size (AUM)
₹ 1,027.76 Cr
Performance
-9.24% (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. Nandik Malik
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 9.22 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 7.8 |
| Clearing Corporation of India Ltd | 5.23 |
| Net Receivables / (Payables) | 4.76 |
| COAL INDIA LTD EQ | 4.67 |
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 4.35 |
| OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/- | 2.52 |
| RELIANCE INDUSTRIES LIMITED EQ | 2.51 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.4 |
| JSW STEEL LIMITED EQ NEW FV RE. 1/- | 2.39 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.74 |
| Oil, Gas & Consumable Fuels | 12.72 |
| Capital Goods | 11.95 |
| Information Technology | 10.16 |
| Metals & Mining | 7.25 |
| Automobile and Auto Components | 4.98 |
| Healthcare | 4.59 |
| Power | 2.46 |
| Telecommunication | 2.4 |
| Construction Materials | 2.31 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Axis Momentum Fund Reg IDCW | 0.0 |