Axis Momentum Fund - IDCW - Direct Plan

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  • 2.26 %Nav, as on 11-04-2025

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  • Net Change on 11-04-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct 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 - Direct Plan - IDCW Option Jan 15, 2019 7.32 21.71 33.28 0.74 25,696.42
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 -2.48 20.08 31.78 0.88 6,161.56
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 2.38 9.92 21.30 1.34 5,433.25
SBI PSU Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 -1.93 28.61 31.13 0.83 4,788.77
TATA Ethical Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option Jan 01, 2013 -2.30 8.38 21.42 0.68 3,216.02

Fund Holdings as on 31-March-2025

  • ICICI Bank Limited

  • Clearing Corporation of India Ltd

  • Bharti Airtel Limited

  • BSE Limited

  • Mahindra & Mahindra Limited

  • Divi's Laboratories Limited

  • Firstsource Solutions Limited

  • Wipro Limited

  • Persistent Systems Limited

  • Multi Commodity Exchange of India Limited

  • PB Fintech Limited

  • Dixon Technologies (India) Limited

  • HCL Technologies Limited

  • KFin Technologies Limited

  • Anant Raj Limited

  • Coromandel International Limited

  • Oil India Limited

  • Zomato Limited

  • Radico Khaitan Limited

  • Tech Mahindra Limited

  • Bajaj Holdings & Investment Limited

  • Muthoot Finance Limited

  • GE Vernova T&D India Limited

  • United Spirits Limited

  • 360 One WAM Limited

  • Navin Fluorine International Limited

  • Siemens Limited

  • Lupin Limited

  • Fortis Healthcare Limited

  • Info Edge (India) Limited

  • Trent Limited

  • Sun Pharmaceutical Industries Limited

  • Petronet LNG Limited

  • Torrent Power Limited

  • Krishna Institute Of Medical Sciences Limited

  • Coforge Limited

  • Jubilant Ingrevia Limited

  • UltraTech Cement Limited

  • Bajaj Finance Limited

  • The Indian Hotels Company Limited

  • Blue Star Limited

  • Net Receivables / (Payables)

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  • IT - Software

  • Bank - Private

  • Miscellaneous

  • Telecommunication - Service Provider

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • BPO/ITeS

  • Breweries & Distilleries

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Finance - Stock Broking

  • Fintech

  • Consumer Durables - Electronics

  • Depository Services

  • Construction - Real Estate

  • Fertilizers

  • Oil Exploration

  • e-Commerce

  • Chemicals

  • Hospital & Healthcare Services

  • Retailing

  • Industrial Gases & Fuels

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Air Conditioners

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  • Cash

  • Equity

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 ₹1,234.20 crore. Axis Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Axis Momentum Fund ended up ₹0.18(2.26%)yesterday to ₹8.15.

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