Axis Momentum Fund - IDCW - Direct Plan

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  • 0.68 %Nav, as on 07-02-2025

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  • Net Change on 07-02-2025

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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 18.14 24.12 26.28 0.69 24,552.50
ICICI Prudential Manufacturing Fund - Direct Plan - IDCW Option Oct 11, 2018 10.69 23.44 26.22 0.72 6,532.75
Franklin INDIA OPPORTUNITIES FUND - Direct - IDCW Jan 01, 2013 Unrated 24.24 27.37 26.94 0.53 6,119.62
SBI ESG Exclusionary Strategy Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 12.78 11.76 15.38 1.33 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Direct - Payout of IDCW Dec 30, 2019 -6.05 29.24 27.08 0.55 5,236.98

Fund Holdings as on 31-December-2024

  • Clearing Corporation of India Ltd

  • ICICI Bank Limited

  • Bharti Airtel Limited

  • Trent Limited

  • Kaynes Technology India Limited

  • Divi's Laboratories Limited

  • Persistent Systems Limited

  • Dixon Technologies (India) Limited

  • Voltas Limited

  • Kalyan Jewellers India Limited

  • Firstsource Solutions Limited

  • The Federal Bank Limited

  • Multi Commodity Exchange of India Limited

  • Bharat Electronics Limited

  • Oil India Limited

  • Sun Pharmaceutical Industries Limited

  • Shriram Finance Limited

  • National Aluminium Company Limited

  • HCL Technologies Limited

  • BSE Limited

  • GE Vernova T&D India Limited

  • Radico Khaitan Limited

  • Coromandel International Limited

  • 360 One WAM Limited

  • Torrent Power Limited

  • Lupin Limited

  • Samvardhana Motherson International Limited

  • NTPC Limited

  • Siemens Limited

  • PB Fintech Limited

  • Info Edge (India) Limited

  • Balrampur Chini Mills Limited

  • Zomato Limited

  • Amber Enterprises India Limited

  • HDFC Asset Management Company Limited

  • Petronet LNG Limited

  • KFin Technologies Limited

  • Jubilant Ingrevia Limited

  • Techno Electric & Engineering Company Limited

  • Aditya Birla Sun Life AMC Limited

  • Thermax Limited

  • Tech Mahindra Limited

  • BIKAJI FOODS INTERNATIONAL LIMITED

  • Central Depository Services (India) Limited

  • UTI Asset Management Company Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • IT - Software

  • Telecommunication - Service Provider

  • Finance - Others

  • BPO/ITeS

  • Power Generation/Distribution

  • Air Conditioners

  • Retailing

  • Electric Equipment

  • Electronics - Components

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Finance - Stock Broking

  • Defence

  • Oil Exploration

  • Finance - NBFC

  • Aluminium & Aluminium Products

  • Breweries & Distilleries

  • Fertilizers

  • Auto Ancillary

  • Finance - Asset Management

  • Fintech

  • Depository Services

  • e-Commerce

  • Sugar

  • Industrial Gases & Fuels

  • Chemicals

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Consumer Food

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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 ₹1,405.52 crore. Axis Momentum Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Axis Momentum Fund ended up ₹0.06(0.68%)yesterday to ₹8.82.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd, 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