Axis Momentum Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 12-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.11% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 1,302.01 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | 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 |
8.89
-0.11 (-1.2373%)
-10.29%
Benchmark: 12.49%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks 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 parameter.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
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 | - | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 19.17 | 24.44 | 22.18 | 29.68 | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 17.04 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 16.02 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 14.26 | 28.03 | 23.4 | 28.66 | 13.75 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.91 | 29.89 | 26.12 | 34.4 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.82 | 22.79 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 11.4 | 27.07 | 23.52 | 29.32 | - |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 10.88 | 33.62 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 10.77 | 29.06 | 25.53 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.5%
Others
7.58%
Large Cap
47.67%
Mid Cap
28.24%
