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: 2.12% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,266.41 Cr As on 28-11-2025(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 |
9.41
-0.01 (-0.1063%)
-4.8%
Benchmark: 12.47%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
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 | -2.79 | - | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 21.29 | 14.02 | 18.15 | 24.66 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 14.88 | 11.39 | 18.22 | 18.21 | 16.93 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 14.83 | 23.81 | - | - | - |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 14.29 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.07 | 17.32 | 23.65 | 26.5 | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 11.35 | 14.2 | 19.5 | 19.83 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 10.35 | 15.99 | 20.04 | 19.35 | 13.71 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 10.02 | 11.23 | 17.72 | - | - |
| Aditya Birla Sun Life Conglomerate Fund-Regular Growth | 27-12-2024 | 8.69 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.43%
Others
0.68%
Large Cap
51.32%
Mid Cap
37.58%
Scheme Documents
There are no scheme documents available
