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: 2.14% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,186.29 Cr As on 31-12-2025(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 |
8.94
0 (0.0%)
-8.78%
Benchmark: 12.22%
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 | 3.47 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 26.78 | 24.66 | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 22.79 | 13.25 | 19.85 | 26.83 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 17.11 | 9.68 | 18.41 | 19.46 | 17.5 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 13.7 | 15.6 | 23.21 | 26.74 | - |
| ICICI Prudential Rural Opportunities Fund - Growth | 28-01-2025 | 13.13 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.64 | 12.36 | 18.46 | 19.31 | - |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 10.46 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 9.58 | 13.06 | 19.3 | 19.17 | 13.56 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 9.4 | 9.11 | 17.01 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.44%
Others
2.61%
Large Cap
50.13%
Mid Cap
37.83%
Scheme Documents
There are no scheme documents available
