Axis Momentum Fund - Regular Plan - IDCW Option
Fund House: Axis Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 12-12-2024 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.26% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 924.03 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 1.5% | 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 |
8.93
-0.06 (-0.6719%)
-7.24%
Benchmark: 12.21%
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 - IDCW Option | 12-12-2024 | 3.24 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 35.48 | 23.3 | - | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 25.6 | 11.87 | 20.85 | 17.34 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 21.72 | 11.06 | 21.33 | 13.28 | 17.23 |
| Quant Commodities Fund - Growth Option - Regular Plan | 27-12-2023 | 21.58 | 9.72 | - | - | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 20.46 | 10.47 | 19.37 | 13.7 | - |
| HSBC India Export Opportunities Fund - Regular Growth | 25-09-2024 | 15.56 | - | - | - | - |
| Quant Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | 11.41 | 2.61 | - | - | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 7.92 | 7.08 | 15.93 | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 7.22 | 9.28 | 26.65 | 20.44 | 16.83 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.43%
Others
0.64%
Large Cap
39.03%
Mid Cap
46.9%
