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: 2.12% 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 |
9.18
0.11 (1.1983%)
-7.35%
Benchmark: 12.41%
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 | -6.99 | - | - | - | - |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 11.41 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 10.84 | 17.7 | 22.42 | 26.76 | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 10.17 | 12.04 | 15.59 | 25.39 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 8.73 | 16.49 | 19.2 | 20.34 | 13.69 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 8.14 | 14.18 | 17.45 | 20.36 | - |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 02-03-2019 | 5.89 | 8.51 | 12.78 | 14.25 | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 4.7 | 11.46 | 15.66 | 17.54 | 16.82 |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 3.35 | 10.27 | 15.91 | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 2.89 | 22.76 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.43%
Others
0.68%
Large Cap
51.32%
Mid Cap
37.58%
