Axis Momentum Fund - Regular Plan - IDCW Option
Fund House: Axis Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 12-12-2024 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 3.85% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 846.83 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 2.08% | Exit Load: If redeemed / switched-out within 12 months from the date of allotment, For 10% of investments: NIL and For remaining investments: 1%. If redeemed / switched-out after 12 months from the date of allotment NIL. |
8.5
0 (0.0%)
-8.06%
Benchmark: 11.91%
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 | -8.41 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
38.09%
Others
10.02%
Large Cap
20.09%
Mid Cap
31.8%
