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NRI

Feb 17, 2025

Category

Equity

AUM (Cr.)

1,263.46

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.11

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Karthik Kumar

Inception Date

Dec 12, 2024

Risk Level

Very High

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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - AXIS Momentum Fund - Regular (G) -11.7 0 0 0 0 -18.5
Benchmark - Nifty 500 TRI -3.78 -8.65 4.61 13.9 16.91 0
Category Average - BEST EQUITY PERFORMERS -6.33 -10.28 5.01 15.26 18.47 9.45
Category Rank 6/10 4/10 6/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 11.8515 1.47 6.91 8.30 0.00 358.16 2.44 500.00 invest
Nippon India Taiwan Equity Fund (G) 11.8515 1.47 6.91 8.30 0.00 358.16 2.44 500.00 invest
Nippon India Pharma Fund (IDCW) 119.7788 1.26 8.44 18.38 23.64 8,160.74 1.82 5,000.00 invest
Nippon India Pharma Fund (G) 470.4532 1.26 8.44 18.38 23.88 8,160.74 1.82 5,000.00 invest
DSP Healthcare Fund (G) 37.3700 -2.41 15.73 20.30 24.83 3,197.52 0.00 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-ICICI Bank Jan 31, 2025 100.82 7.98 -2.25
Equity-Bharti Airtel Jan 31, 2025 72.68 5.75 1.52
Equity-Divi`s Lab. Jan 31, 2025 45.95 3.64 -2.36
Equity-Zomato Ltd Jan 31, 2025 44.68 3.54 221.78
Equity-Persistent Sys Jan 31, 2025 43.33 3.43 -6.58
Equity-Trent Jan 31, 2025 43.21 3.42 -19.23
Equity-Multi Comm. Exc. Jan 31, 2025 42.56 3.37 6.15
Equity-PB Fintech. Jan 31, 2025 41.70 3.30 106.71
Equity-Bharat Electron Jan 31, 2025 39.73 3.14 -0.17
Equity-Dixon Technolog. Jan 31, 2025 38.74 3.07 -16.45

latest news

Axis Mutual Fund announces change in Exit Load Structure

Axis Mutual Fund has announced change in exit load structure under followin...

Feb 18, 2025 11:42

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Manager of the following sche...

Feb 11, 2025 12:11

Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Axis Mutual Fund has announced 17 January 2025 as the record date for decla...

Jan 16, 2025 10:42

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Jan 08, 2025 09:51

Axis MF announces change in Fund Manager of the following schemes

Axis Mutual Fund has announced change in Fund Managers of the following sch...

Dec 14, 2024 11:37

Axis Mutual Fund announces change in scheme name

Axis Mutual Fund has announced change in scheme name under the following sc...

Nov 28, 2024 12:50

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Momentum Fund - Regular (G)
Contact Persone : Karthik Kumar
Registered Address : One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Telephone No : 022-43255161
Fax No. : 022-43255199
Email : customerserivce:axismf.com
Website : www.axismf.com