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Login Open ICICI 3-in-1 Account

Nov 07, 2025


Category

Equity

AUM (Cr.)

1,235.08

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.11

Sharpe Ratio

-1.48

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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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) 2.31 6.27 0 0 0 -6.8
Benchmark - Nifty 500 TRI 1.73 10.66 -2.38 16.19 21.73 0
Category Average - BEST EQUITY PERFORMERS 0.74 8.76 2.24 18.57 21.48 12.3
Category Rank 9/10 4/10 5/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant BFSI Fund - Regular (IDCW) 18.7929 2.24 18.29 0.00 0.00 655.17 2.32 5,000.00 invest
Quant BFSI Fund - Regular (G) 18.7943 2.24 18.29 0.00 0.00 655.17 2.32 5,000.00 invest
Quant Quantamental Fund (G) 23.0743 1.86 -1.14 19.82 0.00 1,689.61 2.07 5,000.00 invest
Quant Quantamental Fund (IDCW) 23.1010 1.86 -1.15 19.84 0.00 1,689.61 2.07 5,000.00 invest
Kotak Pioneer Fund - Regular (G) 32.1870 -1.31 6.89 22.58 22.04 3,148.09 1.84 100.00 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 Sep 30, 2025 108.48 8.78 -3.56
Equity-HDFC Bank Sep 30, 2025 106.62 8.63 25.81
Equity-Bharti Airtel Sep 30, 2025 82.22 6.66 -2.59
Equity-Bajaj Finance Sep 30, 2025 60.47 4.90 13.79
Equity-Bharat Electron Sep 30, 2025 50.56 4.09 9.35
Equity-Interglobe Aviat Sep 30, 2025 48.60 3.94 -0.91
Reverse Repo-C C I Sep 30, 2025 42.46 3.44 -16.73
Equity-Multi Comm. Exc. Sep 30, 2025 40.63 3.29 5.49
Equity-M & M Sep 30, 2025 39.24 3.18 7.11
Equity-Laurus Labs Sep 30, 2025 38.85 3.15 0.00

latest news

Axis Mutual Fund announces Income Distribution cum capital withdrawal (IDCW)

Axis Mutual Fund has announced 28 October 2025 as the record date for decla...

Oct 24, 2025 10:49

Axis Mutual Fund Change in Minimum Redemption Amount

Axis Mutual Fund announces that the Minimum Redemption Amount for Axis Liqu...

Oct 16, 2025 11:05

Axis Mutual Fund announces temporarily suspend

Axis Mutual Fund has decided to temporarily suspend acceptance of lump-sum ...

Oct 14, 2025 10:21

Axis Mutual Fund announces change in scheme name

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

Aug 30, 2025 12:21

Axis Mutual Fund Change in Minimum Application Amount

Axis Mutual Fund announces that the Minimum Application Amount for Axis Liq...

Aug 16, 2025 10:47

Axis Mutual Fund announces change in fund manager under its scheme

Axis Mutual Fund has announced change in fund manager under the following s...

Aug 04, 2025 10:04

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