loader2
Login OPEN ICICI 3-in-1 Account
Open ICICI 3-in-1 Account

Jul 15, 2025

Category

Equity

AUM (Cr.)

1,385.60

Exit Load (%)

0.00

Min Inv Lumpsum

100

Expense Ratio

2.11

Sharpe Ratio

-1.25

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.

Invest Now
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 (IDCW) 2.2 1.42 0 0 0 -6.9
Benchmark - Nifty 500 TRI 1.92 9.14 1.88 20.5 23.06 0
Category Average - BEST EQUITY PERFORMERS 2.79 7.12 2.18 22.67 24.42 13.66
Category Rank 6/10 7/10 7/10 7/10 8/10 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) 13.2559 1.75 15.54 24.83 0.00 349.43 2.43 500.00 invest
Nippon India Taiwan Equity Fund (G) 13.2559 1.75 15.54 24.83 0.00 349.43 2.43 500.00 invest
LIC MF Manufacturing Fund - Regular (G) 10.1598 1.31 0.00 0.00 0.00 881.18 0.00 5,000.00 invest
LIC MF Manufacturing Fund - Regular (IDCW) 10.1598 1.31 0.00 0.00 0.00 881.18 0.00 5,000.00 invest
Nippon India US Equity Opportunities Fund (G) 34.9601 -0.70 9.08 17.12 12.70 700.47 2.39 100.00 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 May 31, 2025 116.35 8.79 1.32
Reverse Repo-C C I May 31, 2025 95.29 7.20 -3.49
Equity-Bharti Airtel May 31, 2025 82.95 6.27 -0.45
Equity-M & M May 31, 2025 59.64 4.51 1.64
Equity-Bajaj Finance May 31, 2025 55.57 4.20 6.32
Equity-Divi`s Lab. May 31, 2025 54.47 4.12 8.62
Equity-Firstsour.Solu. May 31, 2025 47.25 3.57 9.03
Equity-Bajaj Finserv May 31, 2025 46.45 3.51 266.73
Equity-Muthoot Finance May 31, 2025 40.30 3.04 58.29
Equity-GE Vernova T&D May 31, 2025 39.44 2.98 43.12

latest news

Axis MF announces change in benchmark index under its scheme

Axis Mutual Fund has announced change in the benchmark of Axis Floater Fund...

Jul 02, 2025 10:09

Axis Mutual Fund announces change in scheme name

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

Jun 11, 2025 11:33

Axis Mutual Fund Change in Minimum Application Amount

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

Jun 03, 2025 12:51

Axis Mutual Fund announces change in scheme name

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

May 24, 2025 10:50

Axis MF announces Income Distribution cum capital withdrawal (IDCW) under Four schemes

Axis Mutual Fund has announced 26 May 2025 as the record date for the decla...

May 23, 2025 11:35

Axis Mutual Fund announces change in Key Personnel

Axis Mutual Fund has announced that Mr. Nirman S Morakhia has been appointe...

May 15, 2025 15:16

SCHEME DETAILS

AMC Name : Axis Mutual Fund
Fund Name : AXIS Momentum Fund - Regular (IDCW)
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