Axis Momentum Fund - Regular Plan - Growth Option
Fund House: Axis Mutual Fund
Category: Equity: Thematic-Others
Status: Open Ended Schemes
Launch Date: 12-12-2024
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: NIFTY 500 TRI
Total Assets: 1327.53 As on (30-05-2025)
Expense Ratio: 2.11% As on (31-05-2025)
Turn over: 81.00% | 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
NAV as on 12-06-2025
9.15
-0.08
CAGR Since Inception
-7.67%
NIFTY 500 TRI 12.59%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | - | - | - | - | -7.67 |
| NIFTY 500 TRI | 8.0 | 20.34 | 24.25 | 14.57 | 12.59 |
| Equity: Thematic-Others | 5.33 | 21.34 | 26.43 | 14.12 | 12.8 |
Funds Manager
Mr. Karthik Kumar & Mr. Mayank Hyanki
RETURNS CALCULATORS for Axis Momentum Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Axis Momentum Fund - Regular Plan - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Axis Momentum Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Axis Momentum Fund Reg Gr | 12-12-2024 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Innovation Fund Reg Gr | 30-04-2024 | 17.96 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Special Opportunities Reg Gr | 04-06-2024 | 17.64 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 17.11 | 23.59 | 21.91 | 27.28 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 14.82 | 57.59 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 14.13 | 27.81 | 23.54 | 27.28 | 14.63 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 12.08 | 28.55 | 26.36 | 32.35 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 10.39 | 28.0 | 24.9 | 0.0 | 0.0 |
| Union Innovation & Opportunities Fund Reg Gr | 06-09-2023 | 10.37 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund Reg Gr | 31-10-2019 | 10.24 | 25.83 | 23.07 | 27.1 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Axis Momentum Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Axis Momentum Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Equity: Thematic-Others | - | - | - | - | - | - |