Axis Momentum Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹919.14 Cr
Expense Ratio
4.06%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹500.00
Launch Date
12 Dec 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.88% | -- |
| 3 Months | -1.4% | -- |
| 6 Months | -2.86% | -- |
| 1 Year | -6.61% | -6.61% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -15.2% | -8.66% |
Holdings as on 11 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| P N Gadgil Jewellers | 41.46 | 4.51 |
| RBL Bank | 40.13 | 4.37 |
| Navin Fluorine International | 38.61 | 4.20 |
| Laurus Labs | 38.59 | 4.20 |
| Sai Life Sciences | 32.85 | 3.57 |
| Federal Bank | 32.11 | 3.49 |
| Craftsman Automation | 29.34 | 3.19 |
| Apollo Hospitals Enterprise | 29.15 | 3.17 |
| Radico Khaitan | 26.91 | 2.93 |
| BSE | 26.75 | 2.91 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant Business Cycle Fund Regular Growth | +0.82% | +8.45% | -- |
| Bandhan Business Cycle Fund Regular Growth | -7.84% | -- | -- |
| Axis Momentum Fund Regular Growth | -6.61% | -- | -- |
| Baroda BNP Paribas Innovation Fund Regular Growth | +5.54% | -- | -- |
| Baroda BNP Paribas Manufacturing Fund Regular Growth | +5.21% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Axis Momentum Fund Regular Growth has an AUM of 919.14 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 4.06%. The minimum investment in Axis Momentum Fund Regular Growth is Rs 100 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & respectively.
The fund has a present cash holding of %. The top holdings of the fund include P N Gadgil Jewellers, RBL Bank, Navin Fluorine International, Laurus Labs.
The major sectors where the fund is invested are Regional Banks, Healthcare Facilities, Electronic Instr. & Controls, Biotechnology & Drugs.
Some of the similar funds are Quant Business Cycle Fund Regular Growth, Bandhan Business Cycle Fund Regular Growth, Axis Momentum Fund Regular Growth, Baroda BNP Paribas Innovation Fund Regular Growth, Baroda BNP Paribas Manufacturing Fund Regular Growth. Axis Momentum Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Axis Momentum Fund Regular Growth has a Medium risk & return.
Axis Momentum Fund Regular Growth is managed by Nandik Mallik.
The expense ratio of Axis Momentum Fund Regular Growth is 4.06%.
The 5 year annualized return on Axis Momentum Fund Regular Growth is 0.00% & it has generated -6.61% in the last 1 year.
The minimum investment in Axis Momentum Fund Regular Growth is 100 Rs.
Axis Momentum Fund Regular Growth has an AUM of 919.14 crores.
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