Axis Momentum Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹924.27 Cr
Expense Ratio
2.26%
Exit Load
1.00%
Min. Investment
₹100.00
Min. SIP
₹500.00
Launch Date
12 Dec 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -- | -- |
| 3 Months | -2.98% | -- |
| 6 Months | -6.38% | -- |
| 1 Year | -0.9% | -0.9% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -12% | -8.62% |
Holdings as on 17 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Bharti Airtel | 64.87 | 7.02 |
| HDFC Bank | 53.11 | 5.75 |
| Bharat Electronics | 43.78 | 4.74 |
| Multi Commodity Exchange Of India | 43.25 | 4.68 |
| Laurus Labs | 40.11 | 4.34 |
| Hindalco Industries | 37.75 | 4.08 |
| RBL Bank | 37.34 | 4.04 |
| National Aluminium Company Ltd | 35.63 | 3.85 |
| Hero Motocorp | 34.24 | 3.70 |
| FSN E-Commerce Ventures Ltd | 33.26 | 3.60 |
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 |
|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Reg Growth | +11.13% | +20.64% | +15.53% |
| SBI Comma Fund Regular Growth | +17.12% | +21.81% | +13.67% |
| Union Innovation & Opportunities Fund Regular Growth | +6.44% | -- | -- |
| Axis Momentum Fund Regular Growth | -0.9% | -- | -- |
| Quant Business Cycle Fund Regular Growth | +1.73% | -- | -- |
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 924.27 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 2.26%. 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 & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Bharti Airtel, HDFC Bank, Bharat Electronics, Multi Commodity Exchange Of India.
The major sectors where the fund is invested are Regional Banks, Metal Mining, Recreational Products, Consumer Financial Services.
Some of the similar funds are Aditya Birla Sun Life Special Opportunities Fund Reg Growth, SBI Comma Fund Regular Growth, Union Innovation & Opportunities Fund Regular Growth, Axis Momentum Fund Regular Growth, Quant Business Cycle 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 & Low return.
Axis Momentum Fund Regular Growth is managed by Nandik Mallik,Karthik Kumar.
The expense ratio of Axis Momentum Fund Regular Growth is 2.26%.
The 5 year annualized return on Axis Momentum Fund Regular Growth is 0.00% & it has generated -0.90% 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 924.27 crores.
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