Axis Momentum Fund
Current Fund Size :
N.A.
₹8.98
NAV
-9.38%
Overall Return
-1.86%
1-Day Change
0.56%
Expense Ratio
₹ 1,239 Cr
AUM (Fund Size)
10+ mos
Fund Age
Investment Policy
Benchmark
NIFTY 500 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
10 m since Nov 22, 2024
Current Value (Example)
N.A.
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | ICICI Bank Ltd. | Financial | Equity | 9.08% |
| 2 | HDFC Bank Ltd. | Financial | Equity | 6.84% |
| 3 | Bharti Airtel Ltd. | Communication | Equity | 6.81% |
| 4 | Bajaj Finance Ltd. | Financial | Equity | 4.29% |
| 5 | Divi's Laboratories Ltd. | Healthcare | Equity | 4.08% |
| 6 | Interglobe Aviation Ltd. | Services | Equity | 3.96% |
| 7 | Bharat Electronics Ltd. | Capital Goods | Equity | 3.73% |
| 8 | BSE Ltd. | Services | Equity | 3.18% |
| 9 | Solar Industries India Ltd. | Chemicals | Equity | 3.15% |
| 10 | Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.11% |
| 11 | FSN E-Commerce Ventures Ltd. | Services | Equity | 3.11% |
| 12 | Mahindra & Mahindra Ltd. | Automobile | Equity | 2.96% |
| 13 | Narayana Hrudayalaya Ltd. | Healthcare | Equity | 2.91% |
| 14 | GE Vernova T&D India Ltd. | Capital Goods | Equity | 2.82% |
| 15 | Bajaj Holdings & Investment Ltd. | Financial | Equity | 2.55% |
| 16 | Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | Equity | 2.42% |
| 17 | Navin Fluorine International Ltd. | Chemicals | Equity | 2.36% |
| 18 | JK Cement Ltd. | Construction | Equity | 2.31% |
| 19 | UPL Ltd. | Chemicals | Equity | 2.21% |
| 20 | Persistent Systems Ltd. | Technology | Equity | 2.15% |
| 21 | PG Electroplast Ltd. | Capital Goods | Equity | 2.08% |
| 22 | SBI Cards And Payment Services Ltd. | Financial | Equity | 1.73% |
| 23 | Radico Khaitan Ltd. | Consumer Staples | Equity | 1.65% |
| 24 | Fortis Healthcare Ltd. | Healthcare | Equity | 1.59% |
| 25 | CCL Products (India) Ltd. | Consumer Staples | Equity | 1.55% |
| 26 | Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.48% |
| 27 | Bharat Dynamics Ltd. | Capital Goods | Equity | 1.30% |
| 28 | Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.21% |
| 29 | SBI Life Insurance Company Ltd. | Insurance | Equity | 1.12% |
| 30 | Bharti Hexacom Ltd. | Communication | Equity | 1.07% |
| 31 | Aster DM Healthcare Ltd. | Healthcare | Equity | 0.95% |
| 32 | Ceat Ltd. | Automobile | Equity | 0.85% |
| 33 | Firstsource Solutions Ltd. | Services | Equity | 0.75% |
| 34 | Eicher Motors Ltd. | Automobile | Equity | 0.74% |
| 35 | Oil India Ltd. | Energy | Equity | 0.65% |
| 36 | Coforge Ltd. | Technology | Equity | 0.61% |
| 37 | Adani Energy Solutions Ltd. | Energy | Equity | 0.56% |
| 38 | Muthoot Finance Ltd. | Financial | Equity | 0.55% |
| 39 | Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.54% |
| 40 | Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.52% |
| 41 | Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 0.51% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Axis Momentum Fund | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 1,239 Cr | 10 m | 0.56% |
| 2 | ICICI Prudential India Opportunities Fund | -0.39% | 24.92% | 33.05% | 11.66 | 0.82 | 1.32 | 2.62 | 29,871 Cr | 6 yrs 9 m | 0.63% |
| 3 | ICICI Prudential Dividend Yield Equity Fund | -1.88% | 26.22% | 30.46% | 12.34 | 0.86 | 1.32 | 2.17 | 5,779 Cr | 11 yrs 5 m | 0.57% |
| 4 | ICICI Prudential Value Fund | -0.84% | 23.21% | 26.84% | 11.41 | 0.80 | 1.22 | 2.21 | 53,750 Cr | 12 yrs 8 m | 0.99% |
| 5 | SBI Contra Fund | -6.29% | 21.72% | 30.08% | 12.26 | 0.88 | 1.09 | 1.78 | 46,654 Cr | 12 yrs 8 m | 0.66% |
| 6 | ICICI Prudential India Equity FOF | -2.49% | 22.25% | 26.62% | 11.94 | 0.87 | 1.11 | 1.89 | 219 Cr | 5 yrs 7 m | 0.63% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 0.79% | 1.07% |
| 2 | 3 Months | -5.87% | -2.7% |
| 3 | 6 Months | 6.9% | 7.54% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Axis Small Cap Fund | 25,569 Cr | -3.63% | 27.56% | View Detail |
| 2 | Axis Large & Mid Cap Fund | 14,711 Cr | -2.75% | 22.86% | View Detail |
| 3 | Axis Midcap Fund | 31,056 Cr | -3.83% | 22.84% | View Detail |
| 4 | Axis Nifty 100 Index Fund | 1,903 Cr | -5.02% | 18.36% | View Detail |
| 5 | Axis Flexi Cap Fund | 12,796 Cr | -2.73% | 18.26% | View Detail |
| 6 | Axis Global Equity Alpha FoF | 1,045 Cr | 26.12% | 17.32% | View Detail |
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