Axis Momentum Fund Regular-Growth
Equity
Thematic-Factor-based
₹-0.66% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹945 Cr
- Created on4 Dec 2024
Fund Ranking
#
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month-1.0%
- 1 Year-0.6%
- 3 Year (CAGR)-
- All Time (CAGR)-6.2%
Category Return
- 6 Month3.9%
- 1 Year5.4%
- 3 Year (CAGR)12.3%
- All Time (CAGR)-
Asset Allocation
- Equity100.1%
- Debt6.9%
- Other-7.0%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise3.11%
- ABB India0.46%
- Ashok Leyland1.23%
- Asian Paints1.81%
- Bharat Forge2.10%
Fund Information
- Expense Ratio4.06%
- Exit LoadFor units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
- Lock-In PeriodNo Lock-In
Managed By
Karthik Kumar
Nov 2024 - Present
Mayank Hyanki
Nov 2024 - Present
Nandik Mallik
Dec 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.00 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 0.00 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00