Axis Momentum Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹100

Axis Momentum Growth Direct Plan

NAV
₹9.3100
-0.75%
(18 Jul)
AUM
1,386 Cr
TER
0.53%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+3.2%
-5.4%
-6.2%
-8.1%
NA
3Y
+35.1%
+37.9%
+38.4%
+35.6%
NA
5Y
+38.2%
+31.9%
+30.3%
+33.2%
NA
ALL
+17.7%
+12.2%
+17.3%
+26.1%
-6.9%
VOL
18.1%
20.3%
19.8%
22.5%
19.9%
TER
1.1%
0.8%
0.9%
0.5%
0.5%
AUM
₹8,043 Cr
₹5,427 Cr
₹1,439 Cr
₹5,687 Cr
₹1,386 Cr
INFO
0.98
0.60
0.87
1.16
-0.35
See fund holdings as of 30th Jun
Top holdings
ICICI Bank Ltd
8.4%
Bharti Airtel Ltd
6.5%
HDFC Bank Ltd
6.4%
Mahindra & Mahindra Ltd
4.6%
Clearing Corporation Of India Ltd
4.5%
Bajaj Finance Ltd
4.1%
Divi's Laboratories Ltd
4.0%
InterGlobe Aviation Ltd
3.7%
Narayana Hrudayalaya Ltd
3.7%
Muthoot Finance Ltd
3.4%
Top industry exposure
Financial Services
31.3%
Technology
13.8%
Basic Materials
11.5%
Healthcare
9.5%
Consumer Cyclical
8.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Karthik Kumar
Mayank Hyanki

FAQs