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

Axis Momentum IDCW Payout Direct Plan

NAV
₹9.2800
-0.43%
(14 Oct)
AUM
1,235 Cr
TER
0.56%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+0.5%
+0.5%
+0.5%
-0.9%
NA
3Y
+33.5%
+33.5%
+33.5%
+32.8%
NA
5Y
+34.6%
+34.6%
+34.6%
+32.7%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.7%
-7.2%
VOL
20.1%
20.1%
20.1%
20.2%
17.8%
TER
0.8%
0.8%
0.8%
0.9%
0.6%
AUM
₹5,521 Cr
₹5,521 Cr
₹5,521 Cr
₹1,418 Cr
₹1,235 Cr
INFO
0.60
0.60
0.60
0.83
-0.40
See fund holdings as of 30th Sep
Top holdings
ICICI Bank Ltd
8.8%
HDFC Bank Ltd
8.6%
Bharti Airtel Ltd
6.7%
Bajaj Finance Ltd
4.9%
Bharat Electronics Ltd
4.1%
InterGlobe Aviation Ltd
3.9%
Clearing Corporation Of India Ltd
3.4%
Multi Commodity Exchange of India Ltd
3.3%
Mahindra & Mahindra Ltd
3.2%
Laurus Labs Ltd
3.1%
Top industry exposure
Financial Services
33.4%
Industrials
12.4%
Basic Materials
12.2%
Healthcare
9.5%
Consumer Cyclical
9.0%
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