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

Axis Momentum IDCW Payout Direct Plan

NAV
₹9.3000
-0.11%
(19 Sep)
AUM
1,239 Cr
TER
0.56%
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
+1.5%
+1.4%
+1.4%
+1.4%
NA
3Y
+30.7%
+31.1%
+31.1%
+31.1%
NA
5Y
+30.3%
+32.5%
+32.5%
+32.5%
NA
ALL
+16.8%
+12.0%
+12.0%
+12.0%
-7.0%
VOL
20.2%
20.2%
20.2%
20.2%
18.3%
TER
0.9%
0.8%
0.8%
0.8%
0.6%
AUM
₹1,341 Cr
₹5,179 Cr
₹5,179 Cr
₹5,179 Cr
₹1,239 Cr
INFO
0.83
0.60
0.60
0.60
-0.38
See fund holdings as of 31st Aug
Top holdings
ICICI Bank Ltd
9.1%
HDFC Bank Ltd
6.8%
Bharti Airtel Ltd
6.8%
Bajaj Finance Ltd
4.3%
Clearing Corporation Of India Ltd
4.1%
Divi's Laboratories Ltd
4.1%
InterGlobe Aviation Ltd
4.0%
Bharat Electronics Ltd
3.7%
BSE Ltd
3.2%
Solar Industries India Ltd
3.1%
Top industry exposure
Financial Services
32.4%
Basic Materials
12.4%
Industrials
11.8%
Healthcare
9.5%
Consumer Cyclical
8.2%
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