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

Axis Momentum IDCW Reinvest Direct Plan

NAV
₹8.7500
+1.39%
(4 Feb)
AUM
1,406 Cr
TER
0.45%
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
+14.1%
+8.6%
+8.6%
+8.6%
NA
3Y
+31.0%
+31.5%
+31.5%
+31.5%
NA
5Y
+26.1%
+24.7%
+24.7%
+24.7%
NA
ALL
+16.7%
+11.8%
+11.8%
+11.8%
-13.7%
VOL
20.1%
20.3%
20.3%
20.3%
25.6%
TER
0.8%
0.8%
0.8%
0.8%
0.5%
AUM
₹1,286 Cr
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
₹1,406 Cr
INFO
0.83
0.58
0.58
0.58
-0.54
See fund holdings as of 31st Dec
Top holdings
Clearing Corporation Of India Ltd
8.3%
ICICI Bank Ltd
7.3%
Bharti Airtel Ltd
5.1%
Trent Ltd
3.8%
Kaynes Technology India Ltd
3.4%
Divi's Laboratories Ltd
3.3%
Persistent Systems Ltd
3.3%
Dixon Technologies (India) Ltd
3.3%
Voltas Ltd
3.1%
Kalyan Jewellers India Ltd
3.0%
Top industry exposure
Financial Services
23.6%
Industrials
14.1%
Technology
12.9%
Consumer Cyclical
10.6%
Healthcare
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
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