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

Axis Momentum IDCW Reinvest Direct Plan

NAV
₹9.2600
+2.89%
(3 Feb)
AUM
1,198 Cr
TER
0.61%
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
+22.1%
+22.1%
+19.2%
+19.2%
+3.9%
3Y
+33.7%
+33.7%
+32.0%
+32.0%
NA
5Y
+30.3%
+30.3%
+32.0%
+32.0%
NA
ALL
+16.8%
+16.8%
+12.4%
+12.4%
-8.8%
VOL
20.1%
20.1%
20.0%
20.0%
16.4%
TER
0.9%
0.9%
0.8%
0.8%
0.6%
AUM
₹1,449 Cr
₹1,449 Cr
₹5,817 Cr
₹5,817 Cr
₹1,198 Cr
INFO
0.84
0.84
0.62
0.62
-0.54
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
9.1%
Bharti Airtel Ltd
6.7%
Bajaj Finance Ltd
4.5%
Bharat Electronics Ltd
4.2%
Laurus Labs Ltd
4.1%
Eicher Motors Ltd
4.0%
Maruti Suzuki India Ltd
4.0%
Multi Commodity Exchange of India Ltd
3.8%
One97 Communications Ltd
3.7%
InterGlobe Aviation Ltd
3.7%
Top industry exposure
Financial Services
31.1%
Consumer Cyclical
14.6%
Industrials
11.1%
Basic Materials
9.0%
Technology
8.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
160%
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)
Nandik Mallik
Karthik Kumar
Mayank Hyanki

FAQs