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Fund Facts
  • Name of Fund:
    Axis Momentum
  • Opening:
    22nd November 2024
  • Closing:
    6th December 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 100 and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out in excess of 10% of the units purchased within 12 months from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Karthik Kumar, Mayank Hyanki

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Samco Active Momentum Fund 21.72(6M) 30.28(1Y)
Quant Momentum Fund 3.04(6M) 42.94(1Y)

Fund Prognosis

Idea Distiller

Running after what's hot and dumping what is not. That’s the construct the scheme will follow.

  • Fund House AAUM:

  • Rs 31338724.1 Lakhs(as on 31st March, 2024)

  • Fund Manager:

  • Combined experience of above 14 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

A scheme for the brave hearts. Go in if you are one of them.