Axis Momentum Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is P N GADGIL JEWELLERS LTD with a portfolio weight of 5.04% .
The fund currently owns more than 58 stocks.
The top 10 holdings account for 35.80% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.99% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.72% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Gems, Jewellery & Precious Metals |
5.04%
|
|
| 2 |
4.82%
|
||
| 3 | Financials |
3.74%
|
|
| 4 | Financials |
3.59%
|
|
| 5 | Financials |
3.42%
|
|
| 6 | Pharmaceuticals |
3.32%
|
|
| 7 | Health Care |
3.11%
|
|
| 8 | Industrials |
2.95%
|
|
| 9 | Industrials |
2.92%
|
|
| 10 | Financials |
2.89%
|
|
| 11 | Energy |
2.77%
|
|
| 12 | Financials |
2.74%
|
AMC: AXIS
Category: Equity • Sectoral/Thematic
Launch Date: 22 Nov 2024
Fund Manager: Mr. Nandik Mallik
Minimum Purchase: ₹100
Exit Load: If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% If redeemed / switched-out after 12 months from the date of allotment: NIL.
Lock-in: 1
Risk: Moderate Risk
Axis Momentum Fund - Direct Plan is managed by AXIS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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