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Axis Momentum Fund Regular Growth INF846K010Z1

NAV / 1-Day Return
8.28 / -0.96%
Total Assets
11.5 Bil
Inception Date
Dec 12, 2024
Expense Ratio
2.140%
Fee Level
Load
Deferred
Category
India Fund Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
100
Status
Open
TTM Yield
Turnover

Morningstar’s Analysis

Strategy Age Requirement

Share classes from funds or strategies less than one year old that rely on quantitative analysis are excluded from medalist ratings until sufficient performance history is established. Rated on Feb 28, 2025

There is no growth data available.

Returns

There is no growth data available.


Asset Allocation

Asset Class Investment Category Index
Equity 91.57 95.67
Fixed Income 0.00 0.09
Preferred 0.00 0.00
Convertible 0.00 0.00
Cash 8.43 4.70
Other 0.00 0.20

Stock Style

People

Inception Date
Dec 12, 2024
Number of Managers
2
Longest Tenure
0.3 Years
Average Tenure
0.3 Years
Advisor(s)
Axis Asset Management Company Limited

Management Team

Dec 12, 2024 –Present
Dec 12, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
41 0
Bond Holding
0 0
Other Holding
2 0
Total Holding
43 0
Equity Holdings
41
Bond Holdings
0
Other Holdings
2
Total Holdings
43
% Assets in Top 10 Holdings
41
Reported Turnover %
As of —
Women Directors %
22
Women Executives %
12
Holdings
% Portfolio Weight
First Bought
Market Value as of Feb 28, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
8.40 Dec 31, 2024 969,016,330
INR Indian Rupee
24.16 18.73 Financial Services
6.08 Dec 31, 2024 701,694,120
INR Indian Rupee
40.64 Communication Services
3.91 Dec 31, 2024 451,495,880
INR Indian Rupee
71.08 Healthcare
3.47 Feb 28, 2025 401,029,610
INR Indian Rupee
13.79 21.05 Narrow Technology
3.43 Dec 31, 2024 395,597,600
INR Indian Rupee
10.65 Healthcare
3.30 Dec 31, 2024 380,968,530
INR Indian Rupee
40.21 Technology
3.29 Dec 31, 2024 380,134,980
INR Indian Rupee
72.44 Technology
3.21 Dec 31, 2024 370,570,110
INR Indian Rupee
54.75 Financial Services
3.18 Dec 31, 2024 367,131,550
INR Indian Rupee
8.16 Technology
3.16 Dec 31, 2024 364,395,070
INR Indian Rupee
31.39 Consumer Cyclical
Holdings as of Feb 28, 2025 | The top 43 largest holdings are available for display across Equity, Bond and Other.


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