3 Year Returns
N/A
NAV (₹)
8.6000
1 Day NAV Change
-0.46%
Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 100 |
| AUM | ₹ 1018.16 Cr |
| Expense Ratio | 2.23% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 12 Dec 2024 |
| Fund Age | 1 Yrs |
Exit Load
a). If redeemed / switched-out within 12 months from the date of allotment: For 10% ofinvestments: NIL For remaining investments: 1% b). If redeemed / switched-out after 12 months from the date of allotment: NIL
Fund’s Investment 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.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Sector Holdings
Last Updated: 30 Apr 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Banks | 16.24% | ₹ 165.371 | |
| IT - Software | 12.04% | ₹ 122.54 | |
| Others | 11.04% | ₹ 112.447 | |
| Aerospace & Defence | 10.91% | ₹ 111.092 | |
| Refineries | 6.54% | ₹ 66.561 | |
| Automobile | 5.92% | ₹ 60.262 | |
| Insurance | 5.55% | ₹ 56.552 | |
| Mining & Mineral products | 5.52% | ₹ 56.207 | |
| Non Ferrous Metals | 5.46% | ₹ 55.546 | |
| Finance | 3.30% | ₹ 33.612 |
Stock Holdings
Last Updated: 30 Apr 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Bharat Electron | 9.22% | ₹ 93.89 | Aerospace & Defence | |
| HDFC Bank | 7.80% | ₹ 79.451 | Banks | |
| C C I | 5.23% | ₹ 53.204 | Debt Others | |
| Net CA & Others | 4.76% | ₹ 48.604 | Debt Others | |
| Coal India | 4.67% | ₹ 47.504 | Mining & Mineral products | |
| Hindalco Inds. | 4.35% | ₹ 44.299 | Non Ferrous Metals | |
| O N G C | 2.52% | ₹ 25.628 | Crude Oil & Natural Gas | |
| Reliance Industr | 2.51% | ₹ 25.578 | Refineries | |
| Bharti Airtel | 2.40% | ₹ 24.486 | Telecom-Service | |
| JSW Steel | 2.39% | ₹ 24.375 | Steel |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Axis Mutual Fund
Funds Managed
92
Assets Managed
₹ 3,67,900.50 Cr
Contact Details
Registered Address
One Lodha Place. 22nd & 23rd Floor,Senapati Bapat Marg, Lower Parel, Maharashtra, Mumbai - 400013.
Managing Director
Mr. Gop Kumar Bhaskaran
Chief Executive Officer
Mr. Gop Kumar Bhaskaran
Compliance Officer
Darshan Kapadia
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