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2h agoAxis Momentum Fund – Momentum‑Based Equity Strategy
The Axis Momentum Fund (Direct‑G) invests in equities selected based on quantitative momentum criteria, aiming for long‑term capital growth. Launched 12 December 2024, it has an expense ratio of ~0.56% and asset allocation ~96.8% equities / ~3.2% cash as of October 2025. Top holdings include ICICI Bank (~8.8%), HDFC Bank (~8.6%) and Bharti Airtel (~6.7%).
The fund falls under the Thematic/Equity Momentum category; early returns show under‑performance (‑5.6% since inception) versus broader category averages of ~5%+ for newer schemes. Suitable for investors seeking high‑beta equity exposure and willing to accept above‑average volatility.
Explore:Mutual Fund Screening
neutral
2h agoAxis Momentum Fund – Momentum‑Based Equity Strategy
The Axis Momentum Fund (Direct‑G) invests in equities selected based on quantitative momentum criteria, aiming for long‑term capital growth. Launched 12 December 2024, it has an expense ratio of ~0.56% and asset allocation ~96.8% equities / ~3.2% cash as of October 2025. Top holdings include ICICI Bank (~8.8%), HDFC Bank (~8.6%) and Bharti Airtel (~6.7%).
The fund falls under the Thematic/Equity Momentum category; early returns show under‑performance (‑5.6% since inception) versus broader category averages of ~5%+ for newer schemes. Suitable for investors seeking high‑beta equity exposure and willing to accept above‑average volatility.
Explore:Mutual Fund Screening
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Axis Momentum Fund – Momentum‑Based Equity Strategy
about 3 hours ago
1 min read
92 words
Axis Momentum Fund uses a quantitative momentum theme, with ~96.8% equities and top banks/telecom holdings; early returns below category average.
The Axis Momentum Fund (Direct‑G) invests in equities selected based on quantitative momentum criteria, aiming for long‑term capital growth. Launched 12 December 2024, it has an expense ratio of ~0.56% and asset allocation ~96.8% equities / ~3.2% cash as of October 2025. Top holdings include ICICI Bank (~8.8%), HDFC Bank (~8.6%) and Bharti Airtel (~6.7%).
The fund falls under the Thematic/Equity Momentum category; early returns show under‑performance (‑5.6% since inception) versus broader category averages of ~5%+ for newer schemes. Suitable for investors seeking high‑beta equity exposure and willing to accept above‑average volatility.
The Axis Momentum Fund (Direct‑G) invests in equities selected based on quantitative momentum criteria, aiming for long‑term capital growth. Launched 12 December 2024, it has an expense ratio of ~0.56% and asset allocation ~96.8% equities / ~3.2% cash as of October 2025. Top holdings include ICICI Bank (~8.8%), HDFC Bank (~8.6%) and Bharti Airtel (~6.7%).
The fund falls under the Thematic/Equity Momentum category; early returns show under‑performance (‑5.6% since inception) versus broader category averages of ~5%+ for newer schemes. Suitable for investors seeking high‑beta equity exposure and willing to accept above‑average volatility.
Companies:
Axis Mutual Fund
ICICI Bank
HDFC Bank
+1 more
Tags:
mutual_funds
momentum fund
mutual_funds
momentum fund
equity thematic
Axis
India
Nov 7, 2025 • 15:10 IST