AXIS MOMENTUM FUND

(An open-ended equity scheme following the momentum theme)

DECEMBER 2024

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.

DATE OF ALLOTMENT 12th December 2024
MONTHLY AVERAGE897.63Cr.
AS ON 31st December, 20241,405.52Cr.
BENCHMARK Nifty 500 TRI
FUND MANAGER
Mr. Karthik Kumar Work experience: 15 years.He has been managing this fund since 12th December 2024

Mr. Mayank Hyanki Work experience: 14 years.He has been managing this fund since 12th December 2024

Entry Load : NA
Exit Load : If redeemed / switched-out within 12 months from the date of allotment:For 10% of investments: NIL For remaining investments: 1%



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