AXIS MOMENTUM FUND

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

JANUARY 2025

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 AVERAGE1,332.41Cr.
AS ON 31st January, 20251,263.46Cr.
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 and For remaining investments: 1%. If redeemed / switched-out after 12 months from the date of allotment NIL.



Since the Scheme has not completed Six Months, performance details for the Scheme are not provided.
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