AXIS MOMENTUM FUND

(An open-ended equity scheme following the momentum theme)
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JULY 2025
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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.

DATE OF ALLOTMENT 12th December 2024
MONTHLY AVERAGE1,333.28Cr.
AS ON 31st July, 20251,308.29Cr.
BENCHMARK Nifty 500 TRI
MARKET CAP
 Large Cap:52.50%
  Mid Cap:31.90%
  Small Cap:12.98%
  Cash & Others:2.62%
^^Market caps are defined as per SEBI regulations as below: a. Large Cap: 1st -100th company in terms of full market capitalization. b. Mid Cap: 101st -250th company in terms of full market capitalization. c. Small Cap: 251st company onwards in terms of full market capitalization.
FUND MANAGER
Mr. Karthik Kumar Work experience: 16 years.He has been managing this fund since 12th December 2024
Mr. Mayank Hyanki Work experience: 15 years.He has been managing this fund since 12th December 2024

Past performance may or may not be sustained in future. Different plans have different expense structure. Karthik Kumar is managing the scheme since 12th December 2024 and he manages 23 schemes of Axis Mutual Fund & Mayank Hyanki is managing the scheme since 12th December 2024 and he manages 3 schemes of Axis Mutual Fund. Please refer to annexure for performance of all schemes managed by the fund manager. Returns greater than 1 year period are compounded annualised (CAGR). Face Value per unit : ₹ 10.


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.



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