Compare Axis Momentum Fund vs Motilal Oswal BSE Quality Index Fund
Axis Momentum Fund
EquityThematic-Factor-based
Motilal Oswal BSE Quality Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
3.0
Min SIP Amount
₹500
₹500
Expense Ratio
3.65
1.19
NAV
₹8.46
₹15.96
Fund Started
22 Nov 2024
29 Jul 2022
Fund Size
₹841.17 Cr
₹54.12 Cr
Exit Load
For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Exit load is 1%- If redeemed on or before 15 days from the date of allotment.
1 Year
-12.01%
-8.18%
3 Year
-
9.32%
5 Year
-
-
Equity
98.20%
99.98%
Cash
-1.23%
0.02%
Top 10 Holdings
Name | Assets |
|---|---|
RBL Bank Ltd. | 5.06% |
P N Gadgil Jewellers Ltd. | 4.98% |
Laurus Labs Ltd. | 4.74% |
Navin Fluorine International Ltd. | 4.36% |
Sai Life Sciences Ltd. | 4.08% |
The Federal Bank Ltd. | 3.40% |
Craftsman Automation Ltd. | 3.24% |
Radico Khaitan Ltd. | 3.11% |
GMR Airports Ltd. | 3.00% |
BSE Ltd. | 3.00% |
Name | Assets |
|---|---|
ITC Ltd. | 5.29% |
Hero Motocorp Ltd. | 5.23% |
Multi Commodity Exchange Of India Ltd. | 5.17% |
Hindustan Unilever Ltd. | 5.07% |
Infosys Ltd. | 5.03% |
Dixon Technologies (India) Ltd. | 4.98% |
Britannia Industries Ltd. | 4.94% |
Nestle India Ltd. | 4.93% |
HDFC Asset Management Company Ltd. | 4.93% |
Marico Ltd. | 4.89% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks 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 parameter.
The scheme seeks to provide returns that, correspond to the total returns of the securities as represented by the S&P BSE Quality Total Return Index, subject to tracking error.
Launch Date
22 Nov 2024
29 Jul 2022
