Compare Axis Momentum Fund vs Nippon India Quant Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.2
0.96
NAV
₹9.04
₹72.64
Fund Started
22 Nov 2024
29 Jan 2005
Fund Size
₹924.27 Cr
₹100.46 Cr
Exit Load
For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Exit load of 0.25% if redeemed within 1 month
1 Year
4.15%
6.16%
3 Year
-
19.91%
5 Year
-
17.10%
Equity
99.36%
95.52%
Cash
-0.41%
4.45%
Top 10 Holdings
Bharti Airtel Ltd. | 7.02% |
HDFC Bank Ltd. | 5.75% |
Bharat Electronics Ltd. | 4.74% |
Multi Commodity Exchange Of India Ltd. | 4.68% |
Laurus Labs Ltd. | 4.34% |
Hindalco Industries Ltd. | 4.08% |
RBL Bank Ltd. | 4.04% |
National Aluminium Company Ltd. | 3.85% |
Hero Motocorp Ltd. | 3.70% |
FSN E-Commerce Ventures Ltd. | 3.60% |
ICICI Bank Ltd. | 7.20% |
Reliance Industries Ltd. | 6.42% |
State Bank of India | 5.56% |
HDFC Bank Ltd. | 5.46% |
Larsen & Toubro Ltd. | 5.06% |
Infosys Ltd. | 3.99% |
Bharti Airtel Ltd. | 3.90% |
Bharat Electronics Ltd. | 3.79% |
Mahindra & Mahindra Ltd. | 3.24% |
NTPC Ltd. | 2.95% |
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 generate capital appreciation through investment in equity and equity related instruments. The Scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected on the basis of a Quant model.
Launch Date
22 Nov 2024
29 Jan 2005
