Compare Axis Momentum Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Axis Momentum Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹150
Expense Ratio
3.82
1.35
NAV
₹9.18
₹18.62
Fund Started
22 Nov 2024
04 Oct 2022
Fund Size
₹919.14 Cr
₹1274.02 Cr
Exit Load
For units in excess of 10% of the investment 1% will be charged for redemption within 12 Months
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-2.93%
1.65%
3 Year
-
13.67%
5 Year
-
-
Equity
100.66%
100.05%
Cash
-4.91%
-0.05%
Top 10 Holdings
P N Gadgil Jewellers Ltd. | 4.51% |
RBL Bank Ltd. | 4.37% |
Navin Fluorine International Ltd. | 4.20% |
Laurus Labs Ltd. | 4.20% |
Sai Life Sciences Ltd. | 3.57% |
The Federal Bank Ltd. | 3.49% |
Craftsman Automation Ltd. | 3.19% |
Apollo Hospitals Enterprise Ltd. | 3.17% |
Radico Khaitan Ltd. | 2.93% |
BSE Ltd. | 2.91% |
Laurus Labs Ltd. | 6.32% |
Multi Commodity Exchange Of India Ltd. | 5.75% |
The Federal Bank Ltd. | 4.81% |
Bharat Heavy Electricals Ltd. | 4.42% |
GE Vernova T&D India Ltd | 4.23% |
BSE Ltd. | 4.06% |
Bharat Forge Ltd. | 3.98% |
Hitachi Energy India Ltd. | 3.63% |
National Aluminium Company Ltd. | 3.35% |
Polycab India Ltd. | 3.32% |
Name
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-
Start Date
-
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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 is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
22 Nov 2024
04 Oct 2022
