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Benchmark Investments

Axis Momentum Fund-Reg(G)

very highequity
9.00 0.04(0.45%) NAV as on 16 Apr 2026
7.91 % 1 M
7.4 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

2.26

As on 31 Mar, 2026
Age :

1 yrs 4 m

Since 12 12 ,2024
Exit Load :

0%

AUM :

924.27 Crs

Portfolio Price To Book Value :

8.05

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 100

Category :

thematic fund

Fund Manager :

Karthik Kumar,Nandik Mallik

Launch Date :

12-Dec-24

Scheme Benchmark :

NA

FUND OBJECTIVE

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2026
Others 0.64 %
Equity 99.36 %

TOP HOLDINGS

Bharti Airtel Ltd.7.02 %
HDFC Bank Ltd.5.75 %
Bharat Electronics Ltd.4.74 %
Multi Commodity Exchange Of In...4.68 %
Laurus Labs Ltd.4.34 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Bank - Private11.97
Automobile Two & Three Wheelers8.84
Finance - NBFC8.28
Telecommunication - Service Provider7.02
Metal - Non Ferrous5.79
See All Sectors

5-YEARS HISTORY

Financial Year2024-20252025-2026
NAV in Rs (as on 31-Mar-2026)8.368.03
Net Assets(Rs Crores) (as on 31-Mar-2026) 1234.20 924.27
Scheme Returns(%)(Absolute)-16.40-2.19
B'mark Returns(%)(Absolute)NANA
Category Rank115/11972/133

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-202613.04-6.355.54-14.03
2024-2025NANANA-14.69

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Axis Momentum Fund-Reg(G)Very HighEquity9.000.04(0.45%)NAV As on 16 Apr, 202612-Dec-2024Inception Date924.27AUM In Cr.7.40%1YNA%3YNA%5Y-7.55%Since Inception
Invesco India PSU Equity Fund-Reg(G)Very HighEquity67.960.61(0.91%)NAV As on 16 Apr, 202618-Nov-2009Inception Date1,334.55AUM In Cr.16.41%1Y30.36%3Y26.22%5Y12.38%Since Inception
Franklin India Opportunities Fund(G)Very HighEquity247.981.84(0.75%)NAV As on 16 Apr, 202621-Feb-2000Inception Date7,577.93AUM In Cr.7.14%1Y26.51%3Y19.99%5Y13.05%Since Inception
UTI Transportation & Logistics Fund-Reg(G)Very HighEquity275.671.07(0.39%)NAV As on 16 Apr, 202616-Apr-2004Inception Date3,487.35AUM In Cr.18.29%1Y22.62%3Y19.18%5Y16.26%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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