Name: SYKES & RAY EQUITIES (I) LTD.
Address: 3rd Floor, Cama Building, Dalal St, Kala Ghoda, Fort, Mumbai, 400001, IN
Telephone: 022 6193 7300

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Scheme Snapshot

Axis Momentum Fund - Direct Plan

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Fund :	Axis Mutual Fund
Category :	Equity - Sectoral/Thematic
Type :	Open Ended
NAV(02/04/2026)	8.3900

Percentage Returns :
1 Month Ago :	-7.19%
3 Months Ago :	-12.33%
1 Year Ago :	0.35%

Snapshot

Inception Date	22/11/2024	Fund Manager	Mr. Karthik Kumar
Initial Price	10.00	Min. Invest.	rs 100
Objectives	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.
Entry Load	Nil
Exit Load	If redeemed / switched-out within 12 months from the date of allotment: For 10% of investments: NIL For remaining investments: 1% If redeemed / switched-out after 12 months from the date of allotment: NIL.
Scheme Plan	Growth
Scheme Class	Equity - Sector Fund
Scheme Type	Open Ended

Trailing Returns

Type	1 Mth(in %)	3 Mths(in %)	1 Yr(in %)	3 Yrs(in %)
Scheme	-7.19	-12.33	0.35	0
Category	-7.13	-10.58	1.32	18.88
Sensex	-8.62	-14.51	-4.3	7.52
Nifty	-8.66	-13.73	-2.65	9.37

NAV Chart

Other Options

Options	NAV(₹)
Growth	8.3900 (02/04/2026)
IDCW	8.3900 (02/04/2026)

Scheme Size

Holding Date	Value (₹ Cr)
28/02/2026	1070.90
31/01/2026	1094.87
31/12/2025	1198.15
30/11/2025	1262.88
31/10/2025	1277.92

Mutual Fund

One Lodha Place, 22 & 23 Floor, Senapati Bapat Marg, Lower Parel,, Mumbai, Maharashtra, India - 400013
Email : customerservice@axismf.com
Web : https://www.axismf.com

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