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Compare Axis Momentum Fund vs SBI Comma Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 2.14 | 2.41 |
NAV | ₹9.23 | ₹106.45 |
Fund Started | 22 Nov 2024 | 30 Jun 2005 |
Fund Size | ₹1262.88 Cr | ₹829.78 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. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
2.14
2.41
NAV
₹9.23
₹106.45
Fund Started
22 Nov 2024
30 Jun 2005
Fund Size
₹1262.88 Cr
₹829.78 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.
Returns
1 Year | - | -0.22% |
3 Year | - | 14.93% |
5 Year | - | 17.53% |
1 Year
-
-0.22%
3 Year
-
14.93%
5 Year
-
17.53%
Holding Analysis
Equity | 99.32% | 96.73% |
Cash | -0.43% | 2.91% |
Equity
99.32%
96.73%
Cash
-0.43%
2.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.73% |
Bharti Airtel Ltd. | 6.77% |
ICICI Bank Ltd. | 5.23% |
Bajaj Finance Ltd. | 4.46% |
Bharat Electronics Ltd. | 4.08% |
Interglobe Aviation Ltd. | 4.06% |
Multi Commodity Exchange Of India Ltd. | 3.98% |
Laurus Labs Ltd. | 3.77% |
Eicher Motors Ltd. | 3.65% |
One97 Communications Ltd. | 3.61% |
Name | Assets |
|---|---|
Tata Steel Ltd. | 8.33% |
Reliance Industries Ltd. | 7.62% |
Indian Oil Corporation Ltd. | 5.00% |
Ultratech Cement Ltd. | 4.90% |
CESC Ltd. | 4.49% |
Oil And Natural Gas Corporation Ltd. | 4.31% |
Vedanta Ltd. | 4.02% |
Steel Authority Of India Ltd. | 3.88% |
Hindustan Petroleum Corporation Ltd. | 3.45% |
Power Grid Corporation Of India Ltd. | 3.23% |
Fund Manager
Name | Karthik Kumar | Richard D'souza |
Start Date | 28 Oct 2025 | 13 Nov 2018 |
Name
Karthik Kumar
Richard D'souza
Start Date
28 Oct 2025
13 Nov 2018
About Fund
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 opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses. |
Launch Date | 22 Nov 2024 | 30 Jun 2005 |
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 opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity and commodity related businesses.
Launch Date
22 Nov 2024
30 Jun 2005