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Thematic-Momentum

Momentum funds buy stocks that have been going up and sell stocks that have been falling — the idea being that price trends tend to persist. It's one of the most well-documented factors in finance globally. These funds can deliver strong returns in trending markets but can face sharp drawdowns when momentum reverses suddenly.

9Funds
5.02%Cat Avg. 1Y Return
Category Average Returns
6M
+4.99%
1Y
+5.02%
3Y
+13.32%
5Y
—
Sharpe0.15
Sortino0.21
Beta1.02
Alpha+6.22
Std Dev16.42

All Thematic-Momentum Funds

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9 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹1,049 Cr+5.02%2.02
ICICI Prudential Active Momentum FundVery High₹2,097 Cr-0.8%1.81View →
Kotak Active Momentum FundVery High₹1,590 Cr+2.3%2.01View →
Motilal Oswal Active Momentum FundVery High₹1,364 Cr+14.9%3.04View →
Quant Momentum FundVery High₹1,272 Cr+4.0%1.78View →
Axis Momentum FundVery High₹847 Cr-7.9%2.21View →
Samco Active Momentum FundVery High₹775 Cr+10.9%2.01View →
Nippon India Active Momentum FundVery High₹592 Cr+4.6%1.29View →
Union Active Momentum FundVery High₹543 Cr+12.2%2.34View →
NJ Momentum FundVery High₹365 Cr—1.72View →

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