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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.

8Funds
14.92%Cat Avg. 1Y Return
Category Average Returns
6M
+15.11%
1Y
+14.92%
3Y
+16.05%
5Y
Sharpe0.44
Sortino0.59
Beta1.02
Alpha+7.4
Std Dev16.13

All Thematic-Momentum Funds

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8 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹1,140 Cr+14.92%2.10
ICICI Prudential Active Momentum FundVery High₹2,163 Cr+10.1%1.81View →
Kotak Active Momentum FundVery High₹1,658 Cr+10.8%1.33View →
Quant Momentum FundVery High₹1,370 Cr+13.2%1.89View →
Motilal Oswal Active Momentum FundVery High₹1,155 Cr+30.4%3.35View →
Axis Momentum FundVery High₹918 Cr+2.0%2.62View →
Samco Active Momentum FundVery High₹752 Cr+18.7%2.06View →
Nippon India Active Momentum FundVery High₹565 Cr+12.7%1.22View →
Union Active Momentum FundVery High₹536 Cr+21.4%2.50View →

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