﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>AXIS MOMENTUM FUND</Fund_Name><Option_Names_Regular__Direct>Direct IDCW
Direct Growth
Regular IDCW
Regular Growth
</Option_Names_Regular__Direct><Fund_Type>An open-ended equity scheme investing in the momentum theme.</Fund_Type><Riskometer_At_the_time_of_Launch>Very High</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Thematic</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>NA</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>The Scheme aims to provide long-term capital growth from an actively managed diversified portfolio of equity &amp;amp; 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.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Equity &amp;amp; Equity related instruments of companies selected based on momentum theme - 80%-100%, Other Equity and Equity related instruments - 0%-20%, Debt &amp;amp; Money Market Instruments - 0%-20%, Units issued by InVITs - 0%-10%</Stated_Asset_Allocation><Face_Value>10</Face_Value><NFO_Open_Date>22 Nov 2024</NFO_Open_Date><NFO_Close_date>06 Dec 2024</NFO_Close_date><Allotment_Date>12 Dec 2024</Allotment_Date><Reopen_Date>18 Dec 2024</Reopen_Date><Maturity_Date_For_closedend_funds>N/A</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty 500 TRI</Benchmark_Tier_1><Benchmark_Tier_2>NA</Benchmark_Tier_2><Fund_Manager_Name>Mr. Nandik Mallik</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Primary</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>06-Mar-2026</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 3.65, Direct 2.21</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>a). If redeemed / switched-out within 12 months from the date of allotment:
 For 10% of investments: NIL
 For remaining investments: 1%
b). If redeemed / switched-out after 12 months from the date of allotment:
NIL</Exit_Load_if_applicable><Custodian>DEUTSCHE BANK AG</Custodian><Auditor>B S R &amp;amp; Co. LLP</Auditor><Registrar>Kfintech Ltd</Registrar><RTA_Code_To_be_phased_out>MF</RTA_Code_To_be_phased_out><Listing_Details>Unlisted</Listing_Details><ISINs>INF846K011Z9 | INF846K013Z5 | INF846K015Z0 | INF846K010Z1 | INF846K012Z7 | INF846K014Z3</ISINs><AMFI_Codes_To_be_phased_out>153083 |153084 |153085 |153082</AMFI_Codes_To_be_phased_out><SEBI_Codes>AXIS/O/E/THE/24/09/0092</SEBI_Codes><Minimum_Application_Amount>100</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>1</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>100</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>N/A</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>N/A</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>N/A</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>N/A</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>N/A</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>N/A</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>N/A</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>N/A</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>N/A</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>N/A</Max_Switch_Amount><Max_Switch_Units_if_applicable>N/A</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>No</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Yes.</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP - Daily/Weekly/Monthly/Yearly
SWP - Weekly/Monthly/Quarterly/Halfyearly/Yearly
STP - Daily/Weekly/Fortnightly/Monthly/Quarterly</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP - Daily/Weekly - 100, Monthly - 500 and Yearly 6000.
SWP - Weekly/Monthly/Quarterly/Halfyearly/Yearly - 1000.
STP - Daily, Weekly, Fortnightly, Monthly - 1000 and Quarterly 3000.</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>1</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP - Daily/Weekly/Monthly - 6. Yearly -3.
SWP - Weekly - 5/Monthly - 6. Quarterly/ Halfyearly - 4. Yearly - 2.
STP - Daily/Weekly/Fortnightly/Monthly - 6. Quarterly -2.</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>SIP - Except 29,30 and 31 all dates.
SWP - Weekly - Any Business Day/ Rest - 1, 5, 10, 15 and 25.
STP -  Daily/Weekly - Monday to Friday. Fortnightly - alternate Wednesday. Monthly/Quarterly - 1,7,10,15 and 25</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>NA</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>