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Axis Focused Direct Plan-Growth Portfolio Analysis
Previously called: Axis Focused 25 Direct-G
Portfolio Summary
| Number of stocks | 25 |
| Top 10 Stocks (%) | 58.45 % |
| Top 5 Stocks (%) | 35.82 % |
| Top 3 Stocks (%) | 23.84 % |
Portfolio Aggregates
Large Cap Stocks (%) 61.85
81.17 %
This fund
Vs
61.85 %
Category
Mid Cap Stocks (%)
18.83%
This fund
Vs
18.96%
Category
Small Cap Stocks (%)
0.0%
This fund
Vs
19.19%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | May 23 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 32.5 % | 4,012 Crs | 27.800000000000004 % | 3,634 Crs | 28.429999999999996 % | 3,775 Crs | 28.010000000000005 % | 3,741 Crs | 25.509999999999998 % | 3,691 Crs | 24.72 % | 3,500 Crs | 24.43 % | 3,438 Crs | 28.740000000000002 % | 3,989 Crs | 26.72 % | 3,567 Crs | 27.240000000000002 % | 3,785 Crs | 27.86 % | 3,924 Crs | 27.29 % | 3,694 Crs | 27.330000000000002 % | 3,790 Crs | 27.5 % | 3,971 Crs | 27.259999999999998 % | 3,871 Crs | 28.92 % | 3,951 Crs | 29.12 % | 4,187 Crs | 29.01 % | 4,263 Crs | 28.84 % | 4,506 Crs | 30.759999999999998 % | 4,889 Crs | 31.630000000000003 % | 4,959 Crs | |
| Services | 17.56 % | 2,167 Crs | 19.810000000000002 % | 2,588 Crs | 18.970000000000002 % | 2,520 Crs | 17.34 % | 2,314 Crs | 17.990000000000002 % | 2,604 Crs | 17.86 % | 2,529 Crs | 16.31 % | 2,294 Crs | 12.700000000000001 % | 1,764 Crs | 11.98 % | 1,598 Crs | 11.46 % | 1,592 Crs | 11.84 % | 1,669 Crs | 11.93 % | 1,615 Crs | 12.27 % | 1,700 Crs | 14.06 % | 2,029 Crs | 13.98 % | 1,985 Crs | 13.18 % | 1,798 Crs | 13.989999999999998 % | 2,010 Crs | 14.97 % | 2,199 Crs | 14.79 % | 2,311 Crs | 14.739999999999998 % | 2,341 Crs | 13.64 % | 2,139 Crs | |
| Healthcare | 9.41 % | 1,162 Crs | 7.86 % | 1,027 Crs | 7.59 % | 1,009 Crs | 7.42 % | 990.77 Crs | 6.59 % | 953.68 Crs | 6.37 % | 902.67 Crs | 6.17 % | 868.13 Crs | 6.09 % | 846.41 Crs | 5.970000000000001 % | 795.68 Crs | 7.01 % | 974.23 Crs | 6.78 % | 954.15 Crs | 9.1 % | 1,232 Crs | 9.92 % | 1,374 Crs | 9.52 % | 1,375 Crs | 9.48 % | 1,346 Crs | 8.829999999999998 % | 1,206 Crs | 9.17 % | 1,318 Crs | 8.81 % | 1,294 Crs | 8.879999999999999 % | 1,388 Crs | 8.73 % | 1,387 Crs | 8.18 % | 1,281 Crs | |
| Technology | 6.17 % | 762.16 Crs | 6.62 % | 865.43 Crs | 6.79 % | 902.64 Crs | 5.97 % | 797.24 Crs | 5.93 % | 857.52 Crs | 6.46 % | 914.82 Crs | 6.26 % | 880.99 Crs | 6.12 % | 849.63 Crs | 7.18 % | 958.45 Crs | 7.64 % | 1,061 Crs | 8.280000000000001 % | 1,165 Crs | 11.95 % | 1,616 Crs | 11.56 % | 1,602 Crs | 11.83 % | 1,708 Crs | 10.95 % | 1,555 Crs | 10.8 % | 1,474 Crs | 11.01 % | 1,582 Crs | 11.24 % | 1,650 Crs | 11.1 % | 1,733 Crs | 10.34 % | 1,643 Crs | 11.39 % | 1,786 Crs | |
| Communication | 5.81 % | 717.41 Crs | 5.21 % | 680.8 Crs | 5.78 % | 767.99 Crs | 5.7 % | 761.12 Crs | 5.21 % | 753.91 Crs | 4.95 % | 700.77 Crs | 4.67 % | 657.77 Crs | 4.59 % | 636.82 Crs | 4.04 % | 538.68 Crs | 3.73 % | 518.88 Crs | 3.42 % | 482.11 Crs | 2.89 % | 391.17 Crs | 1.4 % | 194.7 Crs | 1.19 % | 171.67 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Chemicals | 5.609999999999999 % | 691.92 Crs | 6.58 % | 859.57 Crs | 7.0600000000000005 % | 937.55 Crs | 7.37 % | 984.31 Crs | 7.890000000000001 % | 1,141 Crs | 7.58 % | 1,072 Crs | 7.74 % | 1,089 Crs | 8.02 % | 1,113 Crs | 8.52 % | 1,137 Crs | 8.84 % | 1,228 Crs | 9.23 % | 1,299 Crs | 8.84 % | 1,197 Crs | 9.91 % | 1,373 Crs | 10.149999999999999 % | 1,465 Crs | 10.57 % | 1,501 Crs | 11.95 % | 1,630 Crs | 11.5 % | 1,654 Crs | 12.34 % | 1,813 Crs | 12.350000000000001 % | 1,929 Crs | 12.57 % | 1,997 Crs | 12.44 % | 1,952 Crs | |
| Energy | 4.63 % | 571.49 Crs | 4.9 % | 640.59 Crs | 5.2 % | 690.69 Crs | 6.41 % | 856.15 Crs | 7.28 % | 1,053 Crs | 7.19 % | 1,017 Crs | 10.66 % | 1,500 Crs | 12.26 % | 1,700 Crs | 12.440000000000001 % | 1,659 Crs | 12.21 % | 1,695 Crs | 11.48 % | 1,617 Crs | 10.41 % | 1,409 Crs | 9.87 % | 1,367 Crs | 8.54 % | 1,233 Crs | 8.51 % | 1,207 Crs | 7.48 % | 1,021 Crs | 7.25 % | 1,042 Crs | 7.05 % | 1,035 Crs | 7.3 % | 1,139 Crs | 6.92 % | 1,098 Crs | 5.140000000000001 % | 805.38 Crs | |
| Capital Goods | 4.13 % | 509.86 Crs | 3.98 % | 520.49 Crs | 4.19 % | 556.76 Crs | 3.91 % | 523.06 Crs | 3.52 % | 510.5 Crs | 3.75 % | 530.88 Crs | 3.9499999999999997 % | 555.52 Crs | 4.05 % | 562.18 Crs | 3.12 % | 416.15 Crs | 1.32 % | 183.87 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Automobile | 2.81 % | 347.41 Crs | 4.7700000000000005 % | 624.01 Crs | 6.76 % | 899.37 Crs | 8.100000000000001 % | 1,081 Crs | 10.870000000000001 % | 1,570 Crs | 10.68 % | 1,511 Crs | 10.39 % | 1,463 Crs | 10.49 % | 1,456 Crs | 10.76 % | 1,435 Crs | 10.14 % | 1,409 Crs | 10.530000000000001 % | 1,482 Crs | 8.78 % | 1,190 Crs | 8.040000000000001 % | 1,114 Crs | 7.32 % | 1,056 Crs | 7.24 % | 1,028 Crs | 6.87 % | 937.45 Crs | 6.529999999999999 % | 940.42 Crs | 6.15 % | 904.69 Crs | 5.8999999999999995 % | 920.86 Crs | 6.629999999999999 % | 1,053 Crs | 5.73 % | 899.5 Crs | |
| Construction | 2.47 % | 305.43 Crs | 2.92 % | 381.47 Crs | 2.8 % | 371.69 Crs | 2.76 % | 368.51 Crs | 2.87 % | 415.53 Crs | 2.35 % | 332.49 Crs | 2.37 % | 332.99 Crs | 2.38 % | 329.8 Crs | 3.2800000000000002 % | 437.2 Crs | 3.55 % | 493.86 Crs | 3.53 % | 496.71 Crs | 3.69 % | 499.03 Crs | 3.21 % | 444.43 Crs | 2.79 % | 402.24 Crs | 2.46 % | 349.1 Crs | 2.29 % | 313.64 Crs | 2.06 % | 295.52 Crs | 1.9100000000000001 % | 280.62 Crs | 1.84 % | 288.61 Crs | 1.15 % | 183.28 Crs | 0.75 % | 117.97 Crs | |
| Diversified | 1.09 % | 134.68 Crs | 1.67 % | 218.6 Crs | 1.61 % | 214.01 Crs | 1.34 % | 179.01 Crs | 1.13 % | 162.95 Crs | 0.69 % | 97.4 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 9.38% | 1,157Cr | 8.42% | 7.32% | 6.46% |
| HDFC Bank Ltd. | Financial | 8.15% | 1,005Cr | 7.46% | 5.14% | 2.15% |
| Bajaj Finance Ltd. | Financial | 6.31% | 778.96Cr | 4.34% | 6.23% | 8.06% |
| Tata Consultancy Services Ltd. | Technology | 6.17% | 762.16Cr | 6.62% | 5.93% | 7.69% |
| Bharti Airtel Ltd. | Communication | 5.81% | 717.41Cr | 5.21% | 5.21% | 3.42% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 4.97% | 613.95Cr | 3.67% | 4.74% | 3.5% |
| Torrent Power Ltd. | Energy | 4.63% | 571.49Cr | 4.9% | 7.28% | 6.77% |
| Divi's Laboratories Ltd. | Healthcare | 4.6% | 568.27Cr | 4.87% | 3.92% | 2.55% |
| Pidilite Industries Ltd. | Chemicals | 4.59% | 566.42Cr | 4.72% | 5.62% | 7.29% |
| Interglobe Aviation Ltd. | Services | 3.84% | 474.43Cr | 3.06% | 2.91% | -- |
| Eternal Ltd. | Services | 3.61% | 445.72Cr | 4.41% | 3.5% | -- |
| PB Fintech Ltd. | Services | 3.34% | 411.9Cr | 4.16% | 2.76% | -- |
| Hindustan Aeronautics Ltd. | Capital Goods | 3.22% | 397.34Cr | 3.04% | 2.64% | -- |
| Trent Ltd. | Services | 2.98% | 367.49Cr | 3.76% | 1.94% | -- |
| Info Edge (India) Ltd. | Services | 2.97% | 367.23Cr | 3.4% | 2.86% | 4.26% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 2.87% | 354.66Cr | 2.99% | 2.67% | 2.68% |
| Mahindra & Mahindra Ltd. | Automobile | 2.81% | 347.41Cr | 3.0% | 1.56% | -- |
| Prestige Estates Projects Ltd. | Construction | 2.47% | 305.43Cr | 2.92% | 2.87% | -- |
| State Bank of India | Financial | 2.39% | 295.16Cr | 2.33% | 2.08% | 1.31% |
| Mankind Pharma Ltd. | Healthcare | 1.94% | 239.63Cr | -- | -- | -- |
| Kotak Mahindra Bank Ltd. | Financial | 1.3% | 161Cr | 1.01% | -- | -- |
| Apar Industries Ltd. | Diversified | 1.09% | 134.68Cr | 1.67% | 1.13% | -- |
| PI Industries Ltd. | Chemicals | 1.02% | 125.49Cr | 1.86% | 2.27% | 1.94% |
| Cummins India Ltd. | Capital Goods | 0.91% | 112.51Cr | 0.94% | 0.88% | -- |
| Avenue Supermarts Ltd. | Services | 0.82% | 101.01Cr | 1.02% | 4.02% | 7.58% |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 1,157Cr | -- | 1,157Cr |
| HDFC Bank Ltd. | Financial | 1,005Cr | -- | 1,005Cr |
| Bajaj Finance Ltd. | Financial | 778.96Cr | -- | 778.96Cr |
| Tata Consultancy Services Ltd. | Technology | 762.16Cr | -- | 762.16Cr |
| Bharti Airtel Ltd. | Communication | 717.41Cr | -- | 717.41Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Kotak Mahindra Bank Ltd. | Financial | 161Cr | -- | 161Cr |
| Apar Industries Ltd. | Diversified | 134.68Cr | -- | 134.68Cr |
| PI Industries Ltd. | Chemicals | 125.49Cr | -- | 125.49Cr |
| Cummins India Ltd. | Capital Goods | 112.51Cr | -- | 112.51Cr |
| Avenue Supermarts Ltd. | Services | 101.01Cr | -- | 101.01Cr |