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Axis Momentum Fund Direct - Growth Portfolio Analysis
Portfolio Overview
as on Aug 31, 2025| Number of stocks | 41 |
| Top 10 Stocks (%) | 48.23 % |
| Top 5 Stocks (%) | 31.1 % |
| Top 3 Stocks (%) | 22.73 % |
Portfolio Aggregates
as on Aug 31, 2025Large Cap Stocks (%)
51.046443 %
This fund
Vs
59.9 %
Category
Mid Cap Stocks (%)
32.908113 %
This fund
Vs
20.42 %
Category
Small Cap Stocks (%)
12.015444 %
This fund
Vs
19.68 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Aug 31, 2025- %
- #
| Sector | Aug 25 | Jul 25 | May 25 | Mar 25 | Dec 24 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 25.04 % | 310.09 Cr | 27.69 % | 362.3 Cr | 25.339999999999996 % | 335.45 Cr | 18.49 % | 228.19 Cr | 17.66 % | 248.36 Cr | |
| Services | 14.11 % | 174.8 Cr | 12.0 % | 157.04 Cr | 10.209999999999999 % | 135.08 Cr | 19.2 % | 236.76 Cr | 15.499999999999998 % | 217.73 Cr | |
| Capital Goods | 10.450000000000001 % | 129.43 Cr | 11.66 % | 152.63 Cr | 8.58 % | 113.58 Cr | 6.76 % | 83.44 Cr | 14.229999999999999 % | 200.04 Cr | |
| Chemicals | 10.14 % | 125.66 Cr | 12.52 % | 163.87 Cr | 9.59 % | 126.9 Cr | 4.72 % | 58.31 Cr | 2.7199999999999998 % | 38.33 Cr | |
| Healthcare | 9.530000000000001 % | 117.92 Cr | 9.68 % | 126.52 Cr | 7.18 % | 95 Cr | 7.929999999999999 % | 97.8 Cr | 8.1 % | 113.87 Cr | |
| Communication | 7.88 % | 97.62 Cr | 7.59 % | 99.31 Cr | 6.27 % | 82.95 Cr | 6.28 % | 77.46 Cr | 5.09 % | 71.59 Cr | |
| Automobile | 4.55 % | 56.36 Cr | 3.92 % | 51.36 Cr | 5.109999999999999 % | 67.64 Cr | 4.02 % | 49.6 Cr | 2.01 % | 28.2 Cr | |
| Energy | 3.9 % | 48.31 Cr | 3.9899999999999998 % | 52.18 Cr | 4.03 % | 53.4 Cr | 3.9499999999999997 % | 48.78 Cr | 7.43 % | 104.34 Cr | |
| Consumer Staples | 3.71 % | 45.98 Cr | 3.8 % | 49.72 Cr | 3.89 % | 51.42 Cr | 4.37 % | 53.95 Cr | 3.59 % | 50.56 Cr | |
| Technology | 2.76 % | 34.14 Cr | 2.89 % | 37.87 Cr | 8.760000000000002 % | 115.93 Cr | 12.510000000000002 % | 154.39 Cr | 6.1 % | 85.74 Cr | |
| Materials | 2.31 % | 28.59 Cr | 0 % | 0 | 0.47 % | 6.23 Cr | 0.52 % | 6.4 Cr | 0 % | 0 | |
| Insurance | 1.12 % | 13.86 Cr | 1.08 % | 14.13 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Consumer Discretionary | 0.54 % | 6.7 Cr | 0.56 % | 7.35 Cr | 1.37 % | 18.19 Cr | 0.47 % | 5.83 Cr | 6.98 % | 98.14 Cr |
Complete Current Stock Holdings
as on Aug 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 9.08 % | 112.48 Cr | 7.34% | ||
| HDFC Bank Ltd. | Financial | 6.84 % | 84.75 Cr | -- | ||
| Bharti Airtel Ltd. | Communication | 6.81 % | 84.4 Cr | 5.09% | ||
| Bajaj Finance Ltd. | Financial | 4.29 % | 53.13 Cr | -- | ||
| Divi's Laboratories Ltd. | Healthcare | 4.08 % | 50.51 Cr | 3.35% | ||
| Interglobe Aviation Ltd. | Services | 3.96 % | 49.04 Cr | -- | ||
| Bharat Electronics Ltd. | Capital Goods | 3.73 % | 46.23 Cr | 2.83% | ||
| BSE Ltd. | Services | 3.18 % | 39.43 Cr | 2.28% | ||
| Solar Industries India Ltd. | Chemicals | 3.15 % | 39.01 Cr | -- | ||
| Multi Commodity Exchange Of India Ltd. | Services | 3.11 % | 38.51 Cr | 2.85% | ||
| FSN E-Commerce Ventures Ltd. | Services | 3.11 % | 38.48 Cr | -- | ||
| Mahindra & Mahindra Ltd. | Automobile | 2.96 % | 36.63 Cr | -- | ||
| Narayana Hrudayalaya Ltd. | Healthcare | 2.91 % | 36 Cr | -- | ||
| GE Vernova T&D India Ltd. | Capital Goods | 2.82 % | 34.9 Cr | 2.18% | ||
| Bajaj Holdings & Investment Ltd. | Financial | 2.55 % | 31.54 Cr | -- | ||
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 2.42 % | 29.93 Cr | -- | ||
| Navin Fluorine International Ltd. | Chemicals | 2.36 % | 29.3 Cr | -- | ||
| JK Cement Ltd. | Materials | 2.31 % | 28.59 Cr | -- | ||
| UPL Ltd. | Chemicals | 2.21 % | 27.4 Cr | -- | ||
| Persistent Systems Ltd. | Technology | 2.15 % | 26.6 Cr | 3.3% | ||
| PG Electroplast Ltd. | Capital Goods | 2.08 % | 25.8 Cr | -- | ||
| SBI Cards And Payment Services Ltd. | Financial | 1.73 % | 21.39 Cr | -- | ||
| Radico Khaitan Ltd. | Consumer Staples | 1.65 % | 20.41 Cr | 2.14% | ||
| Fortis Healthcare Ltd. | Healthcare | 1.59 % | 19.68 Cr | -- | ||
| CCL Products (India) Ltd. | Consumer Staples | 1.55 % | 19.2 Cr | -- | ||
| Hindustan Petroleum Corporation Ltd. | Energy | 1.48 % | 18.37 Cr | -- | ||
| Bharat Dynamics Ltd. | Capital Goods | 1.3 % | 16.06 Cr | -- | ||
| Bharat Petroleum Corporation Ltd. | Energy | 1.21 % | 15.03 Cr | -- | ||
| SBI Life Insurance Company Ltd. | Insurance | 1.12 % | 13.86 Cr | -- | ||
| Bharti Hexacom Ltd. | Communication | 1.07 % | 13.21 Cr | -- | ||
| Aster DM Healthcare Ltd. | Healthcare | 0.95 % | 11.72 Cr | -- | ||
| Ceat Ltd. | Automobile | 0.85 % | 10.55 Cr | -- | ||
| Firstsource Solutions Ltd. | Services | 0.75 % | 9.32 Cr | 2.94% | ||
| Eicher Motors Ltd. | Automobile | 0.74 % | 9.16 Cr | -- | ||
| Oil India Ltd. | Energy | 0.65 % | 8 Cr | 2.75% | ||
| Coforge Ltd. | Technology | 0.61 % | 7.54 Cr | -- | ||
| Adani Energy Solutions Ltd. | Energy | 0.56 % | 6.9 Cr | -- | ||
| Muthoot Finance Ltd. | Financial | 0.55 % | 6.77 Cr | -- | ||
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.54 % | 6.7 Cr | 0.79% | ||
| Dixon Technologies (India) Ltd. | Capital Goods | 0.52 % | 6.42 Cr | 3.3% | ||
| Balrampur Chini Mills Ltd. | Consumer Staples | 0.51 % | 6.36 Cr | 0.99% |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Multi Commodity Exchange Of India Ltd. | Services | 38.51 Cr | -- | 38.51 Cr |
| JK Cement Ltd. | Materials | 28.59 Cr | -- | 28.59 Cr |
| CCL Products (India) Ltd. | Consumer Staples | 19.2 Cr | -- | 19.2 Cr |
| Solar Industries India Ltd. | Chemicals | 39.01 Cr | 20.16 Cr | 18.84 Cr |
| Aster DM Healthcare Ltd. | Healthcare | 11.72 Cr | -- | 11.72 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| PG Electroplast Ltd. | Capital Goods | 25.8 Cr | 39.28 Cr | 13.48 Cr |
| United Spirits Ltd. | Consumer Staples | -- | 23.18 Cr | 23.18 Cr |
| Firstsource Solutions Ltd. | Services | 9.32 Cr | 35 Cr | 25.68 Cr |
| Bajaj Finserv Ltd. | Financial | -- | 37.16 Cr | 37.16 Cr |
| Coromandel International Ltd. | Chemicals | -- | 48.83 Cr | 48.83 Cr |