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Axis Momentum Fund Direct - Growth Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 36 |
| Top 10 Stocks (%) | 47.589999999999996 % |
| Top 5 Stocks (%) | 28.459999999999997 % |
| Top 3 Stocks (%) | 20.2 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
53.496327 %
This fund
Vs
61.38 %
Category
Mid Cap Stocks (%)
34.466321 %
This fund
Vs
21.07 %
Category
Small Cap Stocks (%)
9.427351999999999 %
This fund
Vs
17.55 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Dec 31, 2025- %
- #
| Sector | Dec 25 | Oct 25 | Sep 25 | Aug 25 | Jul 25 | May 25 | Mar 25 | Dec 24 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 25.97 % | 311.07 Cr | 21.7 % | 277.25 Cr | 25.939999999999998 % | 320.35 Cr | 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 | |
| Automobile | 14.57 % | 174.45 Cr | 10.690000000000001 % | 136.69 Cr | 6.78 % | 83.79 Cr | 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 | |
| Services | 11.67 % | 139.86 Cr | 13.99 % | 178.82 Cr | 10.34 % | 127.61 Cr | 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 | 11.16 % | 133.81 Cr | 9.61 % | 122.84 Cr | 11.379999999999999 % | 140.56 Cr | 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 | |
| Healthcare | 7.71 % | 92.39 Cr | 11.65 % | 148.9 Cr | 9.540000000000001 % | 117.65 Cr | 9.530000000000001 % | 117.92 Cr | 9.68 % | 126.52 Cr | 7.18 % | 95 Cr | 7.929999999999999 % | 97.8 Cr | 8.1 % | 113.87 Cr | |
| Chemicals | 6.960000000000001 % | 83.39 Cr | 7.9399999999999995 % | 101.5 Cr | 10.09 % | 124.64 Cr | 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 | |
| Communication | 6.68 % | 79.98 Cr | 7.65 % | 97.69 Cr | 7.220000000000001 % | 89.14 Cr | 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 | |
| Energy | 5.02 % | 60.17 Cr | 4.4399999999999995 % | 56.77 Cr | 4.449999999999999 % | 54.98 Cr | 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 | 3.67 % | 44.01 Cr | 3.47 % | 44.39 Cr | 3.62 % | 44.7 Cr | 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 | |
| Materials | 2.02 % | 24.16 Cr | 2.51 % | 32.04 Cr | 2.1 % | 25.93 Cr | 2.31 % | 28.59 Cr | 0 % | 0 | 0.47 % | 6.23 Cr | 0.52 % | 6.4 Cr | 0 % | 0 | |
| Insurance | 1.36 % | 16.28 Cr | 1.18 % | 15.02 Cr | 1.11 % | 13.75 Cr | 1.12 % | 13.86 Cr | 1.08 % | 14.13 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Technology | 0.61 % | 7.27 Cr | 2.85 % | 36.44 Cr | 2.67 % | 33.02 Cr | 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 |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 9.05 % | 108.48 Cr | 9.05% | 8.63% | -- |
| Bharti Airtel Ltd. | Communication | 6.68 % | 79.98 Cr | 6.68% | 6.66% | 6.28% |
| Bajaj Finance Ltd. | Financial | 4.47 % | 53.53 Cr | 4.47% | 4.9% | 0.49% |
| Bharat Electronics Ltd. | Capital Goods | 4.17 % | 50.01 Cr | 4.17% | 4.09% | -- |
| Laurus Labs Ltd. | Healthcare | 4.09 % | 49.01 Cr | 4.09% | 3.15% | -- |
| Eicher Motors Ltd. | Automobile | 3.99 % | 47.8 Cr | 3.99% | -- | -- |
| Maruti Suzuki India Ltd. | Automobile | 3.97 % | 47.57 Cr | 3.97% | -- | -- |
| Multi Commodity Exchange Of India Ltd. | Services | 3.76 % | 45.03 Cr | 3.76% | 3.29% | 3.2% |
| One97 Communications Ltd. | Services | 3.74 % | 44.84 Cr | 3.74% | -- | -- |
| Interglobe Aviation Ltd. | Services | 3.67 % | 43.95 Cr | 3.67% | 3.94% | -- |
| Mahindra & Mahindra Ltd. | Automobile | 3.55 % | 42.47 Cr | 3.55% | 3.18% | 4.02% |
| RBL Bank Ltd. | Financial | 3.4 % | 40.69 Cr | 3.4% | -- | -- |
| Aditya Birla Capital Ltd. | Financial | 3.34 % | 39.97 Cr | 3.34% | -- | -- |
| GE Vernova T&D India Ltd | Capital Goods | 3.28 % | 39.33 Cr | 3.28% | 3.01% | 2.22% |
| Fortis Healthcare Ltd. | Healthcare | 3.07 % | 36.74 Cr | 3.07% | 1.7% | 1.22% |
| Syrma SGS Technology Ltd. | Capital Goods | 2.97 % | 35.59 Cr | 2.97% | 1.77% | -- |
| Solar Industries India Ltd. | Chemicals | 2.89 % | 34.64 Cr | 2.89% | 3.05% | -- |
| L&T Finance Ltd. | Financial | 2.64 % | 31.59 Cr | 2.64% | -- | -- |
| Muthoot Finance Ltd. | Financial | 2.47 % | 29.6 Cr | 2.47% | 0.64% | 2.27% |
| Navin Fluorine International Ltd. | Chemicals | 2.45 % | 29.31 Cr | 2.45% | 2.34% | 1.63% |
| Radico Khaitan Ltd. | Consumer Staples | 2.33 % | 27.96 Cr | 2.33% | 1.67% | 2.41% |
| Bharat Petroleum Corporation Ltd. | Energy | 2.24 % | 26.87 Cr | 2.24% | 1.92% | -- |
| Hindustan Petroleum Corporation Ltd. | Energy | 2.19 % | 26.26 Cr | 2.19% | 1.89% | -- |
| TVS Motor Company Ltd. | Automobile | 2.16 % | 25.86 Cr | 2.16% | -- | -- |
| JK Cement Ltd. | Materials | 1.9 % | 22.76 Cr | 1.9% | 2.1% | -- |
| UPL Ltd. | Chemicals | 1.62 % | 19.43 Cr | 1.62% | 1.3% | -- |
| SBI Life Insurance Company Ltd. | Insurance | 1.36 % | 16.28 Cr | 1.36% | 1.11% | -- |
| Tata Consumer Products Ltd. | Consumer Staples | 1.34 % | 16.05 Cr | 1.34% | -- | -- |
| Bosch Ltd. | Automobile | 0.9 % | 10.73 Cr | 0.9% | 3.0% | -- |
| Kaynes Technology India Ltd. | Capital Goods | 0.74 % | 8.85 Cr | 0.74% | -- | -- |
| Coforge Ltd. | Technology | 0.61 % | 7.27 Cr | 0.61% | 0.56% | 0.57% |
| Indian Bank | Financial | 0.6 % | 7.19 Cr | 0.6% | -- | -- |
| Adani Energy Solutions Ltd. | Energy | 0.59 % | 7.04 Cr | 0.59% | 0.64% | -- |
| Narayana Hrudayalaya Ltd. | Healthcare | 0.55 % | 6.62 Cr | 0.55% | 2.89% | -- |
| eClerx Services Ltd. | Services | 0.5 % | 6.02 Cr | 0.5% | -- | -- |
| Nuvoco Vistas Corporation Ltd. | Materials | 0.12 % | 1.39 Cr | 0.12% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HDFC Bank Ltd. | Financial | 108.48 Cr | -- | 108.48 Cr |
| Bharti Airtel Ltd. | Communication | 79.98 Cr | -- | 79.98 Cr |
| Bajaj Finance Ltd. | Financial | 53.53 Cr | -- | 53.53 Cr |
| Bharat Electronics Ltd. | Capital Goods | 50.01 Cr | -- | 50.01 Cr |
| Laurus Labs Ltd. | Healthcare | 49.01 Cr | -- | 49.01 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Indian Bank | Financial | 7.19 Cr | -- | 7.19 Cr |
| Adani Energy Solutions Ltd. | Energy | 7.04 Cr | -- | 7.04 Cr |
| Narayana Hrudayalaya Ltd. | Healthcare | 6.62 Cr | -- | 6.62 Cr |
| eClerx Services Ltd. | Services | 6.02 Cr | -- | 6.02 Cr |
| Nuvoco Vistas Corporation Ltd. | Materials | 1.39 Cr | -- | 1.39 Cr |