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Axis Momentum Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 40 |
| Top 10 Stocks (%) | 43.699999999999996 % |
| Top 5 Stocks (%) | 27.33 % |
| Top 3 Stocks (%) | 19.45 % |
Portfolio Aggregates
Large Cap Stocks (%) 61.85
47.76 %
This fund
Vs
61.85 %
Category
Mid Cap Stocks (%)
33.4%
This fund
Vs
18.96%
Category
Small Cap Stocks (%)
18.85%
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 | |||
|---|---|---|---|---|---|
| Services | 19.2 % | 236.76 Crs | 15.499999999999998 % | 217.73 Crs | |
| Financial | 18.49 % | 228.19 Crs | 17.66 % | 248.36 Crs | |
| Technology | 12.510000000000002 % | 154.39 Crs | 6.1 % | 85.74 Crs | |
| Healthcare | 7.929999999999999 % | 97.8 Crs | 8.1 % | 113.87 Crs | |
| Capital Goods | 6.76 % | 83.44 Crs | 14.229999999999999 % | 200.04 Crs | |
| Communication | 6.28 % | 77.46 Crs | 5.09 % | 71.59 Crs | |
| Chemicals | 4.72 % | 58.31 Crs | 2.7199999999999998 % | 38.33 Crs | |
| Consumer Staples | 4.37 % | 53.95 Crs | 3.59 % | 50.56 Crs | |
| Automobile | 4.02 % | 49.6 Crs | 2.01 % | 28.2 Crs | |
| Energy | 3.9499999999999997 % | 48.78 Crs | 7.43 % | 104.34 Crs | |
| Construction | 2.64 % | 32.59 Crs | 0 % | 0 | |
| Materials | 0.52 % | 6.4 Crs | 0 % | 0 | |
| Consumer Discretionary | 0.47 % | 5.83 Crs | 6.98 % | 98.14 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 8.79% | 108.51Cr | 7.34% | ||
| Bharti Airtel Ltd. | Communication | 6.28% | 77.46Cr | 5.09% | ||
| BSE Ltd. | Services | 4.38% | 54Cr | 2.28% | ||
| Mahindra & Mahindra Ltd. | Automobile | 4.02% | 49.6Cr | -- | ||
| Divi's Laboratories Ltd. | Healthcare | 3.86% | 47.58Cr | 3.35% | ||
| Firstsource Solutions Ltd. | Services | 3.51% | 43.27Cr | 2.94% | ||
| Wipro Ltd. | Technology | 3.34% | 41.24Cr | -- | ||
| Persistent Systems Ltd. | Technology | 3.21% | 39.6Cr | 3.3% | ||
| Multi Commodity Exchange Of India Ltd. | Services | 3.2% | 39.43Cr | 2.85% | ||
| PB Fintech Ltd. | Services | 3.11% | 38.38Cr | 1.44% | ||
| Dixon Technologies (India) Ltd. | Capital Goods | 3.08% | 38.03Cr | 3.3% | ||
| HCL Technologies Ltd. | Technology | 3.01% | 37.11Cr | 2.33% | ||
| KFin Technologies Ltd. | Financial | 2.79% | 34.46Cr | 0.6% | ||
| Anant Raj Ltd. | Construction | 2.64% | 32.59Cr | -- | ||
| Coromandel International Ltd. | Chemicals | 2.56% | 31.61Cr | 2.13% | ||
| Oil India Ltd. | Energy | 2.51% | 30.97Cr | 2.75% | ||
| Eternal Ltd. | Services | 2.41% | 29.74Cr | 0.99% | ||
| Radico Khaitan Ltd. | Consumer Staples | 2.41% | 29.71Cr | 2.14% | ||
| Tech Mahindra Ltd. | Technology | 2.38% | 29.32Cr | 0.47% | ||
| Bajaj Holdings & Investment Ltd. | Financial | 2.34% | 28.89Cr | -- | ||
| Muthoot Finance Ltd. | Financial | 2.27% | 27.95Cr | -- | ||
| GE Vernova T&D India Ltd. | Capital Goods | 2.22% | 27.43Cr | 2.18% | ||
| United Spirits Ltd. | Consumer Staples | 1.96% | 24.23Cr | -- | ||
| 360 One Wam Ltd. | Financial | 1.81% | 22.33Cr | 2.11% | ||
| Navin Fluorine International Ltd. | Chemicals | 1.63% | 20.11Cr | -- | ||
| Siemens Ltd. | Capital Goods | 1.46% | 17.97Cr | 1.44% | ||
| Lupin Ltd. | Healthcare | 1.34% | 16.51Cr | 2.03% | ||
| Fortis Healthcare Ltd. | Healthcare | 1.22% | 15.08Cr | -- | ||
| Info Edge (India) Ltd. | Services | 1.12% | 13.82Cr | 1.19% | ||
| Trent Ltd. | Services | 0.99% | 12.2Cr | 3.81% | ||
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.91% | 11.2Cr | 2.72% | ||
| Petronet LNG Ltd. | Energy | 0.79% | 9.74Cr | 0.69% | ||
| Torrent Power Ltd. | Energy | 0.65% | 8.06Cr | 2.11% | ||
| Krishna Institute of Medical Sciences Ltd | Healthcare | 0.6% | 7.42Cr | -- | ||
| Coforge Ltd. | Technology | 0.57% | 7.09Cr | -- | ||
| Jubilant Ingrevia Ltd. | Chemicals | 0.53% | 6.58Cr | 0.59% | ||
| Ultratech Cement Ltd. | Materials | 0.52% | 6.4Cr | -- | ||
| Bajaj Finance Ltd. | Financial | 0.49% | 6.03Cr | -- | ||
| The Indian Hotels Company Ltd. | Services | 0.48% | 5.87Cr | -- | ||
| Blue Star Ltd. | Consumer Discretionary | 0.47% | 5.83Cr | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 108.51Cr | -- | 108.51Cr |
| Bharti Airtel Ltd. | Communication | 77.46Cr | -- | 77.46Cr |
| BSE Ltd. | Services | 54Cr | -- | 54Cr |
| Mahindra & Mahindra Ltd. | Automobile | 49.6Cr | -- | 49.6Cr |
| Divi's Laboratories Ltd. | Healthcare | 47.58Cr | -- | 47.58Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Jubilant Ingrevia Ltd. | Chemicals | 6.58Cr | -- | 6.58Cr |
| Ultratech Cement Ltd. | Materials | 6.4Cr | -- | 6.4Cr |
| Bajaj Finance Ltd. | Financial | 6.03Cr | -- | 6.03Cr |
| The Indian Hotels Company Ltd. | Services | 5.87Cr | -- | 5.87Cr |
| Blue Star Ltd. | Consumer Discretionary | 5.83Cr | -- | 5.83Cr |