Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Axis Momentum Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 40 |
| Top 10 Stocks (%) | 43.959999999999994 % |
| Top 5 Stocks (%) | 27.89 % |
| Top 3 Stocks (%) | 19.57 % |
Portfolio Aggregates
Large Cap Stocks (%) 60.69
47.76 %
This fund
Vs
60.69 %
Category
Mid Cap Stocks (%)
33.4%
This fund
Vs
19.15%
Category
Small Cap Stocks (%)
18.85%
This fund
Vs
20.16%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | May 25 | Mar 25 | Dec 24 | ||||
|---|---|---|---|---|---|---|---|
| Financial | 25.339999999999996 % | 335.45 Crs | 18.49 % | 228.19 Crs | 17.66 % | 248.36 Crs | |
| Services | 10.209999999999999 % | 135.08 Crs | 19.2 % | 236.76 Crs | 15.499999999999998 % | 217.73 Crs | |
| Chemicals | 9.59 % | 126.9 Crs | 4.72 % | 58.31 Crs | 2.7199999999999998 % | 38.33 Crs | |
| Technology | 8.760000000000002 % | 115.93 Crs | 12.510000000000002 % | 154.39 Crs | 6.1 % | 85.74 Crs | |
| Capital Goods | 8.58 % | 113.58 Crs | 6.76 % | 83.44 Crs | 14.229999999999999 % | 200.04 Crs | |
| Healthcare | 7.18 % | 95 Crs | 7.929999999999999 % | 97.8 Crs | 8.1 % | 113.87 Crs | |
| Communication | 6.27 % | 82.95 Crs | 6.28 % | 77.46 Crs | 5.09 % | 71.59 Crs | |
| Automobile | 5.109999999999999 % | 67.64 Crs | 4.02 % | 49.6 Crs | 2.01 % | 28.2 Crs | |
| Energy | 4.03 % | 53.4 Crs | 3.9499999999999997 % | 48.78 Crs | 7.43 % | 104.34 Crs | |
| Consumer Staples | 3.89 % | 51.42 Crs | 4.37 % | 53.95 Crs | 3.59 % | 50.56 Crs | |
| Construction | 2.16 % | 28.56 Crs | 2.64 % | 32.59 Crs | 0 % | 0 | |
| Consumer Discretionary | 1.37 % | 18.19 Crs | 0.47 % | 5.83 Crs | 6.98 % | 98.14 Crs | |
| Materials | 0.47 % | 6.23 Crs | 0.52 % | 6.4 Crs | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 8.79% | 116.35Cr | 7.34% | ||
| Bharti Airtel Ltd. | Communication | 6.27% | 82.95Cr | 5.09% | ||
| Mahindra & Mahindra Ltd. | Automobile | 4.51% | 59.63Cr | -- | ||
| Bajaj Finance Ltd. | Financial | 4.2% | 55.57Cr | -- | ||
| Divi's Laboratories Ltd. | Healthcare | 4.12% | 54.47Cr | 3.35% | ||
| Firstsource Solutions Ltd. | Services | 3.57% | 47.24Cr | 2.94% | ||
| Bajaj Finserv Ltd. | Financial | 3.51% | 46.44Cr | -- | ||
| Muthoot Finance Ltd. | Financial | 3.04% | 40.29Cr | -- | ||
| GE Vernova T&D India Ltd. | Capital Goods | 2.98% | 39.44Cr | 2.18% | ||
| BSE Ltd. | Services | 2.97% | 39.26Cr | 2.28% | ||
| Wipro Ltd. | Technology | 2.97% | 39.26Cr | -- | ||
| UPL Ltd. | Chemicals | 2.87% | 38.02Cr | -- | ||
| PG Electroplast Ltd. | Capital Goods | 2.82% | 37.34Cr | -- | ||
| Dixon Technologies (India) Ltd. | Capital Goods | 2.78% | 36.8Cr | 3.3% | ||
| Coromandel International Ltd. | Chemicals | 2.76% | 36.51Cr | 2.13% | ||
| HCL Technologies Ltd. | Technology | 2.73% | 36.16Cr | 2.33% | ||
| Interglobe Aviation Ltd. | Services | 2.63% | 34.83Cr | -- | ||
| Oil India Ltd. | Energy | 2.58% | 34.18Cr | 2.75% | ||
| Bajaj Holdings & Investment Ltd. | Financial | 2.5% | 33.13Cr | -- | ||
| Persistent Systems Ltd. | Technology | 2.49% | 33.02Cr | 3.3% | ||
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 2.42% | 32Cr | -- | ||
| Anant Raj Ltd. | Construction | 2.16% | 28.56Cr | -- | ||
| United Spirits Ltd. | Consumer Staples | 1.99% | 26.29Cr | -- | ||
| 360 One Wam Ltd. | Financial | 1.79% | 23.62Cr | 2.11% | ||
| Navin Fluorine International Ltd. | Chemicals | 1.54% | 20.35Cr | -- | ||
| HDFC Bank Ltd. | Financial | 1.51% | 20.01Cr | -- | ||
| Radico Khaitan Ltd. | Consumer Staples | 1.37% | 18.12Cr | 2.14% | ||
| Fortis Healthcare Ltd. | Healthcare | 1.15% | 15.25Cr | -- | ||
| Info Edge (India) Ltd. | Services | 1.04% | 13.74Cr | 1.19% | ||
| Petronet LNG Ltd. | Energy | 0.89% | 11.76Cr | 0.69% | ||
| Narayana Hrudayalaya Ltd. | Healthcare | 0.81% | 10.78Cr | -- | ||
| Blue Star Ltd. | Consumer Discretionary | 0.77% | 10.23Cr | -- | ||
| Eicher Motors Ltd. | Automobile | 0.6% | 8Cr | -- | ||
| Krishna Institute of Medical Sciences Ltd | Healthcare | 0.6% | 7.94Cr | -- | ||
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.6% | 7.95Cr | 0.79% | ||
| Coforge Ltd. | Technology | 0.57% | 7.48Cr | -- | ||
| Torrent Power Ltd. | Energy | 0.56% | 7.45Cr | 2.11% | ||
| Balrampur Chini Mills Ltd. | Consumer Staples | 0.53% | 7Cr | 0.99% | ||
| Cohance Lifesciences Ltd. | Healthcare | 0.5% | 6.55Cr | -- | ||
| Ultratech Cement Ltd. | Materials | 0.47% | 6.23Cr | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| ICICI Bank Ltd. | Financial | 116.35Cr | -- | 116.35Cr |
| Bharti Airtel Ltd. | Communication | 82.95Cr | -- | 82.95Cr |
| Mahindra & Mahindra Ltd. | Automobile | 59.63Cr | -- | 59.63Cr |
| Bajaj Finance Ltd. | Financial | 55.57Cr | -- | 55.57Cr |
| Divi's Laboratories Ltd. | Healthcare | 54.47Cr | -- | 54.47Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Coforge Ltd. | Technology | 7.48Cr | -- | 7.48Cr |
| Torrent Power Ltd. | Energy | 7.45Cr | -- | 7.45Cr |
| Balrampur Chini Mills Ltd. | Consumer Staples | 7Cr | -- | 7Cr |
| Cohance Lifesciences Ltd. | Healthcare | 6.55Cr | -- | 6.55Cr |
| Ultratech Cement Ltd. | Materials | 6.23Cr | -- | 6.23Cr |