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Axis Nifty Next 50 Index Fund Direct-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 50 |
| Top 10 Stocks (%) | 32.69 % |
| Top 5 Stocks (%) | 18.330000000000002 % |
| Top 3 Stocks (%) | 11.72 % |
Portfolio Aggregates
Large Cap Stocks (%) 95.45
90.14 %
This fund
Vs
95.45 %
Category
Mid Cap Stocks (%)
9.86%
This fund
Vs
4.55%
Category
Small Cap Stocks (%)
0.0%
This fund
Vs
0.0%
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 | 16.8 % | 51.45 Crs | 19.97 % | 59.81 Crs | 18.439999999999998 % | 55.88 Crs | 18.29 % | 52.49 Crs | 18.069999999999997 % | 53.05 Crs | 18.0 % | 51.8 Crs | 18.55 % | 50.31 Crs | 18.51 % | 45.19 Crs | 19.11 % | 37.8 Crs | 19.73 % | 32.72 Crs | 19.17 % | 26.02 Crs | 16.09 % | 20.92 Crs | 16.729999999999997 % | 19.55 Crs | 16.21 % | 17.94 Crs | 16.59 % | 16.16 Crs | 17.409999999999997 % | 15.6 Crs | 17.85 % | 15.98 Crs | 13.909999999999998 % | 12.51 Crs | 14.24 % | 13 Crs | 13.77 % | 12.31 Crs | 14.01 % | 12.08 Crs | |
| Services | 13.340000000000002 % | 40.86 Crs | 17.400000000000002 % | 52.15 Crs | 11.530000000000001 % | 34.96 Crs | 10.809999999999999 % | 31.01 Crs | 11.219999999999999 % | 32.96 Crs | 17.310000000000002 % | 49.78 Crs | 15.610000000000001 % | 42.36 Crs | 15.41 % | 37.67 Crs | 13.999999999999998 % | 27.69 Crs | 14.530000000000001 % | 24.11 Crs | 14.280000000000001 % | 19.39 Crs | 14.59 % | 18.98 Crs | 13.979999999999999 % | 16.32 Crs | 14.19 % | 15.71 Crs | 14.120000000000001 % | 13.74 Crs | 13.27 % | 11.89 Crs | 12.879999999999999 % | 11.52 Crs | 10.780000000000001 % | 9.7 Crs | 10.719999999999999 % | 9.79 Crs | 10.75 % | 9.61 Crs | 9.879999999999999 % | 8.51 Crs | |
| Capital Goods | 13.22 % | 40.49 Crs | 12.71 % | 38.1 Crs | 15.09 % | 45.76 Crs | 14.74 % | 42.31 Crs | 14.62 % | 42.9 Crs | 15.88 % | 45.71 Crs | 16.55 % | 44.9 Crs | 17.79 % | 43.45 Crs | 18.32 % | 36.24 Crs | 15.510000000000002 % | 25.72 Crs | 15.000000000000002 % | 20.37 Crs | 15.040000000000001 % | 19.56 Crs | 14.47 % | 16.9 Crs | 14.76 % | 16.35 Crs | 14.059999999999999 % | 13.69 Crs | 13.57 % | 12.15 Crs | 14.180000000000001 % | 12.68 Crs | 15.48 % | 13.93 Crs | 15.46 % | 14.12 Crs | 14.89 % | 13.31 Crs | 14.01 % | 12.08 Crs | |
| Energy | 12.930000000000001 % | 39.62 Crs | 11.669999999999998 % | 34.95 Crs | 10.840000000000002 % | 32.88 Crs | 11.39 % | 32.71 Crs | 12.03 % | 35.33 Crs | 10.360000000000001 % | 29.85 Crs | 10.9 % | 29.59 Crs | 10.719999999999999 % | 26.17 Crs | 11.170000000000002 % | 22.1 Crs | 11.600000000000001 % | 19.21 Crs | 11.38 % | 15.45 Crs | 11.08 % | 14.42 Crs | 11.44 % | 13.37 Crs | 10.61 % | 11.75 Crs | 9.479999999999999 % | 9.22 Crs | 8.879999999999999 % | 7.95 Crs | 9.180000000000001 % | 8.21 Crs | 9.449999999999998 % | 8.51 Crs | 9.440000000000001 % | 8.63 Crs | 9.029999999999998 % | 8.07 Crs | 9.3 % | 8.01 Crs | |
| Consumer Staples | 11.64 % | 35.68 Crs | 8.34 % | 24.99 Crs | 7.42 % | 22.51 Crs | 7.49 % | 21.48 Crs | 7.44 % | 21.85 Crs | 10.44 % | 30.04 Crs | 10.4 % | 28.18 Crs | 10.06 % | 24.54 Crs | 9.84 % | 19.44 Crs | 9.940000000000001 % | 16.47 Crs | 10.57 % | 14.34 Crs | 11.790000000000001 % | 15.32 Crs | 12.179999999999998 % | 14.22 Crs | 12.66 % | 14.02 Crs | 13.250000000000002 % | 12.9 Crs | 13.86 % | 12.43 Crs | 13.719999999999999 % | 12.28 Crs | 14.749999999999998 % | 13.27 Crs | 14.640000000000002 % | 13.38 Crs | 14.22 % | 12.72 Crs | 14.64 % | 12.62 Crs | |
| Automobile | 6.37 % | 19.51 Crs | 5.359999999999999 % | 16.06 Crs | 7.02 % | 21.29 Crs | 7.46 % | 21.42 Crs | 7.67 % | 22.55 Crs | 6.32 % | 18.16 Crs | 6.220000000000001 % | 16.86 Crs | 6.210000000000001 % | 15.16 Crs | 5.53 % | 10.93 Crs | 5.29 % | 8.76 Crs | 5.68 % | 7.71 Crs | 5.74 % | 7.46 Crs | 5.61 % | 6.54 Crs | 5.62 % | 6.22 Crs | 5.8 % | 5.65 Crs | 5.7 % | 5.1 Crs | 5.52 % | 4.93 Crs | 3.12 % | 2.8 Crs | 3.1500000000000004 % | 2.87 Crs | 2.95 % | 2.63 Crs | 2.75 % | 2.36 Crs | |
| Healthcare | 5.85 % | 17.89 Crs | 5.4399999999999995 % | 16.31 Crs | 7.04 % | 21.34 Crs | 6.92 % | 19.89 Crs | 6.17 % | 18.1 Crs | 2.59 % | 7.47 Crs | 2.63 % | 7.14 Crs | 2.41 % | 5.88 Crs | 2.45 % | 4.84 Crs | 2.46 % | 4.06 Crs | 2.7 % | 3.66 Crs | 2.7 % | 3.51 Crs | 2.53 % | 2.95 Crs | 2.39 % | 2.65 Crs | 2.47 % | 2.4 Crs | 2.43 % | 2.17 Crs | 2.46 % | 2.19 Crs | 1.36 % | 1.22 Crs | 1.44 % | 1.32 Crs | 1.42 % | 1.26 Crs | 1.44 % | 1.23 Crs | |
| Metals & Mining | 5.13 % | 15.7 Crs | 4.53 % | 13.56 Crs | 5.88 % | 17.83 Crs | 6.08 % | 17.45 Crs | 6.14 % | 18.01 Crs | 4.9399999999999995 % | 14.21 Crs | 4.859999999999999 % | 13.19 Crs | 4.68 % | 11.43 Crs | 4.800000000000001 % | 9.5 Crs | 4.45 % | 7.37 Crs | 3.7 % | 5.02 Crs | 3.5999999999999996 % | 4.68 Crs | 3.8499999999999996 % | 4.5 Crs | 3.8200000000000003 % | 4.23 Crs | 3.6399999999999997 % | 3.54 Crs | 3.7 % | 3.31 Crs | 3.87 % | 3.46 Crs | 4.28 % | 3.85 Crs | 4.6 % | 4.19 Crs | 2.67 % | 2.38 Crs | 2.66 % | 2.29 Crs | |
| Insurance | 3.74 % | 11.46 Crs | 3.59 % | 10.76 Crs | 4.05 % | 12.26 Crs | 4.23 % | 12.13 Crs | 4.2299999999999995 % | 12.4 Crs | 3.7900000000000005 % | 10.9 Crs | 3.69 % | 10 Crs | 3.34 % | 8.15 Crs | 3.39 % | 6.72 Crs | 3.73 % | 6.18 Crs | 4.03 % | 5.48 Crs | 4.21 % | 5.48 Crs | 4.0600000000000005 % | 4.74 Crs | 4.09 % | 4.53 Crs | 4.68 % | 4.56 Crs | 4.71 % | 4.22 Crs | 4.67 % | 4.17 Crs | 4.9 % | 4.41 Crs | 5.0 % | 4.56 Crs | 5.0 % | 4.47 Crs | 4.53 % | 3.9 Crs | |
| Construction | 3.48 % | 10.67 Crs | 3.74 % | 11.2 Crs | 3.22 % | 9.73 Crs | 3.23 % | 9.27 Crs | 3.17 % | 9.32 Crs | 2.35 % | 6.76 Crs | 2.49 % | 6.76 Crs | 2.43 % | 5.93 Crs | 2.57 % | 5.09 Crs | 2.92 % | 4.83 Crs | 3.16 % | 4.29 Crs | 3.25 % | 4.22 Crs | 3.09 % | 3.61 Crs | 2.9 % | 3.2 Crs | 2.69 % | 2.61 Crs | 2.63 % | 2.35 Crs | 2.43 % | 2.17 Crs | 2.53 % | 2.27 Crs | 2.57 % | 2.34 Crs | 2.47 % | 2.21 Crs | 2.52 % | 2.17 Crs | |
| Materials | 3.46 % | 10.61 Crs | 2.88 % | 8.63 Crs | 3.54 % | 10.74 Crs | 3.68 % | 10.56 Crs | 3.56 % | 10.47 Crs | 3.74 % | 10.73 Crs | 4.0600000000000005 % | 11 Crs | 4.16 % | 10.16 Crs | 4.08 % | 8.08 Crs | 4.25 % | 7.05 Crs | 4.76 % | 6.46 Crs | 5.3500000000000005 % | 6.95 Crs | 5.68 % | 6.64 Crs | 5.81 % | 6.43 Crs | 5.83 % | 5.68 Crs | 6.11 % | 5.48 Crs | 6.01 % | 5.37 Crs | 7.77 % | 6.99 Crs | 7.819999999999999 % | 7.13 Crs | 7.629999999999999 % | 6.82 Crs | 8.08 % | 6.96 Crs | |
| Chemicals | 1.99 % | 6.09 Crs | 1.83 % | 5.47 Crs | 2.48 % | 7.52 Crs | 2.58 % | 7.4 Crs | 2.49 % | 7.31 Crs | 2.06 % | 5.92 Crs | 2.12 % | 5.76 Crs | 2.2 % | 5.38 Crs | 2.22 % | 4.39 Crs | 2.36 % | 3.92 Crs | 2.52 % | 3.42 Crs | 3.9899999999999998 % | 5.19 Crs | 3.93 % | 4.59 Crs | 4.33 % | 4.79 Crs | 4.8100000000000005 % | 4.68 Crs | 4.890000000000001 % | 4.38 Crs | 4.82 % | 4.3 Crs | 5.48 % | 4.92 Crs | 5.52 % | 5.04 Crs | 5.79 % | 5.18 Crs | 5.880000000000001 % | 5.07 Crs | |
| Technology | 1.88 % | 5.76 Crs | 2.11 % | 6.33 Crs | 3.01 % | 9.13 Crs | 2.83 % | 8.11 Crs | 2.8 % | 8.21 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 | 3.88 % | 3.47 Crs | 3.91 % | 3.36 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Interglobe Aviation Ltd. | Services | 4.55% | 13.94Cr | 3.64% | 4.02% | 2.78% |
| Hindustan Aeronautics Ltd. | Capital Goods | 3.6% | 11.03Cr | 3.24% | 4.07% | 3.41% |
| Vedanta Ltd. | Metals & Mining | 3.57% | 10.92Cr | 3.08% | 4.22% | 1.99% |
| Divi's Laboratories Ltd. | Healthcare | 3.33% | 10.18Cr | 3.17% | 3.35% | -- |
| Varun Beverages Ltd. | Consumer Staples | 3.28% | 10.05Cr | 3.5% | 0.83% | 1.09% |
| The Indian Hotels Company Ltd. | Services | 3.14% | 9.6Cr | -- | -- | -- |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.9% | 8.88Cr | 2.02% | 3.25% | 2.61% |
| Tata Power Company Ltd. | Energy | 2.86% | 8.75Cr | 2.71% | 3.95% | 3.66% |
| Power Finance Corporation Ltd. | Financial | 2.74% | 8.37Cr | 2.66% | 3.44% | 2.95% |
| Avenue Supermarts Ltd. | Services | 2.72% | 8.34Cr | 2.15% | 0.85% | 1.09% |
| Britannia Industries Ltd. | Consumer Staples | 2.64% | 8.09Cr | -- | -- | -- |
| TVS Motor Company Ltd. | Automobile | 2.58% | 7.89Cr | 2.27% | 3.23% | 2.75% |
| Info Edge (India) Ltd. | Services | 2.53% | 7.74Cr | 2.77% | 3.06% | 2.38% |
| Godrej Consumer Products Ltd. | Consumer Staples | 2.52% | 7.71Cr | 1.66% | 2.55% | 2.6% |
| Bharat Petroleum Corporation Ltd. | Energy | 2.45% | 7.5Cr | -- | -- | -- |
| Bajaj Holdings & Investment Ltd. | Financial | 2.45% | 7.5Cr | 2.04% | 0.52% | 0.58% |
| REC Ltd. | Financial | 2.43% | 7.44Cr | 2.55% | 3.35% | 2.91% |
| GAIL (India) Ltd. | Energy | 2.24% | 6.86Cr | 2.11% | 3.15% | 2.67% |
| Indian Oil Corporation Ltd. | Energy | 2.16% | 6.63Cr | 2.09% | 3.28% | 3.38% |
| Siemens Ltd. | Capital Goods | 2.12% | 6.48Cr | 2.36% | 3.11% | 2.62% |
| Pidilite Industries Ltd. | Chemicals | 1.99% | 6.09Cr | 1.83% | 2.49% | 2.52% |
| DLF Ltd. | Construction | 1.98% | 6.06Cr | 2.16% | 2.78% | 3.16% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 1.95% | 5.96Cr | 1.75% | 2.51% | 2.36% |
| Bank Of Baroda | Financial | 1.92% | 5.88Cr | 1.83% | 2.24% | 2.69% |
| LTIMindtree Ltd. | Technology | 1.88% | 5.76Cr | 2.11% | 2.8% | -- |
| United Spirits Ltd. | Consumer Staples | 1.86% | 5.7Cr | 1.95% | 2.27% | 1.81% |
| Shree Cement Ltd. | Materials | 1.85% | 5.66Cr | 1.41% | 1.71% | 1.88% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 1.85% | 5.68Cr | -- | -- | -- |
| Adani Power Ltd. | Energy | 1.8% | 5.52Cr | 1.7% | 0.65% | 0.76% |
| Samvardhana Motherson International Ltd. | Automobile | 1.75% | 5.36Cr | 1.88% | 2.86% | 1.52% |
| Havells India Ltd. | Capital Goods | 1.74% | 5.31Cr | 1.73% | 2.47% | 2.08% |
| Ambuja Cements Ltd. | Materials | 1.61% | 4.94Cr | 1.47% | 1.85% | 2.0% |
| Jindal Steel & Power Ltd. | Metals & Mining | 1.56% | 4.77Cr | 1.45% | 1.92% | 1.71% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.52% | 4.65Cr | 1.28% | 1.52% | 1.3% |
| Macrotech Developers Ltd. | Construction | 1.5% | 4.6Cr | 1.58% | 0.39% | -- |
| Punjab National Bank | Financial | 1.49% | 4.57Cr | 1.45% | 1.54% | 2.03% |
| Adani Energy Solutions Ltd. | Energy | 1.42% | 4.35Cr | 1.19% | 0.42% | 0.5% |
| Canara Bank | Financial | 1.35% | 4.13Cr | 1.38% | 1.82% | 2.14% |
| Dabur India Ltd. | Consumer Staples | 1.34% | 4.11Cr | 1.23% | 1.79% | 1.68% |
| ABB India Ltd. | Capital Goods | 1.31% | 4.01Cr | 1.48% | 2.05% | 1.85% |
| Adani Green Energy Ltd. | Capital Goods | 1.31% | 4Cr | 1.3% | 0.78% | 1.08% |
| JSW Energy Ltd. | Capital Goods | 1.29% | 3.96Cr | 1.4% | 0.44% | -- |
| Bosch Ltd. | Automobile | 1.11% | 3.39Cr | 1.21% | 1.58% | 1.41% |
| Indian Railway Finance Corporation Ltd. | Financial | 1.0% | 3.06Cr | 1.09% | 0.33% | 0.4% |
| Zydus Lifesciences Ltd. | Healthcare | 1.0% | 3.05Cr | 0.99% | 1.3% | 1.4% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | 0.99% | 3.04Cr | 1.04% | 1.47% | 1.3% |
| Hyundai Motor India Ltd. | Automobile | 0.93% | 2.85Cr | -- | -- | -- |
| Life Insurance Corporation of India | Insurance | 0.8% | 2.46Cr | 0.8% | 0.25% | 0.37% |
| Bajaj Housing Finance Ltd. | Financial | 0.52% | 1.58Cr | -- | -- | -- |
| Swiggy Ltd. | Services | 0.4% | 1.22Cr | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Interglobe Aviation Ltd. | Services | 13.94Cr | -- | 13.94Cr |
| Hindustan Aeronautics Ltd. | Capital Goods | 11.03Cr | -- | 11.03Cr |
| Vedanta Ltd. | Metals & Mining | 10.92Cr | -- | 10.92Cr |
| Divi's Laboratories Ltd. | Healthcare | 10.18Cr | -- | 10.18Cr |
| Varun Beverages Ltd. | Consumer Staples | 10.05Cr | -- | 10.05Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| ICICI Prudential Life Insurance Company Ltd. | Insurance | 3.04Cr | -- | 3.04Cr |
| Hyundai Motor India Ltd. | Automobile | 2.85Cr | -- | 2.85Cr |
| Life Insurance Corporation of India | Insurance | 2.46Cr | -- | 2.46Cr |
| Bajaj Housing Finance Ltd. | Financial | 1.58Cr | -- | 1.58Cr |
| Swiggy Ltd. | Services | 1.22Cr | -- | 1.22Cr |