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Axis Nifty500 Momentum 50 Index Fund Direct-Growth Portfolio Analysis
Portfolio Overview
as on Dec 31, 2025| Number of stocks | 50 |
| Top 10 Stocks (%) | 45.660000000000004 % |
| Top 5 Stocks (%) | 24.790000000000003 % |
| Top 3 Stocks (%) | 14.990000000000002 % |
Portfolio Aggregates
as on Dec 31, 2025Large Cap Stocks (%)
58.15264 %
This fund
Vs
60.35 %
Category
Mid Cap Stocks (%)
33.619495 %
This fund
Vs
26.47 %
Category
Small Cap Stocks (%)
8.077865 %
This fund
Vs
13.17 %
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 | Mar 25 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 34.32999999999999 % | 41.76 Cr | 28.539999999999996 % | 31.25 Cr | 29.269999999999996 % | 28.53 Cr | 27.37 % | 24.21 Cr | 4.18 % | 2.2 Cr | |
| Automobile | 22.310000000000002 % | 27.14 Cr | 0.52 % | 56.61 L | 0.46 % | 44.86 L | 0.43 % | 38.02 L | 5.26 % | 2.78 Cr | |
| Services | 12.629999999999999 % | 15.37 Cr | 16.18 % | 17.71 Cr | 15.459999999999999 % | 15.06 Cr | 15.600000000000001 % | 13.8 Cr | 29.1 % | 15.4 Cr | |
| Healthcare | 6.03 % | 7.33 Cr | 14.510000000000002 % | 15.89 Cr | 14.22 % | 13.85 Cr | 14.66 % | 12.96 Cr | 17.630000000000003 % | 9.33 Cr | |
| Materials | 5.32 % | 6.47 Cr | 0.78 % | 85.84 L | 0.79 % | 76.7 L | 0.81 % | 71.96 L | 0.22 % | 11.4 L | |
| Communication | 4.93 % | 6 Cr | 0.94 % | 1.03 Cr | 0.89 % | 86.6 L | 0.95 % | 84.06 L | 0 % | 0 | |
| Capital Goods | 4.88 % | 5.92 Cr | 5.9399999999999995 % | 6.5 Cr | 6.27 % | 6.1 Cr | 6.11 % | 5.41 Cr | 10.080000000000002 % | 5.33 Cr | |
| Metals & Mining | 4.680000000000001 % | 5.69 Cr | 2.59 % | 2.83 Cr | 2.49 % | 2.43 Cr | 2.5100000000000002 % | 2.22 Cr | 2.09 % | 1.1 Cr | |
| Chemicals | 2.55 % | 3.09 Cr | 9.07 % | 9.93 Cr | 9.299999999999999 % | 9.05 Cr | 6.89 % | 6.1 Cr | 3.28 % | 1.73 Cr | |
| Construction | 1.4 % | 1.7 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0.56 % | 29.58 L | |
| Consumer Staples | 0.81 % | 98.09 L | 2.4099999999999997 % | 2.64 Cr | 2.54 % | 2.47 Cr | 2.62 % | 2.31 Cr | 4.52 % | 2.39 Cr |
Complete Current Stock Holdings
as on Dec 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | 5.05 % | 6.14 Cr | 5.05% | -- | 5.26% |
| Shriram Finance Ltd | Financial | 4.98 % | 6.05 Cr | 4.98% | -- | -- |
| Maruti Suzuki India Ltd. | Automobile | 4.96 % | 6.03 Cr | 4.96% | -- | -- |
| Bharti Airtel Ltd. | Communication | 4.93 % | 6 Cr | 4.93% | -- | -- |
| Bajaj Finance Ltd. | Financial | 4.87 % | 5.92 Cr | 4.87% | 5.76% | -- |
| Eicher Motors Ltd. | Automobile | 4.86 % | 5.9 Cr | 4.86% | -- | -- |
| Asian Paints Ltd. | Materials | 4.69 % | 5.7 Cr | 4.69% | -- | -- |
| Hindalco Industries Ltd. | Metals & Mining | 4.36 % | 5.3 Cr | 4.36% | -- | -- |
| TVS Motor Company Ltd. | Automobile | 3.58 % | 4.35 Cr | 3.58% | -- | -- |
| Interglobe Aviation Ltd. | Services | 3.38 % | 4.11 Cr | 3.38% | 5.31% | -- |
| Hero Motocorp Ltd. | Automobile | 3.37 % | 4.1 Cr | 3.37% | -- | -- |
| BSE Ltd. | Services | 3.1 % | 3.77 Cr | 3.1% | 3.92% | 4.34% |
| Muthoot Finance Ltd. | Financial | 2.74 % | 3.33 Cr | 2.74% | 1.74% | -- |
| AU Small Finance Bank Ltd. | Financial | 2.59 % | 3.15 Cr | 2.59% | -- | -- |
| Laurus Labs Ltd. | Healthcare | 2.5 % | 3.03 Cr | 2.5% | -- | -- |
| Multi Commodity Exchange Of India Ltd. | Services | 2.5 % | 3.04 Cr | 2.5% | 2.28% | 2.03% |
| The Federal Bank Ltd. | Financial | 2.39 % | 2.91 Cr | 2.39% | -- | -- |
| Cummins India Ltd. | Capital Goods | 2.3 % | 2.79 Cr | 2.3% | -- | -- |
| Canara Bank | Financial | 2.17 % | 2.63 Cr | 2.17% | -- | -- |
| L&T Finance Ltd. | Financial | 2.09 % | 2.54 Cr | 2.09% | -- | -- |
| One97 Communications Ltd. | Services | 2.05 % | 2.49 Cr | 2.05% | 2.49% | -- |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.92 % | 2.33 Cr | 1.92% | 4.02% | -- |
| Max Financial Services Ltd. | Financial | 1.69 % | 2.05 Cr | 1.69% | 3.81% | -- |
| Fortis Healthcare Ltd. | Healthcare | 1.66 % | 2.02 Cr | 1.66% | 2.55% | 2.44% |
| Aditya Birla Capital Ltd. | Financial | 1.65 % | 2.01 Cr | 1.65% | -- | -- |
| FSN E-Commerce Ventures Ltd. | Services | 1.6 % | 1.94 Cr | 1.6% | -- | -- |
| UPL Ltd. | Chemicals | 1.58 % | 1.92 Cr | 1.58% | -- | -- |
| GMR Airports Ltd. | Construction | 1.4 % | 1.7 Cr | 1.4% | -- | -- |
| Indian Bank | Financial | 1.37 % | 1.67 Cr | 1.37% | -- | -- |
| GE Vernova T&D India Ltd | Capital Goods | 1.35 % | 1.63 Cr | 1.35% | -- | -- |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 1.15 % | 1.39 Cr | 1.15% | -- | -- |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.04 % | 1.26 Cr | 1.04% | -- | 1.68% |
| RBL Bank Ltd. | Financial | 1.0 % | 1.21 Cr | 1.0% | -- | -- |
| Navin Fluorine International Ltd. | Chemicals | 0.97 % | 1.17 Cr | 0.97% | 0.92% | -- |
| City Union Bank Ltd. | Financial | 0.89 % | 1.07 Cr | 0.89% | -- | -- |
| Karur Vysya Bank Ltd. | Financial | 0.87 % | 1.06 Cr | 0.87% | -- | -- |
| Radico Khaitan Ltd. | Consumer Staples | 0.81 % | 98.09L | 0.81% | 1.15% | 1.33% |
| Manappuram Finance Ltd. | Financial | 0.71 % | 86.28L | 0.71% | 1.14% | -- |
| Hitachi Energy India Ltd. | Capital Goods | 0.71 % | 86.24L | 0.71% | 1.72% | 0.7% |
| Anand Rathi Wealth Ltd. | Financial | 0.58 % | 70.77L | 0.58% | -- | -- |
| Force Motors Ltd. | Automobile | 0.49 % | 59.64L | 0.49% | -- | -- |
| Asahi India Glass Ltd. | Materials | 0.46 % | 56.35L | 0.46% | -- | -- |
| IIFL Finance Ltd. | Financial | 0.45 % | 54.18L | 0.45% | -- | -- |
| Aster DM Healthcare Ltd. | Healthcare | 0.44 % | 53.06L | 0.44% | 0.83% | -- |
| Narayana Hrudayalaya Ltd. | Healthcare | 0.39 % | 47.58L | 0.39% | 0.98% | -- |
| HBL Engineering Ltd. | Capital Goods | 0.33 % | 39.94L | 0.33% | -- | -- |
| PTC Industries Ltd. | Metals & Mining | 0.32 % | 39.02L | 0.32% | 0.54% | -- |
| Choice International Ltd. | Financial | 0.22 % | 26.49L | 0.22% | -- | -- |
| Syrma SGS Technology Ltd. | Capital Goods | 0.19 % | 23.05L | 0.19% | -- | -- |
| Gujarat Mineral Development Corporation Ltd. | Materials | 0.17 % | 20.91L | 0.17% | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | 6.14 Cr | -- | 6.14 Cr |
| Shriram Finance Ltd | Financial | 6.05 Cr | -- | 6.05 Cr |
| Maruti Suzuki India Ltd. | Automobile | 6.03 Cr | -- | 6.03 Cr |
| Bharti Airtel Ltd. | Communication | 6 Cr | -- | 6 Cr |
| Bajaj Finance Ltd. | Financial | 5.92 Cr | -- | 5.92 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| HBL Engineering Ltd. | Capital Goods | 39.94L | -- | 39.94L |
| PTC Industries Ltd. | Metals & Mining | 39.02L | -- | 39.02L |
| Choice International Ltd. | Financial | 26.49L | -- | 26.49L |
| Syrma SGS Technology Ltd. | Capital Goods | 23.05L | -- | 23.05L |
| Gujarat Mineral Development Corporation Ltd. | Materials | 20.91L | -- | 20.91L |