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AXIS MOMENTUM FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis
- Equity
- Other Themes
- Average
-
₹9.38
(0.64%)
Current NAV 09-07-2025
-
0%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 92.96%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 46.8 |
| Mid Cap | 27.64 |
| Small Cap | 16.92 |
| Others | 1.6 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Technology
Basic Materials
Communication Services
Healthcare
Industrials
Consumer Cyclical
Consumer Defensive
Energy
Real Estate
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Jun-2025 |
Holdings | PE Ratio 26-Jun-2025 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd | Large Cap | Financial Services (20.48) | 8.79% | 20.16 | 16.77% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.6) | 6.27% | 34.92 | 40.76% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 4.51% | 30.83 | 12.43% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 4.2% | 34.86 | 28% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (39.49) | 4.12% | 83.38 | 48.69% |
| Firstsource Solutions Ltd | Small Cap | Technology (51.2) | 3.57% | 42.97 | 47.48% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (156.88) | 3.51% | 36.46 | 28% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (29.03) | 3.04% | 20.03 | 46.49% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.98% | 206.18 | 772.74% |
| Wipro Ltd | Large Cap | Technology (30.67) | 2.97% | 21.25 | -1.52% |
| BSE Ltd | Mid Cap | Financial Services | 2.97% | - | 0% |
| UPL Ltd | Mid Cap | Basic Materials (26.96) | 2.87% | 59.14 | 18.11% |
| PG Electroplast Ltd | Small Cap | Technology | 2.82% | - | 0% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (112.21) | 2.78% | 86.77 | 25.42% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 2.76% | 18.4 | 18.6% |
| HCL Technologies Ltd | Large Cap | Technology (30.67) | 2.73% | 26.1 | 9.27% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.45) | 2.63% | 31.05 | 35.5% |
| Oil India Ltd | Mid Cap | Energy (9.25) | 2.58% | 10.94 | -10.02% |
| Bajaj Holdings and Investment Ltd | Large Cap | Financial Services (10.67) | 2.5% | 0 | 0% |
| Persistent Systems Ltd | Mid Cap | Technology | 2.49% | - | 0% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Small Cap | Basic Materials (24.94) | 2.42% | 21.76 | 106.21% |
| Anant Raj Ltd | Small Cap | Real Estate (79.58) | 2.16% | 43.74 | 5.43% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 1.99% | 0 | 0% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 1.79% | - | 0% |
| Navin Fluorine International Ltd | Small Cap | Basic Materials (26.29) | 1.54% | 0 | 6.43% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.62) | 1.51% | 21.75 | 22.68% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (68.87) | 1.37% | 103.81 | 60.45% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.68) | 1.15% | 76.27 | 71.96% |
| Info Edge (India) Ltd | Communication Services | 1.04% | - | 0% | |
| Petronet LNG Ltd | Mid Cap | Energy (23.2) | 0.89% | 11.6 | -8.9% |
| Narayana Hrudayalaya Ltd | Small Cap | Healthcare (47.68) | 0.81% | 50.83 | 59.91% |
| Blue Star Ltd | Mid Cap | Industrials (77.55) | 0.77% | 62.91 | -2.19% |
| Eicher Motors Ltd | Large Cap | Consumer Cyclical (30.84) | 0.6% | 32.98 | 17.94% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.53) | 0.6% | 106.46 | 67.83% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 0.6% | - | 0% |
| Coforge Ltd | Technology | 0.57% | - | 0% | |
| Torrent Power Ltd | Mid Cap | Utilities (26.35) | 0.56% | 24.67 | -3.05% |
| Balrampur Chini Mills Ltd | Small Cap | Consumer Defensive (23.65) | 0.53% | 27.17 | 36.72% |
| Cohance Lifesciences Ltd | Small Cap | Healthcare (39.11) | 0.5% | 94.59 | 21.98% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.47% | 44.61 | 34.3% |
| Jubilant Ingrevia Ltd Ordinary Shares | Small Cap | Basic Materials (40.09) | 0% | 50.98 | 36.36% |
| Tech Mahindra Ltd | Large Cap | Technology (30.67) | 0% | 37.13 | 9.9% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (83.35) | 0% | 76.58 | 117.11% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 0% | -10.49 | 85.47% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for AXIS MOMENTUM FUND REGULAR PLAN IDCW PAYOUT?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for AXIS MOMENTUM FUND REGULAR PLAN IDCW PAYOUT?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
