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AXIS MOMENTUM FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis
- Equity
- Other Themes
- Average
-
₹8.81
(-0.34%)
Current NAV 29-08-2025
-
0%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 97.4%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 46.89 |
| Mid Cap | 27.94 |
| Small Cap | 17.91 |
| Others | 4.66 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Basic Materials
Industrials
Technology
Healthcare
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 29-Aug-2025 |
Holdings | PE Ratio 29-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd | Large Cap | Financial Services (20.05) | 9.11% | 19.39 | 23.34% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.05) | 6.87% | 21.46 | 20.15% |
| Bharti Airtel Ltd | Large Cap | Communication Services (47.08) | 6.54% | 31 | 20.63% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (38.91) | 4.15% | 70.28 | 21.9% |
| Bajaj Finance Ltd | Financial Services | 4.08% | - | 0% | |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.04) | 3.92% | 32.36 | 17.98% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 3.73% | 18.4 | 18.6% |
| Bharat Electronics Ltd | Large Cap | Industrials (45.26) | 3.48% | 49.1 | 24.73% |
| Narayana Hrudayalaya Ltd | Small Cap | Healthcare (48.13) | 3.44% | 45.59 | 38.45% |
| PG Electroplast Ltd | Small Cap | Technology | 3% | - | 0% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (148.9) | 2.84% | 32.16 | 9.22% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (30.31) | 2.8% | 29.74 | 14.35% |
| BSE Ltd | Mid Cap | Financial Services | 2.72% | - | 0% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (179.98) | 2.68% | 821.96 | 9.75% |
| Firstsource Solutions Ltd | Small Cap | Technology (51.08) | 2.68% | 38.9 | 13.65% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Small Cap | Basic Materials (25.52) | 2.64% | 17.86 | 33.06% |
| Bajaj Holdings and Investment Ltd | Large Cap | Financial Services (10.67) | 2.64% | 0 | 0% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.62% | 206.18 | 772.74% |
| Navin Fluorine International Ltd | Small Cap | Basic Materials (26.29) | 2.41% | 0 | 6.43% |
| Persistent Systems Ltd | Mid Cap | Technology | 2.31% | - | 0% |
| UPL Ltd | Mid Cap | Basic Materials (26.81) | 2.2% | 47.55 | 23.36% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 1.77% | 0 | 0% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (29.04) | 1.64% | 0 | 21.79% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 1.54% | 0 | 14.53% |
| Oil India Ltd | Mid Cap | Energy (8.69) | 1.51% | 9.67 | -46.98% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (67.61) | 1.5% | 95.54 | 56.55% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.92) | 1.42% | 78.04 | 83.42% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 1.38% | - | 0% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (117.35) | 1.19% | 85.07 | 26.46% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.16) | 1.08% | 0 | 18.25% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 1.05% | - | 0% |
| Petronet LNG Ltd | Mid Cap | Energy (20.81) | 0.84% | 10.99 | -25.65% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 0.67% | - | 0% |
| Eicher Motors Ltd | Large Cap | Consumer Cyclical (31.49) | 0.63% | 32.11 | 23.7% |
| Coforge Ltd | Technology | 0.58% | - | 0% | |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (34.03) | 0.58% | 12.74 | 3.09% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (67.5) | 0.56% | 89.64 | 59.83% |
| Adani Energy Solutions Ltd | Large Cap | Utilities (28.36) | 0.56% | 38.37 | -23.75% |
| Balrampur Chini Mills Ltd | Small Cap | Consumer Defensive (23.7) | 0.53% | 28.17 | 38.47% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (27.41) | 0.51% | 17.2 | 33.62% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (33.78) | 0.5% | 10.4 | -5.53% |
| Ceat Ltd | Small Cap | Consumer Cyclical (31.79) | 0.49% | 29.38 | 12.17% |
| Blue Star Ltd | Mid Cap | Industrials (79.73) | 0% | 71.23 | 10.95% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0% | 44.61 | 34.3% |
| Torrent Power Ltd | Mid Cap | Utilities (27.17) | 0% | 23.61 | -7.32% |
| HCL Technologies Ltd | Large Cap | Technology (27.93) | 0% | 23.28 | -16.86% |
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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.
