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AXIS MOMENTUM FUND REGULAR PLAN IDCW REINVESTMENT AXIS MOMENTUM FUND REGULAR PLAN IDCW REINVESTMENT

AXIS MOMENTUM FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

  • ₹9.23 (0.65%)

    Current NAV 29-07-2025

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Jun-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 95.53%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 45.13
Mid Cap 28.24
Small Cap 17.46
Others 4.7

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial Services

Technology

Basic Materials

Healthcare

Consumer Cyclical

Communication Services

Industrials

Consumer Defensive

Energy

Utilities

Real Estate

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
30-Jul-2025
Holdings PE Ratio
30-Jul-2025
1Y Return
ICICI Bank Ltd Large Cap Financial Services (20.58) 8.4% 19.94 23.37%
Bharti Airtel Ltd Large Cap Communication Services (48.01) 6.48% 33.44 31.52%
HDFC Bank Ltd Large Cap Financial Services (20.32) 6.43% 22.02 25.36%
Mahindra & Mahindra Ltd Large Cap Consumer Cyclical (30.31) 4.6% 29.74 14.35%
Bajaj Finance Ltd Financial Services 4.09% - 0%
Divi's Laboratories Ltd Large Cap Healthcare (40.48) 4.05% 80.93 35.66%
InterGlobe Aviation Ltd Large Cap Industrials (31.12) 3.75% 30.47 27.93%
Narayana Hrudayalaya Ltd Small Cap Healthcare (48.39) 3.68% 50.12 52.07%
Muthoot Finance Ltd Mid Cap Financial Services (27.98) 3.44% 19.88 45.28%
Bajaj Finserv Ltd Large Cap Financial Services (155.37) 3.42% 32.8 18.89%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 3.28% 18.4 18.6%
BSE Ltd Mid Cap Financial Services 2.94% - 0%
UPL Ltd Mid Cap Basic Materials (28.32) 2.89% 64.17 28.06%
Firstsource Solutions Ltd Small Cap Technology (50.61) 2.77% 39.39 23.89%
Dixon Technologies (India) Ltd Mid Cap Technology (120.29) 2.71% 85.39 39.97%
Deepak Fertilisers & Petrochemicals Corp Ltd Small Cap Basic Materials (26.65) 2.66% 21.11 61.22%
PG Electroplast Ltd Small Cap Technology 2.64% - 0%
Bajaj Holdings and Investment Ltd Large Cap Financial Services (10.67) 2.56% 0 0%
HCL Technologies Ltd Large Cap Technology (27.94) 2.56% 23.59 -9.49%
Persistent Systems Ltd Mid Cap Technology 2.55% - 0%
FSN E-Commerce Ventures Ltd Mid Cap Consumer Cyclical (172.91) 2.51% 926.52 6.55%
Oil India Ltd Mid Cap Energy (9.01) 2.51% 10.95 -24.02%
Navin Fluorine International Ltd Small Cap Basic Materials (26.29) 2.17% 0 6.43%
United Spirits Ltd Large Cap Consumer Defensive (30.79) 1.78% 0 0%
Radico Khaitan Ltd Small Cap Consumer Defensive (69.43) 1.35% 104.67 56.18%
Fortis Healthcare Ltd Mid Cap Healthcare (48.39) 1.24% 81.8 67.09%
Bharti Hexacom Ltd Mid Cap Communication Services 1.05% - 0%
GE Vernova T&D India Ltd Mid Cap Industrials (26.89) 0.92% 206.18 772.74%
Petronet LNG Ltd Mid Cap Energy (22.06) 0.83% 11.09 -20.73%
Blue Star Ltd Mid Cap Industrials (74.69) 0.79% 60.93 1.65%
Eicher Motors Ltd Large Cap Consumer Cyclical (30.22) 0.61% 31.63 10.32%
Coforge Ltd Technology 0.61% - 0%
Amber Enterprises India Ltd Ordinary Shares Small Cap Consumer Cyclical (70.84) 0.6% 111.98 85.05%
Torrent Power Ltd Mid Cap Utilities (27.17) 0.57% 23.61 -7.32%
Krishna Institute of Medical Sciences Ltd Small Cap Healthcare 0.56% - 0%
Ceat Ltd Small Cap Consumer Cyclical (34.25) 0.52% 31.82 24.72%
Balrampur Chini Mills Ltd Small Cap Consumer Defensive (23.7) 0.51% 28.17 38.47%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 0.49% 44.61 34.3%
Cohance Lifesciences Ltd Small Cap Healthcare (41.06) 0% 94.86 5.29%
Wipro Ltd Large Cap Technology (27.94) 0% 19.5 -3.99%
Anant Raj Ltd Small Cap Real Estate (75.79) 0% 43.29 4.04%
360 One Wam Ltd Ordinary Shares Mid Cap Financial Services 0% - 0%
Info Edge (India) Ltd Communication Services 0% - 0%

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Frequently 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 REINVESTMENT?

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 REINVESTMENT?

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.

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