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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

  • ₹9.31 (-0.75%)

    Current NAV 10-07-2025

  • 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 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 (49.12) 6.27% 33.28 33.77%
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 (39.23) 4.12% 82.82 47.32%
Firstsource Solutions Ltd Small Cap Technology (51.53) 3.57% 41.52 47.52%
Bajaj Finserv Ltd Large Cap Financial Services (157.86) 3.51% 36.3 26.94%
Muthoot Finance Ltd Mid Cap Financial Services (29.36) 3.04% 20 44.17%
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 (26.63) 2.87% 57.91 16.96%
PG Electroplast Ltd Small Cap Technology 2.82% - 0%
Dixon Technologies (India) Ltd Mid Cap Technology (114.33) 2.78% 87.05 25.02%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 2.76% 18.4 18.6%
HCL Technologies Ltd Large Cap Technology (30.28) 2.73% 25.5 8.07%
InterGlobe Aviation Ltd Large Cap Industrials (31.66) 2.63% 31.52 37.14%
Oil India Ltd Mid Cap Energy (9.19) 2.58% 10.85 -14.81%
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 (25.18) 2.42% 21.4 109.92%
Anant Raj Ltd Small Cap Real Estate (79.58) 2.16% 44.95 10.4%
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 (20.57) 1.51% 21.47 22.22%
Radico Khaitan Ltd Small Cap Consumer Defensive (69.46) 1.37% 105.5 63.76%
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 (23.07) 0.89% 11.53 -8.18%
Narayana Hrudayalaya Ltd Small Cap Healthcare (47.2) 0.81% 51.82 62.24%
Blue Star Ltd Mid Cap Industrials (76.54) 0.77% 62.6 2.3%
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 (72.97) 0.6% 103.83 63.8%
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 (39.48) 0.5% 95.91 17.92%
UltraTech Cement Ltd Large Cap Basic Materials (55.96) 0.47% 44.61 34.3%
Jubilant Ingrevia Ltd Ordinary Shares Small Cap Basic Materials (40.05) 0% 50.87 33.92%
Tech Mahindra Ltd Large Cap Technology (30.28) 0% 36.79 9.49%
Multi Commodity Exchange of India Ltd Small Cap Financial Services (82.93) 0% 73.34 114.2%
Eternal Ltd Large Cap Consumer Cyclical (36.51) 0% -10.49 85.47%

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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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