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AXIS MOMENTUM FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis
- Equity
- Other Themes
- Average
-
₹9.23
(0.65%)
Current NAV 29-07-2025
-
0%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
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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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 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.
