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₹8.46
(0.95%)
Current NAV 17-04-2025
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0%
Returns
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Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 94.66%
- Others 5.34%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 38.41 |
| Large Cap | 35.93 |
| Small Cap | 19.76 |
| Others | 0.56 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Technology
Consumer Cyclical
Industrials
Healthcare
Communication Services
Basic Materials
Consumer Defensive
Energy
Real Estate
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 16-Apr-2025 |
Holdings | PE Ratio 16-Apr-2025 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd | Large Cap | Financial Services (20.42) | 7.98% | 19.93 | 31.7% |
| Bharti Airtel Ltd | Large Cap | Communication Services (192.14) | 5.75% | 44.54 | 55.27% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (45.59) | 3.64% | 73.98 | 53.01% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 3.54% | -10.49 | 85.47% |
| Persistent Systems Ltd | Mid Cap | Technology | 3.43% | - | 0% |
| Trent Ltd | Large Cap | Consumer Cyclical (48.65) | 3.42% | 92.7 | 26.36% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (109.53) | 3.37% | 56.03 | 50.41% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 3.3% | 615.37 | 84.19% |
| Bharat Electronics Ltd | Large Cap | Industrials (47) | 3.14% | 43.05 | 25.96% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (224.47) | 3.07% | 116.75 | 102.49% |
| Firstsource Solutions Ltd | Small Cap | Technology (53.53) | 2.91% | 41.38 | 69.03% |
| KFin Technologies Ltd | Small Cap | Technology (33.79) | 2.89% | 59.11 | 78.66% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (45.54) | 2.8% | 36.74 | 13.99% |
| Oil India Ltd | Mid Cap | Energy (7.8) | 2.67% | 8.31 | -9.13% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (29.97) | 2.56% | 7.85 | 15.41% |
| BSE Ltd | Mid Cap | Financial Services | 2.53% | - | 0% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (81.79) | 2.46% | 58.96 | -1.64% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (125.31) | 2.46% | 139.34 | 128.31% |
| HCL Technologies Ltd | Large Cap | Technology (27.88) | 2.34% | 22.86 | -2.59% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 2.28% | 18.4 | 18.6% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (76.78) | 2.23% | 81.24 | 26.72% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (86.54) | 2.11% | 106.82 | 39.98% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.09% | 206.18 | 772.74% |
| Central Depository Services (India) Ltd | Small Cap | Financial Services | 2.03% | - | 0% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 1.89% | - | 0% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (93.32) | 1.8% | 66.38 | 44.14% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.76% | 167.31 | 197.56% |
| Siemens Ltd | Large Cap | Industrials (41.18) | 1.64% | 35.42 | -49.21% |
| Balrampur Chini Mills Ltd | Small Cap | Consumer Defensive (15.01) | 1.56% | 21.97 | 16.86% |
| Anant Raj Ltd | Small Cap | Real Estate (87.03) | 1.47% | 41.74 | 40.36% |
| Info Edge (India) Ltd | Large Cap | Communication Services (68.29) | 1.18% | 155.9 | 17.04% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (98.69) | 1.09% | 64.94 | 50.03% |
| Torrent Power Ltd | Mid Cap | Utilities (20.39) | 0.87% | 28.05 | 14.02% |
| Petronet LNG Ltd | Mid Cap | Energy (20.59) | 0.83% | 12.41 | -2.14% |
| Suven Pharmaceuticals Ltd | Small Cap | Healthcare (45.54) | 0.6% | 105.93 | 83.69% |
| Coforge Ltd | Mid Cap | Technology (27.88) | 0.57% | 56.88 | 26.39% |
| Shriram Finance Ltd | Financial Services | 0.56% | - | 0% | |
| Jubilant Ingrevia Ltd Ordinary Shares | Small Cap | Basic Materials (39.63) | 0.56% | 50.96 | 22.67% |
| DOMS Industries Ltd | Small Cap | Industrials (23.37) | 0.54% | 86.77 | 62.39% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 0.52% | 10.81 | 15.24% |
| Tech Mahindra Ltd | Large Cap | Technology (27.88) | 0.51% | 34.13 | 9.18% |
| Aditya Birla Sun Life AMC Ltd | Small Cap | Financial Services (35.86) | 0.46% | 19.85 | 21.79% |
| Bikaji Foods International Ltd | Small Cap | Consumer Defensive (58.68) | 0.46% | 65.83 | 35.84% |
| Techno Electric & Engineering Co Ltd | Small Cap | Industrials (19.24) | 0.43% | 27.37 | 121.03% |
| UTI Asset Management Co Ltd | Small Cap | Financial Services (35.84) | 0.37% | 16.32 | 11.53% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (33.31) | 0% | 33.21 | -6% |
| Thermax Ltd | Mid Cap | Industrials (43.35) | 0% | 60.92 | -14.41% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (83.84) | 0% | 101.68 | 84.86% |
| NTPC Ltd | Large Cap | Utilities (22.74) | 0% | 16.06 | 1.35% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (88.44) | 0% | 22.12 | 4.35% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 5.34 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Clearing Corporation Of India Ltd | 2.73% | - | 0% | ||
| Net Receivables / (Payables) | 2.61% | - | 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 ?
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 ?
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.
