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Axis Momentum Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
47
Jul 2026
Equity Holdings
₹855.18 Cr
Equity only, excl. debt & cash
AAUM
₹987.10 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.1%
Diversified
Top 10 Weight
33.8%
Diversified
Changes
52
4 new · 5 exits
Top Sector
Banks
14.6% of portfolio
Launch Date
22 Nov 2024
2 years old

AAUM (Average Assets Under Management) of ₹987.10 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Axis Momentum Fund made 4 new additions and exited 5 stocks this month. The biggest new buy was L&T Finance Limited (Finance) at 1.32% weight. Torrent Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 3.21%. Among existing holdings, P N Gadgil Jewellers Limited saw the biggest increase — now at 5.04% of the portfolio. State Bank of India was trimmed the most, now at 3.74%. P N Gadgil Jewellers Limited remains the top holding with Banks the dominant sector at 14.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 7.5% 16.4% +8.9%
Industrial Products 0.0% 10.3% +10.3%
Capital Markets 4.2% 7.3% +3.1%
Pharmaceuticals & Biotechnology 1.4% 7.3% +5.9%
Healthcare Services 3.2% 6.3% +3.1%
Finance 5.0% 5.7% +0.7%
Consumer Durables 0.0% 4.8% +4.8%
Electrical Equipment 1.0% 4.6% +3.6%
Auto Components 0.0% 3.4% +3.4%
Telecom - Services 2.4% 2.8% +0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 16.4% 14.6% -1.9%
Industrial Products 10.3% 10.3% +0.1%
Capital Markets 7.3% 8.0% +0.7%
Healthcare Services 6.3% 8.0% +1.7%
Consumer Durables 4.8% 7.9% +3.2%
Finance 5.7% 7.7% +2.0%
Pharmaceuticals & Biotechnology 7.3% 5.2% -2.1%
Auto Components 3.4% 4.1% +0.6%
Electrical Equipment 4.6% 3.5% -1.1%
Transport Infrastructure 2.2% 3.0% +0.7%
🟢
Biggest New Buy
L&T Finance Limited
1.32% weight · Finance
🔴
Biggest Exit
Torrent Pharmaceuticals Limited
3.21% was held · Pharmaceuticals & Biotechnology
Biggest Add
P N Gadgil Jewellers Limited
+3.00% · now 5.04%
Biggest Trim
State Bank of India
-1.70% · now 3.74%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Prestige Estates Projects Limited 26 funds
Prestige Estates Projects Limited
Invesco India Focused Fund
Motilal Oswal Asset Management Company Limited
Union Business Cycle Fund - Direct Plan - Growth Option + more
L&T Finance Limited 23 funds
L&T Finance Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Mid Cap Fund + more
Metropolis Healthcare Limited 3 funds
Metropolis Healthcare Limited
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
👋 Other funds also exited
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Mahindra & Mahindra Limited 44 funds
Mahindra & Mahindra Limited
Groww Nifty EV & New Age Automotive ETF FOF
Invesco India Manufacturing Fund - Direct Plan - Growth
Baroda BNP Paribas Best-in-Class Strategy Fund - Direct - Growth Option + more
GE Vernova T&D India Limited 32 funds
GE Vernova T&D India Limited
Groww BSE Power ETF FOF
Groww Nifty 500 Momentum 50 ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
Torrent Pharmaceuticals Limited 30 funds
Torrent Pharmaceuticals Limited
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Healthcare ETF + more
JK Cement Limited 20 funds
JK Cement Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
Invesco India Manufacturing Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries 🔴 5 Exits ↑ 30 Increased ↓ 13 Decreased
#StockSectorWeight (Jul 2026)
1
L&T Finance Limited
₹12.45 Cr
Finance 1.32%
2
SBI Funds Management Limited
₹10.42 Cr
Capital Markets 1.10%
3
Prestige Estates Projects Limited
₹7.27 Cr
Realty 0.77%
4
Metropolis Healthcare Limited
₹4.07 Cr
Healthcare Services 0.43%
#StockSectorLast Weight (Jun 2026)
1
Torrent Pharmaceuticals Limited
₹30.77 Cr
Pharmaceuticals & Biotechnology 3.21%
2
Bank of Baroda
₹20.43 Cr
Banks 2.13%
3
Mahindra & Mahindra Limited
₹18.41 Cr
Automobiles 1.92%
4
GE Vernova T&D India Limited
₹9.89 Cr
Electrical Equipment 1.03%
5
JK Cement Limited
₹9.80 Cr
Cement & Cement Products 1.02%
#StockSectorJun 2026Jul 2026Change
1
P N Gadgil Jewellers Limited
₹47.59 Cr
Consumer Durables 2.04% 5.04% +3.00%
2
Ather Energy Limited
₹17.63 Cr
Automobiles 0.48% 1.87% +1.39%
3
Fortis Healthcare Limited
₹20.79 Cr
Healthcare Services 1.00% 2.20% +1.20%
4
Laurus Labs Limited
₹31.33 Cr
Pharmaceuticals & Biotechnology 2.30% 3.32% +1.02%
5
The Federal Bank Limited
₹32.30 Cr
Banks 2.41% 3.42% +1.01%
6
GMR Airports Limited
₹27.89 Cr
Transport Infrastructure 2.22% 2.95% +0.73%
7
Karur Vysya Bank Limited
₹21.40 Cr
Banks 1.54% 2.27% +0.73%
8
Aditya Birla Capital Limited
₹25.88 Cr
Finance 2.13% 2.74% +0.61%
9
Bharat Forge Limited
₹19.80 Cr
Auto Components 1.57% 2.10% +0.53%
10
Eternal Limited
₹17.97 Cr
Retailing 1.64% 1.90% +0.26%
#StockSectorJun 2026Jul 2026Change
1
State Bank of India
₹35.35 Cr
Banks 5.44% 3.74% -1.70%
2
CG Power and Industrial Solutions Limited
₹18.99 Cr
Electrical Equipment 2.19% 2.01% -0.18%
3
BSE Limited
₹33.91 Cr
Capital Markets 3.75% 3.59% -0.16%
4
Aditya Birla Sun Life AMC Limited
₹12.14 Cr
Capital Markets 1.45% 1.29% -0.16%
5
Vodafone Idea Limited
₹13.01 Cr
Telecom - Services 1.51% 1.38% -0.13%
6
KEI Industries Limited
₹15.00 Cr
Industrial Products 1.70% 1.59% -0.11%
7
Polycab India Limited
₹9.11 Cr
Industrial Products 1.04% 0.96% -0.08%
8
Kirloskar Oil Engines Limited
₹10.95 Cr
Industrial Products 1.23% 1.16% -0.07%
9
Billionbrains Garage Ventures Ltd
₹19.44 Cr
Capital Markets 2.11% 2.06% -0.05%
10
Cummins India Limited
₹27.60 Cr
Industrial Products 2.95% 2.92% -0.03%

What Stocks Does This Fund Hold?

47 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹47.59 Cr
Consumer Durables
5.04%
2
₹35.35 Cr
Banks
3.74%
3
₹33.91 Cr
Capital Markets
3.59%
4
₹32.30 Cr
Banks
3.42%
5
₹31.33 Cr
Pharmaceuticals & Biotechnology
3.32%
6
₹29.33 Cr
Healthcare Services
3.11%
7
₹27.89 Cr
Transport Infrastructure
2.95%
8
₹27.60 Cr
Industrial Products
2.92%
9
₹27.27 Cr
Banks
2.89%
10
₹26.16 Cr
Petroleum Products
2.77%
🏆 Top stocks held by Equity funds
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🏦 Axis Mutual Fund — Portfolio & Holdings
See all funds managed by Axis Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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