← Axis Mutual Fund

Axis Momentum Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
44
Aug 2026
Equity Holdings
₹859.35 Cr
Equity only, excl. debt & cash
AAUM
₹987.10 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.9%
Diversified
Top 10 Weight
36.5%
Diversified
Changes
49
2 new · 5 exits
Top Sector
Banks
14.1% 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 2 new additions and exited 5 stocks this month. The biggest new buy was Radico Khaitan Limited (Beverages) at 2.93% weight. Asian Paints Limited was the biggest exit (Consumer Durables), which was held at 1.81%. Among existing holdings, Sai Life Sciences Limited saw the biggest increase — now at 3.57% of the portfolio. State Bank of India was trimmed the most, now at 2.31%. P N Gadgil Jewellers Limited remains the top holding with Banks the dominant sector at 14.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 14.6% 14.1% -0.5%
Industrial Products 10.3% 11.5% +1.2%
Healthcare Services 8.0% 8.8% +0.8%
Pharmaceuticals & Biotechnology 5.2% 8.3% +3.1%
Finance 7.7% 8.2% +0.5%
Auto Components 4.1% 5.3% +1.2%
Capital Markets 8.0% 5.0% -3.0%
Consumer Durables 7.9% 4.5% -3.4%
Chemicals & Petrochemicals 2.6% 4.2% +1.6%
Electrical Equipment 3.5% 3.8% +0.3%
🟢
Biggest New Buy
Radico Khaitan Limited
2.93% weight · Beverages
🔴
Biggest Exit
Asian Paints Limited
1.81% was held · Consumer Durables
Biggest Add
Sai Life Sciences Limited
+2.18% · now 3.57%
Biggest Trim
State Bank of India
-1.43% · now 2.31%
🤝 Other funds also bought this month
Radico Khaitan Limited 22 funds
Radico Khaitan Limited
SAMCO ELSS TAX SAVER FUND
Union Active Momentum Fund - Direct Plan - Growth Option
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
Thyrocare Technologies Limited 7 funds
Thyrocare Technologies Limited
DSP Healthcare Fund - Direct Plan - Growth
ICICI Prudential Healthcare Fund
Shriram ELSS Tax Saver Fund + more
👋 Other funds also exited
Asian Paints Limited 37 funds
Asian Paints Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Motilal Oswal Contra Fund
Mirae Asset Great Consumer Fund + more
Blue Star Limited 28 funds
Blue Star Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak Focused Fund- Direct Plan- Growth option
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH + more
SBI Funds Management Limited 21 funds
SBI Funds Management Limited
quant BFSI Fund - Growth Option - Direct Plan
Kotak Banking & Financial Services Fund - Direct Plan - Growth
WhiteOak Capital Quality Equity Fund Direct Plan Growth + more
Vodafone Idea Limited 17 funds
Vodafone Idea Limited
Mirae Asset Nifty 200 Alpha 30 ETF
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth
Kotak Nifty Alpha 50 ETF + more
Aditya Birla Sun Life AMC Limited 16 funds
Aditya Birla Sun Life AMC Limited
SAMCO FLEXICAP FUND
SAMCO ELSS TAX SAVER FUND
Samco Small Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 5 Exits ↑ 29 Increased ↓ 13 Decreased
#StockSectorWeight (Aug 2026)
1
Radico Khaitan Limited
₹26.91 Cr
Beverages 2.93%
2
Thyrocare Technologies Limited
₹7.25 Cr
Healthcare Services 0.79%
#StockSectorLast Weight (Jul 2026)
1
Asian Paints Limited
₹17.09 Cr
Consumer Durables 1.81%
2
Vodafone Idea Limited
₹13.01 Cr
Telecom - Services 1.38%
3
Aditya Birla Sun Life AMC Limited
₹12.14 Cr
Capital Markets 1.29%
4
SBI Funds Management Limited
₹10.42 Cr
Capital Markets 1.10%
5
Blue Star Limited
₹10.09 Cr
Consumer Durables 1.07%
#StockSectorJul 2026Aug 2026Change
1
Sai Life Sciences Limited
₹32.84 Cr
Pharmaceuticals & Biotechnology 1.39% 3.57% +2.18%
2
RBL Bank Limited
₹40.13 Cr
Banks 2.25% 4.37% +2.12%
3
Navin Fluorine International Limited
₹38.61 Cr
Chemicals & Petrochemicals 2.60% 4.20% +1.60%
4
Craftsman Automation Limited
₹29.33 Cr
Auto Components 1.95% 3.19% +1.24%
5
Laurus Labs Limited
₹38.59 Cr
Pharmaceuticals & Biotechnology 3.32% 4.20% +0.88%
6
Ather Energy Limited
₹24.03 Cr
Automobiles 1.87% 2.61% +0.74%
7
Welspun Corp Limited
₹16.74 Cr
Industrial Products 1.22% 1.82% +0.60%
8
R R Kabel Limited
₹26.36 Cr
Industrial Products 2.48% 2.87% +0.39%
9
KEI Industries Limited
₹17.22 Cr
Industrial Products 1.59% 1.87% +0.28%
10
Shriram Finance Limited
₹24.97 Cr
Finance 2.49% 2.72% +0.23%
#StockSectorJul 2026Aug 2026Change
1
State Bank of India
₹21.20 Cr
Banks 3.74% 2.31% -1.43%
2
Reliance Industries Limited
₹12.77 Cr
Petroleum Products 2.77% 1.39% -1.38%
3
ICICI Bank Limited
₹14.54 Cr
Banks 2.89% 1.58% -1.31%
4
BSE Limited
₹26.75 Cr
Capital Markets 3.59% 2.91% -0.68%
5
P N Gadgil Jewellers Limited
₹41.46 Cr
Consumer Durables 5.04% 4.51% -0.53%
6
GMR Airports Limited
₹24.81 Cr
Transport Infrastructure 2.95% 2.70% -0.25%
7
Cummins India Limited
₹25.53 Cr
Industrial Products 2.92% 2.78% -0.14%
8
Bharti Airtel Limited
₹11.74 Cr
Telecom - Services 1.35% 1.28% -0.07%
9
Max Healthcare Institute Limited
₹20.47 Cr
Healthcare Services 2.28% 2.23% -0.05%
10
Sobha Limited
₹7.95 Cr
Realty 0.92% 0.87% -0.05%

What Stocks Does This Fund Hold?

44 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹41.46 Cr
Consumer Durables
4.51%
2
₹40.13 Cr
Banks
4.37%
3
₹38.61 Cr
Chemicals & Petrochemicals
4.20%
4
₹38.59 Cr
Pharmaceuticals & Biotechnology
4.20%
5
₹32.84 Cr
Pharmaceuticals & Biotechnology
3.57%
6
₹32.10 Cr
Banks
3.49%
7
₹29.33 Cr
Auto Components
3.19%
8
₹29.14 Cr
Healthcare Services
3.17%
9
₹26.91 Cr
Beverages
2.93%
10
₹26.75 Cr
Capital Markets
2.91%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.