₹14.89 0.07%
17-05-202436.49%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 61.01 |
| Mid Cap | 20.01 |
| Small Cap | 15.07 |
| Others | 1.73 |
Financial
Energy
Capital Goods
Automobile
Technology
Metals & Mining
Services
Materials
Construction
Consumer Staples
Chemicals
Communication
Diversified
Textiles
Consumer Discretionary
Insurance
Healthcare
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 18-May-2024 |
Holdings | PE Ratio 18-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (17.64) | 5.13% | 17.39 | -10.95% |
| ICICI Bank Ltd. | Large Cap | Financial (17.64) | 5.06% | 17.57 | 19.7% |
| Reliance Industries Ltd. | Large Cap | Energy (18.8) | 4.72% | 27.88 | 17.86% |
| State Bank of India | Large Cap | Financial (11.92) | 4.38% | 10.75 | 43.05% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.18) | 3.22% | 30.41 | 20.56% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (10.4) | 2.86% | 16.92 | 20.85% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (20.41) | 2.17% | 17.42 | 93.64% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (45.29) | 2.11% | 69.52 | 17.56% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (50.53) | 2.09% | 53.09 | 140.69% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 2.08% | 40.82 | 136.49% |
| NTPC Ltd. | Large Cap | Energy (22.52) | 2.07% | 18.2 | 109.14% |
| Bharti Airtel Ltd. | Large Cap | Communication (140.76) | 2.07% | 104.29 | 68.75% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (66.63) | 2.07% | 0 | 57.31% |
| RHI Magnesita India Ltd. | Small Cap | Capital Goods (48.95) | 2.05% | -26.14 | -0.29% |
| Solar Industries India Ltd. | Mid Cap | Chemicals (26.29) | 1.91% | 0 | 14.53% |
| Interglobe Aviation Ltd. | Large Cap | Services (109.07) | 1.91% | 23.45 | 93.03% |
| Bharat Petroleum Corporation Ltd. | Large Cap | Energy (18.8) | 1.88% | 5.07 | 74.26% |
| Infosys Ltd. | Large Cap | Technology (31.18) | 1.83% | 22.87 | 15.97% |
| CIE Automotive India Ltd. | Small Cap | Metals & Mining (45.29) | 1.81% | 17.48 | 11.94% |
| Data Patterns (India) Ltd. | Small Cap | Capital Goods (50.53) | 1.79% | 0 | 106.46% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.18) | 1.65% | 54.09 | 24.61% |
| Delhivery Ltd. | Mid Cap | Services (37.46) | 1.61% | -93.76 | 18% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.61% | 44.61 | 34.3% |
| Jindal Stainless Ltd. | Mid Cap | Metals & Mining (28.76) | 1.59% | 21.05 | 131.64% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (31.72) | 1.58% | 11.81 | 34.17% |
| DLF Ltd. | Large Cap | Construction (112.72) | 1.53% | 77.13 | 84.68% |
| K.P.R. Mill Ltd. | Mid Cap | Textiles (751.55) | 1.52% | 0 | 166.23% |
| Brigade Enterprises Ltd. | Small Cap | Construction (112.72) | 1.51% | 88.03 | 128.49% |
| JIO Financial Services Ltd. | Large Cap | Financial (30.81) | 1.39% | 143.08 | 0% |
| Shree Cement Ltd. | Large Cap | Materials (47.17) | 1.36% | 39.44 | 9.19% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (81.63) | 1.35% | 170.34 | 62.71% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (154.37) | 1.31% | 113.14 | 184.74% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (29.72) | 1.25% | 29.46 | 39.2% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 1.2% | 26.45 | -0.13% |
| Minda Corporation Ltd. | Small Cap | Automobile (46.01) | 1.13% | 0 | 0% |
| Aether Industries Ltd. | Small Cap | Chemicals (61.94) | 1.1% | 90.73 | -9.48% |
| Marico Ltd. | Large Cap | Consumer Staples (101.43) | 1.09% | 23.47 | -0.76% |
| ITC Ltd. | Large Cap | Consumer Staples (28.94) | 1.07% | 26.57 | 4.02% |
| Larsen & Toubro Ltd. | Large Cap | Construction (41.51) | 1.06% | 37.31 | 58.36% |
| Grasim Industries Ltd. | Large Cap | Materials (47.17) | 1.04% | 28.77 | 43.01% |
| Tata Steel Ltd.% 05/2024 | Metals & Mining | 1.01% | 0% | ||
| Power Grid Corporation Of India Ltd. | Large Cap | Energy (27.82) | 1% | 18.69 | 79.06% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (9.33) | 0.99% | 8.54 | 67.78% |
| L&T Finance Ltd. | Mid Cap | Financial (31.72) | 0.93% | 17.23 | 61.52% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.92% | 0 | 0% |
| Tata Technologies Ltd | Mid Cap | Services (31.18) | 0.89% | 62.72 | 0% |
| SRF Ltd. | Large Cap | Diversified (46.98) | 0.88% | 50.79 | -5.74% |
| Apar Industries Ltd. | Small Cap | Diversified (61.94) | 0.79% | 39.12 | 195.99% |
| Indian Bank | Mid Cap | Financial (11.92) | 0.79% | 8.62 | 87.8% |
| Endurance Technologies Ltd. | Mid Cap | Automobile (44.5) | 0.72% | 0 | 25.18% |
| HCL Technologies Ltd. | Large Cap | Technology (31.18) | 0.71% | 23.16 | 24.1% |
| Mahindra & Mahindra Ltd.% 05/2024 | Automobile | 0.7% | 0% | ||
| Life Insurance Corporation of India | Large Cap | Insurance (23.7) | 0.68% | 15.28 | 71.44% |
| Coal India Ltd. | Large Cap | Materials (19.09) | 0.68% | 8.9 | 95.99% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (33.69) | 0.64% | 27.19 | 86.29% |
| HDFC Life Insurance Co Ltd. | Large Cap | Insurance (23.7) | 0.64% | 77.92 | 1.57% |
| Chalet Hotels Ltd. | Small Cap | Services (71.03) | 0.6% | 62.74 | 85.89% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (49.79) | 0.53% | 75.22 | 24.16% |
| Balrampur Chini Mills Ltd. | Small Cap | Consumer Staples (10.44) | 0.53% | 13.1 | -1.12% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 0.46% | 0 | 0% |
| Vedant Fashions Ltd. | Mid Cap | Services (9.67) | 0.44% | 0 | 100.72% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.42% | 38.75 | 29.66% |
| Sudarshan Chemical Industries Ltd. | Small Cap | Chemicals (38.58) | 0.41% | 12.6 | 56.28% |
| Kei Industries Ltd. | Mid Cap | Capital Goods (53.87) | 0.35% | 65.58 | 119.42% |
| Karur Vysya Bank Ltd. | Small Cap | Financial (17.64) | 0.27% | 0 | 88.11% |
| Adani Ports and Special Economic Zone Ltd. | Large Cap | Services (150.17) | 0.24% | 35.8 | 102.51% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (86.1) | 0.23% | 77.92 | 58.64% |
| Chemplast Sanmar Ltd. | Small Cap | Chemicals (16.5) | 0.19% | -95.09 | 7.59% |
| Grasim Industries - (Partly Paid Equity) | Materials | 0.02% | 0% |
| Allocation | |
|---|---|
| Others | 3.45 |
Others
Financial
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 2.54% | 0% | ||
| Reserve Bank of India% 91-D 19/07/2024 | Financial | 0.91% | 0% |
| Allocation | |
|---|---|
| Others | -1.26 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | -1.26% | 0% |
Frequently Asked Questions’s
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.
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 holdings for Axis Business Cycles Fund?
The top holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., State Bank of India, Tata Consultancy Services Ltd.
Top 5 Sector for Axis Business Cycles Fund?
The major sectors of this fund are Financial, Energy, Capital Goods, Automobile, Technology.
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.
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 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.
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.
