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.

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.

Axis Business Cycles Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 94.97%Others: 4.50%Debt: 0.53%

Market Cap

Large Cap: 48.02%Others: 7.42%Mid Cap: 23.06%Small Cap: 16.47%

Number of stocks

Top 10 Holdings

94.97% of portfolio

Market Cap of Equity

Large Cap

48.02%

Others

7.42%

Mid Cap

23.06%

Small Cap

16.47%

Companies Allocation of Equity

ICICI Bank Ltd4.088%

Larsen & Toubro Ltd3.567%

Axis Bank Ltd3.519%

UltraTech Cement Ltd2.832%

HDFC Bank Ltd2.825%

Kotak Mahindra Bank Ltd2.661%

Reliance Industries Ltd2.545%

NTPC Ltd2.468%

Mahindra & Mahindra Ltd2.329%

Bharti Airtel Ltd2.325%

GE Vernova T&D India Ltd2.193%

Aether Industries Ltd2.075%

IndusInd Bank Ltd2.016%

Hindustan Unilever Ltd1.863%

Jindal Steel Ltd1.840%

Cummins India Ltd1.689%

One97 Communications Ltd1.669%

BSE Ltd1.621%

HCL Technologies Ltd1.533%

PTC Industries Ltd1.471%

Shriram Finance Ltd1.441%

Jyoti CNC Automation Ltd1.406%

Vishal Mega Mart Ltd1.372%

CreditAccess Grameen Ltd Ordinary Shares1.370%

CG Power & Industrial Solutions Ltd1.366%

Mankind Pharma Ltd1.352%

Aarti Industries Ltd1.348%

Oil & Natural Gas Corp Ltd1.307%

Delhivery Ltd1.295%

Max Healthcare Institute Ltd Ordinary Shares1.219%

Torrent Pharmaceuticals Ltd1.178%

Solar Industries India Ltd1.163%

Anthem Biosciences Ltd1.151%

Hyundai Motor India Ltd1.138%

Bharat Heavy Electricals Ltd1.137%

ITC Ltd1.075%

Sona BLW Precision Forgings Ltd1.046%

Infosys Ltd1.004%

Indus Towers Ltd Ordinary Shares1.002%

Bajaj Finserv Ltd0.977%

RBL Bank Ltd0.976%

Endurance Technologies Ltd0.959%

RHI Magnesita India Ltd0.912%

Ambuja Cements Ltd0.869%

Brigade Enterprises Ltd0.866%

Varun Beverages Ltd0.861%

Tenneco Clean Air India Ltd0.850%

City Union Bank Ltd0.834%

Hindustan Zinc Ltd0.822%

HealthCare Global Enterprises Ltd0.821%

PI Industries Ltd0.814%

Trent Ltd0.806%

Asian Paints Ltd0.800%

L&T Finance Ltd0.783%

Jubilant Foodworks Ltd0.744%

Tube Investments of India Ltd Ordinary Shares0.738%

Hindustan Copper Ltd0.734%

Jubilant Ingrevia Ltd Ordinary Shares0.728%

Titagarh Rail Systems Ltd0.718%

Mphasis Ltd0.705%

United Spirits Ltd0.694%

Britannia Industries Ltd0.685%

Corona Remedies Ltd0.650%

Eternal Ltd0.649%

Divi's Laboratories Ltd0.645%

Gujarat Fluorochemicals Ltd Ordinary Shares0.610%

Bharat Forge Ltd0.601%

Gabriel India Ltd0.523%

Pine Labs Ltd0.516%

JK Cement Ltd0.425%

SBI Life Insurance Co Ltd0.357%

Aditya Birla Real Estate Ltd0.352%

Bajaj Auto Ltd0.202%

ICICI Prudential Asset Management Co Ltd0.148%

Ashok Leyland Ltd0.060%

Jyothy Labs Ltd0.037%

Sector Allocation of Equity

Financial Services23.62%

Industrials16.55%

Basic Materials15.06%

Energy3.85%

Utilities2.47%

Consumer Cyclical11.22%

Communication Services3.33%

Consumer Defensive5.22%

Technology5.43%

Healthcare7.02%

Real Estate1.22%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Business Cycles Fund - Regular Plan - IDCW

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

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.