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Fund Suitability Test
Asset Allocation (As on 28-Feb-2022)
Allocation of Equity and Debt Asset Classes.
- Equity 86.6%
- Debt 13.17%
- Others 0.23%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 59.8 |
| Mid Cap | 18.83 |
| Others | 4.75 |
| Small Cap | 3.22 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Chemicals
Technology
Healthcare
Automobile
Services
Energy
Consumer Discretionary
Construction
Consumer Staples
Metals & Mining
Capital Goods
Others
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-May-2025 |
Holdings | PE Ratio 13-May-2025 |
1Y Return |
|---|---|---|---|---|---|
| Bajaj Finance Ltd. | Large Cap | Financial (28.25) | 8.16% | 33.77 | 34.65% |
| ICICI Bank Ltd. | Large Cap | Financial (18.89) | 6.59% | 20.28 | 29.98% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (30.32) | 5.07% | 26.21 | -10.86% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 4.91% | 8.72 | 63.23% |
| Astral Ltd. | Mid Cap | Chemicals (37.74) | 4.88% | 68.28 | -38.09% |
| HDFC Bank Ltd. | Large Cap | Financial (18.89) | 4.55% | 21.15 | 36.05% |
| Infosys Ltd. | Large Cap | Technology (28.52) | 4.53% | 25.24 | 13.88% |
| Reliance Industries Ltd. | Large Cap | Energy (33.41) | 4.31% | 26.68 | 2.02% |
| Housing Development Finance Corpn. Ltd. | Large Cap | Financial (19.71) | 3.78% | 19.32 | 25.96% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (44.28) | 3.78% | 78.05 | 55.24% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.11) | 3.3% | 32.43 | -0.78% |
| Supreme Industries Ltd. | Mid Cap | Chemicals (38.95) | 3.02% | 47.29 | -32.21% |
| Gland Pharma Ltd. | Large Cap | Healthcare (44.11) | 2.94% | 33.43 | -16.36% |
| TTK Prestige Ltd. | Consumer Discretionary (45.62) | 2.57% | 41.07 | -8.34% | |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (29.64) | 2.09% | 26.78 | 7.67% |
| Tech Mahindra Ltd. | Large Cap | Technology (30.32) | 2.08% | 36.23 | 24.63% |
| Endurance Technologies Ltd. | Mid Cap | Automobile (44.5) | 1.98% | 0 | 25.18% |
| Navin Fluorine International Ltd. | Mid Cap | Chemicals (26.29) | 1.66% | 0 | 6.43% |
| Ipca Laboratories Ltd. | Healthcare (44.28) | 1.49% | 48.91 | 8.35% | |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (30.91) | 1.48% | 14.76 | 50.88% |
| Symphony Ltd. | Small Cap | Consumer Discretionary (230.26) | 1.46% | 42.55 | 37.33% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 1.44% | 0 | 0% |
| Ambuja Cements Ltd. | Large Cap | Construction (26.26) | 1.44% | 0 | 0% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (44.11) | 1.25% | 35.44 | 12.2% |
| L&T Technology Services Ltd. | Mid Cap | Technology (50.7) | 1.14% | 36.95 | 1.36% |
| Motherson Sumi Systems Ltd. | Large Cap | Automobile (99.76) | 1.05% | 24.32 | 13.95% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (29.64) | 0.89% | 27.31 | 39.29% |
| AIA Engineering Ltd. | Mid Cap | Metals & Mining (21.49) | 0.88% | 29 | -14.64% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.7% | 40.82 | 136.49% |
| The Ramco Cements Ltd. | Mid Cap | Construction (40.19) | 0.59% | 61.62 | 27.99% |
| Sumitomo Chemical India Ltd. | Mid Cap | Chemicals (40.84) | 0.56% | 50.73 | 35.43% |
| Aarti Industries Ltd. | Mid Cap | Chemicals (57.83) | 0.55% | 51.15 | -30.22% |
| Motherson Sumi Wiring India Ltd. | Automobile (42.42) | 0.34% | 0 | -18.48% | |
| Privi Speciality Chemicals Ltd. | Small Cap | Chemicals (58.97) | 0.28% | 88.73 | 22.69% |
| Atul Ltd. | Mid Cap | Chemicals (41.17) | 0.25% | 37.69 | -14.39% |
| Honeywell Automation India Ltd. | Large Cap | Capital Goods (42.45) | 0.24% | 0 | -24.41% |
| Sansera Engineering Ltd. | Automobile (52.12) | 0.15% | 29.45 | 30.69% | |
| Zomato Ltd. | Services (36.51) | 0.08% | -10.49 | 85.47% | |
| PB Fintech Ltd. | Services (76.58) | 0.07% | 615.37 | 84.19% | |
| Nifty 50% 03/2022 | Others | 0.05% | - | 0% | |
| Minda Industries Ltd. | Mid Cap | Automobile (95.28) | 0.02% | 73.31 | 30.06% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 13.17 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Others
Metals & Mining
Financial
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 5.11% | - | 0% | |
| 2% Tata Steel Ltd. 23/04/2022 | Metals & Mining | 4.36% | - | 0% | |
| 6.6% REC Ltd. 21/03/2022 | Financial | 3.7% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.23 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
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 |
|---|---|---|---|---|---|
| Others | Others | 0.23% | - | 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 Capital Builder 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 Capital Builder 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.
