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 CONSUMPTION FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.15%Others: 0.79%Debt: 0.04%

Market Cap

Large Cap: 80.00%Mid Cap: 11.04%Small Cap: 8.11%

Number of stocks

Top 10 Holdings

103.78% of portfolio

Market Cap of Equity

Large Cap

80.0000%

Mid Cap

11.0400%

Small Cap

8.1100%

Companies Allocation of Equity

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-17.94%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.515.82%

MARUTI SUZUKI INDIA LIMITED EQ12.64%

ZOMATO LIMITED EQ12.34%

HINDUSTAN UNILEVER LIMITED EQ F.V. RS 110.80%

TITAN COMPANY LIMITED EQ NEW Re.1/-9.16%

ITC LIMITED EQ NEW FV RE.1/-9.00%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-6.02%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 15.06%

TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-5.00%

Sector Allocation of Equity

Telecom - Services9.55%

Automobiles23.47%

Retailing13.02%

Diversified FMCG9.90%

Consumer Durables10.56%

Food Products4.30%

Agricultural Food & other Products3.04%

Beverages2.24%

Transport Services2.74%

Healthcare Services5.15%

Leisure Services4.52%

Power1.29%

Chemicals & Petrochemicals1.14%

Household Products1.10%

Personal Products1.73%

Banks1.62%

Petroleum Products0.63%

Insurance0.62%

Commercial Services & Supplies0.51%

Realty0.55%

Textiles & Apparels0.35%

Finance0.68%

Cement & Cement Products0.27%

Pharmaceuticals & Biotechnology0.17%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

AXIS CONSUMPTION FUND REGULAR PLAN IDCW PAYOUT

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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.