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 REINVESTMENT - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 99.53%Others: 0.47%

Market Cap

Large Cap: 82.21%Mid Cap: 9.50%Small Cap: 7.82%

Number of stocks

Top 10 Holdings

104.76% of portfolio

Market Cap of Equity

Large Cap

82.2100%

Mid Cap

9.5000%

Small Cap

7.8200%

Companies Allocation of Equity

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-17.54%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.515.52%

ZOMATO LIMITED EQ12.94%

HINDUSTAN UNILEVER LIMITED EQ F.V. RS 112.30%

MARUTI SUZUKI INDIA LIMITED EQ11.70%

ITC LIMITED EQ NEW FV RE.1/-8.84%

TITAN COMPANY LIMITED EQ NEW Re.1/-8.54%

INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-6.80%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-5.66%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 14.92%

Sector Allocation of Equity

Telecom - Services9.30%

Automobiles22.53%

Retailing12.41%

Diversified FMCG10.57%

Consumer Durables9.96%

Transport Services3.92%

Food Products4.02%

Agricultural Food & other Products2.92%

Healthcare Services5.20%

Beverages2.10%

Leisure Services4.80%

Power1.25%

Banks1.86%

Chemicals & Petrochemicals1.08%

Finance1.44%

Household Products1.00%

Personal Products1.61%

Cement & Cement Products0.70%

Petroleum Products0.60%

Insurance0.60%

Commercial Services & Supplies0.48%

Realty0.66%

Textiles & Apparels0.36%

Pharmaceuticals & Biotechnology0.16%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

AXIS CONSUMPTION FUND REGULAR PLAN IDCW REINVESTMENT

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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.