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 Balanced Advantage Fund - Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 61.74%Debt: 23.15%Others: 15.10%

Market Cap

Large Cap: 58.84%Mid Cap: 8.02%N/A - REIT: 0.33%

Number of stocks

167

Top 10 Holdings

72.32% of portfolio

Market Cap of Equity

Large Cap

58.84%

Mid Cap

8.02%

N/A - REIT

0.33%

Companies Allocation of Equity

HDFC Bank Ltd5.963%

ICICI Bank Ltd5.254%

Reliance Industries Ltd5.165%

State Bank of India3.837%

Infosys Ltd2.996%

Larsen & Toubro Ltd2.811%

Mahindra & Mahindra Ltd2.514%

Bharti Airtel Ltd2.315%

Kotak Mahindra Bank Ltd2.082%

NTPC Ltd1.875%

Sun Pharmaceuticals Industries Ltd1.684%

Apollo Hospitals Enterprise Ltd1.494%

Titan Co Ltd0.988%

Eternal Ltd0.948%

SBI Life Insurance Co Ltd0.923%

Britannia Industries Ltd0.910%

ITC Ltd0.896%

Axis Bank Ltd0.872%

Indus Infra Trust Unit0.857%

Tata Power Co Ltd0.850%

Varun Beverages Ltd0.842%

Shriram Finance Ltd0.815%

Phoenix Mills Ltd0.813%

Pidilite Industries Ltd0.782%

Samvardhana Motherson International Ltd0.777%

InterGlobe Aviation Ltd0.775%

Tech Mahindra Ltd0.770%

TVS Motor Co Ltd0.758%

Hindustan Unilever Ltd0.742%

Tata Steel Ltd0.675%

DOMS Industries Ltd0.667%

Sona BLW Precision Forgings Ltd0.623%

CG Power & Industrial Solutions Ltd0.618%

Bajaj Finance Ltd0.611%

Vijaya Diagnostic Centre Ltd0.607%

Coforge Ltd0.594%

Divi's Laboratories Ltd0.587%

Premier Energies Ltd0.580%

Hindustan Aeronautics Ltd Ordinary Shares0.578%

HDFC Life Insurance Co Ltd0.555%

PNB Housing Finance Ltd0.544%

Bajaj Auto Ltd0.543%

Grasim Industries Ltd0.490%

Tata Consultancy Services Ltd0.483%

United Spirits Ltd0.456%

Kaynes Technology India Ltd0.444%

Tata Consumer Products Ltd0.440%

Indian Hotels Co Ltd0.395%

Hindalco Industries Ltd0.388%

Asian Paints Ltd0.380%

Maruti Suzuki India Ltd0.368%

Mankind Pharma Ltd0.366%

Tata Motors Ltd0.358%

Bharat Petroleum Corp Ltd0.349%

UltraTech Cement Ltd0.336%

LG Electronics India Ltd0.332%

Knowledge Realty Trust Units0.328%

FSN E-Commerce Ventures Ltd0.309%

ITC Hotels Ltd0.290%

Cipla Ltd0.285%

PI Industries Ltd0.277%

Torrent Pharmaceuticals Ltd0.273%

Jubilant Foodworks Ltd0.273%

REC Ltd0.272%

Jyoti CNC Automation Ltd0.268%

Dixon Technologies (India) Ltd0.263%

Tenneco Clean Air India Ltd0.250%

Eicher Motors Ltd0.229%

RBL Bank Ltd0.227%

Fortis Healthcare Ltd0.209%

Mphasis Ltd0.204%

PG Electroplast Ltd0.186%

Brigade Enterprises Ltd0.185%

Exide Industries Ltd0.181%

DLF Ltd0.173%

Computer Age Management Services Ltd Ordinary Shares0.170%

Max Healthcare Institute Ltd Ordinary Shares0.158%

Bharat Heavy Electricals Ltd0.157%

Bharat Electronics Ltd0.145%

Awfis Space Solutions Ltd0.133%

Avenue Supermarts Ltd0.125%

UNO Minda Ltd0.122%

Wework India Management Ltd0.113%

Petronet LNG Ltd0.112%

The Federal Bank Ltd0.111%

Bajaj Finserv Ltd0.095%

Tata Motors Passenger Vehicles Ltd0.070%

Titagarh Rail Systems Ltd0.063%

IndusInd Bank Ltd0.054%

Info Edge (India) Ltd0.047%

Bank of Baroda0.043%

Aditya Birla Capital Ltd0.037%

Power Grid Corp Of India Ltd0.035%

Laurus Labs Ltd0.035%

Indus Towers Ltd Ordinary Shares0.024%

ICICI Prudential Life Insurance Co Ltd0.023%

HCL Technologies Ltd0.021%

Godrej Properties Ltd0.012%

Biocon Ltd0.012%

Future on State Bank of India0.009%

Bajaj Finance Limited 930 Call May 2026 Option0.007%

Crompton Greaves Consumer Electricals Ltd0.006%

Glenmark Pharmaceuticals Ltd0.005%

Coal India Ltd0.005%

Kaynes Technology India Limited 4200 Call May 2026 Option0.004%

Minda Corp Ltd0.003%

GMR Airports Ltd0.002%

Cholamandalam Investment and Finance Co Ltd0.001%

Supreme Industries Ltd0.001%

Cummins India Ltd0.000%

Sector Allocation of Equity

Financial Services23.18%

Energy5.63%

Technology7.04%

Industrials6.22%

Consumer Cyclical10.01%

Communication Services2.39%

Utilities2.76%

Healthcare5.72%

Consumer Defensive4.41%

Real Estate1.62%

Basic Materials3.33%

Equity-10.56%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Balanced Advantage 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.