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 Equity Savings Fund - Regular Plan - Monthly IDCW - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 41.77%Others: 34.09%Debt: 24.15%

Market Cap

Large Cap: 49.94%Others: 5.74%Mid Cap: 6.93%

Number of stocks

122

Top 10 Holdings

66.61% of portfolio

Market Cap of Equity

Large Cap

49.94%

Others

5.74%

Mid Cap

6.93%

Companies Allocation of Equity

Reliance Industries Ltd9.316%

HDFC Bank Ltd6.976%

ICICI Bank Ltd5.925%

Tata Steel Ltd2.794%

Kotak Mahindra Bank Ltd2.609%

Bharti Airtel Ltd2.279%

Larsen & Toubro Ltd2.234%

Mahindra & Mahindra Ltd2.200%

Eternal Ltd1.763%

Hindustan Aeronautics Ltd Ordinary Shares1.319%

SBI Life Insurance Co Ltd1.263%

Tech Mahindra Ltd1.135%

State Bank of India1.115%

Infosys Ltd1.089%

DLF Ltd0.959%

Sun Pharmaceuticals Industries Ltd0.929%

Bank of Baroda0.929%

Apollo Hospitals Enterprise Ltd0.928%

Jindal Steel Ltd0.856%

Titan Co Ltd0.781%

Fortis Healthcare Ltd0.767%

RBL Bank Ltd0.747%

Ambuja Cements Ltd0.744%

Corona Remedies Ltd0.730%

Godrej Consumer Products Ltd0.616%

ITC Ltd0.612%

SJS Enterprises Ltd0.596%

Bajaj Finance Ltd0.583%

IndusInd Bank Ltd0.583%

Power Grid Corp Of India Ltd0.547%

UltraTech Cement Ltd0.545%

Punjab National Bank0.492%

Aditya Infotech Ltd0.490%

The Federal Bank Ltd0.464%

Bharat Heavy Electricals Ltd0.430%

NTPC Ltd0.423%

J.B. Chemicals & Pharmaceuticals Ltd0.413%

Indus Infra Trust Unit0.400%

Vodafone Idea Ltd0.399%

Divi's Laboratories Ltd0.399%

Emcure Pharmaceuticals Ltd0.393%

Tata Consultancy Services Ltd0.393%

United Spirits Ltd0.376%

HealthCare Global Enterprises Ltd0.369%

Sona BLW Precision Forgings Ltd0.368%

Indian Bank0.347%

Yes Bank Ltd0.316%

Sansera Engineering Ltd0.309%

Cholamandalam Investment and Finance Co Ltd0.294%

Bandhan Bank Ltd0.293%

Crompton Greaves Consumer Electricals Ltd0.284%

Sudeep Pharma Ltd0.274%

Aurobindo Pharma Ltd0.270%

Coforge Ltd0.262%

SRF Ltd0.241%

Jyoti CNC Automation Ltd0.233%

Glenmark Pharmaceuticals Ltd0.226%

Trent Ltd0.217%

Shriram Finance Ltd0.212%

HDFC Life Insurance Co Ltd0.195%

Grasim Industries Ltd0.188%

Hindustan Unilever Ltd0.167%

Pidilite Industries Ltd0.166%

Oil India Ltd0.157%

Hindalco Industries Ltd0.146%

APL Apollo Tubes Ltd0.128%

HDFC Asset Management Co Ltd0.125%

Krishna Institute of Medical Sciences Ltd0.124%

OneSource Specialty Pharma Ltd0.123%

TeamLease Services Ltd0.103%

Cummins India Ltd0.101%

Bajaj Finserv Ltd0.096%

Cipla Ltd0.092%

Welspun Corp Ltd0.067%

Multi Commodity Exchange of India Ltd0.053%

Biocon Ltd0.043%

GMR Airports Ltd0.042%

Craftsman Automation Ltd0.041%

Solar Industries India Ltd0.035%

Havells India Ltd0.035%

Neuland Laboratories Ltd0.035%

Premier Energies Ltd0.035%

Mphasis Ltd0.033%

Max Healthcare Institute Ltd Ordinary Shares0.030%

Dixon Technologies (India) Ltd0.029%

Bharat Electronics Ltd0.027%

ABB India Ltd0.026%

Hindustan Petroleum Corp Ltd0.024%

Godrej Properties Ltd0.024%

One97 Communications Ltd0.016%

Swiggy Ltd0.015%

Samvardhana Motherson International Ltd0.015%

Bharat Dynamics Ltd Ordinary Shares0.013%

Maruti Suzuki India Ltd0.007%

Sector Allocation of Equity

Energy9.50%

Financial Services24.02%

Basic Materials5.67%

Communication Services2.68%

Industrials5.29%

Consumer Cyclical6.60%

Technology2.99%

Real Estate0.98%

Healthcare6.14%

Consumer Defensive1.77%

Utilities0.97%

Equity-24.84%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Equity Savings Fund - Regular Plan - Monthly IDCW

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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.