₹19.43 0.07%
29-04-202430.38%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 79.63 |
| Mid Cap | 16.24 |
| Others | 1.83 |
Financial
Technology
Services
Energy
Healthcare
Chemicals
Automobile
Construction
Materials
Communication
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 13-Mar-2024 |
Holdings | PE Ratio 13-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.63) | 8.45% | 30.51 | 20.37% |
| Bajaj Finance Ltd. | Large Cap | Financial (30.06) | 7.52% | 29.22 | 8.63% |
| Pidilite Industries Ltd. | Large Cap | Chemicals (60.13) | 6.93% | 89.79 | 24.98% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 6.83% | 8.72 | 63.23% |
| ICICI Bank Ltd. | Large Cap | Financial (19.48) | 6.47% | 19.18 | 26.26% |
| Torrent Power Ltd. | Mid Cap | Energy (27.11) | 5.59% | 39.82 | 178.55% |
| Info Edge (India) Ltd. | Mid Cap | Services (93.65) | 5.1% | 324.76 | 60.99% |
| Reliance Industries Ltd. | Large Cap | Energy (41.71) | 4.82% | 28.49 | 21.14% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (56.59) | 4.6% | 76.55 | 22.1% |
| Bajaj Finserv Ltd. | Large Cap | Financial (64.35) | 4.58% | 32.58 | 18.03% |
| Bajaj Auto Ltd. | Large Cap | Automobile (38.85) | 4.54% | 31.72 | 97.69% |
| DLF Ltd. | Large Cap | Construction (107.67) | 3.69% | 92.32 | 108.5% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (51.3) | 3.64% | 76.38 | 32.52% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 3.5% | 33.85 | 6.16% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 3.48% | 28.3 | 41.05% |
| Shree Cement Ltd. | Large Cap | Materials (54.17) | 3.15% | 38.8 | -0.72% |
| Bharti Airtel Ltd. | Large Cap | Communication (72.87) | 2.89% | 91.46 | 66.78% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (89.81) | 2.67% | 108.66 | 31.98% |
| HDFC Bank Ltd. | Large Cap | Financial (19.48) | 2.17% | 18.12 | -9.48% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.17) | 1.91% | 35.61 | 10.51% |
| Apollo Hospitals Enterprise Ltd.% 03/2024 | Healthcare | 1.83% | 0% | ||
| JIO Financial Services Ltd. | Large Cap | Financial (19.34) | 1.39% | 150.38 | 0% |
| State Bank of India | Large Cap | Financial (16.69) | 1.35% | 11.36 | 42.91% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.6% | 40.82 | 136.49% |
| Allocation | |
|---|---|
| Others | 1.38 |
Others
Financial
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.05% | 0% | ||
| Reserve Bank of India% 91-D 18/04/2024 | Financial | 0.33% | 0% |
| Allocation | |
|---|---|
| Others | 0.91 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.91% | 0% |
Frequently Asked Questions’s
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.
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 holdings for Axis Focused Fund?
The top holdings of this fund are Tata Consultancy Services Ltd., Bajaj Finance Ltd., Pidilite Industries Ltd., Avenue Supermarts Ltd., ICICI Bank Ltd.
Top 5 Sector for Axis Focused Fund?
The major sectors of this fund are Financial, Technology, Services, Energy, Healthcare.
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.
