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 Large & Mid Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.61%Others: 3.95%Debt: 0.44%

Market Cap

Large Cap: 53.55%Mid Cap: 31.65%Small Cap: 10.41%

Number of stocks

115

Top 10 Holdings

95.61% of portfolio

Market Cap of Equity

Large Cap

53.55%

Mid Cap

31.65%

Small Cap

10.41%

Companies Allocation of Equity

ICICI Bank Ltd4.349%

HDFC Bank Ltd4.295%

State Bank of India2.781%

Multi Commodity Exchange of India Ltd2.388%

Shriram Finance Ltd2.314%

Reliance Industries Ltd2.297%

Larsen & Toubro Ltd2.099%

GE Vernova T&D India Ltd2.061%

Torrent Power Ltd1.996%

BSE Ltd1.954%

Bharti Airtel Ltd1.869%

The Federal Bank Ltd1.835%

Mahindra & Mahindra Ltd1.598%

Divi's Laboratories Ltd1.587%

Eternal Ltd1.569%

Bharat Heavy Electricals Ltd1.509%

Apar Industries Ltd1.496%

Axis Bank Ltd1.456%

Sona BLW Precision Forgings Ltd1.439%

Indus Towers Ltd Ordinary Shares1.404%

Fortis Healthcare Ltd1.383%

Taiwan Semiconductor Manufacturing Co Ltd ADR1.357%

IndusInd Bank Ltd1.295%

Alphabet Inc Class A1.257%

Bajaj Finance Ltd1.195%

AU Small Finance Bank Ltd1.147%

Sun Pharmaceuticals Industries Ltd1.146%

Varun Beverages Ltd1.136%

Bharat Electronics Ltd1.119%

Infosys Ltd1.096%

Torrent Pharmaceuticals Ltd1.040%

Vishal Mega Mart Ltd1.033%

RBL Bank Ltd1.024%

Minda Corp Ltd1.015%

Premier Energies Ltd1.010%

Solar Industries India Ltd0.984%

Schaeffler India Ltd0.982%

Mankind Pharma Ltd0.980%

Hindalco Industries Ltd0.977%

NVIDIA Corp0.933%

Coforge Ltd0.930%

UltraTech Cement Ltd0.922%

Phoenix Mills Ltd0.920%

Tata Consultancy Services Ltd0.897%

Pidilite Industries Ltd0.872%

Tech Mahindra Ltd0.850%

PB Fintech Ltd0.834%

Supreme Industries Ltd0.814%

Sundaram Finance Ltd0.803%

Titan Co Ltd0.782%

InterGlobe Aviation Ltd0.746%

TVS Motor Co Ltd0.734%

Mphasis Ltd0.715%

Avenue Supermarts Ltd0.675%

CG Power & Industrial Solutions Ltd0.668%

Cummins India Ltd0.658%

Cholamandalam Investment and Finance Co Ltd0.638%

Mahindra & Mahindra Financial Services Ltd0.632%

Vijaya Diagnostic Centre Ltd0.607%

FSN E-Commerce Ventures Ltd0.607%

Apollo Hospitals Enterprise Ltd0.599%

Persistent Systems Ltd0.595%

UNO Minda Ltd0.554%

Indian Hotels Co Ltd0.532%

Blue Star Ltd0.525%

Anthem Biosciences Ltd0.521%

Samvardhana Motherson International Ltd0.505%

Voltas Ltd0.503%

Glenmark Pharmaceuticals Ltd0.502%

Coromandel International Ltd0.499%

Berger Paints India Ltd0.498%

AstraZeneca PLC0.486%

TJX Companies Inc0.473%

Jubilant Foodworks Ltd0.458%

Maruti Suzuki India Ltd0.454%

KEI Industries Ltd0.449%

ITC Hotels Ltd0.445%

Tata Capital Ltd0.424%

Swiggy Ltd0.420%

Radico Khaitan Ltd0.417%

Prestige Estates Projects Ltd0.412%

Page Industries Ltd0.409%

Birlasoft Ltd0.392%

Meta Platforms Inc Class A0.389%

Hindustan Unilever Ltd0.376%

Arista Networks Inc0.313%

Colgate-Palmolive (India) Ltd0.307%

Bandhan Bank Ltd0.305%

Jyoti CNC Automation Ltd0.303%

Linde India Ltd0.301%

Parker Hannifin Corp0.298%

KLA Corp0.298%

Uber Technologies Inc0.280%

Microsoft Corp0.279%

Visa Inc Class A0.270%

Dabur India Ltd0.255%

Dixon Technologies (India) Ltd0.245%

Coca-Cola Co0.171%

AutoZone Inc0.161%

Lenskart Solutions Ltd0.151%

Indian Bank0.126%

Sector Allocation of Equity

Financial Services30.06%

Energy2.30%

Industrials12.74%

Utilities2.00%

Communication Services4.92%

Consumer Cyclical14.68%

Healthcare9.00%

Technology10.19%

Consumer Defensive3.34%

Basic Materials5.05%

Real Estate1.33%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Large & Mid Cap Fund - Regular Plan - IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.