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 Conservative Hybrid Fund - Regular Plan - Annual IDCW - Portfolio Analysis

Hybrid
Conservative
Status: Open

Portfolio Overview

As of April 15, 2026

Asset Allocation

Equity: 20.00%Debt: 74.30%Others: 5.70%

Market Cap

Large Cap: 17.83%Others: 1.01%Mid Cap: 1.16%

Number of stocks

Top 10 Holdings

20.00% of portfolio

Market Cap of Equity

Large Cap

17.83%

Others

1.01%

Mid Cap

1.16%

Companies Allocation of Equity

Reliance Industries Ltd1.981%

HDFC Bank Ltd1.712%

ICICI Bank Ltd1.698%

Infosys Ltd1.458%

Larsen & Toubro Ltd1.285%

NTPC Ltd1.102%

State Bank of India0.928%

Cipla Ltd0.915%

Bharti Airtel Ltd0.877%

Kotak Mahindra Bank Ltd0.814%

HDFC Life Insurance Co Ltd0.600%

Mahindra & Mahindra Ltd0.593%

ITC Ltd0.581%

LTM Ltd0.495%

Titan Co Ltd0.460%

Apollo Hospitals Enterprise Ltd0.455%

Britannia Industries Ltd0.441%

Bank of Baroda0.420%

Divi's Laboratories Ltd0.417%

PI Industries Ltd0.409%

Cholamandalam Investment and Finance Co Ltd0.311%

Sun Pharmaceuticals Industries Ltd0.292%

Tata Consultancy Services Ltd0.276%

Sona BLW Precision Forgings Ltd0.260%

Tech Mahindra Ltd0.230%

Axis Bank Ltd0.203%

Hindustan Unilever Ltd0.176%

Bajaj Finance Ltd0.171%

InterGlobe Aviation Ltd0.157%

HCL Technologies Ltd0.105%

Bharat Petroleum Corp Ltd0.070%

Nestle India Ltd0.051%

Sundaram Finance Ltd0.031%

Tata Motors Ltd0.027%

Sector Allocation of Equity

Energy2.05%

Financial Services6.89%

Technology2.56%

Industrials1.44%

Utilities1.10%

Healthcare2.08%

Communication Services0.88%

Consumer Cyclical1.34%

Consumer Defensive1.25%

Basic Materials0.41%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Conservative Hybrid Fund - Regular Plan - Annual 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.