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.

SIP Online
Mutual Fund
Mid Cap
Axis Midcap Fund - Regular Plan - Growth
Portfolio

Axis Midcap Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 92.93%Others: 7.09%Debt: 0.02%

Market Cap

Mid Cap: 71.01%Large Cap: 17.87%Small Cap: 4.05%

Number of stocks

101

Top 10 Holdings

48.22% of portfolio

Market Cap of Equity

Mid Cap

71.0100%

Large Cap

17.8700%

Small Cap

4.0500%

Companies Allocation of Equity

FORTIS HEALTHCARE LIMITED. EQ7.28%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-6.66%

THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-5.04%

MCX INDIA LIMITED EQ NEW RS. 10/-5.02%

THE PHOENIX MILLS LIMITED EQ NEW RS.2/-4.32%

UNO MINDA LIMITED EQ NEW FV RS. 2/-4.18%

Bharti Hexacom Limited4.02%

SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-4.00%

PB FINTECH LIMITED EQ NEW FV RS. 2/-3.86%

COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-3.84%

Sector Allocation of Equity

Healthcare Services3.95%

Banks6.09%

Leisure Services3.92%

Capital Markets4.46%

Realty3.14%

Auto Components8.17%

Telecom - Services2.56%

Financial Technology (Fintech)1.93%

Fertilizers & Agrochemicals2.88%

IT - Software5.31%

Industrial Products4.27%

Electrical Equipment8.53%

Automobiles1.76%

Chemicals & Petrochemicals3.33%

Retailing6.68%

Cement & Cement Products1.52%

Pharmaceuticals & Biotechnology5.52%

Agricultural, Commercial & Construction Vehicles1.38%

Aerospace & Defense1.37%

Consumer Durables3.33%

Power1.23%

Insurance1.41%

Finance5.02%

Ferrous Metals1.15%

Petroleum Products0.88%

Textiles & Apparels0.98%

Diversified0.63%

Industrial Manufacturing0.76%

IT - Services0.43%

Transport Services0.13%

Oil0.12%

Personal Products0.09%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Midcap Fund - Regular Plan - Growth

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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.