₹38.91 0.13%
03-05-202441.47%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Mid Cap | 65.97 |
| Large Cap | 22.74 |
| Small Cap | 4.53 |
| Others | 3.01 |
Capital Goods
Financial
Services
Automobile
Healthcare
Materials
Chemicals
Technology
Construction
Energy
Metals & Mining
Consumer Discretionary
Diversified
Communication
Textiles
Consumer Staples
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Trent Ltd. | Large Cap | Services (96.56) | 4.57% | 108.41 | 226.14% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (63.38) | 3.95% | 64.51 | 60.93% |
| Cummins India Ltd. | Mid Cap | Capital Goods (68.2) | 3.3% | 61.66 | 115.25% |
| Supreme Industries Ltd. | Mid Cap | Materials (46.03) | 3.3% | 59.09 | 80.46% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 3.07% | 28.3 | 41.05% |
| Persistent Systems Ltd. | Technology | 3.01% | 0% | ||
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (48.41) | 2.79% | 69.21 | 24.86% |
| ICICI Bank Ltd. | Large Cap | Financial (18.55) | 2.75% | 17.71 | 23.72% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (108) | 2.51% | 53.53 | 114.24% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (112.69) | 2.4% | 51.75 | 75.74% |
| TVS Motor Company Ltd. | Large Cap | Automobile (39.4) | 2.33% | 59.63 | 77.47% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 2.3% | 73.31 | 30.06% |
| Astral Ltd. | Mid Cap | Materials (85.12) | 2.27% | 97.67 | 39.46% |
| PI Industries Ltd. | Mid Cap | Chemicals (35.41) | 2.26% | 34.46 | 5.58% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (88.54) | 2.19% | 61.71 | 71.68% |
| ABB India Ltd. | Large Cap | Capital Goods (112.69) | 2.14% | 0 | 93.86% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (56.34) | 1.93% | 0 | 35.47% |
| Sundaram Finance Ltd. | Mid Cap | Financial (29.59) | 1.8% | 33.47 | 105.93% |
| JK Cement Ltd. | Mid Cap | Materials (48.73) | 1.77% | 44.68 | 33.21% |
| Abbott India Ltd. | Mid Cap | Healthcare (56.95) | 1.74% | 0 | 16.04% |
| Coforge Ltd. | Mid Cap | Technology (31.4) | 1.69% | 39.26 | 9.42% |
| Coromandel International Ltd. | Mid Cap | Chemicals (15.82) | 1.67% | 18.4 | 18.6% |
| Bajaj Finance Ltd. | Large Cap | Financial (29.59) | 1.63% | 29.7 | 12.21% |
| Tata Communications Ltd. | Mid Cap | Communication (85.39) | 1.63% | 174.94 | 65.69% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 1.57% | 57.92 | -8.63% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 1.46% | 8.72 | 63.23% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 1.32% | 615.37 | 84.19% |
| The Federal Bank Ltd. | Mid Cap | Financial (18.55) | 1.26% | 10.46 | 20.56% |
| Tata Power Company Ltd. | Large Cap | Energy (27.65) | 1.22% | 40.59 | 123.06% |
| Solar Industries India Ltd. | Mid Cap | Chemicals (26.29) | 1.21% | 0 | 14.53% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (88.54) | 1.19% | 74.88 | 70.97% |
| Linde India Ltd. | Mid Cap | Chemicals (113.41) | 1.16% | 164.61 | 105.12% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.17) | 1.13% | 47.98 | 120.17% |
| Grindwell Norton Ltd. | Mid Cap | Metals & Mining (76.42) | 1.13% | 60.15 | 10.59% |
| Apar Industries Ltd. | Small Cap | Diversified (60.15) | 1.12% | 38.45 | 168.07% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 1.12% | 167.31 | 197.56% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (59.72) | 1.02% | 175.99 | 83.64% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (53.9) | 0.95% | 38.01 | 16.83% |
| 3M India Ltd. | Mid Cap | Diversified | 0.94% | 0% | |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (27.3) | 0.91% | 4.48 | 108.19% |
| Indian Bank | Mid Cap | Financial (16.77) | 0.87% | 9.6 | 62.89% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (63.35) | 0.84% | 0 | 28.72% |
| ZF Commercial Vehicle Control Systems India Ltd. | Mid Cap | Automobile (71.68) | 0.75% | 63.41 | 31.01% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (138.25) | 0.74% | 143.02 | 190.41% |
| Endurance Technologies Ltd. | Mid Cap | Automobile (44.5) | 0.71% | 0 | 25.18% |
| K.P.R. Mill Ltd. | Mid Cap | Textiles (751.55) | 0.67% | 0 | 166.23% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (75.51) | 0.67% | 65.04 | -11.08% |
| SKF India Ltd. | Mid Cap | Capital Goods (45.59) | 0.66% | 43.01 | -3.49% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (28.95) | 0.64% | 17.4 | 58.52% |
| Oberoi Realty Ltd. | Mid Cap | Construction (108) | 0.63% | 33.25 | 60.43% |
| Torrent Power Ltd. | Mid Cap | Energy (27.65) | 0.6% | 38.54 | 176.46% |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (29.59) | 0.58% | 16.97 | -1.75% |
| Zomato Ltd. | Large Cap | Services (36.51) | 0.57% | -10.49 | 85.47% |
| Carborundum Universal Ltd. | Small Cap | Metals & Mining (76.42) | 0.54% | 59.4 | 30.9% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.95) | 0.53% | 59.92 | 88.3% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (63.38) | 0.52% | 138.35 | 0.87% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.95) | 0.51% | 53.24 | 0% |
| Fine Organic Industries Ltd. | Small Cap | Chemicals (17.18) | 0.49% | 29.52 | -4.12% |
| State Bank of India | Large Cap | Financial (16.77) | 0.49% | 11.44 | 45.83% |
| NHPC Ltd. | Mid Cap | Energy (27.65) | 0.49% | 26.82 | 117.47% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 0.47% | 0 | 0% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (84.8) | 0.46% | 48.35 | 26.34% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 0.46% | 0 | 0% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (108) | 0.41% | 34.35 | 199.69% |
| Bharat Dynamics Ltd. | Small Cap | Capital Goods (54.17) | 0.4% | 0 | 89.37% |
| L&T Finance Holdings Ltd. | Mid Cap | Financial (29.59) | 0.39% | 18.02 | 81.34% |
| Timken India Ltd. | Mid Cap | Capital Goods (56.34) | 0.36% | 0 | 14.53% |
| Honeywell Automation India Ltd. | Mid Cap | Capital Goods (105.79) | 0.34% | 0 | 21.86% |
| Page Industries Ltd. | Mid Cap | Textiles (48.87) | 0.33% | 0 | -14.49% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (18.5) | 0.29% | 17.34 | 49.65% |
| Vedant Fashions Ltd. | Mid Cap | Services (9.67) | 0.25% | 0 | 100.72% |
| BSE Ltd. | Small Cap | Services | 0.23% | 0% | |
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (104.59) | 0.22% | 44.46 | 75.45% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 0.21% | 48.39 | 61.86% |
| Aditya Birla Fashion and Retail Ltd. | Small Cap | Services (96.56) | 0.19% | -44.06 | 13.13% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Healthcare (56.95) | 0.18% | 61.91 | 65.21% |
| Sumitomo Chemical India Ltd. | Small Cap | Chemicals (27.4) | 0.17% | 60.66 | -3.44% |
| Kei Industries Ltd. | Mid Cap | Capital Goods (63.35) | 0.16% | 63.84 | 111.69% |
| Ajanta Pharma Ltd. | Mid Cap | Healthcare (56.95) | 0.1% | 40.68 | 85.24% |
| Jindal Stainless Ltd. | Mid Cap | Metals & Mining (28.76) | 0.1% | 21.05 | 131.64% |
| Sundram Fasteners Ltd. | Mid Cap | Capital Goods (48.48) | 0.08% | 46.42 | 8.69% |
| Tata Chemicals Ltd. | Mid Cap | Chemicals (13.03) | 0.08% | 103.68 | 9.94% |
| Godrej Properties Ltd. | Mid Cap | Construction (108) | 0.06% | 107.1 | 93.14% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (110.94) | 0.05% | 95.23 | 110.8% |
| Hitachi Energy India Ltd. | Small Cap | Capital Goods (304.52) | 0.05% | 0 | 190.3% |
| Allocation | |
|---|---|
| Others | 3.14 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 3.14% | 0% |
| Allocation | |
|---|---|
| Others | 0.62 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.62% | 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 Midcap Fund?
The top holdings of this fund are Trent Ltd., The Indian Hotels Company Ltd., Cummins India Ltd., Supreme Industries Ltd., Cholamandalam Investment and Finance Company Ltd.
Top 5 Sector for Axis Midcap Fund?
The major sectors of this fund are Capital Goods, Financial, Services, Automobile, 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.
