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 Momentum Fund - Regular (G) - Portfolio Analysis

Equity
Momentum
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 99.36%Others: 0.64%

Market Cap

Large Cap: 44.67%Others: 5.68%Small Cap: 19.73%Mid Cap: 29.27%

Number of stocks

Top 10 Holdings

99.36% of portfolio

Market Cap of Equity

Large Cap

44.67%

Others

5.68%

Small Cap

19.73%

Mid Cap

29.27%

Companies Allocation of Equity

Bharti Airtel Ltd7.018%

HDFC Bank Ltd5.745%

Bharat Electronics Ltd4.736%

Multi Commodity Exchange of India Ltd4.679%

Laurus Labs Ltd4.340%

Hindalco Industries Ltd4.084%

RBL Bank Ltd4.039%

National Aluminium Co Ltd3.855%

Hero MotoCorp Ltd3.704%

FSN E-Commerce Ventures Ltd3.598%

Aditya Birla Capital Ltd3.534%

Syrma SGS Technology Ltd3.445%

GMR Airports Ltd3.310%

Navin Fluorine International Ltd3.301%

One97 Communications Ltd3.198%

Cummins India Ltd2.953%

Muthoot Finance Ltd2.656%

Sagility Ltd2.654%

Eicher Motors Ltd2.607%

TVS Motor Co Ltd2.531%

Bharat Petroleum Corp Ltd2.128%

Maruti Suzuki India Ltd2.114%

Radico Khaitan Ltd1.953%

AU Small Finance Bank Ltd1.707%

Vedanta Ltd1.706%

L&T Finance Ltd1.608%

Hindustan Petroleum Corp Ltd1.599%

SBI Life Insurance Co Ltd1.539%

Tata Consumer Products Ltd1.479%

GE Vernova T&D India Ltd1.159%

Canara Bank0.834%

Indian Bank0.786%

Adani Energy Solutions Ltd0.693%

Tata Steel Ltd0.594%

LTM Ltd0.566%

Coforge Ltd0.528%

Union Bank of India0.523%

Yes Bank Ltd0.482%

State Bank of India0.479%

Shriram Finance Ltd0.479%

Ashok Leyland Ltd0.425%

Sector Allocation of Equity

Communication Services7.02%

Financial Services29.09%

Industrials12.58%

Healthcare6.99%

Basic Materials13.54%

Consumer Cyclical14.55%

Technology7.74%

Energy3.73%

Consumer Defensive3.43%

Utilities0.69%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

AXIS Momentum Fund - Regular (G)

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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.