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 MULTI ASSET ACTIVE FOF REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

Asset Allocation

Others: 100.00%

Market Cap

Other: 98.33%Cash And Equivalents: 1.67%

Number of stocks

Top 10 Holdings

100.00% of portfolio

Market Cap of Others

Other

98.33%

Cash And Equivalents

1.67%

Companies Allocation of Others

Axis Strategic Bond Dir Gr14.661%

Axis Gold ETF13.239%

Axis India Manufacturing Dir Gr9.184%

Axis Large & Mid Cap Dir Gr7.987%

ICICI Pru Banking & Fin Svcs Dir Gr7.597%

Axis Short Duration Dir Gr7.392%

Axis Value Dir Gr7.269%

Axis Flexi Cap Dir Gr5.656%

SBI Banking & Financial Svcs Dir Gr5.178%

ICICI Prudential Energy Opps Dir Gr4.682%

Axis Consumption Dir Gr2.956%

ICICI Pru Technology Dir Gr2.618%

Axis Liquid Dir Gr2.304%

Kotak Energy Opportunities Dir Gr1.862%

Axis Innovation Dir Gr1.371%

Net Receivables / (Payables)1.318%

Axis Silver ETF1.029%

ICICI Pru Commodities Dir Gr0.925%

ICICI Pru FMCG Dir Gr0.887%

Axis Corporate Bond Dir Gr0.767%

HDFC Pharma and Healthcare Dir Gr0.763%

Clearing Corporation Of India Ltd0.355%

Sector Allocation of Others

Other98.33%

Cash And Equivalents1.67%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

AXIS MULTI ASSET ACTIVE FOF REGULAR PLAN IDCW REINVESTMENT

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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.