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 Allocation Fund - Regular Plan - Growth Option - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 62.70%Others: 25.42%Debt: 11.88%

Market Cap

Large Cap: 47.18%Others: 7.09%Small Cap: 1.05%Mid Cap: 7.38%

Number of stocks

108

Top 10 Holdings

65.83% of portfolio

Market Cap of Equity

Large Cap

47.18%

Others

7.09%

Small Cap

1.05%

Mid Cap

7.38%

Companies Allocation of Equity

HDFC Bank Ltd7.848%

ICICI Bank Ltd4.701%

State Bank of India3.304%

Reliance Industries Ltd3.262%

Bharti Airtel Ltd2.240%

Larsen & Toubro Ltd2.059%

Infosys Ltd2.029%

Axis Bank Ltd1.650%

ITC Ltd1.436%

Tata Motors Ltd1.290%

Kotak Mahindra Bank Ltd1.164%

Titan Co Ltd1.150%

Bajaj Finance Ltd1.030%

Mahindra & Mahindra Ltd1.013%

Hindustan Unilever Ltd0.985%

Sagility Ltd0.980%

NTPC Ltd0.958%

Bajaj Finserv Ltd0.947%

Bharat Heavy Electricals Ltd0.925%

Jubilant Foodworks Ltd0.922%

Supreme Industries Ltd0.917%

SBI Life Insurance Co Ltd0.917%

Jindal Steel Ltd0.911%

Divi's Laboratories Ltd0.901%

UltraTech Cement Ltd0.866%

Oil & Natural Gas Corp Ltd0.858%

Torrent Pharmaceuticals Ltd0.833%

Max Healthcare Institute Ltd Ordinary Shares0.831%

United Spirits Ltd0.825%

PI Industries Ltd0.810%

Shriram Finance Ltd0.710%

HDFC Life Insurance Co Ltd0.675%

The Federal Bank Ltd0.644%

Nestle India Ltd0.640%

Britannia Industries Ltd0.638%

Trent Ltd0.607%

J.B. Chemicals & Pharmaceuticals Ltd0.604%

Hyundai Motor India Ltd0.594%

GE Vernova T&D India Ltd0.594%

PTC Industries Ltd0.586%

LG Electronics India Ltd0.558%

Tenneco Clean Air India Ltd0.554%

Aether Industries Ltd0.537%

Swiggy Ltd0.502%

HealthCare Global Enterprises Ltd0.497%

Bajaj Auto Ltd0.495%

Vedanta Ltd0.492%

Indus Towers Ltd Ordinary Shares0.484%

Varun Beverages Ltd0.471%

Billionbrains Garage Ventures Ltd0.470%

InterGlobe Aviation Ltd0.465%

Eternal Ltd0.440%

Indian Hotels Co Ltd0.412%

Tata Steel Ltd0.411%

Knowledge Realty Trust Units0.400%

Delhivery Ltd0.387%

Sun Pharmaceuticals Industries Ltd0.370%

Godrej Consumer Products Ltd0.367%

Blue Star Ltd0.363%

Gabriel India Ltd0.345%

Raajmarg Infra Investment Trust Units0.322%

Tata Consumer Products Ltd0.311%

Midwest Ltd0.284%

Tata Consultancy Services Ltd0.278%

RBL Bank Ltd0.248%

Sudeep Pharma Ltd0.187%

JSW Steel Ltd0.154%

Indus Infra Trust Unit0.122%

BSE Ltd0.052%

Sector Allocation of Equity

Financial Services24.80%

Energy4.12%

Communication Services2.72%

Industrials6.30%

Technology2.87%

Consumer Defensive5.67%

Consumer Cyclical8.32%

Healthcare5.20%

Utilities0.96%

Basic Materials4.47%

Real Estate0.40%

Equity-3.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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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.