₹14.74 0.02%
26-04-202451.49%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 46.8 |
| Small Cap | 25.95 |
| Mid Cap | 25.86 |
Financial
Automobile
Technology
Healthcare
Construction
Capital Goods
Services
Consumer Discretionary
Energy
Chemicals
Consumer Staples
Materials
Insurance
Communication
Diversified
Metals & Mining
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2024 |
Holdings | PE Ratio 07-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd. | Large Cap | Financial (21.95) | 5.75% | 18.32 | 21.02% |
| Trent Ltd. | Large Cap | Services (140.88) | 3.94% | 182.87 | 213.36% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 3.68% | 60.39 | 85.06% |
| Birlasoft Ltd. | Small Cap | Technology (36.96) | 3.4% | 83.08 | 166.81% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (106.45) | 3.27% | 53.53 | 121.28% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (75.95) | 2.92% | 58.35 | 96.64% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 2.91% | 28.3 | 41.05% |
| Brigade Enterprises Ltd. | Small Cap | Construction (106.45) | 2.86% | 74.74 | 104.48% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (45.45) | 2.61% | 22.92 | 69.27% |
| HDFC Bank Ltd. | Large Cap | Financial (21.95) | 2.44% | 17.9 | -9.71% |
| Minda Corporation Ltd. | Small Cap | Automobile (46.01) | 2.36% | 0 | 0% |
| Infosys Ltd. | Large Cap | Technology (31.24) | 2.36% | 22.63 | 16.51% |
| Sundaram Finance Ltd. | Mid Cap | Financial (32.72) | 2.35% | 33.26 | 106.26% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (90.59) | 2.33% | 60.42 | 70.92% |
| Reliance Industries Ltd. | Large Cap | Energy (40.96) | 2.32% | 28.21 | 22.9% |
| Coforge Ltd. | Mid Cap | Technology (31.24) | 2.08% | 46.01 | 33.04% |
| Narayana Hrudayalaya Ltd. | Mid Cap | Healthcare (90.59) | 2.04% | 33.9 | 69.73% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 1.69% | 73.31 | 30.06% |
| Bajaj Finance Ltd. | Large Cap | Financial (32.72) | 1.66% | 30.22 | 11.15% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.62% | 40.82 | 136.49% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (147.68) | 1.6% | 104.08 | 178.06% |
| TVS Motor Company Ltd. | Large Cap | Automobile (37.89) | 1.53% | 58.58 | 79.26% |
| DLF Ltd. | Large Cap | Construction (106.45) | 1.5% | 94.55 | 118.01% |
| Sansera Engineering Ltd. | Small Cap | Automobile (52.12) | 1.49% | 29.45 | 30.69% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.85) | 1.49% | 40.03 | 58.34% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.24) | 1.4% | 30.15 | 19.54% |
| Galaxy Surfactants Ltd. | Small Cap | Chemicals (62.05) | 1.3% | 29.53 | 4.81% |
| Zomato Ltd. | Large Cap | Services (36.51) | 1.29% | -10.49 | 85.47% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 1.28% | 48.39 | 61.86% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (60.74) | 1.23% | 172.9 | 70.87% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.51) | 1.22% | 48.95 | 135.11% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare (85.11) | 1.18% | 64.18 | 53.97% |
| JIO Financial Services Ltd. | Large Cap | Financial (20.25) | 1.12% | 150.89 | 0% |
| State Bank of India | Large Cap | Financial (16.12) | 1.08% | 11.02 | 41.52% |
| Solar Industries India Ltd. | Mid Cap | Chemicals (26.29) | 0.97% | 0 | 14.53% |
| CCL Products (India) Ltd. | Small Cap | Consumer Staples (100.82) | 0.97% | 28.67 | -1.77% |
| NTPC Ltd. | Large Cap | Energy (26.85) | 0.92% | 17.69 | 109.51% |
| Cummins India Ltd. | Mid Cap | Capital Goods (66.51) | 0.9% | 58.69 | 107.08% |
| Coal India Ltd. | Large Cap | Materials (10.74) | 0.9% | 9.56 | 98.28% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (50.29) | 0.9% | 77.76 | 39.35% |
| Bharti Airtel Ltd. | Large Cap | Communication (74.06) | 0.88% | 90.97 | 71.31% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (54.67) | 0.87% | 40.52 | 54.86% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (54.67) | 0.84% | 54.5 | 0% |
| Rainbow Children's Medicare Ltd. | Small Cap | Healthcare (90.59) | 0.82% | 61.8 | 68.99% |
| Bajaj Auto Ltd. | Large Cap | Automobile (37.89) | 0.78% | 32.41 | 108.35% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (105.73) | 0.77% | 92.15 | 101.25% |
| Rolex Rings Ltd | Small Cap | Capital Goods (50.29) | 0.74% | 0 | 0.47% |
| Tata Power Company Ltd. | Large Cap | Energy (26.85) | 0.74% | 39 | 120.41% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (84.99) | 0.74% | 46.49 | 23.95% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (108.48) | 0.72% | 52.62 | 80.79% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 0.68% | 44.61 | 34.3% |
| Craftsman Automation Ltd. | Small Cap | Automobile (61.34) | 0.66% | 30.88 | 48.48% |
| Go Fashion (India) Ltd. | Small Cap | Services (140.88) | 0.65% | 0 | 3.79% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (62.12) | 0.64% | 0 | 33.06% |
| ICICI Prudential Life Insurance Company Ltd. | Large Cap | Insurance (25.13) | 0.54% | 95.81 | 31.91% |
| Fine Organic Industries Ltd. | Small Cap | Chemicals (16.7) | 0.53% | 30.68 | 3.7% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (9.28) | 0.52% | 8.66 | 75.63% |
| Kei Industries Ltd. | Mid Cap | Capital Goods (62.12) | 0.5% | 63.91 | 105.75% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.49% | 0 | 0% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (133.73) | 0.49% | 145.16 | 202.62% |
| Cipla Ltd. | Large Cap | Healthcare (54.67) | 0.46% | 30.65 | 54.19% |
| Bharat Dynamics Ltd. | Small Cap | Capital Goods (54.51) | 0.46% | 0 | 103.83% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Healthcare (54.67) | 0.44% | 60.97 | 65.95% |
| Mrs. Bectors Food Specialities Ltd. | Small Cap | Consumer Staples (67.33) | 0.41% | 53.95 | 101.78% |
| Life Insurance Corporation of India | Large Cap | Insurance (25.13) | 0.4% | 15.5 | 80.47% |
| Apar Industries Ltd. | Small Cap | Diversified (62.05) | 0.4% | 36.75 | 179.25% |
| PI Industries Ltd. | Mid Cap | Chemicals (35.82) | 0.4% | 35.9 | 22.71% |
| CIE Automotive India Ltd. | Small Cap | Metals & Mining (50.29) | 0.37% | 16.51 | 27.65% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (106.45) | 0.37% | 31.97 | 181.95% |
| JK Cement Ltd. | Mid Cap | Materials (59.24) | 0.36% | 45.55 | 38.99% |
| Indian Bank | Mid Cap | Financial (16.12) | 0.35% | 9.29 | 65.27% |
| Indian Oil Corporation Ltd. | Large Cap | Energy (40.96) | 0.33% | 5.17 | 118.73% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 0.32% | 0 | 0% |
| Jupiter Life Line Hospitals Ltd. | Small Cap | Healthcare | 0.31% | 0% | |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 0.3% | 0 | 6.43% |
| The Ramco Cements Ltd. | Mid Cap | Materials (59.24) | 0.19% | 49.48 | 9.49% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (75.28) | 0.13% | 66.24 | -7.47% |
| Bank of India | Mid Cap | Financial (16.12) | 0.08% | 10.68 | 87.85% |
| Can Fin Homes Ltd. | Small Cap | Financial (10.07) | 0.07% | 0 | 28.6% |
| Allocation | |
|---|---|
| Others | 0.98 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.98% | 0% |
| Allocation | |
|---|---|
| Others | 0.36 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.36% | 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 Multicap Fund?
The top holdings of this fund are ICICI Bank Ltd., Trent Ltd., Persistent Systems Ltd., Birlasoft Ltd., The Phoenix Mills Ltd.
Top 5 Sector for Axis Multicap Fund?
The major sectors of this fund are Financial, Automobile, Technology, Healthcare, Construction.
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.
