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.

SIP Online
Mutual Fund
Multi Cap
Axis Multicap Fund - Regular Plan - IDCW
Portfolio

Axis Multicap Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 97.34%Others: 2.67%

Market Cap

Large Cap: 46.37%Mid Cap: 25.06%Small Cap: 25.91%

Number of stocks

128

Top 10 Holdings

51.72% of portfolio

Market Cap of Equity

Large Cap

46.3700%

Mid Cap

25.0600%

Small Cap

25.9100%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-11.78%

ICICI BANK LIMITED EQ NEW FV RS. 2/-7.14%

RELIANCE INDUSTRIES LIMITED EQ6.86%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.34%

FORTIS HEALTHCARE LIMITED. EQ4.18%

MINDA CORPORATION LIMITED EQ NEW FV RS. 2/-3.70%

Bajaj Finance Limited3.66%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.50%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.32%

STATE BANK OF INDIA EQ NEW RE. 1/-3.24%

Sector Allocation of Equity

Banks16.80%

Petroleum Products3.43%

Telecom - Services2.60%

Healthcare Services4.17%

Auto Components6.50%

Finance4.29%

Automobiles4.41%

Construction1.66%

Retailing3.57%

Capital Markets2.62%

IT - Software5.33%

Electrical Equipment6.22%

Consumer Durables4.43%

Aerospace & Defense1.64%

Commercial Services & Supplies3.11%

Industrial Manufacturing1.89%

Chemicals & Petrochemicals2.27%

Industrial Products2.02%

Pharmaceuticals & Biotechnology4.91%

Realty2.34%

Transport Services1.54%

Cement & Cement Products1.17%

Household Products0.88%

Diversified FMCG1.08%

Non - Ferrous Metals0.54%

IT - Services0.54%

Agricultural Food & other Products1.02%

Ferrous Metals0.51%

Beverages0.50%

Fertilizers & Agrochemicals0.75%

Food Products0.47%

Leisure Services2.03%

Financial Technology (Fintech)0.45%

Textiles & Apparels0.45%

Insurance0.42%

Power0.41%

Agricultural, Commercial & Construction Vehicles0.28%

Personal Products0.09%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Multicap Fund - Regular Plan - IDCW

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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.