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Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.36%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 39.8 |
| Mid Cap | 27.16 |
| Small Cap | 26.59 |
| Others | 4.8 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Consumer Cyclical
Healthcare
Technology
Basic Materials
Consumer Defensive
Energy
Real Estate
Communication Services
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 08-Aug-2025 |
Holdings | PE Ratio 08-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (20.05) | 6.8% | 21.46 | 20.15% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.05) | 4.36% | 19.39 | 23.34% |
| Reliance Industries Ltd | Large Cap | Energy (33.78) | 3.27% | 22.71 | -5.51% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.92) | 2.27% | 78.04 | 83.42% |
| Bharti Airtel Ltd | Large Cap | Communication Services (47.73) | 2.2% | 31.64 | 33.03% |
| Infosys Ltd | Large Cap | Technology (27.49) | 1.98% | 21.69 | -18.23% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 1.81% | -10.49 | 85.47% |
| Bajaj Finance Ltd | Financial Services | 1.79% | - | 0% | |
| Minda Corp Ltd | Small Cap | Consumer Cyclical (46.01) | 1.77% | 0 | 0% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 1.67% | 206.18 | 772.74% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (127.19) | 1.5% | 130.85 | 19.38% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.29) | 1.43% | 32.01 | 1.65% |
| State Bank of India | Large Cap | Financial Services (8.72) | 1.4% | 9.57 | -0.38% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (30.31) | 1.36% | 29.74 | 14.35% |
| Premier Energies Ltd | Mid Cap | Technology | 1.36% | - | 0% |
| Blue Star Ltd | Mid Cap | Industrials (81.72) | 1.29% | 72.79 | 12.58% |
| Jyoti CNC Automation Ltd | Small Cap | Industrials (49.98) | 1.26% | 62.04 | -17.31% |
| Coforge Ltd | Technology | 1.24% | - | 0% | |
| eClerx Services Ltd | Small Cap | Technology (51.64) | 1.15% | 31.72 | 40.93% |
| Apar Industries Ltd | Mid Cap | Industrials (58.06) | 1.09% | 38.07 | 0.02% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (39.69) | 1.07% | 54.34 | 7.55% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 1.05% | - | 0% |
| Anant Raj Ltd | Small Cap | Real Estate (75.11) | 1.04% | 40.25 | -9.01% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 1% | 18.4 | 18.6% |
| Karur Vysya Bank Ltd | Small Cap | Financial Services (20.05) | 1% | 0 | 24.63% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (81.8) | 1% | 104.61 | -1.79% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (41.9) | 0.98% | 77.77 | 23.58% |
| Bharat Electronics Ltd | Large Cap | Industrials (46.94) | 0.96% | 49.47 | 22.71% |
| PG Electroplast Ltd | Small Cap | Technology | 0.96% | - | 0% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 0.96% | 0 | 14.53% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (80.46) | 0.95% | 64.73 | 73.51% |
| Granules India Ltd | Small Cap | Healthcare (39.64) | 0.94% | 23.3 | -31.81% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 0.92% | - | 0% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.91% | 44.61 | 34.3% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (16.79) | 0.91% | 10.36 | -0.09% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.87% | 0 | 0% |
| Brigade Enterprises Ltd | Small Cap | Real Estate (74.5) | 0.86% | 31.01 | -16.78% |
| Firstsource Solutions Ltd | Small Cap | Technology (51.41) | 0.82% | 41.18 | 15.75% |
| ITC Ltd | Large Cap | Consumer Defensive (14.86) | 0.82% | 15.09 | -8.76% |
| Persistent Systems Ltd | Mid Cap | Technology | 0.81% | - | 0% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (213.96) | 0.8% | 0 | 83.7% |
| Delhivery Ltd | Small Cap | Industrials (43.31) | 0.8% | 177.35 | 9.14% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (32.92) | 0.79% | 35.01 | 43.51% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.79% | 73.31 | 30.06% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (33.66) | 0.77% | 64.37 | 22.58% |
| Indian Bank | Mid Cap | Financial Services (8.99) | 0.77% | 8.23 | 20.29% |
| Awfis Space Solutions Ltd | Small Cap | Industrials | 0.74% | - | 0% |
| Avenue Supermarts Ltd | Large Cap | Consumer Defensive (26.29) | 0.73% | 8.72 | 63.23% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.73% | - | 0% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (56.21) | 0.73% | 55.37 | -4.53% |
| DOMS Industries Ltd | Small Cap | Industrials (17.28) | 0.71% | 72.58 | 9.2% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (118.08) | 0.68% | 86.26 | 32.35% |
| J.B. Chemicals & Pharmaceuticals Ltd | Small Cap | Healthcare (55.16) | 0.68% | 48.39 | 61.86% |
| Tech Mahindra Ltd | Large Cap | Technology (27.5) | 0.66% | 32.84 | -6.47% |
| Sansera Engineering Ltd | Small Cap | Consumer Cyclical (52.12) | 0.65% | 29.45 | 30.69% |
| V-Guard Industries Ltd | Small Cap | Industrials (66.79) | 0.63% | 54.43 | -30.57% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (38.31) | 0.63% | 44.39 | 22.49% |
| RBL Bank Ltd | Small Cap | Financial Services (20.08) | 0.63% | 27.13 | 17.71% |
| Voltamp Transformers Ltd | Small Cap | Industrials (29.64) | 0.62% | 0 | -40.77% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.62% | 28.3 | 41.05% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.46) | 0.61% | 12.44 | 7.7% |
| KEI Industries Ltd | Mid Cap | Industrials (47.31) | 0.6% | 50.97 | -9.4% |
| Cipla Ltd | Large Cap | Healthcare (38.66) | 0.59% | 22.23 | -5.39% |
| Pidilite Industries Ltd | Large Cap | Basic Materials (58.06) | 0.59% | 71.94 | 0.58% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (39.64) | 0.58% | 69.13 | 27.2% |
| ITC Hotels Ltd | Consumer Cyclical | 0.57% | - | 0% | |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (38.66) | 0.56% | 36.7 | -8.61% |
| Gland Pharma Ltd | Small Cap | Healthcare (38.66) | 0.55% | 41.31 | -4.68% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (71.53) | 0.55% | 169.48 | -0.03% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (47.66) | 0.55% | 35.5 | -4.88% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 0.55% | 26.45 | -0.13% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (52.33) | 0.54% | 60.34 | 0.43% |
| Siemens Energy India Ltd | Utilities | 0.53% | - | 0% | |
| JK Cement Ltd | Mid Cap | Basic Materials (48.91) | 0.53% | 56.43 | 69.13% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.52% | 0 | 166.23% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (75.11) | 0.52% | 56.31 | -12.71% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (49.29) | 0.52% | 61.24 | 27.04% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 0.5% | 615.37 | 84.19% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (39.69) | 0.5% | 72.71 | 18.98% |
| Jubilant Ingrevia Ltd Ordinary Shares | Small Cap | Basic Materials (42.85) | 0.5% | 40.5 | 11.01% |
| Sai Life Sciences Ltd | Small Cap | Healthcare | 0.49% | - | 0% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (72.16) | 0.49% | 85.84 | 3.33% |
| Narayana Hrudayalaya Ltd | Small Cap | Healthcare (49.68) | 0.48% | 47.96 | 56.03% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.92) | 0.47% | 112.42 | 42.22% |
| Suzlon Energy Ltd | Mid Cap | Industrials (51.88) | 0.47% | 41.84 | -13.39% |
| Galaxy Surfactants Ltd | Small Cap | Basic Materials (58.06) | 0.47% | 25.42 | -22.97% |
| NTPC Ltd | Large Cap | Utilities (26.28) | 0.47% | 13.57 | -16.75% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.9) | 0.46% | 91.22 | 15.97% |
| Trent Ltd | Large Cap | Consumer Cyclical (92.61) | 0.46% | 122.51 | -19.65% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (72.07) | 0.45% | 76.75 | 30.09% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (72.16) | 0.43% | 82.69 | -5.65% |
| CCL Products (India) Ltd | Small Cap | Consumer Defensive (72.16) | 0.43% | 38.61 | 26.79% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.42% | 167.31 | 197.56% |
| PI Industries Ltd | Mid Cap | Basic Materials (33.62) | 0.41% | 35.75 | -12.15% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (50.53) | 0.41% | 266.02 | -25.47% |
| Arvind Fashions Ltd | Small Cap | Consumer Cyclical (50.25) | 0.4% | -283.46 | 8.56% |
| Vijaya Diagnostic Centre Ltd | Small Cap | Healthcare (47.92) | 0.39% | 71.85 | 32.7% |
| Jindal Steel Ltd | Mid Cap | Basic Materials (30.65) | 0.39% | 34.6 | 5.69% |
| Godrej Consumer Products Ltd | Large Cap | Consumer Defensive (60.03) | 0.39% | 70.1 | -12.14% |
| Sapphire Foods India Ltd | Small Cap | Consumer Cyclical | 0.36% | - | 0% |
| KFin Technologies Ltd | Small Cap | Technology (36.9) | 0.35% | 56.22 | 11.26% |
| Travel Food Services Ltd | Consumer Cyclical | 0.35% | - | 0% | |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (74.5) | 0.34% | 133.59 | -11.1% |
| Welspun Corp Ltd | Small Cap | Basic Materials (27.08) | 0.34% | 11.41 | 22.49% |
| Natl Securitie | 0.31% | - | 0% | ||
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.3% | 38.75 | 29.66% |
| Torrent Pharmaceuticals Ltd | Large Cap | Healthcare (39.64) | 0.3% | 62.04 | 9.14% |
| Cohance Lifesciences Ltd | Small Cap | Healthcare (38.66) | 0.3% | 87.93 | -6.64% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (35.18) | 0.29% | 47.46 | -31.99% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (33.66) | 0.29% | 32.44 | -9.81% |
| BSE Ltd | Mid Cap | Financial Services | 0.28% | - | 0% |
| Gabriel India Ltd | Small Cap | Consumer Cyclical (72.36) | 0.27% | 68.29 | 122% |
| Jyothy Labs Ltd | Small Cap | Consumer Defensive (60.22) | 0.24% | 34.4 | -38.42% |
| Rolex Rings Ltd | Small Cap | Industrials (35.33) | 0.18% | 0 | -43.63% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (69.79) | 0.18% | 31.65 | -19.71% |
| Jupiter Life Line Hospitals Ltd | Small Cap | Healthcare | 0.14% | - | 0% |
| Go Fashion (India) Ltd | Small Cap | Consumer Cyclical (86.81) | 0.07% | 0 | -33.58% |
| TTK Prestige Ltd | Small Cap | Consumer Cyclical (49.55) | 0.06% | 92.24 | -30.67% |
| Motherson Sumi Wiring India Ltd | Small Cap | Consumer Cyclical (47.19) | 0.04% | 0 | -23.22% |
| Ather Energy Ltd | Consumer Cyclical | 0.01% | - | 0% | |
| REC Ltd | Large Cap | Financial Services (11.39) | 0% | 5.94 | -34.65% |
| International Gemmological Institute (India) Ltd | Small Cap | Basic Materials | 0% | - | 0% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0% | 40.82 | 136.49% |
| Techno Electric & Engineering Co Ltd | Small Cap | Industrials (19.24) | 0% | 27.37 | 121.03% |
| Info Edge (India) Ltd | Communication Services | 0% | - | 0% | |
| Central Depository Services (India) Ltd | Small Cap | Financial Services | 0% | - | 0% |
| Vedant Fashions Ltd | Small Cap | Consumer Cyclical (9.67) | 0% | 0 | 100.72% |
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Chat with usFrequently Asked Questions
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.
Top 5 holdings for Axis Multicap Fund ?
The top holdings of this fund are
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.
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.
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 Sector for Axis Multicap Fund ?
The major sectors of this fund are .
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 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.
