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
Flexi Cap
Axis Flexi Cap Fund - Regular Plan - IDCW
Portfolio

Axis Flexi Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 91.44%Others: 8.57%Debt: 0.02%

Market Cap

Large Cap: 62.69%Small Cap: 14.95%Mid Cap: 13.80%

Number of stocks

Top 10 Holdings

93.44% of portfolio

Market Cap of Equity

Large Cap

62.6900%

Small Cap

14.9500%

Mid Cap

13.8000%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-17.92%

HDFC BANK LIMITED EQ NEW FV RE. 1/-15.44%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-10.32%

INFOSYS LIMITED EQ FV RS 58.50%

Bajaj Finance Limited7.82%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.48%

ZOMATO LIMITED EQ7.48%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-7.24%

ULTRATECH CEMENT LIMITED EQ5.78%

Krishna Institute Of Medical Sciences Limited5.46%

Sector Allocation of Equity

Banks18.52%

Telecom - Services5.16%

IT - Software5.99%

Finance7.98%

Automobiles5.22%

Retailing6.43%

Aerospace & Defense5.11%

Cement & Cement Products2.89%

Healthcare Services4.03%

Realty3.24%

Financial Technology (Fintech)2.06%

Transport Services1.93%

Electrical Equipment4.11%

Pharmaceuticals & Biotechnology3.99%

Leisure Services1.86%

Power1.33%

Auto Components2.43%

Consumer Durables1.60%

Insurance1.04%

Chemicals & Petrochemicals2.92%

Industrial Products1.80%

Agricultural, Commercial & Construction Vehicles0.78%

Industrial Manufacturing0.47%

Household Products0.43%

Textiles & Apparels0.12%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Flexi Cap 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.