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 Nifty 500 Index Fund - Regular (G) - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 100.10%

Market Cap

Large Cap: 71.12%Mid Cap: 19.55%Small Cap: 9.43%

Number of stocks

500

Top 10 Holdings

66.92% of portfolio

Market Cap of Equity

Large Cap

71.1200%

Mid Cap

19.5500%

Small Cap

9.4300%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-15.36%

RELIANCE INDUSTRIES LIMITED EQ10.60%

ICICI BANK LIMITED EQ NEW FV RS. 2/-9.90%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.72%

INFOSYS LIMITED EQ FV RS 55.62%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.78%

STATE BANK OF INDIA EQ NEW RE. 1/-4.06%

ITC LIMITED EQ NEW FV RE.1/-3.90%

AXIS BANK LIMITED EQ NE FV RS. 2/-3.66%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.32%

Sector Allocation of Equity

Banks21.04%

Petroleum Products6.24%

Telecom - Services3.49%

IT - Software7.78%

Construction2.83%

Diversified FMCG3.04%

Automobiles5.16%

Finance6.47%

Retailing2.65%

Pharmaceuticals & Biotechnology4.72%

Consumer Durables2.79%

Power3.04%

Aerospace & Defense1.35%

Ferrous Metals1.77%

Cement & Cement Products1.92%

Transport Services0.94%

Non - Ferrous Metals0.86%

Capital Markets2.01%

Transport Infrastructure0.80%

Oil0.59%

Food Products0.83%

Insurance1.73%

Diversified Metals0.44%

Healthcare Services1.57%

Consumable Fuels0.42%

Agricultural Food & other Products0.79%

Beverages0.74%

Electrical Equipment1.96%

Leisure Services0.88%

Industrial Products1.75%

Financial Technology (Fintech)0.54%

Metals & Minerals Trading0.29%

Auto Components2.04%

Personal Products0.69%

Gas0.64%

Agricultural, Commercial & Construction Vehicles0.35%

Realty1.11%

Chemicals & Petrochemicals1.23%

Fertilizers & Agrochemicals0.67%

Minerals & Mining0.18%

Textiles & Apparels0.25%

Industrial Manufacturing0.46%

Commercial Services & Supplies0.21%

IT - Services0.30%

Cigarettes & Tobacco Products0.06%

Paper, Forest & Jute Products0.05%

Entertainment0.12%

Diversified0.14%

Healthcare Equipment & Supplies0.04%

IT - Hardware0.03%

Consumer Services0.03%

Telecom - Equipment & Accessories0.03%

Household Products0.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

AXIS Nifty 500 Index Fund - Regular (G)

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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.