₹16.92 0.0413%
03-05-202455.21%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Mid Cap | 94.34 |
| Others | 3.2 |
| Large Cap | 1.84 |
Financial
Capital Goods
Healthcare
Automobile
Technology
Services
Construction
Energy
Materials
Communication
Chemicals
Metals & Mining
Textiles
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (88.54) | 4.46% | 74.88 | 70.97% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (63.38) | 4% | 64.51 | 60.93% |
| Persistent Systems Ltd. | Technology | 3.2% | 0% | ||
| Cummins India Ltd. | Mid Cap | Capital Goods (68.2) | 3.18% | 61.66 | 115.25% |
| Suzlon Energy Ltd. | Mid Cap | Capital Goods (61.79) | 3.15% | 82.74 | 410.11% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 3.05% | 167.31 | 197.56% |
| Yes Bank Ltd. | Mid Cap | Financial (18.55) | 3% | 58.05 | 54.65% |
| HDFC Asset Management Company Ltd. | Mid Cap | Financial (33.77) | 2.94% | 43.02 | 118.54% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (110.09) | 2.88% | 55.85 | 49.72% |
| The Federal Bank Ltd. | Mid Cap | Financial (18.55) | 2.63% | 10.46 | 20.56% |
| Coforge Ltd. | Mid Cap | Technology (31.4) | 2.62% | 39.26 | 9.42% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.95) | 2.39% | 24.38 | 87.07% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (27.3) | 2.36% | 4.48 | 108.19% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (61.79) | 2.34% | -897.35 | 250.85% |
| IDFC First Bank Ltd. | Mid Cap | Financial (18.55) | 2.33% | 19.46 | 26.19% |
| PI Industries Ltd. | Mid Cap | Chemicals (35.41) | 2.29% | 34.46 | 5.58% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.25% | 0 | 0% |
| MRF Ltd. | Mid Cap | Automobile (53.9) | 2.12% | 26.9 | 37.39% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 2.12% | 0 | 95.96% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (138.25) | 2.07% | 143.02 | 190.41% |
| Godrej Properties Ltd. | Mid Cap | Construction (108) | 2.05% | 107.1 | 93.14% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 1.93% | 57.92 | -8.63% |
| Astral Ltd. | Mid Cap | Materials (85.12) | 1.92% | 97.67 | 39.46% |
| Ashok Leyland Ltd. | Mid Cap | Automobile (93.8) | 1.92% | 24.94 | 40.84% |
| Max Financial Services Ltd. | Mid Cap | Financial (25.06) | 1.92% | 80.26 | 56.59% |
| Container Corporation Of India Ltd. | Mid Cap | Services (37.91) | 1.89% | 52.76 | 69.79% |
| Polycab India Ltd. | Large Cap | Capital Goods (63.35) | 1.84% | 52.69 | 77.19% |
| Tata Communications Ltd. | Mid Cap | Communication (85.39) | 1.83% | 174.94 | 65.69% |
| NMDC Ltd. | Mid Cap | Metals & Mining (10.05) | 1.8% | 10.88 | 109.86% |
| UPL Ltd. | Mid Cap | Chemicals (35.41) | 1.69% | -82.67 | -33.28% |
| Page Industries Ltd. | Mid Cap | Textiles (48.87) | 1.64% | 0 | -14.49% |
| Oracle Financial Services Software Ltd. | Mid Cap | Technology (31.4) | 1.6% | 30.41 | 113.48% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 1.55% | 0 | 0% |
| Petronet LNG Ltd. | Mid Cap | Energy (32.31) | 1.54% | 13.42 | 32.57% |
| Steel Authority Of India Ltd. | Mid Cap | Metals & Mining (22.9) | 1.51% | 22.36 | 97.07% |
| GMR Airports Infrastructure Ltd. | Mid Cap | Construction (683.22) | 1.49% | -58.66 | 85.51% |
| Indus Towers Ltd. | Mid Cap | Communication (53.64) | 1.47% | 16.94 | 131.98% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (53.9) | 1.43% | 38.01 | 16.83% |
| Oberoi Realty Ltd. | Mid Cap | Construction (108) | 1.34% | 33.25 | 60.43% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (63.38) | 1.34% | 138.35 | 0.87% |
| ACC Ltd. | Mid Cap | Materials (48.73) | 1.31% | 20.37 | 45.26% |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (29.59) | 1.28% | 16.97 | -1.75% |
| Dalmia Bharat Ltd. | Mid Cap | Materials (48.73) | 1.2% | 40.8 | -10.15% |
| L&T Technology Services Ltd. | Mid Cap | Technology (41.24) | 1.18% | 37.09 | 22.67% |
| Bandhan Bank Ltd. | Mid Cap | Financial (18.55) | 1.16% | 0 | -18.97% |
| Aditya Birla Capital Ltd. | Mid Cap | Financial (29.59) | 0.96% | 22.25 | 36.5% |
| L&T Finance Holdings Ltd. | Mid Cap | Financial (29.59) | 0.95% | 18.02 | 81.34% |
| Vodafone Idea Ltd. | Mid Cap | Communication (71.97) | 0.81% | -2.92 | 90.33% |
| Gujarat Gas Ltd. | Mid Cap | Energy (24.24) | 0.73% | 33.46 | 13.55% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (68.64) | 0.72% | 37.86 | 75.01% |
| Allocation | |
|---|---|
| Others | 1.68 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.68% | 0% |
| Allocation | |
|---|---|
| Others | -1.02 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | -1.02% | 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 Nifty Midcap 50 Index Fund?
The top holdings of this fund are Max Healthcare Institute Ltd., The Indian Hotels Company Ltd., Persistent Systems Ltd., Cummins India Ltd., Suzlon Energy Ltd.
Top 5 Sector for Axis Nifty Midcap 50 Index Fund?
The major sectors of this fund are Financial, Capital Goods, Healthcare, Automobile, Technology.
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.
