Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option

Axis Nifty Midcap 50 Index Fund - Portfolio Analysis

  • ₹19.18 (0.0414%)

    Current NAV 16-07-2024

  • 53.56%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 99.42%
  • Debt 0.9%
  • Others -0.33%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 94.69
Others 2.5
Large Cap 2.23

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Capital Goods

Automobile

Healthcare

Technology

Services

Construction

Communication

Energy

Materials

Chemicals

Metals & Mining

Textiles

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
18-Jul-2024
Holdings PE Ratio
18-Jul-2024
1Y Return
Max Healthcare Institute Ltd. Mid Cap Healthcare (80.96) 3.94% 85.42 53.98%
Suzlon Energy Ltd. Mid Cap Capital Goods (115.03) 3.58% 114.94 207.87%
The Indian Hotels Company Ltd. Mid Cap Services (72.83) 3.43% 65.79 50.05%
Cummins India Ltd. Mid Cap Capital Goods (55.66) 3.42% 61.27 98.76%
Yes Bank Ltd. Mid Cap Financial (19.3) 2.86% 62.85 47.34%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 2.82% 0 0%
HDFC Asset Management Company Ltd. Mid Cap Financial (37.5) 2.76% 45.69 75.12%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (115.03) 2.73% -446.38 224.79%
Lupin Ltd. Mid Cap Healthcare (132.95) 2.71% 167.31 197.56%
Tube Investments Of India Ltd. Mid Cap Automobile (109.23) 2.7% 65.96 25.66%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 2.58% 0 95.96%
The Federal Bank Ltd. Mid Cap Financial (19.3) 2.57% 12.38 45.59%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (211.77) 2.51% 194.19 176.03%
Persistent Systems Ltd. Technology 2.5% 0%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (20.56) 2.43% 4.74 84.12%
Aurobindo Pharma Ltd. Mid Cap Healthcare (43.33) 2.36% 24.66 77.39%
Ashok Leyland Ltd. Mid Cap Automobile (38.96) 2.28% 26.98 31.63%
Godrej Properties Ltd. Mid Cap Construction (110.16) 2.25% 128.87 109.01%
Polycab India Ltd. Large Cap Capital Goods (56.62) 2.23% 55.25 58.8%
Coforge Ltd. Mid Cap Technology (35.56) 2.16% 49.07 20.93%
IDFC First Bank Ltd. Mid Cap Financial (19.3) 2.14% 19.77 -4.19%
Vodafone Idea Ltd. Mid Cap Communication (151.86) 2.13% -3.55 114.02%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 2.11% 10.88 109.86%
Container Corporation Of India Ltd. Mid Cap Services (50.63) 2.09% 50.26 52.76%
PI Industries Ltd. Mid Cap Chemicals (36.11) 2.02% 35.27 7.37%
Astral Ltd. Mid Cap Materials (66.29) 1.84% 110.62 22.21%
UPL Ltd. Mid Cap Chemicals (36.11) 1.81% -34.97 -12.61%
MRF Ltd. Mid Cap Automobile (28.96) 1.81% 26.92 29.27%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 1.71% 57.92 -8.63%
Balkrishna Industries Ltd. Mid Cap Automobile (28.96) 1.71% 41.4 31.21%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (32.5) 1.62% 20.05 64.73%
Indus Towers Ltd. Mid Cap Communication (24.4) 1.6% 18.65 146.56%
Max Financial Services Ltd. Mid Cap Financial (23.38) 1.6% 105.3 24.82%
Petronet LNG Ltd. Mid Cap Energy (27.95) 1.58% 14.25 54.63%
Page Industries Ltd. Mid Cap Textiles (54.66) 1.56% 0 10.18%
Oberoi Realty Ltd. Mid Cap Construction (110.16) 1.5% 32.53 63.52%
GMR Airports Infrastructure Ltd. Mid Cap Construction (572.09) 1.48% -102.86 114.48%
Tata Communications Ltd. Mid Cap Communication (85.39) 1.47% 174.94 65.69%
Mphasis Ltd. Mid Cap Technology (19.56) 1.35% 0 0%
Jubilant FoodWorks Ltd. Mid Cap Services (72.83) 1.34% 93.87 20.64%
Oracle Financial Services Software Ltd. Mid Cap Technology (35.56) 1.24% 42.97 181.03%
ACC Ltd. Mid Cap Materials (55.67) 1.22% 21.54 49.25%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Financial (29.96) 1.13% 18.87 -6.8%
Aditya Birla Capital Ltd. Mid Cap Financial (31.54) 1.11% 17.39 21.79%
Bandhan Bank Ltd. Mid Cap Financial (19.3) 1.1% 0 -8.38%
Dalmia Bharat Ltd. Mid Cap Materials (55.67) 0.99% 43.56 -5.75%
Escorts Kubota Ltd. Mid Cap Automobile (49.1) 0.9% 42.08 70.43%
L&T Finance Ltd. Mid Cap Financial (31.54) 0.89% 19.81 41.78%
L&T Technology Services Ltd. Mid Cap Technology (48.11) 0.88% 39.55 19.88%
Gujarat Gas Ltd. Mid Cap Energy (18.82) 0.67% 38.11 36.22%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.9

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 0.9% 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others -0.33

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others -0.33% 0%

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Frequently 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 Nifty Midcap 50 Index Fund ?

The top holdings of this fund are Max Healthcare Institute Ltd., Suzlon Energy Ltd., The Indian Hotels Company Ltd., Cummins India Ltd., Yes Bank Ltd.

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 Nifty Midcap 50 Index Fund ?

The major sectors of this fund are Financial, Capital Goods, Automobile, Healthcare, Technology.

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.

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