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Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.82%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 97.35 |
| Mid Cap | 2.46 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Basic Materials
Technology
Healthcare
Utilities
Consumer Cyclical
Energy
Consumer Defensive
Real Estate
Communication Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Mar-2024 |
Holdings | PE Ratio 13-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (82.93) | 5.12% | 73.34 | 114.2% |
| Central Depository Services (India) Ltd | Small Cap | Financial Services | 4.14% | - | 0% |
| Laurus Labs Ltd | Small Cap | Healthcare (46.65) | 3.62% | 0 | 9.05% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (72.77) | 3.44% | 39.9 | -18.61% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (69.46) | 3.01% | 105.5 | 63.76% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (37.24) | 2.89% | 42.8 | -1.23% |
| Delhivery Ltd | Small Cap | Industrials (45.24) | 2.79% | 188.71 | 8.64% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (37.24) | 2.68% | 20.67 | 20.85% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (17.94) | 2.54% | 14.42 | 34.18% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (118.29) | 2.46% | 136.68 | 45.42% |
| Reliance Power Ltd | Small Cap | Utilities (27.15) | 2.45% | 9.07 | 133.91% |
| Indian Energy Exchange Ltd | Small Cap | Financial Services (82.93) | 2.31% | 42.83 | 16.35% |
| Brigade Enterprises Ltd | Small Cap | Real Estate (80.12) | 2.3% | 38.05 | -18.01% |
| Navin Fluorine International Ltd | Small Cap | Basic Materials (26.29) | 2.26% | 0 | 6.43% |
| Tata Chemicals Ltd | Small Cap | Basic Materials (27.61) | 2.11% | 100.57 | -14.17% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.97) | 2.01% | 103.83 | 63.8% |
| Piramal Enterprises Ltd | Small Cap | Financial Services (29.36) | 2% | 56.73 | 29.99% |
| Five-Star Business Finance Ltd | Small Cap | Financial Services (28.86) | 2% | 0 | -5.56% |
| Inox Wind Ltd | Small Cap | Industrials (56.81) | 1.99% | 63.41 | 11.12% |
| NBCC India Ltd | Small Cap | Industrials (31.77) | 1.94% | 56.35 | -12.82% |
| Piramal Pharma Ltd | Small Cap | Healthcare (22.59) | 1.92% | 0 | -26.02% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Industrials (29.61) | 1.92% | 18.99 | -40.62% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (47.2) | 1.91% | 5.84 | 78.8% |
| KFin Technologies Ltd | Small Cap | Technology (37.24) | 1.89% | 65.94 | 67.84% |
| Ramco Cements Ltd | Small Cap | Basic Materials (47.67) | 1.86% | 95.59 | 37.62% |
| Firstsource Solutions Ltd | Small Cap | Technology (51.53) | 1.78% | 41.52 | 47.52% |
| Poonawalla Fincorp Ltd | Small Cap | Financial Services (68.5) | 1.77% | 0 | 100.49% |
| Aditya Birla Real Estate Ltd | Small Cap | Basic Materials (17.74) | 1.72% | -152.35 | 0.72% |
| Cyient Ltd | Small Cap | Industrials (30.75) | 1.72% | 23.34 | -29.42% |
| Himadri Speciality Chemical Ltd | Small Cap | Basic Materials (59.46) | 1.68% | 44.24 | 16.04% |
| Gujarat State Petronet Ltd | Small Cap | Utilities (13.07) | 1.66% | 16.61 | 2.98% |
| Affle 3i Ltd | Small Cap | Communication Services (17.88) | 1.66% | 72.76 | 40.14% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 1.64% | 213.91 | 49.58% |
| Castrol India Ltd | Small Cap | Energy (20.97) | 1.58% | 0 | 4.27% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (47.2) | 1.57% | 50.37 | -0.58% |
| CESC Ltd | Small Cap | Utilities (27.15) | 1.55% | 16.96 | -8.61% |
| IIFL Finance Ltd | Small Cap | Financial Services (29.36) | 1.53% | 58.31 | 4.05% |
| Aegis Logistics Ltd | Small Cap | Energy (45.24) | 1.52% | 38.99 | -16.26% |
| Neuland Laboratories Ltd | Small Cap | Healthcare (39.48) | 1.49% | 60.66 | 51.87% |
| Aarti Industries Ltd | Small Cap | Basic Materials (59.46) | 1.46% | 48.23 | -37.23% |
| Zensar Technologies Ltd | Small Cap | Technology (36.96) | 1.45% | 25.69 | 109.02% |
| NCC Ltd | Small Cap | Industrials (31.77) | 1.44% | 16.92 | -33.55% |
| Great Eastern Shipping Co Ltd | Small Cap | Industrials (8.18) | 1.4% | 6.04 | -31.85% |
| Hindustan Copper Ltd | Small Cap | Basic Materials (57.96) | 1.22% | 54.55 | -21.4% |
| HFCL Ltd | Small Cap | Technology (13.58) | 1.22% | 65.93 | -34.68% |
| Sonata Software Ltd | Small Cap | Technology (30.45) | 1.21% | 28.41 | -30.09% |
| Natco Pharma Ltd | Small Cap | Healthcare (39.11) | 1.2% | 9.65 | -15.3% |
| Birlasoft Ltd | Small Cap | Technology (36.96) | 0.99% | 83.08 | 166.81% |
| Ramkrishna Forgings Ltd | Small Cap | Industrials (49.01) | 0.94% | 42.87 | 169.31% |
| Tejas Networks Ltd | Small Cap | Technology (13.58) | 0.87% | 27.39 | -49.01% |
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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 Nifty Smallcap 50 Index 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 Nifty Smallcap 50 Index 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.
