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Fund Suitability Test
Asset Allocation (As on 30-Apr-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 100.08%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 48.98 |
| Large Cap | 34.76 |
| Small Cap | 16.34 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
IT - Software
Pharmaceuticals & Biotechnology
Retailing
Capital Markets
Consumer Durables
Automobiles
Leisure Services
Beverages
Financial Technology (Fintech)
Electrical Equipment
Healthcare Services
Industrial Manufacturing
Chemicals & Petrochemicals
Fertilizers & Agrochemicals
Oil
Finance
Ferrous Metals
Commercial Services & Supplies
Non - Ferrous Metals
Cigarettes & Tobacco Products
Healthcare Equipment & Supplies
Construction
Realty
Cement & Cement Products
IT - Hardware
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Jun-2025 |
Holdings | PE Ratio 13-Jun-2025 |
1Y Return |
|---|---|---|---|---|---|
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | Large Cap | Pharmaceuticals & Biotechnology (39.2) | 5.87% | 80.94 | 45.44% |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | Large Cap | Automobiles (29.88) | 5.59% | 29.02 | 19.72% |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | Mid Cap | Consumer Durables (106.74) | 5.18% | 79.08 | 32.02% |
| TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | Large Cap | IT - Software (30.52) | 5.03% | 38.24 | 19.45% |
| THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- | Mid Cap | Leisure Services (71.02) | 4.97% | 54.93 | 25.05% |
| BSE LIMITED EQ NEW FV RS. 2/- | Mid Cap | Capital Markets | 4.87% | - | 0% |
| ZOMATO LIMITED EQ | Large Cap | Retailing (36.51) | 4.83% | -10.49 | 85.47% |
| Persistent Systems Ltd | Mid Cap | IT - Software | 4.72% | - | 0% |
| TRENT LIMITED EQ NEW FV Re. 1/- | Large Cap | Retailing (91.06) | 4.16% | 128.45 | 11.31% |
| INFO EDGE INDIA LIMITED EQ NEW FV RS.10/- | Large Cap | Retailing (55.86) | 3.93% | 162.22 | 16.99% |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | Mid Cap | Financial Technology (Fintech) (76.58) | 3.74% | 615.37 | 84.19% |
| COFORGE LIMITED EQ | Mid Cap | IT - Software (29.76) | 3.62% | 69.96 | 69.18% |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | Mid Cap | Pharmaceuticals & Biotechnology (132.95) | 3.06% | 167.31 | 197.56% |
| UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- | Large Cap | Beverages (30.79) | 2.8% | 0 | 0% |
| FORTIS HEALTHCARE LIMITED. EQ | Mid Cap | Healthcare Services (44.73) | 2.34% | 73.54 | 55.97% |
| MCX INDIA LIMITED EQ NEW RS. 10/- | Small Cap | Capital Markets (86.05) | 2.28% | 68.82 | 94.64% |
| KALYAN JEWELLERS INDIA LIMITED EQ | Mid Cap | Consumer Durables (71.22) | 1.91% | 74.88 | 30.18% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/- | Mid Cap | IT - Software (30.52) | 1.81% | 34.55 | -2.07% |
| VOLTAS LIMITED EQ NEW FV RE.1/- | Mid Cap | Consumer Durables (65.24) | 1.77% | 50.36 | -13.55% |
| COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- | Mid Cap | Fertilizers & Agrochemicals (15.82) | 1.56% | 18.4 | 18.6% |
| SUVEN PHARMACEUTICALS LIMITED EQ | Small Cap | Pharmaceuticals & Biotechnology (39.2) | 1.53% | 95.69 | 50.87% |
| GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/- | Mid Cap | Pharmaceuticals & Biotechnology (39.2) | 1.47% | 45.04 | 36.37% |
| SIEMENS LIMITED EQ NEW FV RS.2/- | Large Cap | Electrical Equipment (47.07) | 1.41% | 44.68 | -55.84% |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | Small Cap | Beverages (72.07) | 1.31% | 100.94 | 51.14% |
| 360 ONE WAM LIMITED EQ NEW FV RE. 1/- | Mid Cap | Capital Markets | 1.19% | - | 0% |
| OIL INDIA LTD. EQ | Mid Cap | Oil (9.4) | 1.18% | 11.87 | 5.81% |
| KAYNES TECHNOLOGY INDIA LIMITED EQ | Mid Cap | Industrial Manufacturing (105.28) | 1.17% | 119.45 | 47.11% |
| Siemens Energy India Limited | Large Cap | Electrical Equipment | 1.14% | - | 0% |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/- | Small Cap | Finance (31.35) | 1.13% | 16.08 | 65.46% |
| PIRAMAL PHARMA LIMITED EQ | Small Cap | Pharmaceuticals & Biotechnology (22.59) | 1.08% | 0 | -26.02% |
| LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/- | Mid Cap | Ferrous Metals (29.98) | 1.01% | 53.54 | 106.06% |
| Mazagon Dock Shipbuilders Limited | Mid Cap | Industrial Manufacturing | 0.95% | - | 0% |
| KFIN TECHNOLOGIES LIMITED EQ | Small Cap | Capital Markets (34.02) | 0.94% | 62.55 | 67.86% |
| FIRSTSOURCE SOLUTIONS LIMITED EQ | Small Cap | Commercial Services & Supplies (52.92) | 0.9% | 44.48 | 85.71% |
| DEEPAK FERTILIZERS AND PETROCHEMICALS CORPORATION LIMITED EQ | Small Cap | Chemicals & Petrochemicals (26.05) | 0.88% | 20.99 | 159.06% |
| NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/- | Mid Cap | Non - Ferrous Metals (21.6) | 0.85% | 8.09 | -6.35% |
| HITACHI ENERGY INDIA LIMITED EQ | Mid Cap | Electrical Equipment (176.42) | 0.81% | 0 | 63.72% |
| MOTILAL OSWAL FINANCIAL SERVICES LIMITED EQ NEW RS.1/- | Mid Cap | Capital Markets (34.02) | 0.8% | 19.67 | 24.79% |
| AMBER ENTERPRISES INDIA LIMITED EQ | Small Cap | Consumer Durables (69.35) | 0.75% | 89.93 | 59.12% |
| GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/- | Small Cap | Cigarettes & Tobacco Products (40.75) | 0.72% | 40.49 | 116.33% |
| JUBILANT PHARMOVA LIMITED EQ NEW FV RE.1/- | Small Cap | Pharmaceuticals & Biotechnology (55.16) | 0.68% | -300.03 | 96.3% |
| HIMADRI SPECIALITY CHEMICAL LIMITED EQ NEW F.V. RE.1/- | Small Cap | Chemicals & Petrochemicals (58.57) | 0.66% | 41.91 | 30.65% |
| POLY MEDICURE LIMITED EQ NEW FV RS. 5/- | Small Cap | Healthcare Equipment & Supplies (57.82) | 0.6% | 66.9 | 20.15% |
| KEC INTERNATIONAL LIMITED EQ NEW F.V. RS.2/- | Small Cap | Construction (26.89) | 0.53% | 213.91 | 49.58% |
| ANANT RAJ LIMITED NEW EQ RS. 2/- | Small Cap | Realty (81.63) | 0.51% | 43.95 | 31.56% |
| NATCO PHARMA LIMITED EQ NEW FV RS. 2/- | Small Cap | Pharmaceuticals & Biotechnology (39.2) | 0.46% | 8.71 | -22.02% |
| ADITYA BIRLA SUN LIFE AMC LIMITED EQ NEW FV Rs.5/- | Small Cap | Capital Markets (36.47) | 0.37% | 23.91 | 18.65% |
| PCBL LIMITED EQ NEW FV RE .1/- | Small Cap | Chemicals & Petrochemicals (33.46) | 0.37% | 35.14 | 62.81% |
| CAPLIN POINT LABORATORIES LIMITED EQ NEW FV RS. 2/- | Small Cap | Pharmaceuticals & Biotechnology (39.2) | 0.25% | 30.38 | 53.28% |
| INDIA CEMENTS LIMITED EQ | Small Cap | Cement & Cement Products (44.4) | 0.23% | -71.77 | 52.3% |
| NETWEB TECHNOLOGIES INDIA LIMITED EQ NEW FV RS 2/- | Small Cap | IT - Hardware (53.38) | 0.16% | 0 | -15.74% |
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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 Nifty500 Momentum 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 Nifty500 Momentum 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.
