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Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.49%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 45.04 |
| Large Cap | 29.42 |
| Small Cap | 16.29 |
| Others | 8.73 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Cyclical
Technology
Healthcare
Financial Services
Basic Materials
Industrials
Consumer Defensive
Communication Services
Energy
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Jun-2025 |
Holdings | PE Ratio 26-Jun-2025 |
1Y Return |
|---|---|---|---|---|---|
| Divi's Laboratories Ltd | Large Cap | Healthcare (39.23) | 6.03% | 82.82 | 47.32% |
| BSE Ltd | Mid Cap | Financial Services | 5.81% | - | 0% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 5.37% | 30.83 | 12.43% |
| Tech Mahindra Ltd | Large Cap | Technology (30.28) | 4.97% | 36.79 | 9.49% |
| Persistent Systems Ltd | Mid Cap | Technology | 4.73% | - | 0% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 4.68% | -10.49 | 85.47% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (72.93) | 4.59% | 54.87 | 22.11% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (114.33) | 4.37% | 87.05 | 25.02% |
| Trent Ltd | Large Cap | Consumer Cyclical (93.52) | 4.29% | 124.55 | -2.64% |
| Coforge Ltd | Technology | 4.01% | - | 0% | |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 3.83% | 615.37 | 84.19% |
| Info Edge (India) Ltd | Communication Services | 3.75% | - | 0% | |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 2.71% | 167.31 | 197.56% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 2.57% | 0 | 0% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (82.93) | 2.33% | 73.34 | 114.2% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.68) | 2.28% | 76.27 | 71.96% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (72.29) | 1.96% | 84.56 | 16.24% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (66.06) | 1.72% | 53.78 | -7.86% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (30.28) | 1.67% | 31.55 | -14.87% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 1.52% | 18.4 | 18.6% |
| Siemens Ltd | Large Cap | Industrials (46.95) | 1.51% | 42.59 | -59.91% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (39.48) | 1.46% | 58.63 | 57.28% |
| Cohance Lifesciences Ltd | Small Cap | Healthcare (39.48) | 1.34% | 95.91 | 17.92% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (69.46) | 1.28% | 105.5 | 63.76% |
| Oil India Ltd | Mid Cap | Energy (9.19) | 1.15% | 10.85 | -14.81% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (118.29) | 1.15% | 136.68 | 45.42% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 1.13% | - | 0% |
| Lloyds Metals & Energy Ltd | Mid Cap | Basic Materials (29.77) | 1.09% | 54.79 | 100.85% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (36.21) | 1.06% | 17.52 | 57.6% |
| Mazagon Dock Shipbuilders Ltd | Mid Cap | Industrials | 1.01% | - | 0% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (201.97) | 1% | 0 | 40.92% |
| Piramal Pharma Ltd | Small Cap | Healthcare (22.59) | 0.99% | 0 | -26.02% |
| Siemens Engy Ind | 0.97% | - | 0% | ||
| Deepak Fertilisers & Petrochemicals Corp Ltd | Small Cap | Basic Materials (25.18) | 0.95% | 21.4 | 109.92% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (37.16) | 0.93% | 22.52 | 76.23% |
| Firstsource Solutions Ltd | Small Cap | Technology (51.53) | 0.92% | 41.52 | 47.52% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (15.92) | 0.92% | 6.74 | 3.48% |
| Jubilant Pharmova Ltd | Small Cap | Healthcare (55.16) | 0.84% | -300.03 | 96.3% |
| KFin Technologies Ltd | Small Cap | Technology (37.24) | 0.79% | 65.94 | 67.84% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.97) | 0.74% | 103.83 | 63.8% |
| Godfrey Phillips India Ltd | Small Cap | Consumer Defensive (42.37) | 0.72% | 41.35 | 113.38% |
| Himadri Speciality Chemical Ltd | Small Cap | Basic Materials (59.46) | 0.68% | 44.24 | 16.04% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 0.6% | 213.91 | 49.58% |
| Anant Raj Ltd | Small Cap | Real Estate (79.58) | 0.6% | 44.95 | 10.4% |
| Poly Medicure Ltd | Small Cap | Healthcare (57.72) | 0.5% | 66.47 | 3.89% |
| Natco Pharma Ltd | Small Cap | Healthcare (39.11) | 0.46% | 9.65 | -15.3% |
| Aditya Birla Sun Life AMC Ltd | Small Cap | Financial Services (38.84) | 0.4% | 26.39 | 27.06% |
| PCBL Chemical Ltd | Small Cap | Basic Materials (36.35) | 0.4% | 36.68 | 54.28% |
| Caplin Point Laboratories Ltd | Small Cap | Healthcare (39.48) | 0.27% | 28.61 | 32.99% |
| India Cements Ltd | Small Cap | Basic Materials (47.39) | 0.23% | -74.61 | 13.47% |
| Netweb Technologies India Ltd | Small Cap | Technology (40.3) | 0.22% | 0 | -29.57% |
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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.
