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.

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.

SIP Online
Mutual Fund
Value
AXIS Nifty500 Value 50 Index Fund - Regular (G)
Portfolio

AXIS Nifty500 Value 50 Index Fund - Regular (G) - Portfolio Analysis

Others
Value
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 98.79%Others: 1.21%

Market Cap

Large Cap: 69.62%Mid Cap: 19.36%Small Cap: 9.81%

Number of stocks

Top 10 Holdings

98.79% of portfolio

Market Cap of Equity

Large Cap

69.62%

Mid Cap

19.36%

Small Cap

9.81%

Companies Allocation of Equity

Oil & Natural Gas Corp Ltd6.138%

NTPC Ltd5.784%

Tata Steel Ltd5.737%

Coal India Ltd5.665%

Power Grid Corp Of India Ltd5.641%

Vedanta Ltd5.510%

State Bank of India5.126%

Hindalco Industries Ltd5.125%

Grasim Industries Ltd4.591%

Tata Motors Passenger Vehicles Ltd4.176%

Indian Oil Corp Ltd3.300%

Bharat Petroleum Corp Ltd3.243%

Power Finance Corp Ltd3.045%

Hindustan Petroleum Corp Ltd2.129%

National Aluminium Co Ltd2.020%

Aster DM Healthcare Ltd Ordinary Shares1.910%

Bank of Baroda1.849%

REC Ltd1.734%

GAIL (India) Ltd1.673%

IndusInd Bank Ltd1.578%

NMDC Ltd1.568%

Steel Authority Of India Ltd1.563%

Canara Bank1.548%

The Federal Bank Ltd1.358%

Union Bank of India1.350%

UPL Ltd1.289%

Punjab National Bank1.289%

Redington Ltd1.239%

Oil India Ltd1.044%

Great Eastern Shipping Co Ltd1.020%

Indian Bank0.818%

Karur Vysya Bank Ltd0.793%

Petronet LNG Ltd0.788%

Bank of India0.682%

LIC Housing Finance Ltd0.632%

IRB Infrastructure Developers Ltd0.606%

CESC Ltd0.547%

Tata Chemicals Ltd0.480%

RBL Bank Ltd0.449%

Zee Entertainment Enterprises Ltd0.433%

Bandhan Bank Ltd0.430%

Cholamandalam Financial Holdings Ltd0.397%

Bank of Maharashtra0.387%

NCC Ltd0.383%

Chambal Fertilisers & Chemicals Ltd0.354%

Reliance Power Ltd0.346%

Sammaan Capital Ltd0.325%

Manappuram Finance Ltd0.295%

Reliance Infrastructure Ltd0.231%

Mahanagar Gas Ltd0.177%

Sector Allocation of Equity

Energy22.31%

Utilities14.40%

Basic Materials28.24%

Financial Services24.08%

Consumer Cyclical4.18%

Healthcare1.91%

Technology1.24%

Industrials2.01%

Communication Services0.43%

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AXIS Nifty500 Value 50 Index Fund - Regular (G)

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Everything You Need To Know To Get Started With Confidence

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.