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.

Axis Retirement Fund - Aggressive Plan - Regular Growth - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 78.40%Others: 2.34%Debt: 19.26%

Market Cap

Large Cap: 56.80%Mid Cap: 13.14%Small Cap: 8.46%

Number of stocks

Top 10 Holdings

78.40% of portfolio

Market Cap of Equity

Large Cap

56.80%

Mid Cap

13.14%

Small Cap

8.46%

Companies Allocation of Equity

Reliance Industries Ltd5.912%

HDFC Bank Ltd5.016%

ICICI Bank Ltd4.778%

Infosys Ltd3.229%

State Bank of India3.195%

Larsen & Toubro Ltd2.978%

Bharti Airtel Ltd2.788%

Mahindra & Mahindra Ltd2.134%

Divi's Laboratories Ltd2.059%

Solar Industries India Ltd2.029%

NTPC Ltd1.894%

Kotak Mahindra Bank Ltd1.883%

Pidilite Industries Ltd1.827%

Bajaj Finance Ltd1.786%

Fortis Healthcare Ltd1.309%

PNB Housing Finance Ltd1.150%

Apollo Hospitals Enterprise Ltd1.006%

Minda Corp Ltd0.990%

Varun Beverages Ltd0.939%

Premier Energies Ltd0.875%

Linde India Ltd0.869%

CG Power & Industrial Solutions Ltd0.861%

Phoenix Mills Ltd0.856%

Mankind Pharma Ltd0.855%

Samvardhana Motherson International Ltd0.835%

HDFC Life Insurance Co Ltd0.823%

Eternal Ltd0.816%

Sun Pharmaceuticals Industries Ltd0.807%

Tata Consultancy Services Ltd0.804%

Britannia Industries Ltd0.797%

Titan Co Ltd0.788%

Tata Power Co Ltd0.779%

InterGlobe Aviation Ltd0.754%

Axis Bank Ltd0.747%

Shriram Finance Ltd0.746%

Tech Mahindra Ltd0.742%

Torrent Power Ltd0.701%

DOMS Industries Ltd0.700%

United Spirits Ltd0.694%

Sundaram Finance Ltd0.626%

Sona BLW Precision Forgings Ltd0.623%

Indus Infra Trust Unit0.609%

PI Industries Ltd0.597%

Arvind Fashions Ltd0.594%

Jyoti CNC Automation Ltd0.586%

PG Electroplast Ltd0.563%

Hindustan Aeronautics Ltd Ordinary Shares0.546%

Coforge Ltd0.539%

Tata Steel Ltd0.526%

eClerx Services Ltd0.511%

Dixon Technologies (India) Ltd0.508%

Cipla Ltd0.493%

Awfis Space Solutions Ltd0.479%

Kaynes Technology India Ltd0.474%

Brigade Enterprises Ltd0.472%

Hindustan Unilever Ltd0.466%

REC Ltd0.464%

Cholamandalam Investment and Finance Co Ltd0.450%

Tata Motors Ltd0.449%

Avenue Supermarts Ltd0.377%

ITC Ltd0.354%

Mphasis Ltd0.338%

Indian Hotels Co Ltd0.318%

Jubilant Foodworks Ltd0.301%

Schaeffler India Ltd0.287%

Cohance Lifesciences Ltd0.284%

Hindalco Industries Ltd0.239%

Bharat Electronics Ltd0.229%

Zydus Lifesciences Ltd0.224%

TVS Motor Co Ltd0.210%

GE Vernova T&D India Ltd0.204%

Bharat Petroleum Corp Ltd0.199%

Hyundai Motor India Ltd0.189%

Bank of Baroda0.175%

ITC Hotels Ltd0.145%

The Federal Bank Ltd0.140%

Titagarh Rail Systems Ltd0.105%

RHI Magnesita India Ltd0.104%

HCL Technologies Ltd0.103%

IndusInd Bank Ltd0.102%

Coal India Ltd0.075%

Oil & Natural Gas Corp Ltd0.074%

Nestle India Ltd0.065%

Power Grid Corp Of India Ltd0.063%

Computer Age Management Services Ltd Ordinary Shares0.060%

Union Bank of India0.059%

Exide Industries Ltd0.051%

Supreme Industries Ltd0.001%

Sector Allocation of Equity

Energy6.26%

Financial Services22.75%

Technology8.75%

Industrials7.55%

Communication Services2.79%

Consumer Cyclical8.73%

Healthcare7.04%

Basic Materials6.09%

Utilities3.44%

Consumer Defensive3.69%

Real Estate1.33%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Retirement Fund - Aggressive Plan - Regular Growth

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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.