Axis Retirement Fund - Aggressive Plan - Regular Growth - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of February 28, 2026
Asset Allocation
Equity: 77.18%Others: 22.82%
Market Cap
Large Cap: 53.05%Others: 5.62%Mid Cap: 12.41%Small Cap: 6.10%
Number of stocks
91
Top 10 Holdings
70.17% of portfolio
Market Cap of Equity
Large Cap
53.0503%
Others
5.6186%
Mid Cap
12.4116%
Small Cap
6.1010%
Companies Allocation of Equity
HDFC Bank Ltd11.10%
Reliance Industries Ltd11.08%
ICICI Bank Ltd9.81%
State Bank of India7.47%
Infosys Ltd6.76%
Larsen & Toubro Ltd6.35%
Bharti Airtel Ltd5.34%
Mahindra & Mahindra Ltd4.50%
Divi's Laboratories Ltd3.90%
Bajaj Finance Ltd3.87%
Sector Allocation of Equity
Financial Services23.11%
Energy6.08%
Technology7.94%
Industrials8.28%
Communication Services2.67%
Consumer Cyclical8.75%
Healthcare6.68%
Basic Materials5.68%
Utilities3.41%
Consumer Defensive3.40%
Real Estate1.17%
SIP Amount
Monthly SIP Date
Axis Retirement Fund - Aggressive Plan - Regular Growth
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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.