₹14.57 0.0452%
30-04-202418.36%
Min. SIP ₹1000
Min. Investment ₹5000
| Allocation | |
|---|---|
| Large Cap | 31.22 |
| Mid Cap | 3.8 |
| Others | 2.56 |
| Small Cap | 2.06 |
Technology
Automobile
Healthcare
Energy
Consumer Staples
Financial
Insurance
Chemicals
Services
Materials
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 30-Apr-2024 |
Holdings | PE Ratio 30-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| Bajaj Auto Ltd. | Large Cap | Automobile (38.44) | 4.78% | 32.37 | 101.8% |
| Reliance Industries Ltd. | Large Cap | Energy (42.19) | 3.86% | 28.49 | 21.11% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.65) | 3.25% | 30.13 | 18.86% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.88) | 2.71% | 40.47 | 52.24% |
| Nestle India Ltd. | Consumer Staples (58.73) | 2.56% | 0 | 15.35% | |
| HCL Technologies Ltd. | Large Cap | Technology (31.65) | 2.47% | 23.64 | 28.57% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (89.73) | 2.42% | 108.47 | 31.75% |
| Infosys Ltd. | Large Cap | Technology (31.65) | 2.17% | 22.49 | 13.46% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 2.06% | 48.39 | 61.86% |
| Power Grid Corporation Of India Ltd. | Large Cap | Energy (27.6) | 1.99% | 17.84 | 69.85% |
| Sundaram Finance Ltd. | Mid Cap | Financial (30.24) | 1.88% | 32.89 | 101.58% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (33.22) | 1.79% | 29.94 | 49.09% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.65) | 1.76% | 52.28 | 23.27% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (38.44) | 1.63% | 25.12 | 77.79% |
| ITC Ltd. | Large Cap | Consumer Staples (29.02) | 1.22% | 26.51 | 2.46% |
| Life Insurance Corporation of India | Large Cap | Insurance (24.57) | 0.93% | 15.34 | 77.84% |
| JIO Financial Services Ltd. | Large Cap | Financial (19.28) | 0.82% | 149.17 | 0% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.88) | 0.78% | 54.85 | 0% |
| Coromandel International Ltd. | Mid Cap | Chemicals (15.82) | 0.29% | 18.4 | 18.6% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 0.2% | 8.72 | 63.23% |
| Asian Paints Ltd. | Large Cap | Materials | 0.07% | 0% |
| Allocation | |
|---|---|
| Others | 57.58 |
Sovereign
Financial
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| 7.18% GOI 24/07/2037 | Sovereign | 23.88% | 0% | ||
| 7.84% Bank Of Baroda 15/01/2035 | Financial | 10.02% | 0% | ||
| 8.85% REC Ltd. 16/04/2029 | Financial | 9.02% | 0% | ||
| 7.3% GOI 19/06/2053 | Sovereign | 6.72% | 0% | ||
| 8.85% Power Finance Corporation Ltd. 25/05/2029 | Financial | 5.56% | 0% | ||
| 7.25% GOI 12/06/2063 | Sovereign | 1.34% | 0% | ||
| Others | Others | 1.04% | 0% |
| Allocation | |
|---|---|
| Others | 2.8 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 2.8% | 0% |
Frequently Asked Questions’s
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.
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 holdings for Axis Retirement Savings Fund?
The top holdings of this fund are Bajaj Auto Ltd., Reliance Industries Ltd., Tata Consultancy Services Ltd., Sun Pharmaceutical Industries Ltd., Nestle India Ltd.
Top 5 Sector for Axis Retirement Savings Fund?
The major sectors of this fund are Technology, Automobile, Healthcare, Energy, Consumer Staples.
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.
