Axis Retirement Fund - Dynamic Plan - Regular Growth - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 83.16%Others: 16.84%
Market Cap
Large Cap: 55.22%Others: 4.95%Small Cap: 10.01%Mid Cap: 12.98%
Number of stocks
95
Top 10 Holdings
73.02% of portfolio
Market Cap of Equity
Large Cap
55.2162%
Others
4.9532%
Small Cap
10.0127%
Mid Cap
12.9781%
Companies Allocation of Equity
Reliance Industries Ltd11.95%
ICICI Bank Ltd11.67%
HDFC Bank Ltd11.19%
Infosys Ltd7.60%
State Bank of India6.54%
Larsen & Toubro Ltd5.98%
Bharti Airtel Ltd5.95%
Pidilite Industries Ltd4.42%
Mahindra & Mahindra Ltd4.39%
Bajaj Finance Ltd3.32%
Sector Allocation of Equity
Energy6.40%
Financial Services24.25%
Technology8.81%
Industrials9.76%
Communication Services2.98%
Basic Materials4.36%
Consumer Cyclical9.37%
Healthcare8.81%
Utilities3.08%
Consumer Defensive4.03%
Real Estate1.30%
SIP Amount
Monthly SIP Date
Axis Retirement Fund - Dynamic 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.