₹43.1 0.24%
26-04-202442.5%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Small Cap | 67.44 |
| Mid Cap | 19.55 |
| Large Cap | 2.27 |
| Others | 1.89 |
Financial
Healthcare
Construction
Technology
Capital Goods
Chemicals
Automobile
Services
Consumer Discretionary
Consumer Staples
Metals & Mining
Materials
Diversified
Energy
Textiles
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 26-Apr-2024 |
Holdings | PE Ratio 26-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| Birlasoft Ltd. | Small Cap | Technology (36.96) | 3.99% | 83.08 | 166.81% |
| Narayana Hrudayalaya Ltd. | Mid Cap | Healthcare (90.59) | 3.87% | 33.9 | 69.73% |
| Brigade Enterprises Ltd. | Small Cap | Construction (106.45) | 3.76% | 74.74 | 104.48% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (75.95) | 3.3% | 58.35 | 96.64% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (32.72) | 2.86% | 12.21 | 83.54% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare (85.11) | 2.8% | 64.18 | 53.97% |
| Ahluwalia Contracts (India) Ltd. | Small Cap | Construction (47.85) | 2.38% | 30.38 | 115.87% |
| CCL Products (India) Ltd. | Small Cap | Consumer Staples (100.82) | 2.3% | 28.67 | -1.77% |
| Can Fin Homes Ltd. | Small Cap | Financial (10.07) | 2.07% | 0 | 28.6% |
| JK Lakshmi Cement Ltd. | Small Cap | Materials (55.96) | 2.04% | 27.71 | 29.63% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 2.02% | 60.39 | 85.06% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 2.01% | 48.39 | 61.86% |
| Nifty 50% 03/2024 | Financial | 1.89% | 0% | ||
| Galaxy Surfactants Ltd. | Small Cap | Chemicals (62.05) | 1.82% | 29.53 | 4.81% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (147.68) | 1.65% | 104.08 | 178.06% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.61% | 40.82 | 136.49% |
| CIE Automotive India Ltd. | Small Cap | Metals & Mining (50.29) | 1.61% | 16.51 | 27.65% |
| Fine Organic Industries Ltd. | Small Cap | Chemicals (16.7) | 1.58% | 30.68 | 3.7% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (106.45) | 1.58% | 53.53 | 121.28% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 1.54% | 615.37 | 84.19% |
| BSE Ltd. | Small Cap | Services | 1.45% | 0% | |
| Chemplast Sanmar Ltd. | Small Cap | Chemicals (15.01) | 1.39% | -96.63 | 13.79% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (25.5) | 1.37% | 17.4 | 51.63% |
| RHI Magnesita India Ltd. | Small Cap | Capital Goods (39.8) | 1.28% | -25.39 | -0.67% |
| Minda Corporation Ltd. | Small Cap | Automobile (46.01) | 1.24% | 0 | 0% |
| City Union Bank Ltd. | Small Cap | Financial (21.95) | 1.21% | 0 | 20.2% |
| Grindwell Norton Ltd. | Mid Cap | Metals & Mining (71.22) | 1.21% | 59.31 | 12.27% |
| KPIT Technologies Ltd. | Mid Cap | Technology (31.24) | 1.19% | 71.63 | 56.44% |
| Coforge Ltd. | Mid Cap | Technology (31.24) | 1.18% | 46.01 | 33.04% |
| Vesuvius India Ltd. | Small Cap | Capital Goods (39.8) | 1.14% | 0 | 152.39% |
| Mrs. Bectors Food Specialities Ltd. | Small Cap | Consumer Staples (67.33) | 1.11% | 53.95 | 101.78% |
| Craftsman Automation Ltd. | Small Cap | Automobile (61.34) | 1.1% | 30.88 | 48.48% |
| Rolex Rings Ltd | Small Cap | Capital Goods (50.29) | 1.03% | 0 | 0.47% |
| Carborundum Universal Ltd. | Small Cap | Metals & Mining (71.22) | 0.99% | 59.23 | 35.33% |
| JK Cement Ltd. | Mid Cap | Materials (59.24) | 0.99% | 45.55 | 38.99% |
| Data Patterns (India) Ltd. | Small Cap | Capital Goods (54.51) | 0.99% | 0 | 87.85% |
| Sundaram Finance Ltd. | Mid Cap | Financial (32.72) | 0.92% | 33.26 | 106.26% |
| PNC Infratech Ltd. | Small Cap | Construction (32.89) | 0.83% | -22.68 | -43.81% |
| Neogen Chemicals Ltd. | Small Cap | Chemicals (58.97) | 0.82% | 86.21 | -3.2% |
| India Shelter Finance Corporation Ltd. | Small Cap | Financial (10.07) | 0.74% | 0 | 0% |
| Sudarshan Chemical Industries Ltd. | Small Cap | Chemicals (38.58) | 0.73% | 12.6 | 56.28% |
| Orient Electric Ltd. | Small Cap | Consumer Discretionary (84.99) | 0.72% | 0 | -2.65% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (50.29) | 0.7% | 77.76 | 39.35% |
| Computer Age Management Services Ltd. | Small Cap | Services (32.72) | 0.67% | 48.59 | 55.84% |
| Jyothy Labs Ltd. | Small Cap | Consumer Staples (59.05) | 0.66% | 44.19 | 117.8% |
| R R Kabel Ltd. | Small Cap | Consumer Discretionary (62.12) | 0.65% | 66.55 | 0% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (147.9) | 0.64% | 255.66 | 198.9% |
| Mas Financial Services Ltd. | Small Cap | Financial (32.72) | 0.63% | 21.03 | 32.71% |
| Apar Industries Ltd. | Small Cap | Diversified (62.05) | 0.62% | 36.75 | 179.25% |
| Global Health Ltd. | Small Cap | Healthcare (90.59) | 0.62% | 85.44 | 183.29% |
| Sansera Engineering Ltd. | Small Cap | Automobile (52.12) | 0.6% | 29.45 | 30.69% |
| KFin Technologies Ltd. | Small Cap | Financial (32.72) | 0.55% | 51.97 | 117.09% |
| MTAR Technologies Ltd. | Small Cap | Capital Goods (54.51) | 0.54% | 70.4 | 7.31% |
| Vijaya Diagnostic Centre Ltd. | Small Cap | Healthcare (90.59) | 0.54% | 63.17 | 97.84% |
| KNR Constructions Ltd. | Small Cap | Construction (47.85) | 0.53% | 13.15 | 11.49% |
| Heidelberg Cement India Ltd. | Small Cap | Materials (55.96) | 0.53% | 30.5 | 20.58% |
| Rainbow Children's Medicare Ltd. | Small Cap | Healthcare (90.59) | 0.53% | 61.8 | 68.99% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (54.67) | 0.52% | 60.09 | 90.72% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 0.51% | 73.31 | 30.06% |
| Mahindra Lifespace Developers Ltd. | Small Cap | Construction (117.18) | 0.51% | 4827.92 | 61.74% |
| Bharat Dynamics Ltd. | Small Cap | Capital Goods (54.51) | 0.49% | 0 | 103.83% |
| Alicon Castalloy Ltd. | Small Cap | Metals & Mining (34.61) | 0.48% | 30.15 | 21.22% |
| SJS Enterprises Ltd. | Small Cap | Automobile (44.22) | 0.45% | 69.29 | 137.29% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (90.59) | 0.45% | 60.42 | 70.92% |
| Mahanagar Gas Ltd. | Small Cap | Energy (32.06) | 0.45% | 0 | 45.07% |
| Tata Elxsi Ltd. | Mid Cap | Technology (9.9) | 0.42% | 0 | 0% |
| Go Fashion (India) Ltd. | Small Cap | Services (140.88) | 0.39% | 0 | 3.79% |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Small Cap | Chemicals (16.54) | 0.39% | 16.24 | 2.87% |
| Kirloskar Oil Engines Ltd. | Small Cap | Capital Goods (66.51) | 0.39% | 39.91 | 150.92% |
| Alembic Pharmaceuticals Ltd. | Small Cap | Healthcare (54.67) | 0.38% | 33 | 80.76% |
| JM Financial Ltd. | Small Cap | Financial (26.13) | 0.36% | 27.94 | 36.14% |
| Jamna Auto Industries Ltd. | Small Cap | Automobile (38.39) | 0.36% | 26.01 | 26.17% |
| VST Industries Ltd. | Small Cap | Consumer Staples (28.38) | 0.32% | 0 | 25.69% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 0.31% | 28.3 | 41.05% |
| Suven Pharmaceuticals Ltd. | Small Cap | Healthcare (54.67) | 0.29% | 45 | 38.62% |
| Suryoday Small Finance Bank Ltd. | Small Cap | Financial (21.95) | 0.27% | 0 | 102.43% |
| Aether Industries Ltd. | Small Cap | Chemicals (62.05) | 0.26% | 91.54 | -11.05% |
| Jupiter Life Line Hospitals Ltd. | Small Cap | Healthcare | 0.26% | 0% | |
| Whirlpool Of India Ltd. | Small Cap | Consumer Discretionary (133.73) | 0.25% | 94.41 | 13.85% |
| Timken India Ltd. | Mid Cap | Capital Goods (51.82) | 0.24% | 0 | 8.76% |
| Kei Industries Ltd. | Mid Cap | Capital Goods (62.12) | 0.22% | 63.91 | 105.75% |
| TeamLease Services Ltd. | Small Cap | Services (46.46) | 0.22% | 47.17 | 15.27% |
| Vedant Fashions Ltd. | Mid Cap | Services (9.67) | 0.22% | 0 | 100.72% |
| SRF Ltd. | Large Cap | Diversified (36.99) | 0.21% | 52.75 | 5.21% |
| Balrampur Chini Mills Ltd. | Small Cap | Consumer Staples (10.07) | 0.2% | 13.48 | -8.09% |
| Karur Vysya Bank Ltd. | Small Cap | Financial (21.95) | 0.2% | 0 | 101% |
| ICICI Securities Ltd. | Small Cap | Financial (32.72) | 0.19% | 13.92 | 68.12% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 0.19% | 0 | 6.43% |
| EPL Ltd. | Small Cap | Materials (24.33) | 0.17% | 21.08 | 9.89% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 0.15% | 0 | 0% |
| TCNS Clothing Co. Ltd. | Small Cap | Textiles (42.85) | 0.15% | 0 | 0.23% |
| Firstsource Solutions Ltd. | Small Cap | Services (45.47) | 0.14% | 29.03 | 88.89% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (54.67) | 0.14% | 54.5 | 0% |
| Container Corporation Of India Ltd. | Mid Cap | Services (35.44) | 0.14% | 53.22 | 74.95% |
| Happy Forgings Ltd. | Small Cap | Metals & Mining (32.09) | 0.13% | 0 | -100% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 0.12% | 0 | 9.05% |
| Honasa Consumer Ltd. | Small Cap | Consumer Staples | 0.12% | 0% | |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (32.72) | 0.11% | 16.43 | 2.89% |
| Inox India Ltd. | Small Cap | Metals & Mining (61.34) | 0.04% | 68.86 | 0% |
| V-Guard Industries Ltd. | Small Cap | Consumer Discretionary (84.99) | 0.01% | 63.63 | 34.75% |
| SBFC Finance Ltd. | Small Cap | Financial (20.25) | 0.01% | 0 | 0% |
| Allocation | |
|---|---|
| Others | 10.03 |
Others
Financial
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 9.09% | 0% | ||
| Reserve Bank of India% 182-D 11/04/2024 | Financial | 0.63% | 0% | ||
| Reserve Bank of India% 91-D 11/04/2024 | Financial | 0.18% | 0% | ||
| Reserve Bank of India% 364-D 07/03/2024 | Financial | 0.13% | 0% |
| Allocation | |
|---|---|
| Others | -1.19 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | -1.19% | 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 Small Cap Fund?
The top holdings of this fund are Birlasoft Ltd., Narayana Hrudayalaya Ltd., Brigade Enterprises Ltd., Blue Star Ltd., Cholamandalam Financial Holdings Ltd.
Top 5 Sector for Axis Small Cap Fund?
The major sectors of this fund are Financial, Healthcare, Construction, Technology, Capital Goods.
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.
