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.

SIP Online
Mutual Fund
Small Cap
Axis Small Cap Fund - Regular Plan - IDCW
Portfolio

Axis Small Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 87.79%Others: 11.59%Debt: 0.62%

Market Cap

Small Cap: 64.57%Others: 9.53%Mid Cap: 8.54%Large Cap: 5.15%

Number of stocks

141

Top 10 Holdings

85.62% of portfolio

Market Cap of Equity

Small Cap

64.57%

Others

9.53%

Mid Cap

8.54%

Large Cap

5.15%

Companies Allocation of Equity

CCL Products (India) Ltd3.000%

Krishna Institute of Medical Sciences Ltd2.632%

J.B. Chemicals & Pharmaceuticals Ltd2.576%

Multi Commodity Exchange of India Ltd2.549%

City Union Bank Ltd1.975%

Blue Star Ltd1.753%

Brigade Enterprises Ltd1.675%

Cholamandalam Financial Holdings Ltd1.580%

Sai Life Sciences Ltd1.532%

Karur Vysya Bank Ltd1.468%

Can Fin Homes Ltd1.411%

Navin Fluorine International Ltd1.347%

Craftsman Automation Ltd1.308%

Vesuvius India Ltd1.256%

Minda Corp Ltd1.220%

Narayana Hrudayalaya Ltd1.117%

PB Fintech Ltd1.061%

Phoenix Mills Ltd1.059%

Fine Organic Industries Ltd Ordinary Shares1.048%

JK Lakshmi Cement Ltd1.003%

Kirloskar Oil Engines Ltd0.957%

Reliance Industries Ltd0.901%

Data Patterns (India) Ltd0.896%

SJS Enterprises Ltd0.893%

Galaxy Surfactants Ltd0.890%

DOMS Industries Ltd0.890%

KFin Technologies Ltd0.884%

Ahluwalia Contracts (India) Ltd0.882%

Laurus Labs Ltd0.879%

Kaynes Technology India Ltd0.873%

Sansera Engineering Ltd0.873%

Kalpataru Projects International Ltd0.857%

Syrma SGS Technology Ltd0.804%

HDFC Bank Ltd0.801%

Avalon Technologies Ltd0.783%

Tata Consultancy Services Ltd0.769%

Union Bank of India0.758%

Mrs Bectors Food Specialities Ltd Ordinary Shares0.757%

India Shelter Finance Corporation Ltd0.755%

CreditAccess Grameen Ltd Ordinary Shares0.742%

Affle 3i Ltd0.736%

Vijaya Diagnostic Centre Ltd0.710%

Computer Age Management Services Ltd Ordinary Shares0.695%

Crompton Greaves Consumer Electricals Ltd0.655%

CIE Automotive India Ltd0.652%

Sagility Ltd0.642%

Chemplast Sanmar Ltd0.641%

Coal India Ltd0.627%

RHI Magnesita India Ltd0.615%

Apar Industries Ltd0.611%

Balrampur Chini Mills Ltd0.610%

Radico Khaitan Ltd0.609%

Sudarshan Chemical Industries Ltd0.608%

Jubilant Ingrevia Ltd Ordinary Shares0.599%

Gujarat Fluorochemicals Ltd Ordinary Shares0.588%

Welspun Corp Ltd0.580%

Neogen Chemicals Ltd0.566%

OneSource Specialty Pharma Ltd0.565%

Delhivery Ltd0.559%

HealthCare Global Enterprises Ltd0.547%

Jain Resource Recycling Ltd0.543%

Hindalco Industries Ltd0.529%

Coforge Ltd0.527%

Tenneco Clean Air India Ltd0.517%

R R Kabel Ltd0.509%

Ujjivan Small Finance Bank Ltd Ordinary Shares0.508%

Grindwell Norton Ltd0.507%

Carborundum Universal Ltd0.506%

Tech Mahindra Ltd0.502%

Sudeep Pharma Ltd0.496%

Gokaldas Exports Ltd0.495%

Premier Energies Ltd0.493%

PNB Housing Finance Ltd0.492%

Arvind Fashions Ltd0.492%

Central Depository Services (India) Ltd0.490%

Bharat Dynamics Ltd Ordinary Shares0.477%

Amber Enterprises India Ltd Ordinary Shares0.474%

Inventurus Knowledge Solutions Ltd0.472%

Aditya Infotech Ltd0.468%

Tata Consumer Products Ltd0.468%

Niva Bupa Health Insurance Co Ltd0.466%

Birlasoft Ltd0.466%

Aptus Value Housing Finance India Ltd0.456%

Rolex Rings Ltd0.455%

Mahanagar Gas Ltd0.449%

Devyani International Ltd0.447%

Timken India Ltd0.443%

Aditya Vision Ltd0.442%

Orient Electric Ltd Ordinary Shares0.441%

TBO Tek Ltd0.432%

Anant Raj Ltd0.430%

Azad Engineering Ltd0.426%

Time Technoplast Ltd0.425%

Rainbow Childrens Medicare Ltd0.415%

Deepak Fertilisers & Petrochemicals Corp Ltd0.410%

Alembic Pharmaceuticals Ltd0.404%

Mahindra Lifespace Developers Ltd0.397%

PG Electroplast Ltd0.388%

Rategain Travel Technologies Ltd0.383%

CESC Ltd0.376%

Equitas Small Finance Bank Ltd Ordinary Shares0.370%

Jyoti CNC Automation Ltd0.334%

Gland Pharma Ltd0.330%

Havells India Ltd0.316%

Chalet Hotels Ltd0.299%

HeidelbergCement India Ltd0.290%

Strides Pharma Science Ltd0.288%

Aarti Industries Ltd0.282%

PNC Infratech Ltd0.255%

Alicon Castalloy Ltd0.248%

UNO Minda Ltd0.244%

CG Power & Industrial Solutions Ltd0.235%

Aadhar Housing Finance Ltd0.234%

Jyothy Labs Ltd0.231%

Whirlpool of India Ltd0.229%

JM Financial Ltd0.226%

Titagarh Rail Systems Ltd0.224%

Travel Food Services Ltd0.224%

SBFC Finance Ltd0.216%

Ellenbarrie Industrial Gases Ltd0.194%

Sector Allocation of Equity

Consumer Defensive5.68%

Healthcare13.77%

Financial Services16.67%

Industrials15.64%

Real Estate3.67%

Basic Materials10.30%

Consumer Cyclical11.22%

Energy1.53%

Technology7.76%

Communication Services0.74%

Utilities0.82%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Small Cap Fund - Regular Plan - IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.