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 January 31, 2026

Asset Allocation

Equity: 89.95%Others: 8.29%Debt: 1.75%

Market Cap

Mid Cap: 16.32%Small Cap: 67.34%Large Cap: 6.29%

Number of stocks

142

Top 10 Holdings

42.60% of portfolio

Market Cap of Equity

Mid Cap

16.3200%

Small Cap

67.3400%

Large Cap

6.2900%

Companies Allocation of Equity

Multi Commodity Exchange of India Limited6.54%

CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-5.24%

Krishna Institute Of Medical Sciences Limited4.80%

CITY UNION BANK LIMITED EQ NEW RS. 1/-4.66%

JB Chemicals & Pharmaceuticals Limited4.38%

BLUE STAR LIMITED EQ NEW FV RS.2/-3.70%

BRIGADE ENTERPRISES LIMITED EQ3.62%

CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/-3.58%

CAN FIN HOMES LIMITED EQ NEW FV RS. 2/-3.12%

PB FINTECH LIMITED EQ NEW FV RS. 2/-2.96%

Sector Allocation of Equity

Capital Markets5.75%

Agricultural Food & other Products3.53%

Healthcare Services5.29%

Banks6.58%

Pharmaceuticals & Biotechnology6.29%

Consumer Durables4.41%

Realty3.87%

Finance7.09%

Financial Technology (Fintech)1.48%

Industrial Products5.85%

Cement & Cement Products1.65%

Auto Components6.69%

Chemicals & Petrochemicals7.17%

Construction2.58%

IT - Software3.33%

Petroleum Products0.88%

Food Products0.88%

Household Products1.10%

Industrial Manufacturing2.26%

IT - Services2.01%

Aerospace & Defense1.43%

Electrical Equipment2.13%

Beverages0.61%

Consumable Fuels0.58%

Non - Ferrous Metals0.54%

Retailing1.06%

Leisure Services1.40%

Insurance0.49%

Gas0.48%

Textiles & Apparels0.63%

Transport Services0.58%

Diversified Metals0.40%

Power0.35%

Commercial Services & Supplies0.43%

Paper, Forest & Jute Products0.11%

Automobiles0.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Small Cap Fund - Regular Plan - IDCW

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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.