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.

AXIS INNOVATION FUND - Regular Plan - IDCW - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.87%Others: 3.70%Debt: 0.42%

Market Cap

Large Cap: 39.56%Small Cap: 35.55%Mid Cap: 20.77%

Number of stocks

Top 10 Holdings

95.87% of portfolio

Market Cap of Equity

Large Cap

39.56%

Small Cap

35.55%

Mid Cap

20.77%

Companies Allocation of Equity

Eternal Ltd6.218%

Billionbrains Garage Ventures Ltd4.435%

One97 Communications Ltd3.474%

FSN E-Commerce Ventures Ltd2.675%

Aether Industries Ltd2.655%

Lenskart Solutions Ltd2.642%

PB Fintech Ltd2.543%

Ather Energy Ltd2.385%

GE Vernova T&D India Ltd2.363%

Info Edge (India) Ltd2.228%

Meesho Ltd2.121%

Affle 3i Ltd2.115%

Delhivery Ltd2.013%

Blackbuck Ltd2.013%

Jain Resource Recycling Ltd1.976%

Sona BLW Precision Forgings Ltd1.962%

PTC Industries Ltd1.845%

Bajaj Finserv Ltd1.843%

Pidilite Industries Ltd1.815%

Linde India Ltd1.813%

Divi's Laboratories Ltd1.774%

Bharti Airtel Ltd1.761%

Siemens Ltd1.725%

Bharat Electronics Ltd1.696%

Sai Life Sciences Ltd1.639%

Capillary Technologies India Ltd1.634%

Mahindra & Mahindra Ltd1.527%

Broadcom Inc1.510%

Sagility Ltd1.491%

Swiggy Ltd1.490%

Urban Co Ltd1.315%

Siemens Energy India Ltd1.253%

Taiwan Semiconductor Manufacturing Co Ltd ADR1.245%

Tenneco Clean Air India Ltd1.218%

Alphabet Inc Class A1.177%

Jyoti CNC Automation Ltd1.177%

Dixon Technologies (India) Ltd1.130%

Pine Labs Ltd1.075%

Advanced Micro Devices Inc1.074%

Neogen Chemicals Ltd1.043%

TBO Tek Ltd1.014%

Go Digit General Insurance Ltd0.983%

Amazon.com Inc0.976%

Microsoft Corp0.938%

Honeywell Automation India Ltd0.867%

Wakefit Innovations Ltd0.856%

Bosch Ltd0.834%

Meta Platforms Inc Class A0.834%

NVIDIA Corp0.822%

ASML Holding NV ADR0.742%

Ideaforge Technology Ltd0.632%

Ellenbarrie Industrial Gases Ltd0.617%

Wework India Management Ltd0.613%

Arista Networks Inc0.587%

Visa Inc Class A0.517%

MakeMyTrip Ltd0.485%

Carborundum Universal Ltd0.454%

Netflix Inc0.397%

Eli Lilly and Co0.374%

SharkNinja Inc0.328%

eBay Inc0.327%

Boston Scientific Corp0.311%

Motorola Solutions Inc0.301%

TJX Companies Inc0.288%

Booking Holdings Inc0.283%

Cadence Design Systems Inc0.223%

Spotify Technology SA0.222%

MercadoLibre Inc0.221%

Amer Sports Inc0.212%

Blue Dart Express Ltd0.199%

Salesforce Inc0.170%

ServiceNow Inc0.095%

Sea Ltd ADR0.065%

Sector Allocation of Equity

Consumer Cyclical25.49%

Financial Services10.32%

Technology18.98%

Basic Materials9.92%

Healthcare8.23%

Industrials12.34%

Communication Services8.73%

Utilities1.25%

Real Estate0.61%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

AXIS INNOVATION FUND - Regular Plan - IDCW

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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.