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 Multi Asset Allocation Fund - Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 66.87%Others: 22.10%Debt: 11.03%

Market Cap

Large Cap: 50.28%Mid Cap: 11.14%Small Cap: 5.05%N/A - REIT: 0.39%

Number of stocks

117

Top 10 Holdings

67.87% of portfolio

Market Cap of Equity

Large Cap

50.28%

Mid Cap

11.14%

Small Cap

5.05%

N/A - REIT

0.39%

Companies Allocation of Equity

HDFC Bank Ltd5.422%

ICICI Bank Ltd4.083%

State Bank of India3.339%

Reliance Industries Ltd3.259%

Larsen & Toubro Ltd3.000%

Bharti Airtel Ltd2.495%

Mahindra & Mahindra Ltd2.041%

Axis Bank Ltd1.669%

ITC Ltd1.456%

SBI Life Insurance Co Ltd1.417%

Bharat Heavy Electricals Ltd1.230%

Titan Co Ltd1.182%

Pidilite Industries Ltd0.979%

Sagility Ltd0.948%

Bajaj Finance Ltd0.943%

Bajaj Finserv Ltd0.939%

Divi's Laboratories Ltd0.913%

Infosys Ltd0.883%

HDFC Asset Management Co Ltd0.871%

Kotak Mahindra Bank Ltd0.868%

UltraTech Cement Ltd0.865%

Cipla Ltd0.862%

PI Industries Ltd0.844%

Oil & Natural Gas Corp Ltd0.837%

United Spirits Ltd0.831%

Supreme Industries Ltd0.822%

Max Healthcare Institute Ltd Ordinary Shares0.794%

Eternal Ltd0.790%

Tata Motors Ltd0.734%

Hindustan Unilever Ltd0.712%

InterGlobe Aviation Ltd0.662%

Britannia Industries Ltd0.624%

Billionbrains Garage Ventures Ltd0.623%

Tenneco Clean Air India Ltd0.619%

SRF Ltd0.619%

Radico Khaitan Ltd0.617%

Delhivery Ltd0.610%

Varun Beverages Ltd0.584%

Aarti Industries Ltd0.583%

Jindal Steel Ltd0.574%

Sun Pharmaceuticals Industries Ltd0.571%

Coforge Ltd0.569%

Hyundai Motor India Ltd0.563%

Hindustan Aeronautics Ltd Ordinary Shares0.561%

J.B. Chemicals & Pharmaceuticals Ltd0.554%

Cummins India Ltd0.541%

RBL Bank Ltd0.539%

HealthCare Global Enterprises Ltd0.502%

DLF Ltd0.494%

Cholamandalam Investment and Finance Co Ltd0.491%

Welspun Corp Ltd0.489%

NTPC Ltd0.487%

Swiggy Ltd0.484%

IndusInd Bank Ltd0.469%

Torrent Pharmaceuticals Ltd0.465%

TVS Motor Co Ltd0.461%

Tata Consultancy Services Ltd0.440%

Indus Towers Ltd Ordinary Shares0.440%

Indian Hotels Co Ltd0.425%

Tata Steel Ltd0.419%

Jubilant Foodworks Ltd0.405%

Page Industries Ltd0.401%

Gabriel India Ltd0.396%

HDFC Life Insurance Co Ltd0.392%

Knowledge Realty Trust Units0.389%

360 One Wam Ltd Ordinary Shares0.371%

Shriram Finance Ltd0.345%

Tata Consumer Products Ltd0.325%

Raajmarg Infra Investment Trust Units0.299%

Power Grid Corp Of India Ltd0.298%

Midwest Ltd0.284%

Sapphire Foods India Ltd0.284%

Aadhar Housing Finance Ltd0.268%

Vedanta Ltd0.264%

Tata Power Co Ltd0.246%

Sudeep Pharma Ltd0.141%

Indus Infra Trust Unit0.119%

Malco Energy Limited0.117%

Talwandi Sabo Power Limited0.117%

Vedanta Aluminium Metal Limited0.117%

Vedanta Iron And Steel Limited0.117%

Deepak Nitrite Ltd0.072%

Sector Allocation of Equity

Financial Services23.47%

Energy4.10%

Industrials8.05%

Communication Services2.94%

Consumer Cyclical8.78%

Consumer Defensive5.15%

Basic Materials5.37%

Healthcare5.75%

Technology1.89%

Real Estate0.88%

Utilities1.03%

Equity-0.54%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Multi Asset Allocation 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.