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₹16.14
(-1.65%)
Current NAV 20-12-2024
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22%
Returns
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Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 97.62%
- Debt 1.16%
- Others 1.22%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 62.23 |
| Mid Cap | 16.56 |
| Small Cap | 16.38 |
| Others | 2.45 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Capital Goods
Energy
Automobile
Metals & Mining
Technology
Services
Construction
Consumer Staples
Materials
Chemicals
Communication
Insurance
Diversified
Healthcare
Textiles
Consumer Discretionary
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 20-Dec-2024 |
Holdings | PE Ratio 20-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (19.2) | 5.22% | 19.59 | 6.99% |
| ICICI Bank Ltd. | Large Cap | Financial (19.2) | 4.96% | 18.74 | 27.77% |
| Reliance Industries Ltd. | Large Cap | Energy (16.49) | 4.63% | 24.03 | -4.56% |
| State Bank of India | Large Cap | Financial (11.39) | 3.2% | 10.13 | 27.72% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (39.54) | 3.12% | 31.79 | 10.26% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (6.97) | 2.53% | 9.72 | -50.88% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (23.89) | 2.41% | 18.29 | 29.94% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (49.45) | 2.39% | 46.84 | 73.93% |
| RHI Magnesita India Ltd. | Small Cap | Capital Goods (48.23) | 2.24% | -105.8 | -32.96% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (43.72) | 2.21% | 64.62 | 9.62% |
| Bharti Airtel Ltd. | Large Cap | Communication (171.29) | 2.16% | 74.55 | 62.51% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (48.11) | 2.08% | 57.01 | 9.26% |
| Interglobe Aviation Ltd. | Large Cap | Services (20.93) | 2.03% | 25.34 | 52.24% |
| CIE Automotive India Ltd. | Small Cap | Metals & Mining (43.72) | 1.98% | 21.79 | 0.31% |
| Bharat Petroleum Corporation Ltd. | Large Cap | Energy (16.49) | 1.95% | 9.56 | 31.49% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.91% | 40.82 | 136.49% |
| NTPC Ltd. | Large Cap | Energy (23.83) | 1.89% | 14.64 | 11.83% |
| Brigade Enterprises Ltd. | Small Cap | Construction (116.65) | 1.89% | 62.51 | 43.02% |
| Jindal Stainless Ltd. | Mid Cap | Metals & Mining (28.76) | 1.85% | 21.05 | 131.64% |
| Infosys Ltd. | Large Cap | Technology (39.54) | 1.82% | 29.62 | 25.15% |
| Solar Industries India Ltd. | Mid Cap | Chemicals (26.29) | 1.8% | 0 | 14.53% |
| REC Ltd. | Large Cap | Financial (16.29) | 1.67% | 9.09 | 27.05% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (158.85) | 1.67% | 196.92 | 166.55% |
| Tech Mahindra Ltd. | Large Cap | Technology (39.54) | 1.62% | 50.39 | 35.12% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.61% | 44.61 | 34.3% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (38.12) | 1.6% | 13.2 | 41.92% |
| Data Patterns (India) Ltd. | Small Cap | Capital Goods (49.45) | 1.5% | 0 | 31.04% |
| DLF Ltd. | Large Cap | Construction (116.65) | 1.4% | 57.21 | 23.33% |
| Delhivery Ltd. | Mid Cap | Services (41.81) | 1.39% | 3181.82 | -3.98% |
| K.P.R. Mill Ltd. | Mid Cap | Textiles (751.55) | 1.39% | 0 | 166.23% |
| Shree Cement Ltd. | Large Cap | Materials (53.33) | 1.38% | 56.59 | -3.68% |
| ITC Ltd. | Large Cap | Consumer Staples (28.71) | 1.29% | 28.29 | 3.07% |
| Marico Ltd. | Large Cap | Consumer Staples (101.43) | 1.26% | 23.47 | -0.76% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (29.04) | 1.22% | 24.42 | 8.17% |
| Minda Corporation Ltd. | Small Cap | Automobile (46.01) | 1.19% | 0 | 0% |
| JIO Financial Services Ltd. | Large Cap | Financial (29.78) | 1.12% | 120.36 | 31.19% |
| Larsen & Toubro Ltd. | Large Cap | Construction (43.69) | 1.09% | 37.75 | 6.15% |
| Aether Industries Ltd. | Small Cap | Chemicals (69.29) | 1.06% | 143.53 | -0.95% |
| Power Grid Corporation Of India Ltd. | Large Cap | Energy (31.35) | 1.04% | 18.69 | 38.97% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (30.27) | 1.02% | 60.19 | 8.6% |
| Apar Industries Ltd. | Small Cap | Diversified (69.29) | 1% | 47.01 | 85.81% |
| Jyoti CNC Automation Ltd. | Capital Goods (114.8) | 0.97% | 111.22 | 0% | |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.96% | 0 | 0% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (8.47) | 0.93% | 7.49 | 16.81% |
| HDFC Life Insurance Co Ltd. | Large Cap | Insurance (20.97) | 0.92% | 79.28 | -2.96% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 0.88% | 26.45 | -0.13% |
| Tata Technologies Ltd | Mid Cap | Services (39.54) | 0.87% | 55.97 | -25.59% |
| Life Insurance Corporation of India | Large Cap | Insurance (20.97) | 0.83% | 13.72 | 18.45% |
| Indian Bank | Mid Cap | Financial (11.39) | 0.82% | 7.38 | 26.06% |
| Endurance Technologies Ltd. | Mid Cap | Automobile (44.5) | 0.81% | 0 | 25.18% |
| SRF Ltd. | Large Cap | Diversified (49.56) | 0.74% | 59.65 | -4.08% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 0.7% | 0 | 0% |
| HCL Technologies Ltd. | Large Cap | Technology (39.54) | 0.69% | 30.96 | 33.34% |
| Granules India Ltd. | Small Cap | Healthcare (48.78) | 0.65% | 29.46 | 57.35% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (48.78) | 0.58% | 84.35 | 61.24% |
| Sudarshan Chemical Industries Ltd. | Small Cap | Chemicals (38.58) | 0.57% | 12.6 | 56.28% |
| Chalet Hotels Ltd. | Small Cap | Services (84.43) | 0.55% | 281.98 | 49.43% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.45% | 38.75 | 29.66% |
| Mahindra & Mahindra Ltd.% 06/2024 | Automobile | 0.42% | - | 0% | |
| Adani Ports and Special Economic Zone Ltd. | Large Cap | Services (140.01) | 0.42% | 26.05 | 16.86% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (29.04) | 0.4% | 30.46 | 76.33% |
| Aadhar Housing Finance Ltd | Financial | 0.4% | - | 0% | |
| Kei Industries Ltd. | Mid Cap | Capital Goods (56.83) | 0.36% | 63.68 | 39.47% |
| Dabur India Ltd. | Large Cap | Consumer Staples (60.34) | 0.32% | 49.94 | -6.15% |
| REC Ltd.% 06/2024 | Financial | 0.27% | - | 0% | |
| Karur Vysya Bank Ltd. | Small Cap | Financial (19.2) | 0.26% | 0 | 37.18% |
| Awfis Space Solutions Ltd. | Services | 0.25% | - | 0% | |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (93.8) | 0.25% | 100.81 | 81.93% |
| Balrampur Chini Mills Ltd. | Small Cap | Consumer Staples (19.63) | 0.22% | 25.1 | 39.48% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (99.42) | 0.2% | 107.13 | 79.45% |
| Dabur India Ltd.% 06/2024 | Consumer Staples | 0.13% | - | 0% | |
| Grasim Industries - (Partly Paid Equity) | Materials | 0.01% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 1.16 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Financial
Others
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Reserve Bank of India% 91-D 19/07/2024 | Financial | 0.92% | - | 0% | |
| Others | Others | 0.24% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 1.22 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.22% | - | 0% |
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Chat with usFrequently Asked Questions
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.
Top 5 holdings for Axis Business Cycles Fund ?
The top holdings of this fund are
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.
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.
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 Sector for Axis Business Cycles Fund ?
The major sectors of this fund are .
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 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.