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₹18.85
(-2.7%)
Current NAV 20-12-2024
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21.05%
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 99.42%
- Debt 0.9%
- Others -0.33%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 94.69 |
| Others | 2.5 |
| Large Cap | 2.23 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Capital Goods
Automobile
Healthcare
Technology
Services
Construction
Communication
Energy
Materials
Chemicals
Metals & Mining
Textiles
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 |
|---|---|---|---|---|---|
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (99.42) | 3.94% | 107.13 | 79.45% |
| Suzlon Energy Ltd. | Mid Cap | Capital Goods (114.8) | 3.58% | 91.67 | 80.2% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (84.43) | 3.43% | 72.68 | 101.49% |
| Cummins India Ltd. | Mid Cap | Capital Goods (50.27) | 3.42% | 47.1 | 73.59% |
| Yes Bank Ltd. | Mid Cap | Financial (19.2) | 2.86% | 34.81 | -3.31% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.82% | 0 | 0% |
| HDFC Asset Management Company Ltd. | Mid Cap | Financial (41.53) | 2.76% | 41.11 | 36.22% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (114.8) | 2.73% | 345.96 | 36.73% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 2.71% | 167.31 | 197.56% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (98.78) | 2.7% | 60.65 | 1.31% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 2.58% | 0 | 95.96% |
| The Federal Bank Ltd. | Mid Cap | Financial (19.2) | 2.57% | 11.53 | 26.75% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (291.65) | 2.51% | 150.73 | 186.37% |
| Persistent Systems Ltd. | Technology | 2.5% | - | 0% | |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (16.49) | 2.43% | 20.27 | 64.3% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (48.78) | 2.36% | 20.12 | 20.13% |
| Ashok Leyland Ltd. | Mid Cap | Automobile (33.08) | 2.28% | 24.27 | 27.76% |
| Godrej Properties Ltd. | Mid Cap | Construction (116.65) | 2.25% | 63 | 53.63% |
| Polycab India Ltd. | Large Cap | Capital Goods (56.83) | 2.23% | 60.18 | 30.98% |
| Coforge Ltd. | Mid Cap | Technology (39.54) | 2.16% | 78.62 | 55.21% |
| IDFC First Bank Ltd. | Mid Cap | Financial (19.2) | 2.14% | 19.47 | -29.29% |
| Vodafone Idea Ltd. | Mid Cap | Communication (171.29) | 2.13% | -1.82 | -43.47% |
| NMDC Ltd. | Mid Cap | Metals & Mining (10.05) | 2.11% | 10.88 | 109.86% |
| Container Corporation Of India Ltd. | Mid Cap | Services (41.81) | 2.09% | 36.87 | -7.38% |
| PI Industries Ltd. | Mid Cap | Chemicals (35.59) | 2.02% | 32.61 | 13.11% |
| Astral Ltd. | Mid Cap | Materials (51.76) | 1.84% | 88.68 | -6.97% |
| UPL Ltd. | Mid Cap | Chemicals (35.59) | 1.81% | -20.08 | -11.81% |
| MRF Ltd. | Mid Cap | Automobile (28.44) | 1.81% | 27.88 | 9.12% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 1.71% | 57.92 | -8.63% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (28.44) | 1.71% | 33.52 | 16.11% |
| Steel Authority Of India Ltd. | Mid Cap | Metals & Mining (30.27) | 1.62% | 18.98 | 11.93% |
| Indus Towers Ltd. | Mid Cap | Communication (22.31) | 1.6% | 11.79 | 86.4% |
| Max Financial Services Ltd. | Mid Cap | Financial (20.97) | 1.6% | 110.75 | 18.68% |
| Petronet LNG Ltd. | Mid Cap | Energy (23.13) | 1.58% | 12.76 | 60.84% |
| Page Industries Ltd. | Mid Cap | Textiles (71.62) | 1.56% | 0 | 31.36% |
| Oberoi Realty Ltd. | Mid Cap | Construction (116.65) | 1.5% | 35.17 | 63.08% |
| GMR Airports Infrastructure Ltd. | Mid Cap | Construction (30.84) | 1.48% | -97.1 | 10.22% |
| Tata Communications Ltd. | Mid Cap | Communication (85.39) | 1.47% | 174.94 | 65.69% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 1.35% | 0 | 0% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (84.43) | 1.34% | 112.84 | 19.58% |
| Oracle Financial Services Software Ltd. | Mid Cap | Technology (39.54) | 1.24% | 42.48 | 191.42% |
| ACC Ltd. | Mid Cap | Materials (53.33) | 1.22% | 18.94 | -1% |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (29.78) | 1.13% | 15.1 | -0.86% |
| Aditya Birla Capital Ltd. | Mid Cap | Financial (38.12) | 1.11% | 12.97 | 18.56% |
| Bandhan Bank Ltd. | Mid Cap | Financial (19.2) | 1.1% | 0 | -33.47% |
| Dalmia Bharat Ltd. | Mid Cap | Materials (53.33) | 0.99% | 44.35 | -17.14% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (42.27) | 0.9% | 30.68 | 6.14% |
| L&T Finance Ltd. | Mid Cap | Financial (38.12) | 0.89% | 13.2 | -9.17% |
| L&T Technology Services Ltd. | Mid Cap | Technology (62.07) | 0.88% | 39.08 | -3.9% |
| Gujarat Gas Ltd. | Mid Cap | Energy (16.24) | 0.67% | 27.19 | 15.15% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.9 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
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 |
|---|---|---|---|---|---|
| Others | Others | 0.9% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | -0.33 |
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 | -0.33% | - | 0% |
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View Stock Information
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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 Nifty Midcap 50 Index 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 Nifty Midcap 50 Index 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.