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Axis Retirement Fund - Conservative Plan

Axis Mutual Fund As of 2026-05-31
Holdings
35
Concentrated
Top 10 weight
77%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

18Sectors 9High-conviction bets 58%Top sector wt. -Cash

Market-cap allocation

Large cap33%
Mid cap1%
Small cap1%

Asset allocation

Asset mix not available.

Top holdings

2.3%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • High top-10 concentration (77%).
  • Concentrated in Sovereign - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Sovereign58.3%
Banks7.4%
Petroleum Products4.8%
IT - Software4.7%
Pharmaceuticals & Biotechnology3.4%
Healthcare Services2.5%
Automobiles2.5%
Telecom - Services2.3%
Insurance2.2%
Transport Infrastructure1.7%
Diversified FMCG1.6%
Construction1.6%
Power1.2%
Beverages1.1%