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Axis Retirement Fund - Conservative Plan

Axis Mutual Fund As of 2026-07-31
Holdings
35
Concentrated
Top 10 weight
77%
Concentration
Strategy data
N/A
Not reported
Equity
37%
Asset allocation

Portfolio

16Sectors 3Large positions 7.6%Top: Banks 0.0%Cash

Market-cap allocation

Large cap34%
Mid cap1%

Asset allocation

Equity37%
Debt59%

Top holdings

2.3%

AI Smart summary

Portfolio read

  • 37% equity, 59% debt.
  • 35 disclosed positions across 16 classified equity sectors.
  • Largest equity sector is Banks at 7.6% of the portfolio.

Watchpoints

  • Top 10 positions account for 77%, indicating high portfolio concentration.

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

Peer comparison

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Sector exposure

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

Banks7.6%
Power1.1%
Other 2 sectors0.6%