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Axis Retirement Fund - Dynamic Plan

Axis Mutual Fund As of 2026-07-31
Holdings
96
Well diversified
Top 10 weight
42%
Concentration
Strategy data
N/A
Not reported
Equity
81%
Asset allocation

Portfolio

33Sectors 5Large positions 16.4%Top: Banks 0.0%Cash

Market-cap allocation

Large cap54%
Mid cap13%
Small cap12%

Asset allocation

Equity81%
Debt11%

Top holdings

2.5%

AI Smart summary

Portfolio read

  • 81% equity, 11% debt.
  • 96 disclosed positions across 33 classified equity sectors.
  • Largest equity sector is Banks at 16.4% of the portfolio.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

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.

Banks16.4%
Other 19 sectors14.6%