Axis Fixed Maturity Plan - Series 129
Asset Allocation
Quarterly comparison data not available.
This is a conservative allocation with only 0% in equities — focused on capital preservation and income.
The fund holds 100% in cash — above typical levels. This could indicate the fund manager is waiting for better entry points or being defensive.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified — no sector dominates, with the top 3 at just 0.4%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Large-Growth quadrant based on its holdings characteristics.
The fund primarily holds large-cap stocks (top 100 companies by market cap) — typically the most stable equity holdings. The ‘Growth’ tilt means holdings have higher valuations but stronger earnings growth — the fund manager is paying up for fast-growing companies.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings14 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | Small Industries Dev Bank of India (03/06/2026) ** | CRISIL A1+ | 10.4% | — | ||
| 2 | Canara Bank (10/06/2026) ** | CRISIL A1+ | 10.4% | — | ||
| 3 | REC Limited (10/06/2026) ** | CRISIL A1+ | 10.4% | — | ||
| 4 | Union Bank of India (10/06/2026) | IND A1+ | 9.1% | — | ||
| 5 | Tata Capital Housing Finance Limited (10/06/2026) ** | CRISIL A1+ | 9.1% | — | ||
| 6 | ICICI Securities Limited (11/06/2026) ** | CRISIL A1+ | 9.1% | — | ||
| 7 | Kotak Securities Limited (11/06/2026) ** | ICRA A1+ | 9.1% | — | ||
| 8 | 7.32% Export Import Bank of India (08/06/2026) ** | CRISIL AAA | 7.9% | — | ||
| 9 | The Federal Bank Limited (08/06/2026) ** | CRISIL A1+ | 7.8% | — | ||
| 10 | Indian Bank (05/06/2026) ** | CRISIL A1+ | 6.5% | — |
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Performance
This chart shows the fund's NAV growth over time.
Investment Calculator
Estimate future value based on Axis Fixed Maturity Plan - Series 129's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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