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₹10.87
(-0.03%)
Current NAV 24-12-2024
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6.97%
Returns
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Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity -0.45000000000003%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 55.98 |
| Mid Cap | 12.79 |
| Small Cap | 2.91 |
| Others | -72.13 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Banks
Petroleum Products
IT - Software
Automobiles
Power
Finance
Aerospace & Defense
Pharmaceuticals & Biotechnology
Telecom - Services
Industrial Products
Transport Services
Diversified FMCG
Realty
Transport Infrastructure
Capital Markets
Ferrous Metals
Cement & Cement Products
Consumer Durables
Construction
Electrical Equipment
Chemicals & Petrochemicals
Leisure Services
Agricultural Food & other Products
Non - Ferrous Metals
Retailing
Agricultural, Commercial & Construction Vehicles
Oil
Fertilizers & Agrochemicals
Auto Components
Metals & Minerals Trading
Personal Products
Food Products
Diversified Metals
Consumable Fuels
Minerals & Mining
Gas
Insurance
IT - Services
Beverages
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 24-Dec-2024 |
Holdings | PE Ratio 24-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Reliance Industries Limited | Large Cap | Petroleum Products (16.19) | 6.9% | 24.39 | -4.54% |
| HDFC Bank Limited | Large Cap | Banks (18.92) | 5.15% | 19.87 | 7.59% |
| Hindustan Aeronautics Limited | Large Cap | Aerospace & Defense (47.38) | 2.28% | 33.06 | 55.77% |
| Power Grid Corporation of India Limited | Large Cap | Power (30.38) | 2.08% | 18.33 | 33.62% |
| Bank of Baroda | Large Cap | Banks (11.11) | 1.9% | 6.33 | 9.57% |
| Bajaj Auto Limited | Large Cap | Automobiles (33.3) | 1.84% | 33.28 | 37.99% |
| InterGlobe Aviation Limited | Large Cap | Transport Services (20.74) | 1.71% | 25.8 | 54.35% |
| Axis Bank Limited | Large Cap | Banks (24.43) | 1.68% | 28.68 | 29.81% |
| Infosys Limited | Large Cap | IT - Software (38.14) | 1.67% | 29.34 | 21.9% |
| Bandhan Bank Limited | Mid Cap | Banks (18.92) | 1.65% | 0 | -29.18% |
| Tata Power Company Limited | Large Cap | Power (23.16) | 1.58% | 34.08 | 22.31% |
| Tata Consultancy Services Limited | Large Cap | IT - Software (38.14) | 1.57% | 31.9 | 9.35% |
| Bajaj Finance Limited | Large Cap | Finance (28.81) | 1.33% | 27.44 | -6.58% |
| Mahindra & Mahindra Limited | Large Cap | Automobiles (28.17) | 1.32% | 30.6 | 78.62% |
| ITC Limited | Large Cap | Diversified FMCG (28.91) | 1.32% | 29.13 | 5.11% |
| Multi Commodity Exchange of India Limited | Small Cap | Capital Markets (107.61) | 1.32% | 93.1 | 100.29% |
| Wipro Limited | Large Cap | IT - Software (38.14) | 1.31% | 27.26 | 32.22% |
| Polycab India Limited | Mid Cap | Industrial Products (54.63) | 1.31% | 59.38 | 32.18% |
| Bharat Electronics Limited | Large Cap | Aerospace & Defense (47.38) | 1.23% | 47.01 | 66.97% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (169.23) | 1.21% | 74.78 | 60.02% |
| GMR Airports Infrastructure Limited | Mid Cap | Transport Infrastructure (30.36) | 1.12% | -97.93 | 6.26% |
| Larsen & Toubro Limited | Large Cap | Construction (42.12) | 1.09% | 37.78 | 4.51% |
| Tata Communications Limited | Mid Cap | Telecom - Services (85.39) | 1.01% | 174.94 | 65.69% |
| IndusInd Bank Limited | Large Cap | Banks (18.92) | 0.98% | 8.94 | -40.09% |
| NTPC Limited | Large Cap | Power (23.16) | 0.96% | 14.75 | 10.92% |
| Tata Motors Limited | Large Cap | Automobiles (95.46) | 0.85% | 40.82 | 136.49% |
| REC Limited | Large Cap | Finance (15.57) | 0.81% | 8.98 | 24.84% |
| Canara Bank | Large Cap | Banks | 0.81% | - | 0% |
| Punjab National Bank | Large Cap | Banks (11.11) | 0.76% | 8.09 | 14.1% |
| DLF Limited | Large Cap | Realty (112.81) | 0.73% | 57.69 | 17.33% |
| LIC Housing Finance Limited | Mid Cap | Finance (19.6) | 0.69% | 6.57 | 12.83% |
| Titan Company Limited | Large Cap | Consumer Durables (84.97) | 0.69% | 92.07 | -7.2% |
| Ambuja Cements Limited | Large Cap | Cement & Cement Products (26.26) | 0.68% | 0 | 0% |
| State Bank of India | Large Cap | Banks (11.11) | 0.67% | 10.13 | 27.54% |
| Jindal Steel & Power Limited | Large Cap | Ferrous Metals (23.76) | 0.67% | 19.01 | 29.85% |
| Oberoi Realty Limited | Mid Cap | Realty (112.81) | 0.66% | 35.76 | 62.53% |
| Cipla Limited | Large Cap | Pharmaceuticals & Biotechnology (48.93) | 0.65% | 26.66 | 19.56% |
| Indian Railway Catering And Tourism Corporation Limited | Mid Cap | Leisure Services (58.23) | 0.63% | 52.69 | -8.21% |
| TVS Motor Company Limited | Large Cap | Automobiles (33.3) | 0.59% | 61.06 | 23.23% |
| Cummins India Limited | Mid Cap | Industrial Products (47.77) | 0.58% | 48.02 | 67.65% |
| Power Finance Corporation Limited | Large Cap | Finance (15.57) | 0.57% | 7.03 | 16.74% |
| Hindalco Industries Limited | Large Cap | Non - Ferrous Metals (30.32) | 0.54% | 38.75 | 29.66% |
| Divis Laboratories Limited | Large Cap | Pharmaceuticals & Biotechnology (48.93) | 0.54% | 83.72 | 56.73% |
| Oracle Financial Services Software Limited | Mid Cap | IT - Software (38.14) | 0.54% | 42.73 | 191.45% |
| Siemens Limited | Large Cap | Electrical Equipment (88.17) | 0.53% | 87.01 | 67.96% |
| Eicher Motors Limited | Large Cap | Automobiles (33.3) | 0.53% | 30.86 | 19.99% |
| Marico Limited | Mid Cap | Agricultural Food & other Products (101.43) | 0.52% | 23.47 | -0.76% |
| Aditya Birla Fashion and Retail Limited | Small Cap | Retailing (74.41) | 0.51% | -46.15 | 28.33% |
| Escorts Kubota Limited | Mid Cap | Agricultural, Commercial & Construction Vehicles (39.71) | 0.4% | 30.61 | 6.4% |
| Glenmark Pharmaceuticals Limited | Mid Cap | Pharmaceuticals & Biotechnology (48.93) | 0.39% | -49.48 | 82.99% |
| Oil & Natural Gas Corporation Limited | Large Cap | Oil (8.26) | 0.37% | 7.54 | 17.21% |
| Aurobindo Pharma Limited | Mid Cap | Pharmaceuticals & Biotechnology (48.93) | 0.37% | 20.45 | 18.28% |
| Alkem Laboratories Limited | Mid Cap | Pharmaceuticals & Biotechnology (38.82) | 0.36% | 57.92 | -8.63% |
| Shriram Finance Limited | Large Cap | Finance (28.81) | 0.35% | 13.48 | 40.16% |
| Gujarat Narmada Valley Fertilizers and Chemicals Limited | Small Cap | Chemicals & Petrochemicals (39.88) | 0.34% | 18.97 | -20.56% |
| Tata Steel Limited | Large Cap | Ferrous Metals (29.78) | 0.31% | 60.17 | 5.47% |
| ICICI Bank Limited | Large Cap | Banks (18.92) | 0.3% | 18.92 | 30.6% |
| Havells India Limited | Large Cap | Consumer Durables (91.72) | 0.3% | 74.31 | 23.65% |
| Adani Enterprises Limited | Large Cap | Metals & Minerals Trading (82.86) | 0.3% | 49.48 | -15.47% |
| Godrej Consumer Products Limited | Large Cap | Personal Products (59.61) | 0.29% | -297.51 | 0.29% |
| Britannia Industries Limited | Large Cap | Food Products (54.35) | 0.28% | 53.37 | -8.45% |
| Kotak Mahindra Bank Limited | Large Cap | Banks (24.43) | 0.28% | 26.45 | -0.13% |
| Bharat Heavy Electricals Limited | Large Cap | Electrical Equipment (111.46) | 0.28% | 351.76 | 34.19% |
| UltraTech Cement Limited | Large Cap | Cement & Cement Products (55.96) | 0.28% | 44.61 | 34.3% |
| Adani Ports and Special Economic Zone Limited | Large Cap | Transport Infrastructure (137.75) | 0.28% | 26.02 | 14.93% |
| Exide Industries Limited | Mid Cap | Auto Components (33.42) | 0.26% | 42.53 | 42.76% |
| Vodafone Idea Limited | Mid Cap | Telecom - Services (169.23) | 0.26% | -1.84 | -45.19% |
| Bharat Petroleum Corporation Limited | Large Cap | Petroleum Products (16.19) | 0.25% | 9.65 | 30.69% |
| Grasim Industries Limited | Large Cap | Cement & Cement Products (51.96) | 0.25% | 37.37 | 22.5% |
| Vedanta Limited | Large Cap | Diversified Metals (17.91) | 0.25% | 15.94 | 78% |
| Hindustan Unilever Limited | Large Cap | Diversified FMCG (38.82) | 0.24% | 0 | 0% |
| JSW Steel Limited | Large Cap | Ferrous Metals (20.62) | 0.23% | 20.56 | 23.11% |
| Sun Pharmaceutical Industries Limited | Large Cap | Pharmaceuticals & Biotechnology (48.93) | 0.22% | 39.46 | 46.16% |
| Granules India Limited | Small Cap | Pharmaceuticals & Biotechnology (48.93) | 0.22% | 29.73 | 54.66% |
| Lupin Limited | Mid Cap | Pharmaceuticals & Biotechnology (132.95) | 0.22% | 167.31 | 197.56% |
| Astral Limited | Mid Cap | Industrial Products (49.76) | 0.21% | 86.71 | -12.28% |
| SRF Limited | Mid Cap | Chemicals & Petrochemicals (49.33) | 0.21% | 60.07 | -6.71% |
| Dixon Technologies (India) Limited | Mid Cap | Consumer Durables (277.44) | 0.19% | 150.4 | 176.65% |
| Biocon Limited | Mid Cap | Pharmaceuticals & Biotechnology (48.93) | 0.18% | 28.69 | 39.72% |
| City Union Bank Limited | Small Cap | Banks (18.92) | 0.18% | 0 | 19.17% |
| Dr. Reddys Laboratories Limited | Large Cap | Pharmaceuticals & Biotechnology | 0.16% | - | 0% |
| Indian Oil Corporation Limited | Large Cap | Petroleum Products (16.19) | 0.16% | 11.12 | 11.64% |
| Coal India Limited | Large Cap | Consumable Fuels (17.91) | 0.15% | 6.58 | 5.95% |
| NMDC Limited | Mid Cap | Minerals & Mining (10.05) | 0.15% | 10.88 | 109.86% |
| UPL Limited | Mid Cap | Fertilizers & Agrochemicals (34.39) | 0.14% | -20.02 | -13.53% |
| HCL Technologies Limited | Large Cap | IT - Software (38.14) | 0.14% | 30.59 | 29.73% |
| Steel Authority of India Limited | Mid Cap | Ferrous Metals (29.78) | 0.11% | 19.41 | 5.34% |
| Coromandel International Limited | Mid Cap | Fertilizers & Agrochemicals (15.82) | 0.11% | 18.4 | 18.6% |
| Pidilite Industries Limited | Large Cap | Chemicals & Petrochemicals (67.77) | 0.11% | 78.93 | 12.33% |
| Petronet LNG Limited | Mid Cap | Gas (22.65) | 0.11% | 12.89 | 58.7% |
| Tech Mahindra Limited | Large Cap | IT - Software (38.14) | 0.11% | 51.05 | 33.93% |
| SBI Life Insurance Company Limited | Large Cap | Insurance (20.92) | 0.1% | 0 | -0.52% |
| Zydus Lifesciences Limited | Large Cap | Pharmaceuticals & Biotechnology (48.93) | 0.09% | 21.9 | 42.08% |
| L&T Technology Services Limited | Mid Cap | IT - Services (59.64) | 0.09% | 38.2 | -9.04% |
| Navin Fluorine International Limited | Small Cap | Chemicals & Petrochemicals (26.29) | 0.09% | 0 | 6.43% |
| Chambal Fertilizers & Chemicals Limited | Small Cap | Fertilizers & Agrochemicals (39.88) | 0.09% | 13.06 | 39.72% |
| Godrej Properties Limited | Mid Cap | Realty (112.81) | 0.09% | 62.11 | 45.25% |
| RBL Bank Limited | Small Cap | Banks (18.92) | 0.09% | 8.33 | -40.07% |
| Tata Consumer Products Limited | Large Cap | Agricultural Food & other Products (87.16) | 0.08% | 77.78 | -7.74% |
| The Indian Hotels Company Limited | Mid Cap | Leisure Services (82.97) | 0.07% | 73.6 | 96.78% |
| Hero MotoCorp Limited | Large Cap | Automobiles (33.3) | 0.07% | 20.57 | 8.1% |
| SBI Cards and Payment Services Limited | Mid Cap | Finance (28.81) | 0.06% | 0 | -10.64% |
| Aarti Industries Limited | Small Cap | Chemicals & Petrochemicals (67.77) | 0.04% | 33.86 | -30.48% |
| MRF Limited | Mid Cap | Auto Components (28.31) | 0.04% | 28.49 | 9.42% |
| Crompton Greaves Consumer Electricals Limited | Small Cap | Consumer Durables (96.58) | 0.03% | 50.74 | 30.86% |
| Indraprastha Gas Limited | Mid Cap | Gas (22.65) | 0.02% | 15.02 | -2.98% |
| Muthoot Finance Limited | Mid Cap | Finance (28.81) | 0.02% | 17.46 | 37.98% |
| LTIMindtree Limited | Large Cap | IT - Software (36.96) | 0.01% | 33.85 | 6.16% |
| Bharat Forge Limited | Mid Cap | Auto Components (26.29) | 0.01% | 0 | 0% |
| United Breweries Limited | Mid Cap | Beverages (75.35) | 0.01% | 132.81 | 16.13% |
| United Spirits Limited | Large Cap | Beverages (30.79) | 0.01% | 0 | 0% |
| Bharat Forge Limited November 2024 Future | -0.01% | - | 0% | ||
| LTIMindtree Limited November 2024 Future | -0.01% | - | 0% | ||
| United Spirits Limited November 2024 Future | -0.01% | - | 0% | ||
| United Breweries Limited November 2024 Future | -0.01% | - | 0% | ||
| Indraprastha Gas Limited November 2024 Future | -0.02% | - | 0% | ||
| Muthoot Finance Limited November 2024 Future | -0.02% | - | 0% | ||
| Crompton Greaves Consumer Electricals Limited November 2024 Future | -0.03% | - | 0% | ||
| MRF Limited November 2024 Future | -0.04% | - | 0% | ||
| Aarti Industries Limited November 2024 Future | -0.04% | - | 0% | ||
| SBI Cards and Payment Services Limited November 2024 Future | -0.06% | - | 0% | ||
| The Indian Hotels Company Limited November 2024 Future | -0.07% | - | 0% | ||
| Hero MotoCorp Limited November 2024 Future | -0.07% | - | 0% | ||
| Tata Consumer Products Limited November 2024 Future | -0.08% | - | 0% | ||
| Godrej Properties Limited November 2024 Future | -0.09% | - | 0% | ||
| Chambal Fertilizers & Chemicals Limited November 2024 Future | -0.09% | - | 0% | ||
| RBL Bank Limited November 2024 Future | -0.09% | - | 0% | ||
| L&T Technology Services Limited November 2024 Future | -0.09% | - | 0% | ||
| Navin Fluorine International Limited November 2024 Future | -0.1% | - | 0% | ||
| Zydus Lifesciences Limited November 2024 Future | -0.1% | - | 0% | ||
| SBI Life Insurance Company Limited November 2024 Future | -0.1% | - | 0% | ||
| Petronet LNG Limited November 2024 Future | -0.11% | - | 0% | ||
| Steel Authority of India Limited November 2024 Future | -0.11% | - | 0% | ||
| Tech Mahindra Limited November 2024 Future | -0.11% | - | 0% | ||
| Coromandel International Limited November 2024 Future | -0.11% | - | 0% | ||
| Pidilite Industries Limited November 2024 Future | -0.11% | - | 0% | ||
| HCL Technologies Limited November 2024 Future | -0.14% | - | 0% | ||
| UPL Limited November 2024 Future | -0.15% | - | 0% | ||
| NMDC Limited November 2024 Future | -0.15% | - | 0% | ||
| Coal India Limited November 2024 Future | -0.16% | - | 0% | ||
| Indian Oil Corporation Limited November 2024 Future | -0.16% | - | 0% | ||
| Dr. Reddys Laboratories Limited November 2024 Future | -0.16% | - | 0% | ||
| City Union Bank Limited November 2024 Future | -0.18% | - | 0% | ||
| Biocon Limited November 2024 Future | -0.18% | - | 0% | ||
| Dixon Technologies (India) Limited November 2024 Future | -0.19% | - | 0% | ||
| SRF Limited November 2024 Future | -0.21% | - | 0% | ||
| Astral Limited November 2024 Future | -0.21% | - | 0% | ||
| Sun Pharmaceutical Industries Limited November 2024 Future | -0.22% | - | 0% | ||
| Granules India Limited November 2024 Future | -0.22% | - | 0% | ||
| Lupin Limited November 2024 Future | -0.22% | - | 0% | ||
| JSW Steel Limited November 2024 Future | -0.23% | - | 0% | ||
| Hindustan Unilever Limited November 2024 Future | -0.24% | - | 0% | ||
| Grasim Industries Limited November 2024 Future | -0.25% | - | 0% | ||
| Vedanta Limited November 2024 Future | -0.25% | - | 0% | ||
| Bharat Petroleum Corporation Limited November 2024 Future | -0.25% | - | 0% | ||
| Vodafone Idea Limited November 2024 Future | -0.26% | - | 0% | ||
| Exide Industries Limited November 2024 Future | -0.26% | - | 0% | ||
| UltraTech Cement Limited November 2024 Future | -0.28% | - | 0% | ||
| Adani Ports and Special Economic Zone Limited November 2024 Future | -0.28% | - | 0% | ||
| Bharat Heavy Electricals Limited November 2024 Future | -0.28% | - | 0% | ||
| Britannia Industries Limited November 2024 Future | -0.29% | - | 0% | ||
| Kotak Mahindra Bank Limited November 2024 Future | -0.29% | - | 0% | ||
| Godrej Consumer Products Limited November 2024 Future | -0.29% | - | 0% | ||
| Havells India Limited November 2024 Future | -0.3% | - | 0% | ||
| ICICI Bank Limited November 2024 Future | -0.31% | - | 0% | ||
| Adani Enterprises Limited November 2024 Future | -0.31% | - | 0% | ||
| Tata Steel Limited November 2024 Future | -0.31% | - | 0% | ||
| Gujarat Narmada Valley Fertilizers and Chemicals Limited November 2024 Future | -0.34% | - | 0% | ||
| Shriram Finance Limited November 2024 Future | -0.35% | - | 0% | ||
| Alkem Laboratories Limited November 2024 Future | -0.37% | - | 0% | ||
| Aurobindo Pharma Limited November 2024 Future | -0.37% | - | 0% | ||
| Oil & Natural Gas Corporation Limited November 2024 Future | -0.37% | - | 0% | ||
| Glenmark Pharmaceuticals Limited November 2024 Future | -0.39% | - | 0% | ||
| Escorts Kubota Limited November 2024 Future | -0.41% | - | 0% | ||
| Aditya Birla Fashion and Retail Limited November 2024 Future | -0.52% | - | 0% | ||
| Marico Limited November 2024 Future | -0.53% | - | 0% | ||
| Siemens Limited November 2024 Future | -0.53% | - | 0% | ||
| Eicher Motors Limited November 2024 Future | -0.53% | - | 0% | ||
| Divis Laboratories Limited November 2024 Future | -0.54% | - | 0% | ||
| Oracle Financial Services Software Limited November 2024 Future | -0.55% | - | 0% | ||
| Hindalco Industries Limited November 2024 Future | -0.55% | - | 0% | ||
| Power Finance Corporation Limited November 2024 Future | -0.57% | - | 0% | ||
| Cummins India Limited November 2024 Future | -0.59% | - | 0% | ||
| TVS Motor Company Limited November 2024 Future | -0.6% | - | 0% | ||
| Indian Railway Catering And Tourism Corporation Limited November 2024 Future | -0.63% | - | 0% | ||
| Cipla Limited November 2024 Future | -0.65% | - | 0% | ||
| Oberoi Realty Limited November 2024 Future | -0.66% | - | 0% | ||
| Jindal Steel & Power Limited November 2024 Future | -0.67% | - | 0% | ||
| State Bank of India November 2024 Future | -0.68% | - | 0% | ||
| Ambuja Cements Limited November 2024 Future | -0.69% | - | 0% | ||
| LIC Housing Finance Limited November 2024 Future | -0.69% | - | 0% | ||
| Titan Company Limited November 2024 Future | -0.7% | - | 0% | ||
| DLF Limited November 2024 Future | -0.74% | - | 0% | ||
| Punjab National Bank November 2024 Future | -0.77% | - | 0% | ||
| REC Limited November 2024 Future | -0.81% | - | 0% | ||
| Canara Bank November 2024 Future | -0.81% | - | 0% | ||
| Tata Motors Limited November 2024 Future | -0.86% | - | 0% | ||
| NTPC Limited November 2024 Future | -0.97% | - | 0% | ||
| IndusInd Bank Limited November 2024 Future | -0.99% | - | 0% | ||
| Tata Communications Limited November 2024 Future | -1.01% | - | 0% | ||
| Larsen & Toubro Limited November 2024 Future | -1.09% | - | 0% | ||
| GMR Airports Infrastructure Limited November 2024 Future | -1.13% | - | 0% | ||
| Bharti Airtel Limited November 2024 Future | -1.22% | - | 0% | ||
| Bharat Electronics Limited November 2024 Future | -1.24% | - | 0% | ||
| Polycab India Limited November 2024 Future | -1.31% | - | 0% | ||
| Multi Commodity Exchange of India Limited November 2024 Future | -1.32% | - | 0% | ||
| Wipro Limited November 2024 Future | -1.32% | - | 0% | ||
| ITC Limited November 2024 Future | -1.33% | - | 0% | ||
| Bajaj Finance Limited November 2024 Future | -1.33% | - | 0% | ||
| Mahindra & Mahindra Limited November 2024 Future | -1.34% | - | 0% | ||
| Tata Consultancy Services Limited November 2024 Future | -1.58% | - | 0% | ||
| Tata Power Company Limited November 2024 Future | -1.59% | - | 0% | ||
| Bandhan Bank Limited November 2024 Future | -1.66% | - | 0% | ||
| Infosys Limited November 2024 Future | -1.68% | - | 0% | ||
| Axis Bank Limited November 2024 Future | -1.69% | - | 0% | ||
| InterGlobe Aviation Limited November 2024 Future | -1.72% | - | 0% | ||
| Bajaj Auto Limited November 2024 Future | -1.84% | - | 0% | ||
| Bank of Baroda November 2024 Future | -1.91% | - | 0% | ||
| Power Grid Corporation of India Limited November 2024 Future | -2.06% | - | 0% | ||
| Hindustan Aeronautics Limited November 2024 Future | -2.29% | - | 0% | ||
| HDFC Bank Limited November 2024 Future | -5.19% | - | 0% | ||
| Reliance Industries Limited November 2024 Future | -6.94% | - | 0% |
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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 Bajaj Finserv Arbitrage Fund Regular ?
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 Bajaj Finserv Arbitrage Fund Regular ?
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.