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Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 92.19%
- Others 7.81%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 74.4 |
| Mid Cap | 11.48 |
| Large Cap | 5.39 |
| Others | 0.92 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Consumer Cyclical
Healthcare
Basic Materials
Real Estate
Consumer Defensive
Technology
Utilities
Communication Services
Energy
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2025 |
Holdings | PE Ratio 07-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Sobha Ltd | Small Cap | Real Estate (85.28) | 2.88% | 206.96 | -17.92% |
| LT Foods Ltd | Small Cap | Consumer Defensive (30.01) | 2.72% | 33.79 | 75.5% |
| The South Indian Bank Ltd | Small Cap | Financial Services (18.12) | 2.5% | 5.34 | -14.52% |
| PCBL Chemical Ltd | Small Cap | Basic Materials (25.54) | 2.22% | 33.07 | 45.33% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 1.97% | 14.76 | 50.88% |
| Arvind Ltd | Small Cap | Consumer Cyclical (27.98) | 1.63% | 30.31 | 26.9% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (18.12) | 1.47% | 10.06 | -40.11% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (34.75) | 1.44% | 98.04 | 244.65% |
| Karnataka Bank Ltd | Small Cap | Financial Services (18.12) | 1.38% | 5.23 | -25.68% |
| Apar Industries Ltd | Mid Cap | Industrials (58.51) | 1.36% | 30.57 | 0.85% |
| Rashi Peripherals Ltd | Small Cap | Technology (14.93) | 1.29% | 9 | -26.7% |
| Nitin Spinners Ltd | Small Cap | Consumer Cyclical (28.86) | 1.25% | 0 | 1.31% |
| Yatharth Hospital and Trauma Care Services Ltd | Small Cap | Healthcare (89.78) | 1.24% | 24.63 | -23.13% |
| REC Ltd | Large Cap | Financial Services (12.78) | 1.19% | 6.82 | -14.17% |
| TVS Holdings Ltd | Small Cap | Consumer Cyclical (44.22) | 1.16% | 14.99 | -11.43% |
| Inox Wind Energy Ltd Ordinary Shares | Small Cap | Industrials (20.91) | 1.11% | 59.52 | 41.73% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (44.3) | 1.06% | -224.96 | 46.84% |
| Manappuram Finance Ltd | Small Cap | Financial Services (30.25) | 1.05% | 8.96 | 20.79% |
| eClerx Services Ltd | Small Cap | Technology (59.33) | 0.98% | 26.97 | 18.27% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (38.98) | 0.97% | 16.53 | -36.9% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (30.97) | 0.94% | 11.02 | 53.37% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (85.28) | 0.94% | 84.91 | -2.99% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.6) | 0.92% | 5.59 | -6.02% |
| Shilpa Medicare Ltd | Small Cap | Healthcare (44.3) | 0.89% | 73.86 | 58.21% |
| Stove Kraft Ltd Ordinary Shares | Small Cap | Consumer Cyclical (81.24) | 0.87% | 0 | 61.81% |
| Cyient Ltd | Small Cap | Industrials (33.45) | 0.85% | 22.79 | -36.46% |
| Jupiter Wagons Ltd | Small Cap | Industrials (81.4) | 0.85% | 34.88 | -14.64% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (18.22) | 0.85% | 11.65 | 16.32% |
| Birlasoft Ltd | Small Cap | Technology (36.96) | 0.85% | 83.08 | 166.81% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (44.3) | 0.83% | 18.23 | 3.5% |
| Godawari Power & Ispat Ltd | Small Cap | Basic Materials | 0.82% | - | 0% |
| Kirloskar Ferrous Industries Ltd | Small Cap | Industrials (24.94) | 0.82% | 35.27 | -13.75% |
| Signatureglobal (India) Ltd | Small Cap | Real Estate (85.79) | 0.8% | 186.59 | -18.65% |
| Wockhardt Ltd | Small Cap | Healthcare (44.3) | 0.78% | -112.17 | 136.92% |
| NCC Ltd | Small Cap | Industrials (35.71) | 0.77% | 14.4 | -28.4% |
| Vedanta Ltd | Large Cap | Basic Materials (17.24) | 0.77% | 13.53 | 57.51% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (30.97) | 0.76% | 14.15 | -23.31% |
| Sanathan Textiles Ltd | Small Cap | Consumer Cyclical | 0.74% | - | 0% |
| Inox Wind Ltd | Small Cap | Industrials (81.4) | 0.73% | 72.33 | 30.21% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (90.75) | 0.72% | 3.96 | -5.85% |
| Kolte-Patil Developers Ltd | Small Cap | Real Estate (85.28) | 0.71% | 149.03 | -42.41% |
| Neuland Laboratories Limited | Small Cap | (44.3) | 0.69% | 51.39 | 83.74% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 0.66% | 206.18 | 772.74% |
| TARC Ltd Ordinary Shares | Small Cap | Real Estate (85.28) | 0.66% | -20 | -21.1% |
| Jubilant Pharmova Ltd | Small Cap | Healthcare (55.16) | 0.65% | -300.03 | 96.3% |
| Great Eastern Shipping Co Ltd | Small Cap | Industrials (7.22) | 0.65% | 4.48 | -10.14% |
| Piramal Pharma Ltd | Small Cap | Healthcare (22.59) | 0.63% | 0 | -26.02% |
| Kewal Kiran Clothing Ltd | Small Cap | Consumer Cyclical (50.36) | 0.62% | 19.55 | -34.16% |
| Amara Raja Energy & Mobility Ltd | Small Cap | Industrials (27.59) | 0.61% | 18.04 | 15.05% |
| Eris Lifesciences Ltd Registered Shs | Small Cap | Healthcare (44.3) | 0.61% | 52.37 | 39.91% |
| Repco Home Finance Ltd | Small Cap | Financial Services (18.22) | 0.61% | 4.53 | -20.78% |
| Spicejet Ltd | Small Cap | Industrials (22.66) | 0.61% | -42.39 | -20.2% |
| Hi-Tech Pipes Ltd | Small Cap | Basic Materials (26.32) | 0.6% | 33.38 | -29.49% |
| Fedbank Financial Services Ltd | Small Cap | Financial Services (30.25) | 0.59% | 0 | -25.66% |
| Quess Corp Ltd | Small Cap | Industrials (42.62) | 0.57% | 25.81 | 27.39% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (77.72) | 0.57% | 95.32 | 39.84% |
| Bank of Baroda | Large Cap | Financial Services (9.92) | 0.57% | 5.21 | -26.93% |
| Updater Services Ltd | Small Cap | Industrials (42.62) | 0.57% | 17.36 | -17.32% |
| S H Kelkar & Co Ltd | Small Cap | Basic Materials (55.89) | 0.57% | 583.12 | -10.91% |
| Nuvama Wealth Management Ltd | Small Cap | Financial Services | 0.55% | - | 0% |
| Strides Pharma Science Ltd | Small Cap | Healthcare (44.3) | 0.55% | 21.36 | -23.44% |
| Sunteck Realty Ltd | Small Cap | Real Estate (85.28) | 0.55% | 28.9 | -13.16% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (30.97) | 0.54% | 36.2 | 16.01% |
| Punjab National Bank | Large Cap | Financial Services (9.84) | 0.52% | 6.26 | -25.69% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (83.63) | 0.52% | 46.38 | 28.8% |
| Epigral Ltd | Small Cap | Basic Materials (41.17) | 0.51% | 20 | 30.12% |
| Sansera Engineering Ltd | Small Cap | Consumer Cyclical (52.12) | 0.51% | 29.45 | 30.69% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Small Cap | Basic Materials (34.3) | 0.49% | 16.17 | 117.59% |
| Aditya Birla Real Estate Ltd | Small Cap | Basic Materials (12.57) | 0.48% | -843.07 | 30.02% |
| Blue Star Ltd | Mid Cap | Industrials (120) | 0.47% | 77.46 | 58.48% |
| Can Fin Homes Ltd | Small Cap | Financial Services (18.22) | 0.47% | 0 | -19.71% |
| Baazar Style Retail Ltd | Small Cap | Consumer Cyclical | 0.46% | - | 0% |
| Ethos Ltd | Small Cap | Consumer Cyclical (38.17) | 0.44% | 68.83 | -2.84% |
| NLC India Ltd | Mid Cap | Utilities (20.91) | 0.44% | 13.84 | 3.09% |
| Electronics Mart India Ltd | Small Cap | Consumer Cyclical (54.51) | 0.43% | 0 | -2.51% |
| Power Mech Projects Ltd | Small Cap | Industrials (28.19) | 0.42% | 21.78 | -18.14% |
| Bombay Burmah Trading Corp Ltd | Small Cap | Consumer Defensive (89.77) | 0.41% | 11.67 | 2.92% |
| Triveni Engineering & Industries Ltd | Small Cap | Consumer Defensive (15.03) | 0.41% | 37.13 | 11.93% |
| UPL Ltd | Mid Cap | Basic Materials (32.94) | 0.41% | 1189.53 | 30.72% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 0.41% | -10.49 | 85.47% |
| Vishnu Chemicals Ltd | Small Cap | Basic Materials (42.15) | 0.41% | 25.56 | 53.56% |
| PG Electroplast Ltd | Small Cap | Technology | 0.41% | - | 0% |
| Reliance Industries Ltd | Large Cap | Energy (15.7) | 0.41% | 24.43 | -15.55% |
| Sapphire Foods India Ltd | Small Cap | Consumer Cyclical | 0.4% | - | 0% |
| P N Gadgil Jewellers Ltd | Small Cap | Consumer Cyclical | 0.4% | - | 0% |
| Senco Gold Ltd | Consumer Cyclical | 0.39% | - | 0% | |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 0.39% | - | 0% |
| Jubilant Ingrevia Ltd Ordinary Shares | Small Cap | Basic Materials (36.57) | 0.38% | 52.72 | 44.27% |
| Krsnaa Diagnostics Ltd | Small Cap | Healthcare (74.58) | 0.37% | 0 | 21.03% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (29.97) | 0.37% | 7.85 | 15.41% |
| Godrej Industries Ltd | Mid Cap | Industrials (55.89) | 0.37% | 76.67 | 35.68% |
| Tilaknagar Industries Ltd | Small Cap | Consumer Defensive (78.31) | 0.37% | 23.92 | 3.58% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0.36% | - | 0% |
| AstraZeneca Pharma India Ltd | Small Cap | Healthcare (55.16) | 0.36% | 96.24 | 61.67% |
| Akums Drugs and Pharmaceuticals Ltd | Small Cap | Healthcare | 0.35% | - | 0% |
| Medplus Health Services Ltd | Small Cap | Healthcare (44.3) | 0.35% | 63.8 | 1.33% |
| Jyothy Labs Ltd | Small Cap | Consumer Defensive (55.89) | 0.35% | 32.51 | -23.25% |
| OneSource Specialty Pharma Ltd | Healthcare | 0.35% | - | 0% | |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 0.34% | - | 0% |
| Greenply Industries Ltd | Small Cap | Basic Materials (26.48) | 0.34% | 34.37 | 11.06% |
| CESC Ltd | Small Cap | Utilities (20.91) | 0.33% | 13.36 | 12.16% |
| EFC (I) Ltd | Small Cap | Real Estate (85.28) | 0.33% | 19.62 | 8.28% |
| Eureka Forbes Ltd | Small Cap | Consumer Cyclical (81.24) | 0.33% | 69.89 | 11.84% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (88.78) | 0.33% | 21.81 | 7.49% |
| Cochin Shipyard Ltd | Mid Cap | Industrials (46.68) | 0.33% | 43.97 | 54.12% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 0.32% | 213.91 | 49.58% |
| Juniper Hotels Ltd | Small Cap | Consumer Cyclical (85.37) | 0.32% | 98.17 | -39.98% |
| INOX Green Energy Services Ltd | Small Cap | Utilities (46.01) | 0.31% | 0 | 0% |
| Arvind SmartSpaces Ltd | Small Cap | Real Estate (85.28) | 0.31% | 29.66 | 20.23% |
| Ecos (India) Mobility & Hospitality Ltd | Small Cap | Industrials | 0.31% | - | 0% |
| Alicon Castalloy Ltd | Small Cap | Industrials (20.29) | 0.3% | 21.4 | -17.78% |
| Archean Chemical Industries Ltd | Small Cap | Basic Materials (42.15) | 0.3% | 39.34 | -22.97% |
| Lumax Auto Technologies Ltd | Small Cap | Consumer Cyclical (47.2) | 0.29% | 47.33 | 71.63% |
| RHI Magnesita India Ltd | Small Cap | Industrials (33.8) | 0.29% | -93.6 | -25.86% |
| Marksans Pharma Ltd | Small Cap | Healthcare (43.77) | 0.29% | 26.03 | 33.75% |
| Emcure Pharmaceuticals Ltd | Small Cap | Healthcare | 0.28% | - | 0% |
| Innova Captab Ltd | Small Cap | Healthcare (44.3) | 0.28% | 34.37 | 45.84% |
| Sterlite Technologies Ltd | Small Cap | Technology (77.03) | 0.28% | -188.44 | 83.06% |
| Aditya Birla Sun Life AMC Ltd | Small Cap | Financial Services (33.52) | 0.28% | 19.55 | 19.67% |
| GPT Healthcare Ltd | Small Cap | Healthcare (90.75) | 0.27% | 0 | -21.05% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (18.75) | 0.26% | 8.65 | 28.45% |
| Torrent Power Ltd | Mid Cap | Utilities (20.39) | 0.26% | 28.05 | 14.02% |
| Greenpanel Industries Ltd Ordinary Shares | Small Cap | Basic Materials (26.48) | 0.25% | 22.66 | -26.29% |
| Bansal Wire Industries Ltd | Small Cap | Basic Materials | 0.24% | - | 0% |
| JK Lakshmi Cement Ltd | Small Cap | Basic Materials (55.96) | 0.24% | 27.71 | 29.63% |
| Apeejay Surrendra Park Hotels Ltd | Small Cap | Consumer Cyclical (85.37) | 0.23% | 42.78 | -25.02% |
| DCB Bank Ltd | Small Cap | Financial Services (18.12) | 0.23% | 0 | -14.62% |
| Exide Industries Ltd | Mid Cap | Consumer Cyclical (27.59) | 0.23% | 38.12 | 8.41% |
| Satin Creditcare Network Ltd | Small Cap | Financial Services (7.01) | 0.23% | 5.52 | -32.83% |
| Ujjivan Small Finance Bank Ltd Ordinary Shares | Small Cap | Financial Services (18.12) | 0.23% | 0 | -32.85% |
| FDC Ltd | Small Cap | Healthcare (44.3) | 0.23% | 23.89 | -10.28% |
| GMM Pfaudler Ltd | Small Cap | Industrials (81.4) | 0.23% | 43.48 | -15.13% |
| Emami Ltd | Small Cap | Consumer Defensive (55.89) | 0.22% | 30.54 | 23.24% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 0.22% | 0 | 0% |
| Affle India Ltd | Small Cap | Communication Services (26.73) | 0.22% | 56.96 | 35.57% |
| Keystone Realtors Ltd | Small Cap | Real Estate (46.94) | 0.21% | 46.65 | 39.96% |
| Gulf Oil Lubricants India Ltd | Small Cap | Basic Materials (21.7) | 0.21% | 17.14 | 19.41% |
| Bank of India | Mid Cap | Financial Services (9.92) | 0.21% | 5.2 | -33.37% |
| Concord Enviro Systems Ltd | Small Cap | Utilities | 0.21% | - | 0% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (100.89) | 0.21% | 110.24 | 43.25% |
| Rane Holdings Ltd | Small Cap | Consumer Cyclical (100.02) | 0.21% | 8.52 | 18.87% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (81.24) | 0.2% | 42.29 | 18.6% |
| Artemis Medicare Services Ltd Ordinary Shares | Small Cap | Healthcare (90.75) | 0.19% | 44.4 | 50.02% |
| Heritage Foods Ltd | Small Cap | Consumer Defensive (47.6) | 0.19% | 19.28 | 17.94% |
| Garware Hi-Tech Films Ltd | Small Cap | Basic Materials (41.69) | 0.19% | 31.53 | 138.85% |
| IndiaMART InterMESH Ltd | Small Cap | Communication Services (52.02) | 0.18% | -0.09 | 0% |
| KFin Technologies Ltd | Small Cap | Technology (30.97) | 0.18% | 49.78 | 43.33% |
| Zee Entertainment Enterprises Ltd | Small Cap | Communication Services (33.88) | 0.18% | -116.65 | -17% |
| VRL Logistics Ltd | Small Cap | Industrials (34.92) | 0.18% | 0 | -7.23% |
| Orchid Pharma Ltd | Small Cap | Healthcare (44.3) | 0.17% | 44.5 | -10.11% |
| J.B. Chemicals & Pharmaceuticals Ltd | Small Cap | Healthcare (55.16) | 0.17% | 48.39 | 61.86% |
| Craftsman Automation Ltd | Small Cap | Consumer Cyclical (44.43) | 0.17% | 63.13 | 21.79% |
| Mayur Uniquoters Ltd | Small Cap | Consumer Cyclical (24.71) | 0.16% | 14.93 | -1.66% |
| TBO Tek Ltd | Small Cap | Consumer Cyclical | 0.15% | - | 0% |
| Steel Strips Wheels Ltd | Small Cap | Consumer Cyclical (23.39) | 0.15% | 18.54 | 61.37% |
| Laxmi Dental Ltd | Healthcare | 0.15% | - | 0% | |
| KRN Heat Exchanger and Refrigeration Ltd | Small Cap | Technology | 0.15% | - | 0% |
| Star Health and Allied Insurance Co Ltd | Small Cap | Financial Services (41.35) | 0.14% | 0 | -33.28% |
| Chemplast Sanmar Ltd | Small Cap | Basic Materials (24.46) | 0.14% | -54.59 | -2.2% |
| IRM Energy Ltd | Small Cap | Utilities | 0.13% | - | 0% |
| CE Info Systems Ltd | Small Cap | Technology (45.72) | 0.12% | 18.8 | 37.71% |
| Landmark Cars Ltd | Small Cap | Consumer Cyclical (49.04) | 0.12% | 93.41 | 31.29% |
| Yatra Online Ltd | Small Cap | Consumer Cyclical (42.15) | 0.11% | 42.09 | -57.3% |
| Religare Enterprises Ltd | Small Cap | Financial Services (30.97) | 0.11% | 109.93 | 5.45% |
| Orient Cement Ltd | Small Cap | Basic Materials (72.86) | 0.11% | -21.59 | -39.42% |
| Gujarat State Petronet Ltd | Small Cap | Utilities (13.3) | 0.11% | 11.88 | -21.11% |
| Sai Life Sciences Ltd | Small Cap | Healthcare | 0.09% | - | 0% |
| MOIL Ltd | Small Cap | Basic Materials (10.05) | 0.09% | 22.2 | 98.68% |
| Godavari Biorefineries Ltd | Small Cap | Basic Materials | 0.09% | - | 0% |
| Metropolis Healthcare Ltd | Small Cap | Healthcare (64.18) | 0.09% | -1.11 | 36.82% |
| Unimech Aerospace And Manufacturing Ltd | Small Cap | Industrials | 0.09% | - | 0% |
| Vintage Coffee & Beverages Ltd | Small Cap | Consumer Defensive (78.56) | 0.08% | 39.83 | 41.53% |
| JK Tyre & Industries Ltd | Small Cap | Consumer Cyclical (55.9) | 0.07% | 25.42 | 224.63% |
| Dam Capital Advisors Ltd | Small Cap | Financial Services | 0.06% | - | 0% |
| Rishabh Instruments Ltd | Small Cap | Technology (96.53) | 0.06% | 50.85 | 0% |
| Arvind Fashions Ltd | Small Cap | Consumer Cyclical (57.21) | 0.05% | 55.57 | -14.37% |
| GNA Axles Ltd | Small Cap | Consumer Cyclical (28.99) | 0.04% | 13.11 | -26.92% |
| Thangamayil Jewellery Ltd | Small Cap | Consumer Cyclical (72.49) | 0.04% | 0 | 37.01% |
| UPL Ltd Ordinary Shares (Partly Paid Rs.0.50) | Basic Materials | 0.04% | - | 0% | |
| Butterfly Gandhimathi Appliances Ltd | Small Cap | Consumer Cyclical (81.24) | 0.03% | 0 | -32.41% |
| Kirloskar Brothers Ltd | Small Cap | Industrials (51.31) | 0% | 31.29 | 55.62% |
| Sobha Ltd Ordinary Shares (Partly Paid Rs.5) | 0% | - | 0% | ||
| Ami Organics Ltd | Small Cap | Basic Materials (44.3) | 0% | 83.11 | 119.99% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (29.98) | 0% | 0 | 16.94% |
| DCX System Ltd | Small Cap | Industrials | 0% | - | 0% |
| Waaree Energies Ltd | Mid Cap | Technology | 0% | - | 0% |
| Minda Corp Ltd | Small Cap | Consumer Cyclical (46.01) | 0% | 0 | 0% |
| Saregama India Ltd | Small Cap | Communication Services (46.01) | 0% | 0 | -35.61% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 7.81 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Triparty Repo Trp_030225 | 7.88% | - | 0% | ||
| Cash Margin - Ccil | 0.05% | - | 0% | ||
| Cash / Bank Balance | 0.05% | - | 0% | ||
| Cash Margin - Derivatives | 0.02% | - | 0% | ||
| Net Receivables/Payables | -0.19% | - | 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 Bandhan Small Cap Fund Regular Growth?
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 Bandhan Small Cap Fund Regular Growth?
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.
