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Fund Suitability Test
Asset Allocation (As on 15-Mar-2025)
Allocation of Equity and Debt Asset Classes.
- Debt 35.24%
- Others 64.76%
Market Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 35.24 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| India (Republic of) | 9.33% | - | 0% | ||
| 91 Days Tbill | 8.34% | - | 0% | ||
| Bank of Baroda | 4.14% | - | 0% | ||
| Indian Bank | 4.13% | - | 0% | ||
| HDFC Bank Ltd. | 4.13% | - | 0% | ||
| India (Republic of) | 3.11% | - | 0% | ||
| HDFC Bank Ltd. | 2.07% | - | 0% | ||
| 91 DTB 20032025 | 0% | - | 0% | ||
| 91 Days Tbill Red 24-04-2025 | 0% | - | 0% | ||
| 91 Days Tbill | 0% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 64.76 |
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 |
|---|---|---|---|---|---|
| Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited) | 8.27% | - | 0% | ||
| Export-Import Bank Of India | 4.16% | - | 0% | ||
| Export-Import Bank Of India | 4.14% | - | 0% | ||
| Reliance Retail Ventures Limited | 4.13% | - | 0% | ||
| IIFL Finance Ltd. | 3.9% | - | 0% | ||
| Call, Cash & Other Assets | 3.69% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 3.12% | - | 0% | ||
| National Bank for Agriculture and Rural Development | 3.1% | - | 0% | ||
| Icici Securities Primary Dealership Ltd | 3.1% | - | 0% | ||
| National Bank for Agriculture and Rural Development | 3.1% | - | 0% | ||
| Axis Finance Limited | 2.08% | - | 0% | ||
| Axis Bank Ltd. | 2.08% | - | 0% | ||
| HDFC Bank Limited | 2.07% | - | 0% | ||
| Julius Baer Capital (India) Private Limited | 2.07% | - | 0% | ||
| Punjab National Bank | 2.07% | - | 0% | ||
| Kotak Mahindra Bank Limited | 2.07% | - | 0% | ||
| Kotak Securities Limited | 2.07% | - | 0% | ||
| Axis Securities Limited | 2.06% | - | 0% | ||
| L&T Finance Ltd. | 2.06% | - | 0% | ||
| Bajaj Finance Ltd. | 2.06% | - | 0% | ||
| ICICI Securities Limited | 1.04% | - | 0% | ||
| Punjab National Bank | 1.04% | - | 0% | ||
| Canara Bank | 1.04% | - | 0% | ||
| Corporate Debt Market Development Fund Class A2 | 0.24% | - | 0% | ||
| Bank Of Baroda | 0% | - | 0% | ||
| Indian Railway Finance Corporation Limited | 0% | - | 0% | ||
| Punjab National Bank | 0% | - | 0% | ||
| Punjab National Bank | 0% | - | 0% | ||
| Sbicap Securities Limited | 0% | - | 0% | ||
| Axis Bank Limited | 0% | - | 0% | ||
| National Bank for Agriculture and Rural Development | 0% | - | 0% | ||
| Motilal Oswal Financial Services Limited | 0% | - | 0% | ||
| Canara Bank | 0% | - | 0% | ||
| Canara Bank | 0% | - | 0% | ||
| Canara Bank | 0% | - | 0% | ||
| Small Industries Development Bank Of India | 0% | - | 0% | ||
| Icici Securities Limited (Earlier Icici Brokerage Services Limited) | 0% | - | 0% | ||
| Julius Baer Capital (India) Private Limited | 0% | - | 0% | ||
| Aditya Birla Finance Limited | 0% | - | 0% | ||
| Aditya Birla Finance Limited | 0% | - | 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 Franklin India Liquid Fund ?
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 Franklin India Liquid Fund ?
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.
