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₹51.39
(-0.2%)
Current NAV 24-12-2024
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18.16%
Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 88.17%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 60.87 |
| Small Cap | 17.33 |
| Mid Cap | 9.97 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
IT - Software
Telecom - Services
Retailing
Financial Technology (Fintech)
Commercial Services & Supplies
IT - Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Dec-2024 |
Holdings | PE Ratio 26-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Infosys Ltd | Large Cap | IT - Software (38.13) | 20.68% | 29.42 | 23.61% |
| Tata Consultancy Services Ltd | Large Cap | IT - Software (38.13) | 16.45% | 31.78 | 9.82% |
| Bharti Airtel Ltd | Large Cap | Telecom - Services (168.99) | 11.64% | 75.65 | 60.25% |
| Zomato Ltd | Large Cap | Retailing (36.51) | 4.88% | -10.49 | 85.47% |
| HCL Technologies Ltd | Large Cap | IT - Software (38.13) | 3.71% | 30.65 | 30.37% |
| PB Fintech Ltd | Mid Cap | Financial Technology (Fintech) (76.58) | 3.6% | 615.37 | 84.19% |
| Tech Mahindra Ltd | Large Cap | IT - Software (38.13) | 3.51% | 50.72 | 32.38% |
| Teamlease Services Ltd | Small Cap | Commercial Services & Supplies (46.46) | 3.32% | 47.17 | 15.27% |
| Rategain Travel Technologies Ltd | Small Cap | IT - Software (38.13) | 2.58% | 44.69 | -2.36% |
| Zensar Technologies Ltd | Small Cap | IT - Software (36.96) | 2.26% | 25.69 | 109.02% |
| Coforge Ltd | Mid Cap | IT - Software (38.13) | 2.13% | 79.93 | 51.85% |
| Birlasoft Ltd | Small Cap | IT - Software (36.96) | 1.91% | 83.08 | 166.81% |
| CE Info Systems Ltd | Small Cap | IT - Software (45.72) | 1.64% | 18.8 | 37.71% |
| Intellect Design Arena Ltd | Small Cap | IT - Software (38.13) | 1.57% | 49.32 | 22.86% |
| Info Edge (India) Ltd | Mid Cap | Retailing (84.69) | 1.51% | 240.13 | 70.59% |
| Cyient Ltd | Small Cap | IT - Services (38.13) | 1.17% | 32.42 | -17.82% |
| Tanla Platforms Ltd | Small Cap | IT - Software (38.13) | 1.17% | 16.77 | -37.76% |
| Indiamart Intermesh Ltd | Small Cap | Retailing (52.02) | 1.08% | -0.09 | 0% |
| Mphasis Ltd | Mid Cap | IT - Software (19.56) | 0.95% | 0 | 0% |
| Unicommerce eSolutions Ltd | Mid Cap | IT - Software | 0.8% | - | 0% |
| One 97 Communications Ltd | Mid Cap | Financial Technology (Fintech) (479.21) | 0.65% | -93.85 | 58.54% |
| Persistent Systems Ltd | Mid Cap | IT - Software | 0.33% | - | 0% |
| JustDial Ltd | Small Cap | Retailing (84.69) | 0.3% | 23.49 | 26.41% |
| Affle India Ltd | Small Cap | IT - Services (34.51) | 0.18% | 72.07 | 43.65% |
| Tracxn Technologies Ltd | Small Cap | Commercial Services & Supplies (117.31) | 0.1% | 0 | -34.93% |
| Xelpmoc Design and Tech Ltd | Small Cap | IT - Software (38.13) | 0.05% | -20.08 | 40.57% |
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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 Technology 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 Technology 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.