+91-9660032889
+91-9660032889
support@mysiponline.com
-
₹36.95
(1.1%)
Current NAV 20-02-2025
-
7.43%
Returns
-
Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Dec-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 96.35%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 45.58 |
| Large Cap | 38.95 |
| Mid Cap | 11.82 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Construction
Banks
Capital Markets
Retailing
Industrial Products
Consumer Durables
Finance
Electrical Equipment
Aerospace & Defense
Petroleum Products
Financial Technology (Fintech)
Textiles & Apparels
Cement & Cement Products
Chemicals & Petrochemicals
Gas
Paper, Forest & Jute Products
Industrial Manufacturing
Auto Components
Fertilizers & Agrochemicals
Realty
Automobiles
Leisure Services
Non - Ferrous Metals
Ferrous Metals
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 21-Feb-2025 |
Holdings | PE Ratio 21-Feb-2025 |
1Y Return |
|---|---|---|---|---|---|
| Trent Limited | Large Cap | Retailing (51.04) | 6.58% | 92.61 | 29.32% |
| Multi Commodity Exchange of India Limited | Small Cap | Capital Markets (108.83) | 5.68% | 55.45 | 52.55% |
| ICICI Bank Limited | Large Cap | Banks (18.32) | 5.26% | 17.32 | 17.33% |
| Reliance Industries Limited | Large Cap | Petroleum Products (15.87) | 3.41% | 24 | -16.48% |
| HDFC Bank Limited | Large Cap | Banks (18.32) | 3.31% | 18.58 | 17.51% |
| PB Fintech Limited | Mid Cap | Financial Technology (Fintech) (76.58) | 3.04% | 615.37 | 84.19% |
| Larsen & Toubro Limited | Large Cap | Construction (36.71) | 2.85% | 33.42 | 0.46% |
| Bharat Electronics Limited | Large Cap | Aerospace & Defense (39.44) | 2.83% | 37.34 | 35.21% |
| Ahluwalia Contracts (India) Limited | Small Cap | Construction (36.71) | 2.72% | 13.64 | -43.99% |
| Power Finance Corporation Limited | Large Cap | Finance (12.98) | 2.61% | 5.76 | -5.57% |
| Blue Star Limited | Mid Cap | Consumer Durables (106.97) | 2.47% | 70.63 | 50.46% |
| Kirloskar Pneumatic Co Limited | Small Cap | Industrial Products (46.08) | 2.39% | 0 | 45.42% |
| Aegis Logistics Limited | Small Cap | Gas (35.5) | 2.29% | 45.28 | 64.96% |
| Power Mech Projects Limited | Small Cap | Construction (29.28) | 2.25% | 20.87 | -23.96% |
| ABB India Limited | Large Cap | Electrical Equipment (75.12) | 2.18% | 0 | 5.63% |
| UltraTech Cement Limited | Large Cap | Cement & Cement Products (55.96) | 2.16% | 44.61 | 34.3% |
| Aditya Birla Real Estate Limited | Small Cap | Paper, Forest & Jute Products (12.92) | 2.12% | -868.64 | 42.63% |
| Time Technoplast Limited | Small Cap | Industrial Products (27.18) | 1.96% | 24.54 | 83.23% |
| Gokaldas Exports Limited | Small Cap | Textiles & Apparels (59.24) | 1.93% | 44.81 | 11.58% |
| KEC International Limited | Small Cap | Construction (26.89) | 1.85% | 213.91 | 49.58% |
| BSE Limited | Mid Cap | Capital Markets | 1.81% | - | 0% |
| State Bank of India | Large Cap | Banks (10.12) | 1.76% | 8.11 | -6.6% |
| Amber Enterprises India Limited | Small Cap | Consumer Durables (81.18) | 1.68% | 90.97 | 51.13% |
| Mangalore Chemicals & Fertilizers Limited | Small Cap | Fertilizers & Agrochemicals (35.22) | 1.51% | 0 | 22.33% |
| Epigral Limited | Small Cap | Chemicals & Petrochemicals (42.9) | 1.4% | 21.5 | 42.31% |
| PNB Housing Finance Limited | Small Cap | Finance (18.15) | 1.31% | 11.44 | 10.54% |
| Gujarat Fluorochemicals Limited | Mid Cap | Chemicals & Petrochemicals (59.42) | 1.27% | 88.81 | 4.25% |
| Indian Energy Exchange Limited | Small Cap | Capital Markets (108.83) | 1.26% | 36.82 | 16.96% |
| Suzlon Energy Limited | Mid Cap | Electrical Equipment (83.18) | 1.23% | 65.42 | 22.93% |
| Brigade Enterprises Limited | Small Cap | Realty (88.98) | 1.2% | 38.29 | 0.66% |
| Hindustan Aeronautics Limited | Large Cap | Aerospace & Defense (39.44) | 1.19% | 25.84 | 13.95% |
| GE Vernova T&D India Limited | Mid Cap | Electrical Equipment (26.89) | 1.18% | 206.18 | 772.74% |
| Indian Hume Pipe Company Limited | Small Cap | Industrial Manufacturing (30.25) | 1.16% | 0 | 16.28% |
| Sterling and Wilson Renewable Energy Limited | Small Cap | Construction (44.74) | 1.14% | 236.48 | -51.21% |
| TVS Motor Company Limited | Large Cap | Automobiles (32.94) | 1.14% | 56.01 | 11.18% |
| Bansal Wire Industries Ltd. | Small Cap | Industrial Products | 1.09% | - | 0% |
| EIH Limited | Small Cap | Leisure Services (86.17) | 1.06% | 28.22 | -20.15% |
| Titan Company Limited | Large Cap | Consumer Durables (75.02) | 0.91% | 87.14 | -13.04% |
| NCC Limited | Small Cap | Construction (36.71) | 0.89% | 14.61 | -17.26% |
| HG Infra Engineering Limited | Small Cap | Construction (36.71) | 0.87% | 13.08 | 19.14% |
| Hindalco Industries Limited | Large Cap | Non - Ferrous Metals (30.32) | 0.84% | 38.75 | 29.66% |
| Jindal Stainless Limited | Mid Cap | Ferrous Metals (28.76) | 0.82% | 21.05 | 131.64% |
| Rec Limited | Large Cap | Finance (12.98) | 0.81% | 6.77 | -11.34% |
| Kajaria Ceramics Limited | Small Cap | Consumer Durables (33.41) | 0.79% | 39.88 | -29.07% |
| Pitti Engineering Ltd. | Small Cap | Industrial Manufacturing (44.74) | 0.76% | 28.15 | 42.38% |
| Amara Raja Energy & Mobility Limited | Small Cap | Auto Components (29.05) | 0.7% | 18.36 | 20.49% |
| Birla Corporation Limited | Small Cap | Cement & Cement Products (49.81) | 0.68% | 33.53 | -40.46% |
| PNC Infratech Limited | Small Cap | Construction (32.89) | 0.63% | -22.68 | -43.81% |
| Sundram Fasteners Limited | Small Cap | Auto Components (29.62) | 0.63% | 14.03 | 422.86% |
| Cholamandalam Investment & Finance Company Limited | Large Cap | Finance (26.13) | 0.61% | 28.3 | 41.05% |
| Motherson Sumi Wiring India Limited | Small Cap | Auto Components (45.02) | 0.56% | 0 | -29.8% |
| Timken India Limited | Small Cap | Industrial Products (41.41) | 0.54% | 0 | -8.52% |
| Ganesha Ecosphere Limited | Small Cap | Textiles & Apparels (3.54) | 0.51% | 35.19 | 34.14% |
| Bank of Baroda | Large Cap | Banks (10.12) | 0.5% | 5.32 | -23.65% |
| Indo Count Industries Limited | Small Cap | Textiles & Apparels (29.16) | 0.48% | 17.7 | -3.98% |
| IIFL Capital Services Limited | Small Cap | Capital Markets (31.16) | 0.47% | 9.33 | 46.1% |
| Hi-Tech Pipes Limited | Small Cap | Industrial Products (26.83) | 0.4% | 34.3 | -28.86% |
| Transformers And Rectifiers (India) Limited | Small Cap | Electrical Equipment (25.09) | 0.35% | 0 | 153.02% |
| Bharat Bijlee Limited | Small Cap | Electrical Equipment | 0.32% | - | 0% |
Discover More with Premium Access
View Stock Information
Take test again
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 HSBC Business Cycles 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 HSBC Business Cycles 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.
