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Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 97.18%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 49.67 |
| Mid Cap | 46.6 |
| Small Cap | 0.91 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
IT - Software
Retailing
Finance
Industrial Products
Consumer Durables
Telecom - Services
Automobiles
Auto Components
Construction
Banks
Capital Markets
Healthcare Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 20-Dec-2024 |
Holdings | PE Ratio 20-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Polycab India Limited | Mid Cap | Industrial Products (56.83) | 9.7% | 60.18 | 30.98% |
| Trent Limited | Large Cap | Retailing (76.39) | 9.63% | 134.14 | 131.7% |
| Kalyan Jewellers India Limited | Mid Cap | Consumer Durables (86.19) | 9.56% | 118.62 | 122.67% |
| Jio Financial Services Limited | Large Cap | Finance (29.78) | 9.38% | 120.36 | 31.19% |
| Coforge Limited | Mid Cap | IT - Software (39.54) | 8.88% | 78.62 | 55.21% |
| Persistent Systems Limited | Mid Cap | IT - Software | 8.71% | - | 0% |
| Mahindra & Mahindra Limited | Large Cap | Automobiles (29.04) | 5.9% | 30.46 | 76.33% |
| Zomato Limited | Large Cap | Retailing (36.51) | 5.26% | -10.49 | 85.47% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (98.44) | 5.02% | 9.63 | 68% |
| Cholamandalam Investment and Finance Company Ltd | Large Cap | Finance (26.13) | 4.76% | 28.3 | 41.05% |
| Tube Investments of India Limited | Mid Cap | Auto Components (98.78) | 4.66% | 60.65 | 1.31% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (171.29) | 4.02% | 74.55 | 62.51% |
| Larsen & Toubro Limited | Large Cap | Construction (43.69) | 3.01% | 37.75 | 6.15% |
| ICICI Bank Limited | Large Cap | Banks (19.2) | 2.69% | 18.74 | 27.77% |
| BSE Limited | Mid Cap | Capital Markets | 2.31% | - | 0% |
| Max Healthcare Institute Limited | Mid Cap | Healthcare Services (99.42) | 1.69% | 107.13 | 79.45% |
| Tata Elxsi Limited | Mid Cap | IT - Software (9.9) | 1.09% | 0 | 0% |
| Electrosteel Castings Limited | Small Cap | Industrial Products (23.95) | 0.91% | 10.06 | 26.44% |
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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 Motilal Oswal Flexi Cap Fund Regular Plan?
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 Motilal Oswal Flexi Cap Fund Regular Plan?
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.