+91-9660032889
+91-9660032889
support@mysiponline.com
Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.65%
- Others 0.35%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 85.42 |
| Small Cap | 6.83 |
| Others | 4.7 |
| Mid Cap | 2.69 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Technology
Consumer Cyclical
Energy
Industrials
Consumer Defensive
Healthcare
Basic Materials
Utilities
Communication Services
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 28-Mar-2025 |
Holdings | PE Ratio 28-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (19.85) | 10% | 20.11 | 26.26% |
| ICICI Bank Ltd | Large Cap | Financial Services (19.85) | 6.66% | 18.96 | 23.05% |
| Reliance Industries Ltd | Large Cap | Energy (16.57) | 6.5% | 24.94 | -14.34% |
| Infosys Ltd | Large Cap | Technology (32.3) | 4.82% | 23.59 | 4.78% |
| Hexaware Technologies Limited | 4.22% | - | 0% | ||
| Bharti Airtel Ltd | Large Cap | Communication Services (181.87) | 3.46% | 40.81 | 40.84% |
| Bajaj Holdings and Investment Ltd | Large Cap | Financial Services (10.67) | 3.44% | 0 | 0% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 3.42% | 14.76 | 50.88% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 3.4% | 26.45 | -0.13% |
| Larsen & Toubro Ltd | Large Cap | Industrials (37.95) | 3.11% | 35.23 | -7.5% |
| State Bank of India | Large Cap | Financial Services (10.42) | 2.87% | 8.68 | 2.52% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 2.7% | 24.94 | -2.35% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.3) | 2.69% | 26.74 | -7.19% |
| Bajaj Finance Ltd | Large Cap | Financial Services (31.97) | 2.54% | 34.66 | 23.6% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.42% | 28.68 | 29.81% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 2.31% | 27.31 | 39.29% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (24.4) | 2.13% | 32.47 | 44.25% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (28.25) | 2.09% | 17.38 | 4.84% |
| DLF Ltd | Large Cap | Real Estate (89.22) | 2.08% | 42 | -24.35% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 2.06% | 26.78 | 7.67% |
| Tech Mahindra Ltd | Large Cap | Technology (32.3) | 1.96% | 36.96 | 13.09% |
| NTPC Ltd | Large Cap | Utilities (22.44) | 1.95% | 15.78 | 6.46% |
| Grasim Industries Ltd | Large Cap | Basic Materials (52.75) | 1.92% | 45.03 | 13.64% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (46.1) | 1.9% | 36.32 | 6.9% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 1.87% | 0 | -4.86% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 1.82% | 0 | 0% |
| LTIMindtree Ltd | Large Cap | Technology (36.96) | 1.63% | 33.85 | 6.16% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 1.52% | -10.49 | 85.47% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (8.13) | 1.45% | 7.96 | -8.01% |
| Sagility India Ltd | Small Cap | Healthcare | 1.43% | - | 0% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (92.35) | 1.11% | 22.35 | 11.92% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (72.12) | 1.1% | 84.03 | -19.47% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 1.01% | - | 0% |
| Inventurus Knowledge Solutions Ltd | Mid Cap | Healthcare | 0.98% | - | 0% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (95.81) | 0.97% | 72.4 | 3.86% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.89% | 38.75 | 29.66% |
| Bansal Wire Industries Ltd | Small Cap | Basic Materials | 0.77% | - | 0% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (89.22) | 0.74% | 56.07 | 17.98% |
| International Gemmological Institute (India) Ltd | Small Cap | Basic Materials | 0.73% | - | 0% |
| Standard Glass Lining Technology Ltd | Industrials | 0.48% | - | 0% | |
| Unimech Aerospace And Manufacturing Ltd | Small Cap | Industrials | 0.35% | - | 0% |
| Sanathan Textiles Ltd | Small Cap | Consumer Cyclical | 0.14% | - | 0% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0% | - | 0% |
Discover More with Premium Access
View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.35 |
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 |
|---|---|---|---|---|---|
| Net Receivables / (Payables) | 0.27% | - | 0% | ||
| Collateralized Borrowing & Lending Obligation | 0.09% | - | 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 Motilal Oswal Large Cap 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 Motilal Oswal Large Cap 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.
