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Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 97.61%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 71.9 |
| Large Cap | 23.85 |
| Small Cap | 1.86 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
IT - Software
Consumer Durables
Automobiles
Auto Components
Industrial Products
Finance
Retailing
Healthcare Services
Chemicals & Petrochemicals
Electrical Equipment
Financial Technology (Fintech)
Realty
Capital Markets
Pharmaceuticals & Biotechnology
Telecom - Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 18-Dec-2024 |
Holdings | PE Ratio 18-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Coforge Limited | Mid Cap | IT - Software (39.45) | 9.88% | 79.38 | 46.83% |
| Kalyan Jewellers India Limited | Mid Cap | Consumer Durables (86.49) | 9.5% | 124.05 | 137.73% |
| Polycab India Limited | Mid Cap | Industrial Products (57.35) | 9.29% | 62.07 | 30.45% |
| Persistent Systems Limited | Mid Cap | IT - Software | 8.04% | - | 0% |
| Jio Financial Services Limited | Large Cap | Finance (30.18) | 8.04% | 128.46 | 35.39% |
| Bajaj Auto Limited | Large Cap | Automobiles (33.82) | 6.71% | 33.94 | 38.87% |
| Tube Investments of India Limited | Mid Cap | Auto Components (97.58) | 6.03% | 63.04 | 2.41% |
| Mahindra & Mahindra Limited | Large Cap | Automobiles (29.16) | 5.18% | 31.95 | 78.28% |
| Voltas Limited | Mid Cap | Consumer Durables (95.38) | 4.11% | 104.76 | 102.04% |
| Zomato Limited | Large Cap | Retailing (36.51) | 3.92% | -10.49 | 85.47% |
| Max Healthcare Institute Limited | Mid Cap | Healthcare Services (99.61) | 3.81% | 109.7 | 75.35% |
| Balkrishna Industries Limited | Mid Cap | Auto Components (28.51) | 3.54% | 33.58 | 11.99% |
| One 97 Communications Limited | Mid Cap | Financial Technology (Fintech) (495.91) | 2.46% | -94.39 | 63.54% |
| Dixon Technologies (India) Limited | Mid Cap | Consumer Durables (291.98) | 2.1% | 158.67 | 201.22% |
| Deepak Nitrite Limited | Mid Cap | Chemicals & Petrochemicals (50.99) | 1.91% | 42.21 | 14.15% |
| KPIT Technologies Limited | Mid Cap | IT - Software (39.45) | 1.84% | 57.42 | 1.99% |
| BSE Limited | Mid Cap | Capital Markets | 1.78% | - | 0% |
| Deepak Fertilizers and Petrochemicals Corporation Limited | Small Cap | Chemicals & Petrochemicals (41.85) | 1.55% | 22.69 | 74.19% |
| CG Power and Industrial Solutions Limited | Mid Cap | Electrical Equipment (119.08) | 1.49% | 81.03 | 67.64% |
| Aurobindo Pharma Limited | Mid Cap | Pharmaceuticals & Biotechnology (48.16) | 1.39% | 20.23 | 22.1% |
| Prestige Estates Projects Limited | Mid Cap | Realty (117.08) | 1.22% | 119.17 | 65.4% |
| The Phoenix Mills Limited | Mid Cap | Realty (117.08) | 1.18% | 58.12 | 50.6% |
| Tata Elxsi Limited | Mid Cap | IT - Software (9.9) | 0.91% | 0 | 0% |
| Suzlon Energy Limited | Mid Cap | Electrical Equipment (116.42) | 0.83% | 97.07 | 79.62% |
| Bharti Hexacom Limited | Mid Cap | Telecom - Services | 0.59% | - | 0% |
| GE T&D India Limited | Small Cap | Electrical Equipment (26.89) | 0.31% | 206.18 | 772.74% |
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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 Midcap 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 Midcap 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.