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Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 71.67%
- Others 28.33%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 69.66 |
| Large Cap | 7.25 |
| Others | -5.24 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Consumer Cyclical
Industrials
Healthcare
Communication Services
Real Estate
Basic Materials
Utilities
Financial Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 12-Mar-2025 |
Holdings | PE Ratio 12-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Coforge Ltd | Mid Cap | Technology (31.2) | 9.91% | 63.03 | 18.31% |
| Persistent Systems Ltd | Mid Cap | Technology | 9.51% | - | 0% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (70.38) | 6.83% | 66.05 | 11.62% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (194.73) | 6.67% | 101.23 | 101.73% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (89.19) | 4.11% | 95.36 | 32.78% |
| One97 Communications Ltd | Mid Cap | Technology (329.3) | 3.94% | -65.14 | 94% |
| Trent Ltd | Large Cap | Consumer Cyclical (49.27) | 3.68% | 92.38 | 25.27% |
| Polycab India Ltd | Large Cap | Industrials (39.4) | 3.48% | 40.8 | 4.44% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 3.44% | - | 0% |
| KEI Industries Ltd | Mid Cap | Industrials (39.4) | 3.24% | 45.54 | 1.05% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (22.37) | 2.32% | 22.15 | 16.08% |
| KPIT Technologies Ltd | Mid Cap | Technology (31.2) | 2.27% | 43.52 | -14.76% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (23.34) | 2.21% | 27.29 | 9.33% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (84.93) | 2.1% | 59.12 | 37.43% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (76.86) | 2.08% | 69.28 | -15.52% |
| Indraprastha Gas Ltd | Mid Cap | Utilities (20.25) | 2.06% | 15.51 | -11.78% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (31.2) | 1.72% | 27.72 | -8.73% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (84.13) | 1.66% | 83.11 | -0.29% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (78.63) | 1.27% | 66.82 | 37.39% |
| Mazagon Dock Shipbuilders Ltd | Mid Cap | Industrials | 1.22% | - | 0% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (85.57) | 1.14% | 55.08 | 13.54% |
| Supreme Industries Ltd | Mid Cap | Industrials (34.51) | 1.07% | 41.85 | -14.1% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (44.04) | 0.89% | 44.46 | 6.85% |
| Jio Financial Services Ltd | Large Cap | Financial Services (30.35) | 0.09% | 88.2 | -32.01% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (71.9) | 0% | 97.66 | 29.41% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 0% | 27.31 | 39.29% |
| Future on Persistent Systems Ltd | -0% | - | 0% | ||
| Future on Coforge Ltd | -0.3% | - | 0% | ||
| The Indian Hotels Company Limited March 2025 Future | -0.76% | - | 0% | ||
| Future on Jindal Steel & Power Ltd | -0.91% | - | 0% | ||
| Future on One97 Communications Ltd | -1.63% | - | 0% | ||
| Future on Dixon Technologies (India) Ltd | -1.64% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 28.33 |
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) | 18.76% | - | 0% | ||
| Collateralized Borrowing & Lending Obligation | 9.57% | - | 0% |
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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.
