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Motilal Oswal Nifty MidSmall India Consumption Index Fund - Portfolio Analysis
- Others
- Consumption
- Very High
-
₹9.43
(1.77%)
Current NAV 08-04-2025
-
0%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.46%
- Others 0.54%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 90.15 |
| Small Cap | 9.31 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Healthcare
Consumer Cyclical
Consumer Defensive
Real Estate
Technology
Industrials
Utilities
Communication Services
Basic Materials
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 09-Apr-2025 |
Holdings | PE Ratio 09-Apr-2025 |
1Y Return |
|---|---|---|---|---|---|
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (95.73) | 9.74% | 107.04 | 34.02% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (88.52) | 8.45% | 60.54 | 28.48% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (196.77) | 7.12% | 101.06 | 72.3% |
| Colgate-Palmolive (India) Ltd | Mid Cap | Consumer Defensive (56.83) | 4.38% | 0 | -10.71% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (95.73) | 4.28% | 64.06 | 49.4% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 4.25% | 23.47 | -0.76% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (80.76) | 4.04% | 59.94 | 6.66% |
| Godrej Properties Ltd | Mid Cap | Real Estate (82.4) | 3.91% | 39.86 | -27.14% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (88.49) | 3.87% | 54.34 | 11.13% |
| Page Industries Ltd | Mid Cap | Consumer Cyclical (56.46) | 3.37% | 0 | 17.9% |
| Blue Star Ltd | Mid Cap | Industrials (110.52) | 3.34% | 71.46 | 38.33% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 3.31% | 57.92 | -8.63% |
| Torrent Power Ltd | Mid Cap | Utilities (20.39) | 3.22% | 28.05 | 14.02% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (88.52) | 3.2% | 121.52 | 52.11% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (44.2) | 3.19% | 47.1 | -1.37% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (171.67) | 2.9% | 984.72 | -0.45% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (83.81) | 2.77% | 40.49 | 17.61% |
| Patanjali Foods Ltd | Mid Cap | Consumer Defensive (73.7) | 2.59% | 1697.2 | 34.6% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (82.4) | 2.55% | 80.16 | -13.89% |
| Ipca Laboratories Ltd | Mid Cap | Healthcare (44.2) | 2.47% | 44.99 | -2.23% |
| Oberoi Realty Ltd | Mid Cap | Real Estate (82.4) | 2.34% | 20.97 | -2.28% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (81.64) | 2.17% | 100.76 | 38.91% |
| Abbott India Ltd | Mid Cap | Healthcare (44.2) | 2.11% | 0 | 10% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 1.96% | 132.81 | 16.13% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (40.98) | 1.86% | 54.76 | -3.56% |
| Procter & Gamble Hygiene and Health Care Ltd | Mid Cap | Consumer Defensive (61.68) | 1.71% | 67.4 | 12.1% |
| Emami Ltd | Small Cap | Consumer Defensive (57.69) | 1.4% | 32.93 | 30.79% |
| Zee Entertainment Enterprises Ltd | Small Cap | Communication Services (33.88) | 1.15% | -116.65 | -17% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (32.05) | 0.95% | 36.26 | -34.85% |
| PVR INOX Ltd | Small Cap | Communication Services (28.72) | 0.86% | -31.12 | -35.11% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.54 |
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) | 0.54% | - | 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 Nifty MidSmall India Consumption Index 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 Nifty MidSmall India Consumption Index 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.
