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Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 95.08%
- Others 4.92%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 74.55 |
| Mid Cap | 9.51 |
| Large Cap | 6.88 |
| Others | 4.14 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Cyclical
Industrials
Healthcare
Financial Services
Basic Materials
Technology
Consumer Defensive
Communication Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 12-Dec-2022 |
Holdings | PE Ratio 12-Dec-2022 |
1Y Return |
|---|---|---|---|---|---|
| Dr Agarwals Health Care Ltd | Healthcare | 4.14% | - | 0% | |
| Karur Vysya Bank Ltd | Small Cap | Financial Services (18.11) | 3.59% | 0 | 12.08% |
| Styrenix Performance Materials Ltd | Small Cap | Basic Materials (28.8) | 3.41% | 0 | -45.72% |
| Vijaya Diagnostic Centre Ltd | Small Cap | Healthcare (89.46) | 3.26% | 75.98 | 64.87% |
| V-Guard Industries Ltd | Small Cap | Industrials (82.02) | 3.14% | 48.35 | -3.76% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (35.33) | 3.11% | 99.56 | 250% |
| Campus Activewear Ltd | Small Cap | Consumer Cyclical (50.24) | 3% | 25.89 | 27.41% |
| Pricol Ltd | Small Cap | Consumer Cyclical (38.89) | 2.81% | 29.99 | 19.39% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 2.81% | 14.76 | 50.88% |
| CCL Products (India) Ltd | Small Cap | Consumer Defensive (90.31) | 2.74% | 28.3 | -5.61% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (85.19) | 2.72% | 171.26 | 5.3% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (89.46) | 2.68% | 54.33 | 12.5% |
| V-Mart Retail Ltd | Small Cap | Consumer Cyclical (92.24) | 2.51% | 0 | 45.62% |
| Gokaldas Exports Ltd | Small Cap | Consumer Cyclical (56.88) | 2.45% | 37.6 | -1.3% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (18.66) | 2.43% | 8.67 | 28.74% |
| Five-Star Business Finance Ltd | Small Cap | Financial Services (29.98) | 2.43% | 0 | 0.83% |
| V2 Retail Ltd | Small Cap | Consumer Cyclical (49.81) | 2.31% | 82.96 | 344.33% |
| Sky Gold Ltd | Small Cap | Consumer Cyclical (71.41) | 2.14% | 48.68 | 235.7% |
| P N Gadgil Jewellers Ltd | Small Cap | Consumer Cyclical | 2.06% | - | 0% |
| Pitti Engineering Ltd | Small Cap | Industrials (45.14) | 1.96% | 27.34 | 17.4% |
| Blue Star Ltd | Mid Cap | Industrials (117.45) | 1.95% | 76.55 | 56.61% |
| Triveni Turbine Ltd | Small Cap | Industrials (83.86) | 1.92% | 53.32 | 17.36% |
| eClerx Services Ltd | Small Cap | Technology (59.33) | 1.91% | 26.97 | 18.27% |
| Sagility India Ltd | Small Cap | Healthcare | 1.91% | - | 0% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (82.79) | 1.79% | 44.64 | 23.96% |
| Varroc Engineering Ltd Ordinary Shares | Small Cap | Consumer Cyclical (21.76) | 1.77% | 67.13 | -12.83% |
| Bharat Electronics Ltd | Large Cap | Industrials (40) | 1.75% | 40.56 | 28.6% |
| Rossari Biotech Ltd Ordinary Shares | Small Cap | Basic Materials (58.97) | 1.68% | 26.9 | -10.35% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 1.59% | 206.18 | 772.74% |
| Transformers & Rectifiers (India) Ltd | Small Cap | Industrials (25.33) | 1.56% | 0 | 134.49% |
| Godrej Agrovet Ltd Ordinary Shares | Small Cap | Consumer Defensive (31.87) | 1.5% | 28.14 | 16.59% |
| Trent Ltd | Large Cap | Consumer Cyclical (50.36) | 1.45% | 91.91 | 26.47% |
| VA Tech Wabag Ltd | Small Cap | Industrials (30.93) | 1.45% | 31.3 | 84.7% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (104.44) | 1.31% | 105.71 | 37.37% |
| Apar Industries Ltd | Mid Cap | Industrials (58.97) | 1.25% | 28.2 | -6.94% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 1.25% | 213.91 | 49.58% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 1.24% | -10.49 | 85.47% |
| Gufic Biosciences Ltd | Small Cap | Healthcare (55.16) | 1.21% | 36 | 45.63% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (205.56) | 1.21% | 100.3 | 84.62% |
| International Gemmological Institute (India) Ltd | Small Cap | Basic Materials | 1.18% | - | 0% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 1.17% | 0 | 0% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Small Cap | Basic Materials (34.54) | 1.16% | 15.65 | 110.55% |
| Praj Industries Ltd | Small Cap | Industrials (83.86) | 1.08% | 42.79 | 1.51% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (31.12) | 1.07% | 13.81 | -25.14% |
| Premier Energies Ltd | Mid Cap | Technology | 1.02% | - | 0% |
| Carraro India Ltd | Small Cap | Consumer Cyclical | 0.91% | - | 0% |
| Zen Technologies Ltd | Small Cap | Industrials (40) | 0.88% | 52.93 | 32.46% |
| Electrosteel Castings Ltd | Small Cap | Industrials (20.48) | 0.68% | 7.92 | -40.56% |
| Inox Wind Ltd | Small Cap | Industrials (83.86) | 0.5% | 70.04 | 26.09% |
| Cyient DLM Ltd | Small Cap | Technology (37.86) | 0% | -1.38 | 32% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 4.92 |
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 |
|---|---|---|---|---|---|
| Collateralized Borrowing & Lending Obligation | 2.47% | - | 0% | ||
| Net Receivables / (Payables) | 2.45% | - | 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 Small 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 Small 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.
