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Fund Suitability Test
Asset Allocation (As on 29-Sep-2023)
Allocation of Equity and Debt Asset Classes.
- Equity 43.81%
- Others 0.27%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 36.39 |
| Mid Cap | 7.42 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Consumer Staples
Services
Automobile
Healthcare
Energy
Capital Goods
Construction
Textiles
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Mar-2024 |
Holdings | PE Ratio 13-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Nestle India Ltd. | Large Cap | Consumer Staples | 3.71% | - | 0% |
| Bajaj Auto Ltd. | Large Cap | Automobile (30.56) | 2.65% | 27.79 | -10.54% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 2.54% | 8.72 | 63.23% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (54.17) | 2.48% | 53.38 | -1.81% |
| Tata Consumer Products Ltd. | Large Cap | Consumer Staples (89.83) | 2.45% | 81.53 | -21.02% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (89.19) | 2.39% | 66.82 | 1.35% |
| Eicher Motors Ltd. | Large Cap | Automobile (30.56) | 2.18% | 30.98 | 34.37% |
| Trent Ltd. | Large Cap | Services (49.27) | 2.12% | 92.38 | 25.27% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (111.19) | 2.04% | 84.34 | 71.15% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (89.19) | 1.94% | 95.36 | 32.78% |
| Hero Motocorp Ltd. | Large Cap | Automobile (32.49) | 1.84% | 18.05 | -15.41% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (57.07) | 1.73% | -236.86 | -17.18% |
| Tata Power Company Ltd. | Large Cap | Energy (20.81) | 1.7% | 29.77 | -10% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (84.93) | 1.67% | 59.12 | 37.43% |
| Havells India Ltd. | Large Cap | Capital Goods (78.4) | 1.61% | 64.47 | -1.93% |
| DLF Ltd. | Large Cap | Construction (85.57) | 1.52% | 41.4 | -22.5% |
| Dabur India Ltd. | Large Cap | Consumer Staples (55.62) | 1.49% | 49.41 | -3.57% |
| Info Edge (India) Ltd. | Mid Cap | Services (64.85) | 1.49% | 147.98 | 24.81% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 1.35% | 0 | 0% |
| Marico Ltd. | Large Cap | Consumer Staples (101.43) | 1.34% | 23.47 | -0.76% |
| Adani Energy Solutions Ltd. | Large Cap | Energy (25.5) | 1.25% | 120.36 | -18.07% |
| Colgate-Palmolive (India) Ltd. | Mid Cap | Consumer Staples (55.89) | 1.24% | 0 | -6.58% |
| Page Industries Ltd. | Mid Cap | Textiles (56.72) | 1.08% | 0 | 17.71% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.27 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
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 |
|---|---|---|---|---|---|
| Others | Others | 0.36% | - | 0% | |
| Others | Others | -0.09% | - | 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 Nippon India ETF Nifty India Consumption?
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 Nippon India ETF Nifty India Consumption?
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.
