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₹17.16
(-0.03%)
Current NAV 24-12-2024
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7.73%
Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 71.25%
- Debt 13.55%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 56.2 |
| Mid Cap | 13.49 |
| Small Cap | 1.56 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Banks
IT - Software
Petroleum Products
Automobiles
Finance
Pharmaceuticals & Biotechnology
Aerospace & Defense
Telecom - Services
Realty
Power
Metals & Minerals Trading
Ferrous Metals
Diversified Metals
Consumer Durables
Diversified FMCG
Electrical Equipment
Cement & Cement Products
Transport Infrastructure
Auto Components
Transport Services
Construction
Capital Markets
Fertilizers & Agrochemicals
Chemicals & Petrochemicals
Non - Ferrous Metals
Retailing
Oil
Personal Products
Food Products
Minerals & Mining
Beverages
Agricultural Food & other Products
Insurance
Healthcare Services
Leisure Services
Gas
Consumable Fuels
Industrial Products
IT - Services
Agricultural, Commercial & Construction Vehicles
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Dec-2024 |
Holdings | PE Ratio 26-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Reliance Industries Ltd. | Large Cap | Petroleum Products (16.24) | 5.41% | 24.26 | -5.52% |
| HDFC Bank Ltd. | Large Cap | Banks (18.92) | 3.5% | 19.84 | 6.63% |
| Tata Consultancy Services Ltd. | Large Cap | IT - Software (38.13) | 2.87% | 31.78 | 9.82% |
| Tata Motors Ltd. | Large Cap | Automobiles (95.46) | 2.57% | 40.82 | 136.49% |
| Infosys Ltd. | Large Cap | IT - Software (38.13) | 2.16% | 29.42 | 23.61% |
| Adani Enterprises Ltd. | Large Cap | Metals & Minerals Trading (83.77) | 1.68% | 50.13 | -16.2% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobiles (28.19) | 1.64% | 31.23 | 79.31% |
| Vedanta Ltd. | Large Cap | Diversified Metals (17.8) | 1.51% | 15.88 | 76% |
| Bharat Electronics Ltd. | Large Cap | Aerospace & Defense (47.26) | 1.45% | 47.56 | 62.32% |
| Axis Bank Ltd. | Large Cap | Banks (24.43) | 1.42% | 28.68 | 29.81% |
| Hindustan Aeronautics Ltd. | Large Cap | Aerospace & Defense (47.26) | 1.33% | 33.18 | 49.74% |
| Bajaj Finance Ltd. | Large Cap | Finance (28.72) | 1.28% | 27.43 | -4.89% |
| IndusInd Bank Ltd. | Large Cap | Banks (18.92) | 1.19% | 8.92 | -40.56% |
| State Bank of India | Large Cap | Banks (11.05) | 1.13% | 10.14 | 27.49% |
| Bharti Airtel Ltd. | Large Cap | Telecom - Services (168.99) | 1.11% | 75.65 | 60.25% |
| Tata Power Company Ltd. | Large Cap | Power (23.05) | 1.05% | 34.81 | 25.47% |
| DLF Ltd. | Large Cap | Realty (112.36) | 1.03% | 57.69 | 17.53% |
| ITC Ltd. | Large Cap | Diversified FMCG (29.16) | 0.99% | 29.05 | 4.58% |
| Bank of Baroda | Large Cap | Banks (11.05) | 0.92% | 6.38 | 9.57% |
| ICICI Bank Ltd. | Large Cap | Banks (18.92) | 0.85% | 18.91 | 30.41% |
| Larsen & Toubro Ltd. | Large Cap | Construction (42.12) | 0.84% | 37.76 | 4.06% |
| REC Ltd. | Large Cap | Finance (15.47) | 0.84% | 9.19 | 23.96% |
| Jindal Steel & Power Ltd. | Large Cap | Ferrous Metals (23.92) | 0.84% | 19.01 | 29.37% |
| LTIMindtree Ltd. | Large Cap | IT - Software (36.96) | 0.77% | 33.85 | 6.16% |
| Power Finance Corporation Ltd. | Large Cap | Finance (15.47) | 0.73% | 7.22 | 18.26% |
| Kotak Mahindra Bank Ltd. | Large Cap | Banks (24.43) | 0.68% | 26.45 | -0.13% |
| Bharat Heavy Electricals Ltd. | Large Cap | Electrical Equipment (111.67) | 0.67% | 356.03 | 32.84% |
| HDFC Asset Management Co. Ltd. | Mid Cap | Capital Markets (40.45) | 0.66% | 41.34 | 33.72% |
| GMR Airports Infrastructure Ltd. | Mid Cap | Transport Infrastructure (30.31) | 0.65% | -97.72 | 7.02% |
| Godrej Properties Ltd. | Mid Cap | Realty (112.36) | 0.63% | 61.92 | 43.89% |
| Vodafone Idea Ltd. | Mid Cap | Telecom - Services (168.99) | 0.63% | -1.87 | -43.31% |
| Indus Towers Ltd. | Mid Cap | Telecom - Services (21.74) | 0.62% | 11.62 | 79.11% |
| Shriram Finance Ltd. | Large Cap | Finance (28.72) | 0.62% | 13.72 | 44.15% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Oil (8.23) | 0.56% | 7.59 | 16% |
| Canara Bank | Large Cap | Banks | 0.55% | - | 0% |
| NMDC Ltd. | Mid Cap | Minerals & Mining (10.05) | 0.54% | 10.88 | 109.86% |
| Ultratech Cement Ltd. | Large Cap | Cement & Cement Products (55.96) | 0.53% | 44.61 | 34.3% |
| Divis Laboratories Ltd. | Large Cap | Pharmaceuticals & Biotechnology (48.89) | 0.51% | 85.57 | 53.25% |
| UPL Ltd. | Mid Cap | Fertilizers & Agrochemicals (34.28) | 0.51% | -19.33 | -14.58% |
| Lupin Ltd. | Mid Cap | Pharmaceuticals & Biotechnology (132.95) | 0.48% | 167.31 | 197.56% |
| Tech Mahindra Ltd. | Large Cap | IT - Software (38.13) | 0.48% | 50.72 | 32.38% |
| Power Grid Corporation of India Ltd. | Large Cap | Power (30.02) | 0.48% | 18.42 | 33.33% |
| Bajaj Auto Ltd. | Large Cap | Automobiles (33.47) | 0.48% | 33.56 | 37.04% |
| Exide Industries Ltd. | Mid Cap | Auto Components (33.88) | 0.47% | 42.6 | 41.38% |
| Interglobe Aviation Ltd. | Large Cap | Transport Services (21.95) | 0.47% | 27.47 | 61.49% |
| United Spirits Ltd. | Large Cap | Beverages (30.79) | 0.46% | 0 | 0% |
| Punjab National Bank | Large Cap | Banks (11.05) | 0.45% | 8.1 | 15.23% |
| HCL Technologies Ltd. | Large Cap | IT - Software (38.13) | 0.45% | 30.65 | 30.37% |
| Titan Company Ltd. | Large Cap | Consumer Durables (84.21) | 0.44% | 90.9 | -9.17% |
| Ambuja Cements Ltd. | Large Cap | Cement & Cement Products (26.26) | 0.42% | 0 | 0% |
| Godrej Consumer Products Ltd. | Large Cap | Personal Products (59.77) | 0.42% | -295.81 | -2.05% |
| Container Corporation of India Ltd. | Mid Cap | Transport Services (41.1) | 0.42% | 37.18 | -7.86% |
| LIC Housing Finance Ltd. | Mid Cap | Finance (19.67) | 0.42% | 6.62 | 14.43% |
| Aditya Birla Capital Ltd. | Mid Cap | Finance (37.36) | 0.41% | 12.83 | 15.2% |
| Adani Ports and Special Economic Zone Ltd. | Large Cap | Transport Infrastructure (136.86) | 0.4% | 27.36 | 20.82% |
| NTPC Ltd. | Large Cap | Power (23.05) | 0.39% | 14.75 | 8.43% |
| JSW Steel Ltd. | Large Cap | Ferrous Metals (20.62) | 0.38% | 20.56 | 23.11% |
| Hindalco Industries Ltd. | Large Cap | Non - Ferrous Metals (30.32) | 0.38% | 38.75 | 29.66% |
| Oberoi Realty Ltd. | Mid Cap | Realty (112.36) | 0.38% | 36.49 | 66.1% |
| Aurobindo Pharma Ltd. | Mid Cap | Pharmaceuticals & Biotechnology (48.89) | 0.38% | 20.38 | 18.18% |
| Trent Ltd. | Large Cap | Retailing (74.88) | 0.38% | 138.61 | 137.62% |
| Coforge Ltd. | Mid Cap | IT - Software (38.13) | 0.37% | 79.93 | 51.85% |
| Siemens Ltd. | Large Cap | Electrical Equipment (86.29) | 0.36% | 88.03 | 67.65% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Pharmaceuticals & Biotechnology (48.89) | 0.36% | 64.04 | 49.47% |
| Havells India Ltd. | Large Cap | Consumer Durables (92.01) | 0.34% | 74.36 | 23.06% |
| The Federal Bank Ltd. | Mid Cap | Banks (18.92) | 0.32% | 11.7 | 27.89% |
| Coal India Ltd. | Large Cap | Consumable Fuels (17.8) | 0.32% | 6.62 | 5.74% |
| Hindustan Unilever Ltd. | Large Cap | Diversified FMCG (38.82) | 0.31% | 0 | 0% |
| Tata Consumer Products Ltd. | Large Cap | Agricultural Food & other Products (87.64) | 0.31% | 77.53 | -9.41% |
| Nestle India Ltd. | Large Cap | Food Products (54.59) | 0.31% | 0 | -15.72% |
| Tata Steel Ltd. | Large Cap | Ferrous Metals (29.44) | 0.28% | 60.04 | 3.92% |
| Tata Communications Ltd. | Mid Cap | Telecom - Services (85.39) | 0.27% | 174.94 | 65.69% |
| TVS Motor Company Ltd. | Large Cap | Automobiles (33.47) | 0.27% | 61.64 | 22.63% |
| Bharat Petroleum Corporation Ltd. | Large Cap | Petroleum Products (16.24) | 0.26% | 9.77 | 30.71% |
| Indian Oil Corporation Ltd. | Large Cap | Petroleum Products (16.24) | 0.26% | 11.1 | 7.7% |
| Bandhan Bank Ltd. | Mid Cap | Banks (18.92) | 0.26% | 0 | -31.34% |
| Bajaj Finserv Ltd. | Large Cap | Finance (93.51) | 0.26% | 29.28 | -5.38% |
| Dixon Technologies (India) Ltd. | Mid Cap | Consumer Durables (277.72) | 0.26% | 152.04 | 180.6% |
| L&T Technology Services Ltd. | Mid Cap | IT - Services (60.29) | 0.25% | 37.73 | -10.17% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Pharmaceuticals & Biotechnology (48.89) | 0.24% | 39.97 | 47.75% |
| Cipla Ltd. | Large Cap | Pharmaceuticals & Biotechnology (48.89) | 0.24% | 26.89 | 19.64% |
| Indian Railway Catering & Tourism Corporation Ltd. | Mid Cap | Leisure Services (58.35) | 0.24% | 52.22 | -9.94% |
| Samvardhana Motherson International Ltd. | Large Cap | Auto Components (108.83) | 0.24% | 29.08 | 62.75% |
| Britannia Industries Ltd. | Large Cap | Food Products (54.59) | 0.23% | 53.68 | -9.27% |
| Zydus Lifesciences Ltd. | Large Cap | Pharmaceuticals & Biotechnology (48.89) | 0.21% | 21.72 | 41.66% |
| Biocon Ltd. | Mid Cap | Pharmaceuticals & Biotechnology (48.89) | 0.21% | 28.99 | 38.57% |
| Wipro Ltd. | Large Cap | IT - Software (38.13) | 0.2% | 27.26 | 30.15% |
| Dr. Reddys Laboratories Ltd. | Large Cap | Pharmaceuticals & Biotechnology | 0.2% | - | 0% |
| Manappuram Finance Ltd. | Small Cap | Finance (28.72) | 0.2% | 6.94 | 7.85% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Petroleum Products (16.24) | 0.19% | 21.29 | 64% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Durables (98.46) | 0.18% | 50.55 | 31.04% |
| ABB India Ltd. | Large Cap | Electrical Equipment (109.66) | 0.17% | 0 | 45.46% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare Services (97.63) | 0.17% | 87.81 | 28.28% |
| Hindustan Copper Ltd. | Mid Cap | Non - Ferrous Metals (83.2) | 0.17% | 63.1 | 12.61% |
| MRF Ltd. | Mid Cap | Auto Components (28.29) | 0.17% | 28.61 | 9.28% |
| Granules India Ltd. | Small Cap | Pharmaceuticals & Biotechnology (48.89) | 0.16% | 29.43 | 49.19% |
| Steel Authority of India Ltd. | Mid Cap | Ferrous Metals (29.44) | 0.16% | 19.3 | 3.9% |
| SRF Ltd. | Mid Cap | Chemicals & Petrochemicals (49.36) | 0.16% | 59.41 | -9.13% |
| Atul Ltd. | Small Cap | Chemicals & Petrochemicals (53.53) | 0.15% | 55.33 | 1.01% |
| Marico Ltd. | Mid Cap | Agricultural Food & other Products (101.43) | 0.15% | 23.47 | -0.76% |
| Cummins India Ltd. | Mid Cap | Industrial Products (48.11) | 0.15% | 47.75 | 65.6% |
| Pidilite Industries Ltd. | Large Cap | Chemicals & Petrochemicals (67.85) | 0.15% | 78.18 | 10.21% |
| Mphasis Ltd. | Mid Cap | IT - Software (19.56) | 0.15% | 0 | 0% |
| IDFC First Bank Ltd. | Mid Cap | Banks (18.92) | 0.14% | 19.53 | -30.08% |
| SBI Life Insurance Co. Ltd. | Large Cap | Insurance (20.71) | 0.14% | 0 | 1.16% |
| National Aluminium Company Ltd. | Mid Cap | Non - Ferrous Metals (31.35) | 0.14% | 12.87 | 88.34% |
| Ashok Leyland Ltd. | Mid Cap | Agricultural, Commercial & Construction Vehicles (32.29) | 0.14% | 24.57 | 26.52% |
| Voltas Ltd. | Mid Cap | Consumer Durables (92.01) | 0.14% | 101.5 | 76.09% |
| L&T Finance Ltd. | Mid Cap | Finance (37.36) | 0.14% | 13.29 | -10.33% |
| Alkem Laboratories Ltd. | Mid Cap | Pharmaceuticals & Biotechnology (38.82) | 0.14% | 57.92 | -8.63% |
| Info Edge (India) Ltd. | Mid Cap | Retailing (84.69) | 0.14% | 240.13 | 70.59% |
| Muthoot Finance Ltd. | Mid Cap | Finance (28.72) | 0.13% | 17.9 | 43.82% |
| City Union Bank Ltd. | Small Cap | Banks (18.92) | 0.13% | 0 | 16.42% |
| Syngene International Ltd. | Mid Cap | Healthcare Services (71.84) | 0.12% | 70.18 | 20.01% |
| Polycab India Ltd. | Mid Cap | Industrial Products (54.95) | 0.12% | 59.8 | 32.3% |
| Maruti Suzuki India Ltd. | Large Cap | Automobiles (28.19) | 0.12% | 24.43 | 6.05% |
| GAIL (India) Ltd. | Large Cap | Gas (16.48) | 0.11% | 11.26 | 28.31% |
| Max Financial Services Ltd. | Mid Cap | Insurance (20.71) | 0.11% | 112.11 | 20.3% |
| Petronet LNG Ltd. | Mid Cap | Gas (22.79) | 0.11% | 13.1 | 60.12% |
| Abbott India Ltd. | Mid Cap | Pharmaceuticals & Biotechnology (48.89) | 0.11% | 0 | 27.67% |
| Berger Paints India Ltd. | Mid Cap | Consumer Durables (38.84) | 0.11% | 44.91 | -25% |
| PI Industries Ltd. | Mid Cap | Fertilizers & Agrochemicals (34.28) | 0.11% | 31.88 | 8.04% |
| Escorts Kubota Ltd. | Mid Cap | Agricultural, Commercial & Construction Vehicles (40.23) | 0.1% | 30.7 | 6.28% |
| The Indian Hotels Company Ltd. | Mid Cap | Leisure Services (83.52) | 0.1% | 74.03 | 99.22% |
| The Ramco Cements Ltd. | Small Cap | Cement & Cement Products (51.48) | 0.1% | 83.54 | -1.12% |
| ACC Ltd. | Mid Cap | Cement & Cement Products (51.48) | 0.09% | 19.25 | -0.87% |
| Eicher Motors Ltd. | Large Cap | Automobiles (33.47) | 0.09% | 30.74 | 18.42% |
| Hero MotoCorp Ltd. | Large Cap | Automobiles (33.47) | 0.09% | 20.71 | 5.41% |
| Dabur India Ltd. | Large Cap | Personal Products (59.77) | 0.08% | 50.32 | -4.67% |
| Coromandel International Ltd. | Mid Cap | Fertilizers & Agrochemicals (15.82) | 0.08% | 18.4 | 18.6% |
| Persistent Systems Ltd. | Mid Cap | IT - Software | 0.08% | - | 0% |
| Multi Commodity Exchange of India Ltd. | Small Cap | Capital Markets (106.31) | 0.08% | 93.5 | 102.31% |
| HDFC Life Insurance Company Ltd. | Large Cap | Insurance (20.71) | 0.08% | 79.57 | -1.86% |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd. | Small Cap | Chemicals & Petrochemicals (40.44) | 0.07% | 18.89 | -22.9% |
| Cholamandalam Investment & Finance Co. Ltd. | Large Cap | Finance (26.13) | 0.07% | 28.3 | 41.05% |
| ICICI Prudential Life Insurance Company Ltd. | Mid Cap | Insurance (20.71) | 0.07% | 110.26 | 27.62% |
| Aarti Industries Ltd. | Small Cap | Chemicals & Petrochemicals (67.85) | 0.07% | 33.67 | -34.69% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals & Petrochemicals (26.29) | 0.06% | 0 | 6.43% |
| Metropolis Healthcare Ltd. | Small Cap | Healthcare Services (64.18) | 0.06% | -1.11 | 36.82% |
| Oracle Financial Services Software Ltd. | Mid Cap | IT - Software (38.13) | 0.06% | 42.62 | 194.54% |
| Indian Energy Exchange Ltd. | Small Cap | Capital Markets (106.31) | 0.05% | 40.86 | 15.29% |
| Indraprastha Gas Ltd. | Mid Cap | Gas (22.79) | 0.05% | 14.83 | -5.04% |
| Colgate Palmolive (India) Ltd. | Mid Cap | Personal Products (59.77) | 0.05% | 0 | 10.67% |
| Aditya Birla Fashion and Retail Ltd. | Small Cap | Retailing (74.88) | 0.05% | -46.03 | 27.41% |
| Gujarat Gas Ltd. | Mid Cap | Gas (16.48) | 0.05% | 27.52 | 12.57% |
| Chambal Fertilisers and Chemicals Ltd. | Small Cap | Fertilizers & Agrochemicals (40.44) | 0.04% | 13 | 34.66% |
| Tata Chemicals Ltd. | Small Cap | Chemicals & Petrochemicals (20.19) | 0.04% | -77.46 | -3.29% |
| Piramal Enterprises Ltd. | Small Cap | Finance (28.72) | 0.04% | -13.08 | 21.83% |
| United Breweries Ltd. | Mid Cap | Beverages (75.35) | 0.04% | 132.81 | 16.13% |
| RBL Bank Ltd. | Small Cap | Banks (18.92) | 0.04% | 8.25 | -37.93% |
| Dalmia Bharat Ltd. | Mid Cap | Cement & Cement Products (51.48) | 0.03% | 42.55 | -22.53% |
| Birlasoft Ltd. | Small Cap | IT - Software (36.96) | 0.03% | 83.08 | 166.81% |
| Glenmark Pharmaceuticals Ltd. | Mid Cap | Pharmaceuticals & Biotechnology (48.89) | 0.03% | -49.82 | 83.2% |
| JK Cement Ltd. | Mid Cap | Cement & Cement Products (51.48) | 0.02% | 43.62 | 22.05% |
| Asian Paints Ltd. | Large Cap | Consumer Durables | 0.01% | - | 0% |
| Grasim Industries Ltd. | Large Cap | Cement & Cement Products (51.48) | 0.01% | 37.12 | 19.86% |
| Deepak Nitrite Ltd. | Mid Cap | Chemicals & Petrochemicals (50.61) | 0.01% | 41.05 | 3.7% |
| Bharat Forge Ltd. | Mid Cap | Auto Components (26.29) | 0.01% | 0 | 0% |
| IPCA Laboratories Ltd. | Mid Cap | Pharmaceuticals & Biotechnology (48.89) | 0.01% | 61.12 | 50.43% |
| ICICI Lombard General Insurance Company Ltd. | Mid Cap | Insurance (47.3) | 0.01% | 0 | 31.67% |
| Balkrishna Industries Ltd. | Mid Cap | Auto Components (28.29) | 0.01% | 33.55 | 12.46% |
| Laurus Labs Ltd. | Small Cap | Pharmaceuticals & Biotechnology (46.65) | 0.01% | 0 | 9.05% |
| AU Small Finance Bank Ltd. | Mid Cap | Banks (17.76) | 0.01% | 0 | 95.96% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 13.55 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| National Bank for Agriculture and Rural Development | 2.78% | - | 0% | ||
| Kotak Mahindra Prime Ltd. | 0.93% | - | 0% | ||
| LIC Housing Finance Ltd. | 0.78% | - | 0% | ||
| Bharti Telecom Ltd. | 0.63% | - | 0% | ||
| HDB Financial Services Ltd. | 0.63% | - | 0% | ||
| REC Ltd. | 0.6% | - | 0% | ||
| TATA Capital Ltd. | 0.55% | - | 0% | ||
| 91 DAY T-BILL 09.01.25 | 0.46% | - | 0% | ||
| LIC Housing Finance Ltd. | 0.46% | - | 0% | ||
| LIC Housing Finance Ltd. | 0.45% | - | 0% | ||
| Axis Bank Ltd. | 0.44% | - | 0% | ||
| HDFC Bank Ltd. | 0.39% | - | 0% | ||
| Small Industries Development Bank of India | 0.39% | - | 0% | ||
| 91 DAY T-BILL 05.12.24 | 0.31% | - | 0% | ||
| 91 DAY T-BILL 03.01.25 | 0.31% | - | 0% | ||
| 182 DAY T-BILL 09.01.25 | 0.31% | - | 0% | ||
| National Bank for Agriculture and Rural Development | 0.31% | - | 0% | ||
| Bharti Telecom Ltd. | 0.31% | - | 0% | ||
| The Federal Bank Ltd. | 0.3% | - | 0% | ||
| HDFC Credila Financial Services Pvt. Ltd. | 0.27% | - | 0% | ||
| REC Ltd. | 0.24% | - | 0% | ||
| Bharti Telecom Ltd. | 0.24% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.23% | - | 0% | ||
| Axis Bank Ltd. | 0.23% | - | 0% | ||
| Muthoot Finance Ltd. | 0.23% | - | 0% | ||
| HDFC Bank Ltd. | 0.2% | - | 0% | ||
| REC Ltd. | 0.16% | - | 0% | ||
| REC Ltd. | 0.14% | - | 0% | ||
| National Bank for Agriculture and Rural Development | 0.11% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.08% | - | 0% | ||
| Bajaj Finance Ltd. | 0.08% | - | 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 SBI Arbitrage Opportunities 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 SBI Arbitrage Opportunities 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.