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₹22.72
(-0.05%)
Current NAV 28-03-2025
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7.3%
Returns
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Min. SIP ₹500
Min. Investment ₹1000
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 36.65%
- Debt 25.52%
- Others 37.82%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 39.99 |
| Small Cap | 19.15 |
| Mid Cap | 7.24 |
| Others | -29.72 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Industrials
Basic Materials
Energy
Healthcare
Communication Services
Utilities
Real Estate
Technology
Consumer Defensive
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 28-Mar-2025 |
Holdings | PE Ratio 28-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (19.85) | 4.95% | 20.11 | 26.26% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 4.86% | 26.45 | -0.13% |
| Reliance Industries Ltd | Large Cap | Energy (16.57) | 3.9% | 24.94 | -14.34% |
| ICICI Bank Ltd | Large Cap | Financial Services (19.85) | 2.78% | 18.96 | 23.05% |
| State Bank of India | Large Cap | Financial Services (10.42) | 2.66% | 8.68 | 2.52% |
| Larsen & Toubro Ltd | Large Cap | Industrials (37.95) | 2.24% | 35.23 | -7.5% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.04% | 28.68 | 29.81% |
| Cube Highways Trust | 1.92% | - | 0% | ||
| National Highways Infra Trust Units | 1.84% | - | 0% | ||
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 1.4% | 40.82 | 136.49% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 1.32% | 27.31 | 39.29% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (19.1) | 1.31% | 8.81 | 14.75% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (29.97) | 1.28% | 7.85 | 15.41% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (32.51) | 1.19% | 29.19 | -13.89% |
| Ganesha Ecosphere Ltd | Small Cap | Consumer Cyclical (3.55) | 0.99% | 39.31 | 59.98% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (95.81) | 0.96% | 4.59 | 18.49% |
| Indian Energy Exchange Ltd | Small Cap | Financial Services (92.53) | 0.95% | 38.35 | 30.79% |
| Wonderla Holidays Ltd | Small Cap | Consumer Cyclical (33.2) | 0.94% | 0 | 3.66% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (89.69) | 0.94% | 118.18 | 47.88% |
| Paradeep Phosphates Ltd | Small Cap | Basic Materials (46.01) | 0.91% | 14.41 | -8.63% |
| EIH Ltd | Small Cap | Consumer Cyclical (89.69) | 0.91% | 31.13 | -21.33% |
| DLF Ltd | Large Cap | Real Estate (89.22) | 0.91% | 42 | -24.35% |
| Punjab National Bank | Large Cap | Financial Services (9.84) | 0.89% | 6.26 | -25.69% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.86% | 38.75 | 29.66% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (95.81) | 0.8% | 60.02 | 8.39% |
| Lonza Group Ltd ADR | Healthcare | 0.8% | - | 0% | |
| DOMS Industries Ltd | Small Cap | Industrials (24.01) | 0.8% | 87.84 | 84.88% |
| AAVAS Financiers Ltd | Small Cap | Financial Services (19.67) | 0.78% | 33.75 | 59.04% |
| Whirlpool of India Ltd | Small Cap | Consumer Cyclical (200.95) | 0.78% | 39.59 | -18.49% |
| ZF Commercial Vehicle Control Systems India Ltd | Small Cap | Consumer Cyclical (54.58) | 0.75% | 56.07 | -15.22% |
| Torrent Power Ltd | Mid Cap | Utilities (20.39) | 0.72% | 28.05 | 14.02% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (92.35) | 0.71% | 22.35 | 11.92% |
| Sansera Engineering Ltd | Small Cap | Consumer Cyclical (52.12) | 0.71% | 29.45 | 30.69% |
| Neogen Chemicals Ltd | Small Cap | Basic Materials (58.97) | 0.71% | 86.21 | -3.2% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (39.81) | 0.69% | 51.05 | -12.85% |
| Brainbees Solutions Ltd | Small Cap | Consumer Cyclical | 0.68% | - | 0% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0.66% | - | 0% |
| Garware Technical Fibres Ltd | Small Cap | Consumer Cyclical (46.39) | 0.65% | 37.38 | 30.29% |
| Finolex Industries Ltd | Small Cap | Industrials (36.94) | 0.65% | 13.95 | -27.04% |
| Aether Industries Ltd | Small Cap | Basic Materials (59.38) | 0.63% | 102.92 | 6.13% |
| Gokaldas Exports Ltd | Small Cap | Consumer Cyclical (59.56) | 0.63% | 38.37 | 13.72% |
| REC Ltd | Large Cap | Financial Services (13.36) | 0.63% | 7.22 | -4.75% |
| Aptus Value Housing Finance India Ltd | Small Cap | Financial Services (19.67) | 0.62% | 20.73 | -4.89% |
| ACC Ltd | Mid Cap | Basic Materials (52.75) | 0.55% | 14.08 | -21.83% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.55% | 0 | 0% |
| Esab India Ltd | Small Cap | Industrials (36.89) | 0.55% | 0 | -12.9% |
| Kalpataru Projects International Ltd | Small Cap | Industrials (28.25) | 0.54% | 31.71 | -8.45% |
| Gland Pharma Ltd | Small Cap | Healthcare (46.1) | 0.52% | 37.66 | -12.59% |
| Bajaj Finance Ltd | Large Cap | Financial Services (31.97) | 0.48% | 34.66 | 23.6% |
| VIP Industries Ltd | Small Cap | Consumer Cyclical (39.15) | 0.48% | -60.8 | -46.81% |
| Tega Industries Ltd | Small Cap | Industrials (47.21) | 0.46% | 52.16 | 18.39% |
| Tata Power Co Ltd | Large Cap | Utilities (22.44) | 0.44% | 31.36 | -4.76% |
| NTPC Ltd | Large Cap | Utilities (22.44) | 0.44% | 15.78 | 6.46% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.3) | 0.44% | 26.74 | -7.19% |
| GMR Airports Ltd | Mid Cap | Industrials (17.19) | 0.43% | -291 | -7.3% |
| Manappuram Finance Ltd | Small Cap | Financial Services (31.97) | 0.42% | 10 | 34.38% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (46.59) | 0.39% | 32.12 | 25.51% |
| VRL Logistics Ltd | Small Cap | Industrials (36.41) | 0.38% | 0 | -13.74% |
| KNR Constructions Ltd | Small Cap | Industrials (37.95) | 0.38% | 5.28 | -7.19% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (88.3) | 0.37% | 145 | -12.6% |
| Canara Bank | Mid Cap | Financial Services | 0.37% | - | 0% |
| Bank of Baroda | Large Cap | Financial Services (10.42) | 0.36% | 5.78 | -13.55% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (33.24) | 0.36% | 12.96 | 5.25% |
| Tata Steel Ltd | Large Cap | Basic Materials (32.39) | 0.33% | 70.43 | -1.06% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (46.1) | 0.3% | 19.06 | -11.89% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (33.02) | 0.3% | 38.24 | -26.45% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 0.29% | 0 | 0% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (108.74) | 0.27% | 37.35 | 22.04% |
| Bharti Airtel Ltd | Large Cap | Communication Services (181.87) | 0.26% | 40.81 | 40.84% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (181.87) | 0.25% | -1.74 | -48.56% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (72.12) | 0.24% | 84.03 | -19.47% |
| Bharat Electronics Ltd | Large Cap | Industrials (46.59) | 0.22% | 44.1 | 49.52% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (19.85) | 0.22% | 6.98 | -58.25% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (16.57) | 0.21% | 8.8 | -7.54% |
| Delhivery Ltd | Small Cap | Industrials (36.41) | 0.19% | 908.93 | -42.86% |
| JSW Steel Ltd | Large Cap | Basic Materials (20.62) | 0.16% | 20.56 | 23.11% |
| Infosys Ltd | Large Cap | Technology (32.3) | 0.15% | 23.59 | 4.78% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.14% | 0 | 0% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (200.95) | 0.14% | 100.25 | 76.18% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (95.81) | 0.14% | 72.4 | 3.86% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (24.4) | 0.13% | 32.47 | 44.25% |
| Adani Enterprises Ltd | Large Cap | Energy (74.91) | 0.12% | 65.52 | -36.28% |
| Dabur India Ltd | Large Cap | Consumer Defensive (56.9) | 0.12% | 49.92 | -3.24% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (46.1) | 0.12% | 36.32 | 6.9% |
| Indian Oil Corp Ltd | Large Cap | Energy (16.57) | 0.12% | 16.99 | -23.85% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.12% | 10.88 | 109.86% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (8.13) | 0.1% | 7.96 | -8.01% |
| Container Corporation of India Ltd | Mid Cap | Industrials (35.08) | 0.09% | 30.54 | -32.63% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 0.08% | 0 | -4.86% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (89.69) | 0.08% | 62.09 | 33.03% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 0.08% | 10.81 | 15.24% |
| Piramal Enterprises Ltd | Small Cap | Financial Services (31.97) | 0.08% | 42.59 | 15.77% |
| Trent Ltd | Large Cap | Consumer Cyclical (52.46) | 0.07% | 97.68 | 34.51% |
| HCL Technologies Ltd | Large Cap | Technology (32.3) | 0.06% | 25.29 | 3.09% |
| Tech Mahindra Ltd | Large Cap | Technology (32.3) | 0.05% | 36.96 | 13.09% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (19.86) | 0.05% | 84.53 | 8.3% |
| Indian Railway Catering And Tourism Corp Ltd | Mid Cap | Industrials (51.26) | 0.05% | 46.89 | -21.8% |
| Vedanta Ltd | Large Cap | Basic Materials (17.95) | 0.04% | 14.1 | 70.84% |
| Coal India Ltd | Large Cap | Energy (17.95) | 0.04% | 7.13 | -8.14% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Communication Services (98.44) | 0.04% | 9.63 | 68% | |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.86) | 0.04% | 5.46 | -21.23% |
| Polycab India Ltd | Large Cap | Industrials (40.38) | 0.04% | 41.88 | 1.08% |
| GAIL (India) Ltd | Large Cap | Utilities (13.21) | 0.04% | 8.42 | -11.83% |
| Cipla Ltd | Large Cap | Healthcare (46.1) | 0.03% | 23.34 | -3.54% |
| Siemens Ltd | Large Cap | Industrials (69.27) | 0.02% | 66.51 | -1.84% |
| Petronet LNG Ltd | Mid Cap | Energy (20.92) | 0.01% | 12.07 | 11.3% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (46.1) | 0.01% | 19.28 | 6.37% |
| Shriram Finance Ltd | Financial Services | 0.01% | - | 0% | |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.01% | 57.92 | -8.63% |
| Wipro Ltd | Large Cap | Technology (32.3) | 0.01% | 22.14 | 9.19% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (33.31) | 0.01% | 33.21 | -6% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (23.61) | 0.01% | 22.78 | 7.45% |
| Biocon Ltd | Mid Cap | Healthcare (46.1) | 0% | 50.9 | 29.12% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0% | 167.31 | 197.56% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (28.25) | 0% | 17.38 | 4.84% |
| LTIMindtree Ltd | Large Cap | Technology (36.96) | 0% | 33.85 | 6.16% |
| Ami Organics Ltd | Small Cap | Basic Materials (46.1) | 0% | 81.77 | 121.54% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 0% | 24.94 | -2.35% |
| Nestle India Ltd | Large Cap | Consumer Defensive (54.41) | 0% | 54.33 | -13.97% |
| L&T Finance Ltd | Mid Cap | Financial Services (33.24) | 0% | 14.92 | -3.13% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (138.17) | 0% | 25.24 | -11.9% |
| Future on LTIMindtree Ltd | -0% | - | 0% | ||
| Future on Power Grid Corp Of India Ltd | -0% | - | 0% | ||
| Future on Lupin Ltd | -0% | - | 0% | ||
| Future on Biocon Ltd | -0% | - | 0% | ||
| Future on Jindal Steel & Power Ltd | -0.01% | - | 0% | ||
| Future on HDFC Asset Management Co Ltd | -0.01% | - | 0% | ||
| Future on Wipro Ltd | -0.01% | - | 0% | ||
| Future on Alkem Laboratories Ltd | -0.01% | - | 0% | ||
| Future on Shriram Finance Ltd | -0.01% | - | 0% | ||
| Future on Aurobindo Pharma Ltd | -0.01% | - | 0% | ||
| Future on Siemens Ltd | -0.02% | - | 0% | ||
| Future on Berger Paints India Ltd | -0.02% | - | 0% | ||
| Future on Cipla Ltd | -0.03% | - | 0% | ||
| Future on GAIL (India) Ltd | -0.04% | - | 0% | ||
| Future on Polycab India Ltd | -0.04% | - | 0% | ||
| Future on LIC Housing Finance Ltd | -0.04% | - | 0% | ||
| Future on Coal India Ltd | -0.04% | - | 0% | ||
| Future on Vedanta Ltd | -0.04% | - | 0% | ||
| Future on Indian Railway Catering And Tourism Corp Ltd | -0.05% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.05% | - | 0% | ||
| Future on Tech Mahindra Ltd | -0.05% | - | 0% | ||
| Future on HCL Technologies Ltd | -0.06% | - | 0% | ||
| Future on Trent Ltd | -0.07% | - | 0% | ||
| Future on Piramal Enterprises Ltd | -0.08% | - | 0% | ||
| Future on The Federal Bank Ltd | -0.08% | - | 0% | ||
| The Indian Hotels Company Ltd. 27-Feb-25 | -0.08% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0.09% | - | 0% | ||
| Future on Container Corporation of India Ltd | -0.09% | - | 0% | ||
| Future on Oil & Natural Gas Corp Ltd | -0.1% | - | 0% | ||
| Future on NMDC Ltd | -0.12% | - | 0% | ||
| Indian Oil Corporation Ltd. 27-Feb-25 | -0.12% | - | 0% | ||
| Future on Sun Pharmaceuticals Industries Ltd | -0.12% | - | 0% | ||
| Future on Dabur India Ltd | -0.12% | - | 0% | ||
| Future on Adani Enterprises Ltd | -0.12% | - | 0% | ||
| Future on InterGlobe Aviation Ltd | -0.13% | - | 0% | ||
| Future on Bajaj Auto Ltd | -0.13% | - | 0% | ||
| Future on Apollo Hospitals Enterprise Ltd | -0.14% | - | 0% | ||
| Future on Dixon Technologies (India) Ltd | -0.14% | - | 0% | ||
| Future on United Spirits Ltd | -0.14% | - | 0% | ||
| Future on Infosys Ltd | -0.15% | - | 0% | ||
| Future on JSW Steel Ltd | -0.16% | - | 0% | ||
| Future on Bharat Petroleum Corp Ltd | -0.21% | - | 0% | ||
| Future on IndusInd Bank Ltd | -0.22% | - | 0% | ||
| Future on Bharat Electronics Ltd | -0.22% | - | 0% | ||
| Future on Titan Co Ltd | -0.24% | - | 0% | ||
| Future on Vodafone Idea Ltd | -0.25% | - | 0% | ||
| Future on Bharti Airtel Ltd | -0.26% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.28% | - | 0% | ||
| Future on ICICI Bank Ltd | -0.29% | - | 0% | ||
| Future on Samvardhana Motherson International Ltd | -0.29% | - | 0% | ||
| Future on Zydus Lifesciences Ltd | -0.3% | - | 0% | ||
| Future on Tata Steel Ltd. | -0.33% | - | 0% | ||
| Future on Aditya Birla Capital Ltd | -0.36% | - | 0% | ||
| Future on Bank of Baroda | -0.36% | - | 0% | ||
| Future on Canara Bank | -0.37% | - | 0% | ||
| Future on Bharat Heavy Electricals Ltd | -0.37% | - | 0% | ||
| Future on Hindustan Aeronautics Ltd Ordinary Shares | -0.39% | - | 0% | ||
| Future on Manappuram Finance Ltd | -0.42% | - | 0% | ||
| Future on GMR Airports Ltd | -0.43% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.44% | - | 0% | ||
| Future on NTPC Ltd | -0.44% | - | 0% | ||
| Future on Tata Power Co Ltd | -0.45% | - | 0% | ||
| Future on Axis Bank Ltd | -0.48% | - | 0% | ||
| Future on Bajaj Finance Ltd | -0.48% | - | 0% | ||
| Future on Ambuja Cements Ltd | -0.55% | - | 0% | ||
| Future on ACC Ltd | -0.55% | - | 0% | ||
| Future on REC Ltd | -0.63% | - | 0% | ||
| Future on Hindalco Industries Ltd | -0.86% | - | 0% | ||
| Future on State Bank of India | -0.88% | - | 0% | ||
| Future on Punjab National Bank | -0.89% | - | 0% | ||
| Future on DLF Ltd | -0.91% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -0.99% | - | 0% | ||
| Future on National Aluminium Co Ltd | -1.26% | - | 0% | ||
| Indus Towers Ltd. 27-Feb-25 | -1.32% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -1.33% | - | 0% | ||
| Future on Tata Motors Ltd | -1.41% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -3.21% | - | 0% | ||
| Future on Reliance Industries Ltd | -3.92% | - | 0% | ||
| Future on HDFC Bank Ltd | -4.98% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 25.52 |
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 |
|---|---|---|---|---|---|
| 7.38% Govt Stock 2027 | 2.85% | - | 0% | ||
| Bharti Telecom Limited 8.75% | 2.66% | - | 0% | ||
| 7.1% Govt Stock 2034 | 2.24% | - | 0% | ||
| 7.18% Govt Stock 2033 | 1.8% | - | 0% | ||
| Infopark Properties Ltd. | 1.76% | - | 0% | ||
| Embassy Office Parks Reit | (21.48) | 1.39% | 38.25 | -0.83% | |
| 7.33% Govt Stock 2026 | 1.33% | - | 0% | ||
| Smfg India Home Finance Co. Ltd. | 1.32% | - | 0% | ||
| Avanse Financial Services Limited | 1.31% | - | 0% | ||
| Sbfc Finance Ltd. | 1.31% | - | 0% | ||
| Brookfield India Real Estate Trust | (21.48) | 1.14% | -4818 | 13.56% | |
| Jm Financial Credit Solutions Limited | 0.88% | - | 0% | ||
| Bank Of Baroda( Tier Ii Bond Under Basel Iii ) | 0.88% | - | 0% | ||
| 182 DTB 15052025 | 0.86% | - | 0% | ||
| Mahindra Rural Housing Finance Ltd. | 0.8% | - | 0% | ||
| Cube Highways Trust | 0.61% | - | 0% | ||
| Muthoot Finance Limited | 0.44% | - | 0% | ||
| Ongc Petro Additions Limited | 0.44% | - | 0% | ||
| Poonawalla Housing Finance Limited | 0.44% | - | 0% | ||
| Muthoot Finance Limited | 0.44% | - | 0% | ||
| Aadhar Housing Finance Ltd | 0.26% | - | 0% | ||
| Muthoot Finance Limited | 0.18% | - | 0% | ||
| 182 DTB 05062025 | 0.17% | - | 0% | ||
| ICICI Bank Ltd. | 0% | - | 0% | ||
| 364 Day T-Bill 30.01.25 | 0% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 37.82 |
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 |
|---|---|---|---|---|---|
| Cash Offset For Derivatives | 34.34% | - | 0% | ||
| Treps | 2.6% | - | 0% | ||
| Net Receivable / Payable | 0.89% | - | 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 Equity Savings 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 Equity Savings 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.
