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₹23.29
(0.53%)
Current NAV 28-04-2025
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8%
Returns
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Min. SIP ₹500
Min. Investment ₹1000
Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 41.79%
- Debt 26.47%
- Others 31.74%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 42.02 |
| Small Cap | 16.55 |
| Mid Cap | 7.16 |
| Others | -23.94 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Basic Materials
Industrials
Energy
Healthcare
Technology
Communication Services
Utilities
Real Estate
Consumer Defensive
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 29-Apr-2025 |
Holdings | PE Ratio 29-Apr-2025 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (19.4) | 8.89% | 20.6 | 24.61% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 4.37% | 26.45 | -0.13% |
| Reliance Industries Ltd | Large Cap | Energy (19.13) | 3.83% | 25.99 | -4.49% |
| ICICI Bank Ltd | Large Cap | Financial Services (19.4) | 2.77% | 19.9 | 22.97% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.35% | 28.68 | 29.81% |
| Larsen & Toubro Ltd | Large Cap | Industrials (37.09) | 2.18% | 33.53 | -8.58% |
| State Bank of India | Large Cap | Financial Services (10.84) | 2.02% | 9.12 | -1.88% |
| Cube Highways Trust | 1.96% | - | 0% | ||
| National Highways Infra Trust Units | 1.9% | - | 0% | ||
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (20.84) | 1.26% | 10.62 | 14.55% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 1.18% | 27.31 | 39.29% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (34.29) | 1.1% | 29.9 | -7.9% |
| Bajaj Finance Ltd | Large Cap | Financial Services (30.9) | 1.08% | 35.27 | 34.77% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (91.58) | 1.04% | 126.09 | 61.11% |
| AAVAS Financiers Ltd | Small Cap | Financial Services (19.79) | 1.03% | 32.19 | 23.27% |
| Shree Cement Ltd | Mid Cap | Basic Materials (41.57) | 0.99% | 88.76 | 24.52% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (42.16) | 0.97% | 55.79 | 8.14% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.96% | 40.82 | 136.49% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (29.97) | 0.92% | 7.85 | 15.41% |
| Wonderla Holidays Ltd | Small Cap | Consumer Cyclical (33.2) | 0.88% | 0 | 3.66% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (96.71) | 0.88% | 4.83 | 43.37% |
| Indian Energy Exchange Ltd | Small Cap | Financial Services (112.89) | 0.88% | 40.19 | 24.51% |
| Lonza Group Ltd ADR | Healthcare | 0.83% | - | 0% | |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.82% | 38.75 | 29.66% |
| EIH Ltd | Small Cap | Consumer Cyclical (90.8) | 0.81% | 33.56 | -20.07% |
| DLF Ltd | Large Cap | Real Estate (77.89) | 0.8% | 41.02 | -26.88% |
| Ganesha Ecosphere Ltd | Small Cap | Consumer Cyclical (3.81) | 0.78% | 37.94 | 38.42% |
| ZF Commercial Vehicle Control Systems India Ltd | Small Cap | Consumer Cyclical (54.55) | 0.77% | 55.06 | -9.11% |
| LTIMindtree Ltd | Large Cap | Technology (36.96) | 0.76% | 33.85 | 6.16% |
| Paradeep Phosphates Ltd | Small Cap | Basic Materials (46.01) | 0.73% | 14.41 | -8.63% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (96.71) | 0.72% | 57.88 | -0.29% |
| Aether Industries Ltd | Small Cap | Basic Materials (60.18) | 0.68% | 102.04 | -1.23% |
| Sansera Engineering Ltd | Small Cap | Consumer Cyclical (52.12) | 0.65% | 29.45 | 30.69% |
| Aptus Value Housing Finance India Ltd | Small Cap | Financial Services (19.79) | 0.65% | 23.2 | -1.48% |
| Neogen Chemicals Ltd | Small Cap | Basic Materials (58.97) | 0.64% | 86.21 | -3.2% |
| Torrent Power Ltd | Mid Cap | Utilities (20.39) | 0.64% | 28.05 | 14.02% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (92.52) | 0.62% | 23.21 | 3.98% |
| Garware Technical Fibres Ltd | Small Cap | Consumer Cyclical (46.35) | 0.61% | 37.14 | 32.07% |
| Punjab National Bank | Large Cap | Financial Services (9.84) | 0.61% | 6.26 | -25.69% |
| Gokaldas Exports Ltd | Small Cap | Consumer Cyclical (60.99) | 0.56% | 40.8 | 4.19% |
| Finolex Industries Ltd | Small Cap | Industrials (37.68) | 0.56% | 13.67 | -35.43% |
| Gland Pharma Ltd | Small Cap | Healthcare (46.98) | 0.55% | 33.06 | -18.2% |
| Brainbees Solutions Ltd | Small Cap | Consumer Cyclical | 0.55% | - | 0% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0.55% | - | 0% |
| REC Ltd | Large Cap | Financial Services (13.46) | 0.52% | 7.23 | -7.17% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.52% | 0 | 0% |
| Esab India Ltd | Small Cap | Industrials (38.01) | 0.51% | 0 | -11.26% |
| Kalpataru Projects International Ltd | Small Cap | Industrials (28.72) | 0.46% | 31.21 | -19.05% |
| Tata Power Co Ltd | Large Cap | Utilities (22.54) | 0.43% | 33 | -9.56% |
| DOMS Industries Ltd | Small Cap | Industrials (24.3) | 0.43% | 85.93 | 59.91% |
| GMR Airports Ltd | Mid Cap | Industrials (18.46) | 0.42% | -342.88 | 1.77% |
| Tata Consultancy Services Ltd | Large Cap | Technology (28.33) | 0.41% | 25.82 | -10.49% |
| Delhivery Ltd | Small Cap | Industrials (35.12) | 0.4% | 1107.68 | -31.08% |
| VIP Industries Ltd | Small Cap | Consumer Cyclical (38.37) | 0.4% | -68.95 | -42.35% |
| VRL Logistics Ltd | Small Cap | Industrials (34.88) | 0.38% | 0 | -15.99% |
| Whirlpool of India Ltd | Small Cap | Consumer Cyclical (241.24) | 0.36% | 51.56 | -12.66% |
| Infosys Ltd | Large Cap | Technology (28.33) | 0.35% | 23.32 | 4.53% |
| Bank of Baroda | Large Cap | Financial Services (10.84) | 0.35% | 6.38 | -7.59% |
| Canara Bank | Mid Cap | Financial Services | 0.33% | - | 0% |
| Tata Steel Ltd | Large Cap | Basic Materials (31.44) | 0.33% | 64.61 | -15.47% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (34.69) | 0.33% | 13.97 | -17.34% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (49.28) | 0.32% | 35.46 | 14.75% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (110.58) | 0.31% | 38.25 | 28.73% |
| KNR Constructions Ltd | Small Cap | Industrials (37.09) | 0.29% | 5.26 | -15.39% |
| ACC Ltd | Mid Cap | Basic Materials (41.57) | 0.29% | 14.77 | -25.15% |
| Kajaria Ceramics Ltd | Small Cap | Industrials (31.19) | 0.27% | 36.07 | -33.38% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 0.25% | 0 | 0% |
| Adani Green Energy Ltd | Large Cap | Utilities (22.54) | 0.25% | 109.52 | -47.77% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (19.4) | 0.21% | 9.04 | -43.4% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (89.2) | 0.2% | 154.66 | -17.34% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.19% | 44.61 | 34.3% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (79.17) | 0.19% | 91.95 | -6.16% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (19.13) | 0.18% | 9.82 | 0.53% |
| Bharti Airtel Ltd | Large Cap | Communication Services (192.54) | 0.17% | 43.07 | 37.03% |
| JSW Steel Ltd | Large Cap | Basic Materials (20.62) | 0.17% | 20.56 | 23.11% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (46.98) | 0.15% | 19.13 | -7.75% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.13% | 0 | 0% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (96.71) | 0.12% | 76.82 | 17.31% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (46.98) | 0.12% | 37.85 | 18.61% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.11% | 10.88 | 109.86% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (25.41) | 0.1% | 33.42 | 34.01% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (8.29) | 0.09% | 8.1 | -11.42% |
| Indian Oil Corp Ltd | Large Cap | Energy (17.05) | 0.09% | 17.89 | -20.99% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 0.08% | 0 | -4.86% |
| Adani Enterprises Ltd | Large Cap | Energy (74.91) | 0.08% | 65.52 | -36.28% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (91.58) | 0.08% | 62.35 | 35.48% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 0.08% | 10.81 | 15.24% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (20.02) | 0.07% | 84.95 | 24.24% |
| Piramal Enterprises Ltd | Small Cap | Financial Services (30.81) | 0.07% | 42.7 | 6.31% |
| UPL Ltd | Mid Cap | Basic Materials (35.89) | 0.06% | 1311.76 | 31.93% |
| Trent Ltd | Large Cap | Consumer Cyclical (50.73) | 0.06% | 95.95 | 21.18% |
| HCL Technologies Ltd | Large Cap | Technology (28.33) | 0.05% | 24.48 | 13.1% |
| Vedanta Ltd | Large Cap | Basic Materials (17.08) | 0.05% | 12.65 | 5% |
| Tega Industries Ltd | Small Cap | Industrials (44.37) | 0.04% | 49.13 | -6.16% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Communication Services (98.44) | 0.04% | 9.63 | 68% | |
| Indian Railway Catering And Tourism Corp Ltd | Mid Cap | Industrials (53.55) | 0.04% | 49.27 | -26.81% |
| GAIL (India) Ltd | Large Cap | Utilities (13.21) | 0.04% | 8.42 | -11.83% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.86) | 0.04% | 5.46 | -21.23% |
| Polycab India Ltd | Large Cap | Industrials (42.49) | 0.03% | 45.59 | -1.06% |
| Coal India Ltd | Large Cap | Energy (17.23) | 0.02% | 6.96 | -14.18% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (241.24) | 0.02% | 126.96 | 96.55% |
| Siemens Ltd | Large Cap | Industrials (42.28) | 0.02% | 37.12 | -49.01% |
| Shriram Finance Ltd | Financial Services | 0.01% | - | 0% | |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (46.98) | 0.01% | 20.15 | 5.17% |
| Wipro Ltd | Large Cap | Technology (28.33) | 0.01% | 19.31 | 4.59% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (22.8) | 0.01% | 22.35 | -4.94% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (33.31) | 0.01% | 33.21 | -6% |
| Biocon Ltd | Mid Cap | Healthcare (46.98) | 0% | 47.76 | 4.58% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (28.97) | 0% | 18.2 | 3.58% |
| Dabur India Ltd | Large Cap | Consumer Defensive (57.77) | 0% | 47.73 | -4.47% |
| Cipla Ltd | Large Cap | Healthcare (46.98) | 0% | 24.98 | 9.66% |
| Container Corporation of India Ltd | Mid Cap | Industrials (35.08) | 0% | 30.54 | -32.63% |
| Bharat Electronics Ltd | Large Cap | Industrials (47.25) | 0% | 44.76 | 27.96% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0% | 167.31 | 197.56% |
| Petronet LNG Ltd | Mid Cap | Energy (20.62) | 0% | 12.77 | 0.39% |
| Manappuram Finance Ltd | Small Cap | Financial Services (30.81) | 0% | 9.96 | 17.79% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0% | 57.92 | -8.63% |
| Tech Mahindra Ltd | Large Cap | Technology (28.33) | 0% | 34.38 | 15.84% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (192.54) | 0% | -2.82 | -46.18% |
| NTPC Ltd | Large Cap | Utilities (22.73) | 0% | 15.74 | -1.74% |
| Future on Power Grid Corp Of India Ltd | -0% | - | 0% | ||
| Future on Biocon Ltd | -0% | - | 0% | ||
| Future on HDFC Asset Management Co Ltd | -0.01% | - | 0% | ||
| Future on Jindal Steel & Power Ltd | -0.01% | - | 0% | ||
| Future on Wipro Ltd | -0.01% | - | 0% | ||
| Future on Aurobindo Pharma Ltd | -0.01% | - | 0% | ||
| Future on Shriram Finance Ltd | -0.01% | - | 0% | ||
| Future on Siemens Ltd | -0.02% | - | 0% | ||
| Future on Dixon Technologies (India) Ltd | -0.02% | - | 0% | ||
| Future on Coal India Ltd | -0.02% | - | 0% | ||
| Future on Polycab India Ltd | -0.03% | - | 0% | ||
| Future on LIC Housing Finance Ltd | -0.04% | - | 0% | ||
| Future on GAIL (India) Ltd | -0.04% | - | 0% | ||
| Future on Indian Railway Catering And Tourism Corp Ltd | -0.04% | - | 0% | ||
| Future on Vedanta Ltd | -0.05% | - | 0% | ||
| Future on HCL Technologies Ltd | -0.05% | - | 0% | ||
| Future on Trent Ltd | -0.06% | - | 0% | ||
| Future on UPL Ltd | -0.06% | - | 0% | ||
| Future on Piramal Enterprises Ltd | -0.07% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.07% | - | 0% | ||
| Future on The Federal Bank Ltd | -0.08% | - | 0% | ||
| The Indian Hotels Company Ltd. 27-Mar-25 | -0.08% | - | 0% | ||
| Future on Adani Enterprises Ltd | -0.08% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0.08% | - | 0% | ||
| Indian Oil Corporation Ltd. 27-Mar-25 | -0.09% | - | 0% | ||
| Future on Oil & Natural Gas Corp Ltd | -0.09% | - | 0% | ||
| Future on InterGlobe Aviation Ltd | -0.1% | - | 0% | ||
| Future on NMDC Ltd | -0.11% | - | 0% | ||
| Future on Sun Pharmaceuticals Industries Ltd | -0.12% | - | 0% | ||
| Future on Bajaj Auto Ltd | -0.12% | - | 0% | ||
| Future on Apollo Hospitals Enterprise Ltd | -0.13% | - | 0% | ||
| Future on United Spirits Ltd | -0.13% | - | 0% | ||
| Future on Zydus Lifesciences Ltd | -0.15% | - | 0% | ||
| Future on JSW Steel Ltd | -0.17% | - | 0% | ||
| Future on Bharti Airtel Ltd | -0.17% | - | 0% | ||
| Future on Bharat Petroleum Corp Ltd | -0.18% | - | 0% | ||
| Future on Titan Co Ltd | -0.19% | - | 0% | ||
| Future on UltraTech Cement Ltd | -0.19% | - | 0% | ||
| Future on Bharat Heavy Electricals Ltd | -0.21% | - | 0% | ||
| Future on IndusInd Bank Ltd | -0.21% | - | 0% | ||
| Future on Adani Green Energy Ltd | -0.25% | - | 0% | ||
| Future on Samvardhana Motherson International Ltd | -0.25% | - | 0% | ||
| Future on ACC Ltd | -0.29% | - | 0% | ||
| Future on ICICI Bank Ltd | -0.29% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.31% | - | 0% | ||
| Future on Hindustan Aeronautics Ltd Ordinary Shares | -0.32% | - | 0% | ||
| Future on Tata Steel Ltd. | -0.33% | - | 0% | ||
| Future on Aditya Birla Capital Ltd | -0.33% | - | 0% | ||
| Future on Canara Bank | -0.33% | - | 0% | ||
| Future on Bank of Baroda | -0.35% | - | 0% | ||
| Future on Infosys Ltd | -0.35% | - | 0% | ||
| Future on State Bank of India | -0.37% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.41% | - | 0% | ||
| Future on GMR Airports Ltd | -0.43% | - | 0% | ||
| Future on Tata Power Co Ltd | -0.43% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -0.46% | - | 0% | ||
| Future on Axis Bank Ltd | -0.52% | - | 0% | ||
| Future on Ambuja Cements Ltd | -0.52% | - | 0% | ||
| Future on REC Ltd | -0.52% | - | 0% | ||
| Future on Punjab National Bank | -0.61% | - | 0% | ||
| Future on DLF Ltd | -0.8% | - | 0% | ||
| Future on Hindalco Industries Ltd | -0.82% | - | 0% | ||
| Future on National Aluminium Co Ltd | -0.92% | - | 0% | ||
| Future on Tata Motors Ltd | -0.97% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -1.19% | - | 0% | ||
| Indus Towers Ltd. 27-Mar-25 | -1.27% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -2.66% | - | 0% | ||
| Future on Reliance Industries Ltd | -3.85% | - | 0% | ||
| Future on HDFC Bank Ltd | -5.24% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 26.47 |
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 | 2.95% | - | 0% | ||
| Bharti Telecom Limited 8.75% | 2.75% | - | 0% | ||
| 7.1% Govt Stock 2034 | 2.32% | - | 0% | ||
| Embassy Office Parks Reit | (782.2) | 1.95% | 16.85 | 7.52% | |
| 7.18% Govt Stock 2033 | 1.86% | - | 0% | ||
| Infopark Properties Ltd. | 1.82% | - | 0% | ||
| 7.33% Govt Stock 2026 | 1.38% | - | 0% | ||
| Smfg India Home Finance Co. Ltd. | 1.37% | - | 0% | ||
| Avanse Financial Services Limited | 1.36% | - | 0% | ||
| Sbfc Finance Ltd. | 1.35% | - | 0% | ||
| Brookfield India Real Estate Trust | (782.2) | 1.19% | 0 | 14.76% | |
| Jm Financial Credit Solutions Limited | 0.91% | - | 0% | ||
| Bank Of Baroda( Tier Ii Bond Under Basel Iii ) | 0.9% | - | 0% | ||
| Mahindra Rural Housing Finance Ltd. | 0.83% | - | 0% | ||
| Cube Highways Trust | 0.63% | - | 0% | ||
| Muthoot Finance Limited | 0.46% | - | 0% | ||
| Ongc Petro Additions Limited | 0.45% | - | 0% | ||
| Poonawalla Housing Finance Limited | 0.45% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.45% | - | 0% | ||
| Muthoot Finance Limited | 0.45% | - | 0% | ||
| Aadhar Housing Finance Ltd | 0.27% | - | 0% | ||
| Muthoot Finance Limited | 0.18% | - | 0% | ||
| 182 DTB 05062025 | 0.18% | - | 0% | ||
| 182 DTB 15052025 | 0% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 31.74 |
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 | 28.68% | - | 0% | ||
| Treps | 3.77% | - | 0% | ||
| Net Receivable / Payable | -0.71% | - | 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.
