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₹10.34
(-0.01%)
Current NAV 07-03-2025
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0%
Returns
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Min. SIP ₹100
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity -0.2%
- Debt 13.17%
- Others 87.03%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 52.74 |
| Mid Cap | 18.12 |
| Small Cap | 3.91 |
| Others | -74.98 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Technology
Healthcare
Energy
Industrials
Basic Materials
Communication Services
Consumer Defensive
Utilities
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2024 |
Holdings | PE Ratio 07-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Reliance Industries Ltd | Large Cap | Energy (16.07) | 4.52% | 24.19 | -16.37% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (171.93) | 3.75% | -1.85 | -49.19% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 3.09% | 28.68 | 29.81% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (44.33) | 2.55% | 33.8 | 0.33% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.46) | 2.53% | 26.59 | -12.8% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 2.34% | 27.31 | 39.29% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (31) | 2.26% | 54.11 | -0.5% |
| REC Ltd | Large Cap | Financial Services (12.79) | 2.01% | 6.63 | -16.64% |
| Grasim Industries Ltd | Large Cap | Basic Materials (48.48) | 1.94% | 41.14 | 6.63% |
| ITC Ltd | Large Cap | Consumer Defensive (24.68) | 1.79% | 24.94 | -2.35% |
| ICICI Bank Ltd | Large Cap | Financial Services (18.11) | 1.72% | 17.03 | 11.41% |
| Coal India Ltd | Large Cap | Energy (17.25) | 1.44% | 6.7 | -18.31% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 1.4% | 26.45 | -0.13% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 1.36% | 26.78 | 7.67% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (72.49) | 1.31% | 84.56 | -18.6% |
| Steel Authority Of India Ltd | Mid Cap | Basic Materials (29.14) | 1.18% | 19.49 | -15.3% |
| Coforge Ltd | Mid Cap | Technology (32.46) | 1.14% | 64.88 | 20.15% |
| Bharat Electronics Ltd | Large Cap | Industrials (40) | 1.09% | 40.56 | 28.6% |
| Vedanta Ltd | Large Cap | Basic Materials (17.24) | 1.06% | 13.53 | 57.51% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (7.82) | 0.99% | 7.67 | -16.27% |
| Indian Railway Catering And Tourism Corp Ltd | Mid Cap | Industrials (50.42) | 0.99% | 45.16 | -25.22% |
| Bharti Airtel Ltd | Large Cap | Communication Services (171.93) | 0.97% | 38.33 | 35.58% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (35.6) | 0.95% | 54.27 | -25.25% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (101.13) | 0.93% | 34.19 | 16% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (40.89) | 0.91% | 26.23 | 2.86% |
| Cummins India Ltd | Large Cap | Industrials (41.3) | 0.91% | 40.06 | 4.2% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 0.91% | - | 0% |
| Mahanagar Gas Ltd | Small Cap | Utilities (20.44) | 0.89% | 12.02 | -3.3% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.6) | 0.82% | 5.59 | -6.02% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (78.23) | 0.81% | 64.78 | 29.65% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 0.79% | -10.49 | 85.47% |
| UltraTech Cement Ltd | Large Cap | Basic Materials (55.96) | 0.79% | 44.61 | 34.3% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (85.19) | 0.79% | 106.24 | 31.47% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (18.11) | 0.77% | 9.68 | -42.4% |
| Larsen & Toubro Ltd | Large Cap | Industrials (35.76) | 0.77% | 32.08 | -13.54% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.62) | 0.75% | 76.72 | 0.2% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (25.33) | 0.74% | 16.2 | -7.47% |
| HDFC Bank Ltd | Large Cap | Financial Services (18.11) | 0.72% | 18.56 | 16.71% |
| HCL Technologies Ltd | Large Cap | Technology (32.46) | 0.72% | 24.6 | -5.47% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (18.66) | 0.7% | 8.67 | 28.74% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.69% | 38.75 | 29.66% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (44.3) | 0.66% | 71.69 | 55.04% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.63% | 167.31 | 197.56% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.61% | 0 | 0% |
| Ramco Cements Ltd | Small Cap | Basic Materials (48.33) | 0.6% | 55.17 | 7.84% |
| Cipla Ltd | Large Cap | Healthcare (44.33) | 0.6% | 23.58 | -1.68% |
| Jio Financial Services Ltd | Large Cap | Financial Services (30.21) | 0.59% | 85.34 | -35.33% |
| State Bank of India | Large Cap | Financial Services (9.93) | 0.59% | 8.19 | -7.63% |
| Nestle India Ltd | Large Cap | Consumer Defensive (53.54) | 0.58% | 53.86 | -12.6% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.57% | 57.92 | -8.63% |
| Manappuram Finance Ltd | Small Cap | Financial Services (30.21) | 0.53% | 8.82 | 18.99% |
| NTPC Ltd | Large Cap | Utilities (20.81) | 0.52% | 14.51 | -6.55% |
| KPIT Technologies Ltd | Mid Cap | Technology (32.46) | 0.5% | 45.32 | -16.05% |
| Infosys Ltd | Large Cap | Technology (32.46) | 0.49% | 25.53 | 5.14% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 0.45% | 10.81 | 15.24% |
| Torrent Pharmaceuticals Ltd | Large Cap | Healthcare (44.33) | 0.44% | 55.61 | 14.89% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (32.46) | 0.43% | 27.99 | -10.9% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (44.33) | 0.42% | 18.19 | 3.25% |
| Union Bank of India | Mid Cap | Financial Services (9.93) | 0.4% | 5.32 | -27.55% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (31) | 0.4% | 27.32 | -16.98% |
| IRB Infrastructure Developers Ltd | Mid Cap | Industrials (35.76) | 0.39% | 4.06 | -29.12% |
| NCC Ltd | Small Cap | Industrials (35.76) | 0.37% | 14.21 | -29.33% |
| GAIL (India) Ltd | Large Cap | Utilities (13.21) | 0.32% | 8.42 | -11.83% |
| Piramal Enterprises Ltd | Small Cap | Financial Services (30.21) | 0.32% | 38.8 | 0.09% |
| Max Financial Services Ltd | Mid Cap | Financial Services (18.7) | 0.32% | 140.3 | 9.36% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (84.74) | 0.32% | 82.47 | -5.78% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 0.31% | 0 | 0% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (18.62) | 0.3% | 80.59 | -7.45% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 0.3% | 615.37 | 84.19% |
| Supreme Industries Ltd | Mid Cap | Industrials (34.75) | 0.3% | 42.23 | -12.86% |
| Delhivery Ltd | Small Cap | Industrials (34.57) | 0.29% | 898.57 | -45.23% |
| Ashok Leyland Ltd | Mid Cap | Industrials (28.64) | 0.29% | 21.77 | 22.65% |
| Life Insurance Corporation of India | Large Cap | Financial Services (18.7) | 0.29% | 10.89 | -28.76% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.86) | 0.29% | 5.46 | -21.23% |
| IDFC First Bank Ltd | Mid Cap | Financial Services (18.11) | 0.28% | 21.38 | -30.43% |
| NBCC India Ltd | Small Cap | Industrials (35.76) | 0.28% | 41.92 | -8.12% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (85.28) | 0.27% | 53.93 | 12.94% |
| Central Depository Services (India) Ltd | Small Cap | Financial Services | 0.27% | - | 0% |
| L&T Technology Services Ltd | Mid Cap | Technology (58.32) | 0.23% | 37.88 | -12.54% |
| Tata Steel Ltd | Large Cap | Basic Materials (31.28) | 0.22% | 68.77 | -4.23% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (31.12) | 0.21% | 36.01 | 15.43% |
| Shriram Finance Ltd | Financial Services | 0.19% | - | 0% | |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.17% | - | 0% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (32.49) | 0.16% | 18.05 | -15.41% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 0.15% | 132.81 | 16.13% |
| HFCL Ltd | Small Cap | Technology (18.66) | 0.15% | 31.21 | -22.04% |
| Persistent Systems Ltd | Mid Cap | Technology | 0.14% | - | 0% |
| Godrej Consumer Products Ltd | Large Cap | Consumer Defensive (57.07) | 0.13% | -236.86 | -17.18% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (89.46) | 0.13% | 92 | 27.25% |
| JSW Energy Ltd | Large Cap | Utilities (30.44) | 0.11% | 47.96 | 34.9% |
| Bank of Baroda | Large Cap | Financial Services (9.93) | 0.11% | 5.17 | -27.57% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 0.1% | 23.47 | -0.76% |
| NHPC Ltd | Mid Cap | Utilities (20.81) | 0.09% | 27.86 | -16.21% |
| Syngene International Ltd | Mid Cap | Healthcare (59.08) | 0.09% | 53.99 | -7.47% |
| Bajaj Finance Ltd | Large Cap | Financial Services (30.25) | 0.06% | 32.54 | 30.9% |
| Eicher Motors Ltd | Large Cap | Consumer Cyclical (31) | 0.05% | 30.74 | 31.64% |
| Indian Oil Corp Ltd | Large Cap | Energy (15.7) | 0.04% | 16.6 | -28.48% |
| Gujarat Gas Ltd | Mid Cap | Utilities (13.06) | 0.04% | 20.68 | -33.06% |
| Asian Paints Ltd | Large Cap | Basic Materials | 0.03% | - | 0% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.02% | 40.82 | 136.49% |
| SJVN Ltd | Mid Cap | Utilities (20.81) | 0% | 33.17 | -30.24% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (29.98) | 0% | 0 | 16.94% |
| Wipro Ltd | Large Cap | Technology (32.46) | 0% | 23.73 | 8.92% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0% | 0 | 0% |
| Oberoi Realty Ltd | Mid Cap | Real Estate (84.74) | 0% | 21.38 | 10.24% |
| Metropolis Healthcare Ltd | Small Cap | Healthcare (64.18) | 0% | -1.11 | 36.82% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (18.7) | 0% | 0 | -4.86% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 0% | 18.4 | 18.6% |
| PVR INOX Ltd | Small Cap | Communication Services (26.73) | 0% | -33.28 | -31.97% |
| Tata Power Co Ltd | Large Cap | Utilities (20.91) | 0% | 29.35 | -17.33% |
| Oil India Ltd | Mid Cap | Energy (7.82) | 0% | 8.15 | -11.94% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (89.46) | 0% | 67.42 | 1.58% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (38.99) | 0% | 51.17 | -12.6% |
| Dr. Lal PathLabs Ltd | Small Cap | Healthcare (89.46) | 0% | 51.34 | 17.51% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (22.15) | 0% | 29.34 | 48.98% |
| SRF Ltd | Mid Cap | Industrials (61.59) | 0% | 75.16 | 18.83% |
| Macrotech Developers Ltd | Large Cap | Real Estate (30.81) | 0% | 27.76 | 30.1% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (128.74) | 0% | 24.28 | -14.34% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (82.79) | 0% | 44.64 | 23.96% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (22.65) | 0% | 22.51 | 7.5% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (30.21) | 0% | 13.58 | -5.21% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (23.46) | 0% | 27.95 | 13.11% |
| JK Cement Ltd | Mid Cap | Basic Materials (48.48) | 0% | 47.27 | 3.44% |
| KEI Industries Ltd | Mid Cap | Industrials (40.56) | 0% | 45.26 | -10.91% |
| Laurus Labs Ltd | Small Cap | Healthcare (46.65) | 0% | 0 | 9.05% |
| One97 Communications Ltd | Mid Cap | Technology (330.34) | 0% | -63.17 | 65.07% |
| Tata Motors Limited | -0.02% | - | 0% | ||
| Asian Paints Limited | -0.03% | - | 0% | ||
| Gujarat Gas Limited | -0.04% | - | 0% | ||
| Indian Oil Corporation Limited | -0.04% | - | 0% | ||
| Eicher Motors Limited | -0.05% | - | 0% | ||
| Bajaj Finance Limited | -0.06% | - | 0% | ||
| Syngene International Limited | -0.09% | - | 0% | ||
| Nhpc Limited | -0.09% | - | 0% | ||
| Marico Limited | -0.1% | - | 0% | ||
| Bank Of Baroda | -0.11% | - | 0% | ||
| Jsw Energy Limited | -0.11% | - | 0% | ||
| Max Healthcare Institute Limited | -0.13% | - | 0% | ||
| Godrej Consumer Products Limited | -0.13% | - | 0% | ||
| Persistent Systems Limited | -0.14% | - | 0% | ||
| Hfcl Limited | -0.15% | - | 0% | ||
| Hero Motocorp Limited | -0.15% | - | 0% | ||
| United Breweries Limited | -0.15% | - | 0% | ||
| Varun Beverages Limited | -0.17% | - | 0% | ||
| Shriram Finance Limited | -0.2% | - | 0% | ||
| Computer Age Management Services Limited | -0.21% | - | 0% | ||
| Tata Steel Limited | -0.22% | - | 0% | ||
| L&T Technology Services Limited | -0.23% | - | 0% | ||
| Central Depository Services (India) Limited | -0.27% | - | 0% | ||
| The Phoenix Mills Limited | -0.28% | - | 0% | ||
| Nbcc (India) Limited | -0.28% | - | 0% | ||
| Idfc First Bank Limited | -0.28% | - | 0% | ||
| Lic Housing Finance Limited | -0.29% | - | 0% | ||
| Ashok Leyland Limited | -0.29% | - | 0% | ||
| Life Insurance Corporation Of India | -0.29% | - | 0% | ||
| Delhivery Limited | -0.29% | - | 0% | ||
| Supreme Industries Limited | -0.3% | - | 0% | ||
| Pb Fintech Limited | -0.3% | - | 0% | ||
| Icici Prudential Life Insurance Company Limited | -0.3% | - | 0% | ||
| Hindustan Unilever Limited | -0.31% | - | 0% | ||
| Prestige Estates Projects Limited | -0.32% | - | 0% | ||
| Max Financial Services Limited | -0.32% | - | 0% | ||
| Piramal Enterprises Limited | -0.32% | - | 0% | ||
| Gail (India) Limited | -0.32% | - | 0% | ||
| Ncc Limited | -0.37% | - | 0% | ||
| Irb Infrastructure Developers Limited | -0.39% | - | 0% | ||
| Union Bank Of India | -0.4% | - | 0% | ||
| Bajaj Auto Limited | -0.4% | - | 0% | ||
| Aurobindo Pharma Limited | -0.42% | - | 0% | ||
| Oracle Financial Services Software Limited | -0.44% | - | 0% | ||
| Torrent Pharmaceuticals Limited | -0.44% | - | 0% | ||
| The Federal Bank Limited | -0.45% | - | 0% | ||
| Infosys Limited | -0.5% | - | 0% | ||
| Kpit Technologies Limited | -0.51% | - | 0% | ||
| Ntpc Limited | -0.52% | - | 0% | ||
| Manappuram Finance Limited | -0.53% | - | 0% | ||
| Alkem Laboratories Limited | -0.57% | - | 0% | ||
| Nestle India Limited | -0.58% | - | 0% | ||
| State Bank Of India | -0.59% | - | 0% | ||
| Jio Financial Services Limited | -0.6% | - | 0% | ||
| Cipla Limited | -0.6% | - | 0% | ||
| The Ramco Cements Limited | -0.61% | - | 0% | ||
| Mphasis Limited | -0.61% | - | 0% | ||
| Lupin Limited | -0.63% | - | 0% | ||
| Divi's Laboratories Limited | -0.67% | - | 0% | ||
| Hindalco Industries Limited | -0.7% | - | 0% | ||
| Indus Towers Limited | -0.71% | - | 0% | ||
| Hcl Technologies Limited | -0.72% | - | 0% | ||
| Hdfc Bank Limited | -0.73% | - | 0% | ||
| Power Grid Corporation Of India Limited | -0.74% | - | 0% | ||
| Hdfc Life Insurance Company Limited | -0.76% | - | 0% | ||
| Larsen & Toubro Limited | -0.77% | - | 0% | ||
| Indusind Bank Limited | -0.77% | - | 0% | ||
| Jubilant Foodworks Limited | -0.79% | - | 0% | ||
| Zomato Limited | -0.79% | - | 0% | ||
| Ultratech Cement Limited | -0.79% | - | 0% | ||
| Power Finance Corporation Limited | -0.82% | - | 0% | ||
| Voltas Limited | -0.82% | - | 0% | ||
| Mahanagar Gas Limited | -0.88% | - | 0% | ||
| Dr. Reddy's Laboratories Limited | -0.91% | - | 0% | ||
| Cummins India Limited | -0.91% | - | 0% | ||
| Hindustan Aeronautics Limited | -0.92% | - | 0% | ||
| Bajaj Finserv Limited | -0.94% | - | 0% | ||
| Sona Blw Precision Forgings Limited | -0.96% | - | 0% | ||
| Bharti Airtel Limited | -0.97% | - | 0% | ||
| Indian Railway Catering And Tourism Corporation | -0.98% | - | 0% | ||
| Oil & Natural Gas Corporation Limited | -0.98% | - | 0% | ||
| Vedanta Limited | -1.06% | - | 0% | ||
| Bharat Electronics Limited | -1.1% | - | 0% | ||
| Coforge Limited | -1.15% | - | 0% | ||
| Steel Authority Of India Limited | -1.18% | - | 0% | ||
| Titan Company Limited | -1.32% | - | 0% | ||
| Maruti Suzuki India Limited | -1.36% | - | 0% | ||
| Kotak Mahindra Bank Limited | -1.41% | - | 0% | ||
| Coal India Limited | -1.44% | - | 0% | ||
| Icici Bank Limited | -1.73% | - | 0% | ||
| Itc Limited | -1.78% | - | 0% | ||
| Grasim Industries Limited | -1.95% | - | 0% | ||
| Rec Limited | -2% | - | 0% | ||
| Tvs Motor Company Limited | -2.26% | - | 0% | ||
| Mahindra & Mahindra Limited | -2.35% | - | 0% | ||
| Tata Consultancy Services Limited | -2.54% | - | 0% | ||
| Sun Pharmaceutical Industries Limited | -2.55% | - | 0% | ||
| Axis Bank Limited | -3.1% | - | 0% | ||
| Vodafone Idea Limited | -3.76% | - | 0% | ||
| Reliance Industries Limited | -4.54% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 13.17 |
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 |
|---|---|---|---|---|---|
| Small Industries Development Bank Of India | 2.97% | - | 0% | ||
| 91 DTB 10042025 | 2.41% | - | 0% | ||
| 91 DTB 20032025 | 1.77% | - | 0% | ||
| India (Republic of) | 1.77% | - | 0% | ||
| 91 Days Tbill Red 24-04-2025 | 1.76% | - | 0% | ||
| 182 D Tbill Mat - 14/02/2025 | 1.19% | - | 0% | ||
| 91 DTB 17042025 | 1.18% | - | 0% | ||
| 364 DTB 13032025 | 0.12% | - | 0% | ||
| 364 DTB 02052024 | 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 | 87.03 |
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 | 75.17% | - | 0% | ||
| Clearing Corporation Of India Ltd | 12.22% | - | 0% | ||
| HDFC Bank Limited | 2.27% | - | 0% | ||
| WhiteOak Capital Liquid Dir Gr | 1.53% | - | 0% | ||
| HDFC Bank Limited | 1.16% | - | 0% | ||
| WhiteOak Capital Ultr S/D Dir Gr | 0.98% | - | 0% | ||
| Net Receivables / (Payables) | -6.31% | - | 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 WhiteOak Capital Arbitrage 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 WhiteOak Capital Arbitrage 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.
