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Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 91.77%
- Debt 2.82%
- Others 5.41%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 34.59 |
| Small Cap | 29.31 |
| Mid Cap | 23.66 |
| Others | 4.22 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Industrials
Technology
Healthcare
Basic Materials
Communication Services
Real Estate
Energy
Consumer Defensive
Utilities
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 |
|---|---|---|---|---|---|
| HDFC Bank Ltd | Large Cap | Financial Services (19.85) | 4.1% | 20.11 | 26.26% |
| ICICI Bank Ltd | Large Cap | Financial Services (19.85) | 3.05% | 18.96 | 23.05% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 2.46% | -10.49 | 85.47% |
| ICICI Securities Ltd | Small Cap | Financial Services (33.24) | 2.25% | 13.89 | 19.14% |
| Nexus Select Trust Reits | Real Estate (21.37) | 2.17% | 32.87 | 4.73% | |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 1.93% | 26.45 | -0.13% |
| KRN Heat Exchanger and Refrigeration Ltd | Small Cap | Technology | 1.72% | - | 0% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (31.97) | 1.62% | 19.28 | 61.29% |
| Bharti Airtel Ltd | Large Cap | Communication Services (181.87) | 1.55% | 40.81 | 40.84% |
| Max Financial Services Ltd | Mid Cap | Financial Services (19.58) | 1.42% | 157.05 | 12.77% |
| Cigniti Technologies Ltd | Small Cap | Technology (32.3) | 1.39% | 25.89 | 15.38% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 1.37% | 27.31 | 39.29% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (89.69) | 1.33% | 62.09 | 33.03% |
| Reliance Industries Ltd | Large Cap | Energy (16.57) | 1.23% | 24.94 | -14.34% |
| Poly Medicure Ltd | Small Cap | Healthcare (67.32) | 1.22% | 71.87 | 40.68% |
| State Bank of India | Large Cap | Financial Services (10.42) | 1.18% | 8.68 | 2.52% |
| Larsen & Toubro Ltd | Large Cap | Industrials (37.95) | 1.06% | 35.23 | -7.5% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (77.37) | 1.02% | 104.31 | 18.22% |
| Coforge Ltd | Mid Cap | Technology (32.3) | 1.02% | 69.93 | 47.28% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 0.99% | - | 0% |
| Persistent Systems Ltd | Mid Cap | Technology | 0.98% | - | 0% |
| Bharat Electronics Ltd | Large Cap | Industrials (46.59) | 0.98% | 44.07 | 49.42% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.3) | 0.96% | 26.74 | -7.19% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (33.24) | 0.94% | 11.2 | 47.75% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (280.1) | 0.93% | 0 | 80.85% |
| Info Edge (India) Ltd | Large Cap | Communication Services (71.19) | 0.92% | 166.18 | 28.22% |
| Jyothy Labs Ltd | Small Cap | Consumer Defensive (56.9) | 0.9% | 32.41 | -25.24% |
| Trent Ltd | Large Cap | Consumer Cyclical (52.46) | 0.87% | 97.7 | 34.53% |
| Indian Bank | Mid Cap | Financial Services (10.42) | 0.86% | 6.91 | 4.14% |
| Oil India Ltd | Mid Cap | Energy (8.13) | 0.85% | 8.45 | -4.12% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 0.85% | 615.37 | 84.19% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (200.95) | 0.85% | 100.25 | 76.18% |
| Aadhar Housing Finance Ltd | Small Cap | Financial Services | 0.81% | - | 0% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0.77% | - | 0% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (108.74) | 0.76% | 37.35 | 22.04% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.74% | 167.31 | 197.56% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.6) | 0.73% | 5.59 | -6.02% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (35.71) | 0.73% | 48.9 | -34.72% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (72.12) | 0.71% | 84.03 | -19.47% |
| AIA Engineering Ltd | Mid Cap | Industrials (20.84) | 0.68% | 30.12 | -14.6% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.64% | 0 | 0% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Mid Cap | Financial Services (35.89) | 0.64% | 27.63 | 23.19% |
| Ami Organics Ltd | Small Cap | Basic Materials (46.1) | 0.61% | 81.77 | 121.54% |
| Torrent Pharmaceuticals Ltd | Large Cap | Healthcare (46.1) | 0.59% | 58.75 | 24.26% |
| ABB India Ltd | Large Cap | Industrials (74.59) | 0.58% | 0 | -5.76% |
| Awfis Space Solutions Ltd | Small Cap | Industrials | 0.56% | - | 0% |
| Shriram Finance Ltd | Financial Services | 0.55% | - | 0% | |
| PG Electroplast Ltd | Small Cap | Technology | 0.55% | - | 0% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (95.81) | 0.54% | 106.44 | 34.54% |
| Bharat Bijlee Ltd | Small Cap | Industrials | 0.54% | - | 0% |
| Infosys Ltd | Large Cap | Technology (32.3) | 0.53% | 23.59 | 4.78% |
| Tata Steel Ltd | Large Cap | Basic Materials (32.39) | 0.53% | 70.43 | -1.06% |
| Blue Star Ltd | Mid Cap | Industrials (122.66) | 0.51% | 78.85 | 68.14% |
| CSB Bank Ltd Ordinary Shares | Small Cap | Financial Services (19.85) | 0.51% | 0 | -14.66% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (46.1) | 0.51% | 48.85 | 5.21% |
| REC Ltd | Large Cap | Financial Services (13.36) | 0.51% | 7.22 | -4.75% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 0.51% | - | 0% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (28.25) | 0.51% | 17.38 | 4.84% |
| Bajaj Finance Ltd | Large Cap | Financial Services (31.97) | 0.5% | 34.6 | 23.38% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (24.19) | 0.5% | 27.8 | 10.01% |
| CARE Ratings Ltd | Small Cap | Financial Services (35.31) | 0.49% | 28.06 | -0.34% |
| Neuland Laboratories Limited | Small Cap | (46.1) | 0.49% | 51.67 | 92.27% |
| India Shelter Finance Corporation Ltd | Small Cap | Financial Services (19.67) | 0.49% | 25.57 | 32.04% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (46.1) | 0.48% | 36.32 | 6.9% |
| Azad Engineering Ltd | Small Cap | Industrials (52.12) | 0.47% | 0 | 0% |
| Supreme Industries Ltd | Mid Cap | Industrials (35.54) | 0.46% | 42.48 | -19.17% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (24.4) | 0.46% | 32.47 | 44.25% |
| Newgen Software Technologies Ltd | Small Cap | Technology (32.3) | 0.46% | 45.14 | 25.2% |
| Vijaya Diagnostic Centre Ltd | Small Cap | Healthcare (95.81) | 0.45% | 72.43 | 57.64% |
| NTPC Green Energy Ltd | Large Cap | Utilities | 0.45% | - | 0% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 0.43% | 26.78 | 7.67% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (38.98) | 0.43% | 16.53 | -36.9% |
| Safari Industries (India) Ltd | Small Cap | Consumer Cyclical (39.15) | 0.43% | 64.48 | 13.42% |
| OneSource Specialty Pharma Ltd | Healthcare | 0.43% | - | 0% | |
| Sobha Ltd | Small Cap | Real Estate (89.22) | 0.42% | 202.4 | -15.49% |
| KPIT Technologies Ltd | Mid Cap | Technology (32.3) | 0.42% | 47.32 | -11.84% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (46.1) | 0.4% | 73.9 | 67.42% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0.4% | - | 0% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (86.02) | 0.39% | 43.56 | 32.86% |
| Intellect Design Arena Ltd. | Small Cap | (32.3) | 0.39% | 35.56 | -36.89% |
| Sudarshan Chemical Industries Ltd | Small Cap | Basic Materials (38.58) | 0.38% | 12.6 | 56.28% |
| Quadrant Future Tek Ltd | Industrials | 0.37% | - | 0% | |
| SAMHI Hotels Ltd | Small Cap | Consumer Cyclical (89.69) | 0.37% | 61.17 | -33.44% |
| Eureka Forbes Ltd | Small Cap | Consumer Cyclical (86.02) | 0.37% | 76.14 | 17.3% |
| Garware Technical Fibres Ltd | Small Cap | Consumer Cyclical (46.39) | 0.37% | 37.38 | 30.29% |
| Ajanta Pharma Ltd | Mid Cap | Healthcare (46.1) | 0.37% | 36.24 | 16.39% |
| Godrej Consumer Products Ltd | Large Cap | Consumer Defensive (57.07) | 0.36% | -236.86 | -17.18% |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (42.57) | 0.36% | 0 | 5.66% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (33.24) | 0.36% | 39.84 | 27.09% |
| TBO Tek Ltd | Small Cap | Consumer Cyclical | 0.35% | - | 0% |
| Shilpa Medicare Ltd | Small Cap | Healthcare (46.1) | 0.35% | 73.63 | 44.12% |
| Pidilite Industries Ltd | Large Cap | Basic Materials (59.38) | 0.35% | 74.15 | -5.5% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (95.81) | 0.35% | 60.02 | 8.39% |
| Stylam Industries Ltd | Small Cap | Consumer Cyclical (25.3) | 0.35% | 21.65 | 6.4% |
| Le Travenues Technology Ltd | Small Cap | Consumer Cyclical | 0.34% | - | 0% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.33% | 10.88 | 109.86% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (89.22) | 0.33% | 56.07 | 17.98% |
| Neogen Chemicals Ltd | Small Cap | Basic Materials (58.97) | 0.33% | 86.21 | -3.2% |
| Cummins India Ltd | Large Cap | Industrials (42.5) | 0.33% | 41.89 | 0.86% |
| Sonata Software Ltd | Small Cap | Technology (32.3) | 0.32% | 22.64 | -52.27% |
| Jindal Stainless Ltd | Mid Cap | Basic Materials (28.76) | 0.32% | 21.05 | 131.64% |
| Gopal Snacks Ltd | Small Cap | Consumer Defensive | 0.32% | - | 0% |
| Shivalik Bimetal Controls Ltd | Small Cap | Industrials (16.53) | 0.32% | 42.56 | 30.76% |
| Cello World Ltd | Small Cap | Consumer Cyclical (82.81) | 0.31% | 34.99 | -25.89% |
| Cipla Ltd | Large Cap | Healthcare (46.1) | 0.31% | 23.34 | -3.54% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (19.86) | 0.3% | 83.98 | -7.05% |
| KSB Ltd | Small Cap | Industrials | 0.3% | - | 0% |
| Godrej Industries Ltd | Mid Cap | Industrials (56.9) | 0.3% | 78.2 | 44.8% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 0.3% | 14.76 | 50.88% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.29% | - | 0% |
| Dam Capital Advisors Ltd | Small Cap | Financial Services | 0.29% | - | 0% |
| Five-Star Business Finance Ltd | Small Cap | Financial Services (29.98) | 0.29% | 0 | 0.83% |
| Rolex Rings Ltd | Small Cap | Industrials (34.93) | 0.28% | 0 | -26.72% |
| Endurance Technologies Ltd | Mid Cap | Consumer Cyclical (44.5) | 0.28% | 0 | 25.18% |
| Sagility India Ltd | Small Cap | Healthcare | 0.28% | - | 0% |
| Nucleus Software Exports Ltd | Small Cap | Technology (32.3) | 0.27% | 13.99 | -32.42% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.27% | 38.75 | 29.66% |
| Medi Assist Healthcare Services Ltd | Small Cap | Healthcare (167.06) | 0.27% | 33.92 | -10.07% |
| Abbott India Ltd | Mid Cap | Healthcare (46.1) | 0.27% | 0 | 13.41% |
| CMS Info Systems Ltd | Small Cap | Industrials (42.53) | 0.27% | 20.56 | 17.36% |
| Syngene International Ltd | Mid Cap | Healthcare (59.08) | 0.26% | 53.99 | -7.47% |
| SJS Enterprises Ltd | Small Cap | Consumer Cyclical (44.22) | 0.26% | 69.29 | 137.29% |
| CarTrade Tech Ltd | Small Cap | Consumer Cyclical (166.12) | 0.26% | 68.01 | 159.51% |
| Honasa Consumer Ltd | Small Cap | Consumer Defensive | 0.26% | - | 0% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.25% | 28.3 | 41.05% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.86) | 0.25% | 5.46 | -21.23% |
| Lemon Tree Hotels Ltd | Small Cap | Consumer Cyclical (89.69) | 0.25% | 56.86 | -1.72% |
| Laxmi Dental Ltd | Healthcare | 0.23% | - | 0% | |
| Petronet LNG Ltd | Mid Cap | Energy (20.92) | 0.22% | 12.07 | 11.3% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (32.3) | 0.22% | 29.57 | -10.85% |
| Gillette India Ltd | Small Cap | Consumer Defensive (54.51) | 0.22% | 25.73 | 48.46% |
| J.B. Chemicals & Pharmaceuticals Ltd | Small Cap | Healthcare (55.16) | 0.22% | 48.39 | 61.86% |
| Fine Organic Industries Ltd Ordinary Shares | Small Cap | Basic Materials (34.71) | 0.22% | 28.62 | -0.9% |
| International Gemmological Institute (India) Ltd | Small Cap | Basic Materials | 0.22% | - | 0% |
| Metro Brands Ltd | Mid Cap | Consumer Cyclical (59.43) | 0.22% | 67.04 | -11.96% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (35.54) | 0.21% | 99.85 | 243.85% |
| Astral Ltd | Mid Cap | Industrials (36.94) | 0.2% | 66.03 | -35.04% |
| Nesco Ltd | Small Cap | Industrials (34.25) | 0.2% | 17.65 | 64.08% |
| Baazar Style Retail Ltd | Small Cap | Consumer Cyclical | 0.19% | - | 0% |
| Xpro India Ltd | Small Cap | Basic Materials (27.52) | 0.19% | 59.15 | 5.41% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (95.81) | 0.18% | 68.55 | 66.35% |
| Triveni Turbine Ltd | Small Cap | Industrials (88.3) | 0.18% | 52.67 | 4.67% |
| Brigade Enterprises Ltd | Small Cap | Real Estate (89.22) | 0.17% | 37.01 | 4.42% |
| Sai Life Sciences Ltd | Small Cap | Healthcare | 0.17% | - | 0% |
| Indegene Ltd | Small Cap | Healthcare | 0.17% | - | 0% |
| CapitalNumbers Infotech Ltd | Technology | 0.16% | - | 0% | |
| Strides Pharma Science Ltd | Small Cap | Healthcare (46.1) | 0.16% | 22.56 | -15.67% |
| EMA Partners India Ltd | Industrials | 0.16% | - | 0% | |
| Afcons Infrastructure Ltd | Small Cap | Industrials | 0.15% | - | 0% |
| Godavari Biorefineries Ltd | Small Cap | Basic Materials | 0.14% | - | 0% |
| IndiGrid Infrastructure Trust Units Series - IV | Utilities (11.99) | 0.14% | 34.99 | 7.22% | |
| Lumax Auto Technologies Ltd | Small Cap | Consumer Cyclical (47.2) | 0.14% | 47.33 | 71.63% |
| Indigo Paints Ltd Ordinary Shares | Small Cap | Basic Materials (24.65) | 0.13% | -1.99 | 146.31% |
| Geojit Financial Services Ltd | Small Cap | Financial Services (26.13) | 0.13% | 15.46 | 60.28% |
| Arvind Fashions Ltd | Small Cap | Consumer Cyclical (59.56) | 0.13% | 52.65 | -17.6% |
| Colgate-Palmolive (India) Ltd | Mid Cap | Consumer Defensive (56.9) | 0.12% | 0 | -11.37% |
| Arman Financial Services Ltd | Small Cap | Financial Services (26.13) | 0.12% | 55.51 | 41.07% |
| Varroc Engineering Ltd Ordinary Shares | Small Cap | Consumer Cyclical (21.84) | 0.11% | 67.78 | -13.75% |
| Go Fashion (India) Ltd | Small Cap | Consumer Cyclical (52.46) | 0.11% | 0 | -44.26% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (16.57) | 0.11% | 12.71 | 13.54% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (8.13) | 0.1% | 7.97 | -7.91% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 0.1% | 213.91 | 49.58% |
| Onward Technologies Ltd | Small Cap | Technology (32.3) | 0.1% | 24.31 | -43.55% |
| JSW Energy Ltd | Large Cap | Utilities (30.44) | 0.09% | 47.96 | 34.9% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 0.09% | 10.81 | 15.24% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (92.53) | 0.08% | 52.85 | 58.6% |
| Jupiter Life Line Hospitals Ltd | Small Cap | Healthcare | 0.06% | - | 0% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (52.75) | 0.04% | 60.24 | -6.89% |
| Nestle India Ltd | Large Cap | Consumer Defensive (54.41) | 0.04% | 54.33 | -13.97% |
| Kewal Kiran Clothing Ltd | Small Cap | Consumer Cyclical (52.46) | 0.04% | 18.38 | -31.81% |
| KEI Industries Ltd | Mid Cap | Industrials (40.38) | 0.03% | 43.27 | -16.33% |
| IndiaMART InterMESH Ltd | Small Cap | Communication Services (52.02) | 0.01% | -0.09 | 0% |
| L&T Finance Ltd | Mid Cap | Financial Services (33.24) | 0% | 14.92 | -3.13% |
| Sobha Ltd Ordinary Shares (Partly Paid Rs.5) | 0% | - | 0% | ||
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (19.1) | 0% | 8.81 | 14.75% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 0% | 28.68 | 29.81% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (33.24) | 0% | 15.61 | -24.02% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 2.82 |
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 |
|---|---|---|---|---|---|
| 91 Days Tbill Red 27-02-2025 | 0.67% | - | 0% | ||
| 182 DTB 20022025 | 0.58% | - | 0% | ||
| 91 DTB 28032025 | 0.36% | - | 0% | ||
| India (Republic of) | 0.33% | - | 0% | ||
| 91 DTB 10042025 | 0.33% | - | 0% | ||
| 91 DTB 20032025 | 0.2% | - | 0% | ||
| 182 D Tbill Mat - 14/02/2025 | 0.13% | - | 0% | ||
| 364 DTB 13032025 | 0.07% | - | 0% | ||
| 91 DTB 17042025 | 0.07% | - | 0% | ||
| 91 Days Tbill Red 24-04-2025 | 0.07% | - | 0% | ||
| 364 DTB 09012025 | 0% | - | 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 | 5.41 |
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 |
|---|---|---|---|---|---|
| Clearing Corporation Of India Ltd | 5.06% | - | 0% | ||
| Net Receivables / (Payables) | 0.36% | - | 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 Multi Cap 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 Multi Cap 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.
