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Fund Suitability Test
Asset Allocation (As on 28-Feb-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 92.79%
- Debt 3.1%
- Others 4.11%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 34.03 |
| Small Cap | 27.39 |
| Mid Cap | 24.75 |
| Others | 6.63 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Industrials
Technology
Healthcare
Basic Materials
Real Estate
Communication Services
Consumer Defensive
Energy
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 (20.42) | 4.63% | 20.97 | 26.31% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.42) | 3.31% | 19.93 | 31.7% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 2.59% | -10.49 | 85.47% |
| ICICI Securities Ltd | Small Cap | (33.79) | 2.28% | 13.89 | 19.14% |
| Nexus Select Trust Reits | Real Estate (21.37) | 2.15% | 32.87 | 4.73% | |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.02% | 26.45 | -0.13% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (32.58) | 1.7% | 17.05 | 29.04% |
| Max Financial Services Ltd | Mid Cap | Financial Services (19.29) | 1.45% | 164.04 | 17.13% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (29.64) | 1.42% | 27.31 | 39.29% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.34% | - | 0% |
| Bharti Airtel Ltd | Large Cap | Communication Services (192.14) | 1.34% | 44.54 | 55.27% |
| Reliance Industries Ltd | Large Cap | Energy (16.33) | 1.32% | 24.93 | -13.13% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (93.32) | 1.3% | 66.38 | 44.14% |
| Cigniti Technologies Ltd | Small Cap | Technology (28.93) | 1.3% | 21.17 | -4.91% |
| Coforge Ltd | Mid Cap | Technology (27.88) | 1.25% | 56.88 | 26.39% |
| The Federal Bank Ltd | Mid Cap | Financial Services (18.14) | 1.21% | 10.81 | 15.24% |
| Poly Medicure Ltd | Small Cap | Healthcare (69.09) | 1.16% | 74.79 | 48.38% |
| State Bank of India | Large Cap | Financial Services (10.37) | 1.1% | 8.97 | 6.01% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 1.1% | - | 0% |
| Tata Consultancy Services Ltd | Large Cap | Technology (27.88) | 1.08% | 24.58 | -14.81% |
| KRN Heat Exchanger and Refrigeration Ltd | Small Cap | Technology | 1.08% | - | 0% |
| POWERGRID Infrastructure Investment Trust Units | (12.71) | 1.02% | 9.45 | -21.74% | |
| Larsen & Toubro Ltd | Large Cap | Industrials (36.55) | 0.99% | 32.76 | -8.42% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (74.35) | 0.96% | 101.1 | 19.52% |
| Jyothy Labs Ltd | Small Cap | Consumer Defensive (59.81) | 0.95% | 36.98 | -9.42% |
| Info Edge (India) Ltd | Large Cap | Communication Services (68.29) | 0.87% | 155.9 | 17.04% |
| Bharat Electronics Ltd | Large Cap | Industrials (47) | 0.86% | 43.05 | 25.96% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (105.6) | 0.86% | 37.87 | 25.65% |
| Aadhar Housing Finance Ltd | Small Cap | Financial Services | 0.86% | - | 0% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (274.96) | 0.85% | 0 | 73.51% |
| Embassy Office Parks REIT | Real Estate (21.61) | 0.84% | 16.28 | 5.5% | |
| India Shelter Finance Corporation Ltd | Small Cap | Financial Services (20.91) | 0.84% | 26.99 | 46.33% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.8% | 167.31 | 197.56% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0.8% | - | 0% |
| Computer Age Management Services Ltd Ordinary Shares | Small Cap | Technology (33.79) | 0.79% | 41.81 | 24.87% |
| Colgate-Palmolive (India) Ltd | Mid Cap | Consumer Defensive (59.37) | 0.78% | 0 | -5.43% |
| Trent Ltd | Large Cap | Consumer Cyclical (48.65) | 0.77% | 92.7 | 26.36% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (34.35) | 0.77% | 48.03 | -33.17% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 0.75% | 615.37 | 84.19% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (33.49) | 0.73% | 11.66 | 25.96% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Mid Cap | Financial Services (35.84) | 0.73% | 27.71 | 5% |
| Oil India Ltd | Mid Cap | Energy (7.8) | 0.72% | 8.31 | -9.13% |
| Awfis Space Solutions Ltd | Small Cap | Industrials | 0.68% | - | 0% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.6) | 0.66% | 5.59 | -6.02% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (98.69) | 0.66% | 104.61 | 32.62% |
| Shriram Finance Ltd | Financial Services | 0.66% | - | 0% | |
| Titan Co Ltd | Large Cap | Consumer Cyclical (76.78) | 0.65% | 89.61 | -10.42% |
| Infosys Ltd | Large Cap | Technology (27.88) | 0.64% | 21.33 | 0.39% |
| AIA Engineering Ltd | Mid Cap | Industrials (20.35) | 0.61% | 28.61 | -16.69% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.6% | 0 | 0% |
| PG Electroplast Ltd | Small Cap | Technology | 0.58% | - | 0% |
| Bajaj Finance Ltd | Large Cap | Financial Services (32.38) | 0.57% | 35.21 | 30.53% |
| Blue Star Ltd | Mid Cap | Industrials (114.95) | 0.57% | 74.46 | 44.86% |
| Ajax Engnrg L | 0.56% | - | 0% | ||
| Tata Steel Ltd | Large Cap | Basic Materials (30.42) | 0.56% | 62.63 | -14.31% |
| Torrent Pharmaceuticals Ltd | Large Cap | Healthcare (45.54) | 0.55% | 59.15 | 28.29% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (45.54) | 0.5% | 52.2 | 13.17% |
| Le Travenues Technology Ltd | Small Cap | Consumer Cyclical | 0.49% | - | 0% |
| CSB Bank Ltd Ordinary Shares | Small Cap | Financial Services (20.18) | 0.49% | 0 | -19% |
| Abbott India Ltd | Mid Cap | Healthcare (45.54) | 0.49% | 0 | 17.32% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (25.25) | 0.49% | 27.24 | 6.22% |
| Ami Organics Ltd | Small Cap | Basic Materials (45.54) | 0.48% | 78.37 | 89.17% |
| CARE Ratings Ltd | Small Cap | Financial Services (36.99) | 0.47% | 29.36 | 4.98% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (45.54) | 0.46% | 36.74 | 13.99% |
| Eureka Forbes Ltd | Small Cap | Consumer Cyclical (83.72) | 0.46% | 72.56 | 7.51% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare | 0.45% | - | 0% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (28.53) | 0.44% | 18.48 | 12.56% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (29.64) | 0.44% | 26.78 | 7.67% |
| Bharat Bijlee Ltd | Small Cap | Industrials | 0.43% | - | 0% |
| REC Ltd | Large Cap | Financial Services (13.55) | 0.43% | 7.2 | -0.24% |
| Newgen Software Technologies Ltd | Small Cap | Technology (27.88) | 0.43% | 41.88 | 20.21% |
| Vijaya Diagnostic Centre Ltd | Small Cap | Healthcare (98.69) | 0.42% | 75.62 | 52.59% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (45.59) | 0.41% | 73.98 | 53.01% |
| Supreme Industries Ltd | Mid Cap | Industrials (35.31) | 0.4% | 42.06 | -17.28% |
| Azad Engineering Ltd | Small Cap | Industrials (52.12) | 0.4% | 0 | 0% |
| Sobha Ltd | Small Cap | Real Estate (87.68) | 0.4% | 198.16 | -25.69% |
| Safari Industries (India) Ltd | Small Cap | Consumer Cyclical (38.22) | 0.4% | 69.23 | 1.54% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (16.33) | 0.39% | 13.68 | 24% |
| Indian Bank | Mid Cap | Financial Services (10.37) | 0.39% | 7.33 | 10.57% |
| Godrej Industries Ltd | Mid Cap | Industrials (59.81) | 0.39% | 78.43 | 34.82% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (83.72) | 0.39% | 41.1 | 15.7% |
| Neuland Laboratories Limited | Small Cap | (45.54) | 0.38% | 54.99 | 70.91% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (7.8) | 0.37% | 7.79 | -14.87% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Communication Services (98.44) | 0.36% | 9.63 | 68% | |
| TBO Tek Ltd | Small Cap | Consumer Cyclical | 0.36% | - | 0% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (109.53) | 0.36% | 56.03 | 50.41% |
| Ajanta Pharma Ltd | Mid Cap | Healthcare (45.54) | 0.35% | 37.42 | 30.24% |
| Garware Technical Fibres Ltd | Small Cap | Consumer Cyclical (46.21) | 0.35% | 37.76 | 32.6% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0.35% | - | 0% |
| Sudarshan Chemical Industries Ltd | Small Cap | Basic Materials (38.58) | 0.35% | 12.6 | 56.28% |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (38.18) | 0.34% | 0 | 8.68% |
| Godrej Consumer Products Ltd | Large Cap | Consumer Defensive (57.07) | 0.34% | -236.86 | -17.18% |
| Pidilite Industries Ltd | Large Cap | Basic Materials (60.56) | 0.34% | 78.71 | 4.96% |
| Intellect Design Arena Ltd. | Small Cap | (28.93) | 0.34% | 38.41 | -28.03% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (30.91) | 0.33% | 14.76 | 50.88% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.33% | 10.88 | 109.86% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (87.03) | 0.33% | 54.73 | 1.62% |
| SAMHI Hotels Ltd | Small Cap | Consumer Cyclical (93.32) | 0.33% | 76.78 | -10.85% |
| Lemon Tree Hotels Ltd | Small Cap | Consumer Cyclical (93.32) | 0.32% | 62.88 | 3.46% |
| Cummins India Ltd | Large Cap | Industrials (41.39) | 0.32% | 40.07 | -7.03% |
| Shilpa Medicare Ltd | Small Cap | Healthcare (45.59) | 0.32% | 72.92 | 21.84% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (98.69) | 0.32% | 64.07 | 14.36% |
| ABB India Ltd | Large Cap | Industrials (74.59) | 0.31% | 0 | -5.76% |
| Cipla Ltd | Large Cap | Healthcare (45.54) | 0.3% | 24.53 | 10.13% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.3% | 38.75 | 29.66% |
| Neogen Chemicals Ltd | Small Cap | Basic Materials (58.97) | 0.3% | 86.21 | -3.2% |
| OneSource Specialty Pharma Ltd | Healthcare | 0.3% | - | 0% | |
| Jindal Stainless Ltd | Mid Cap | Basic Materials (28.76) | 0.3% | 21.05 | 131.64% |
| CMS Info Systems Ltd | Small Cap | Industrials (41.51) | 0.29% | 20.93 | 21.61% |
| Stylam Industries Ltd | Small Cap | Consumer Cyclical (26.09) | 0.29% | 22.8 | 4.83% |
| Kirloskar Oil Engines Ltd | Small Cap | Industrials (38.98) | 0.29% | 16.53 | -36.9% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.29% | 28.3 | 41.05% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (19.86) | 0.28% | 72.8 | -1.84% |
| KSB Ltd | Small Cap | Industrials | 0.28% | - | 0% |
| KPIT Technologies Ltd | Mid Cap | Technology (27.88) | 0.28% | 40.99 | -19.56% |
| Gopal Snacks Ltd | Small Cap | Consumer Defensive | 0.28% | - | 0% |
| Cello World Ltd | Small Cap | Consumer Cyclical (82.81) | 0.27% | 34.99 | -25.89% |
| Honasa Consumer Ltd | Small Cap | Consumer Defensive | 0.27% | - | 0% |
| Nucleus Software Exports Ltd | Small Cap | Technology (27.88) | 0.26% | 16.42 | -27.12% |
| Endurance Technologies Ltd | Mid Cap | Consumer Cyclical (44.5) | 0.26% | 0 | 25.18% |
| Shivalik Bimetal Controls Ltd | Small Cap | Industrials (16.53) | 0.26% | 42.56 | 30.76% |
| CarTrade Tech Ltd | Small Cap | Consumer Cyclical (178.37) | 0.25% | 64.56 | 124.91% |
| Syngene International Ltd | Mid Cap | Healthcare (59.08) | 0.24% | 53.99 | -7.47% |
| SJS Enterprises Ltd | Small Cap | Consumer Cyclical (44.22) | 0.24% | 69.29 | 137.29% |
| Rolex Rings Ltd | Small Cap | Industrials (31.88) | 0.23% | 0 | -31.28% |
| Sonata Software Ltd | Small Cap | Technology (28.93) | 0.23% | 22.05 | -52% |
| Medi Assist Healthcare Services Ltd | Small Cap | Healthcare (164.27) | 0.22% | 33.57 | -9.96% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.86) | 0.22% | 5.46 | -21.23% |
| Metro Brands Ltd | Mid Cap | Consumer Cyclical (61.61) | 0.21% | 74.17 | 3.68% |
| J.B. Chemicals & Pharmaceuticals Ltd | Small Cap | Healthcare (55.16) | 0.21% | 48.39 | 61.86% |
| Gillette India Ltd | Small Cap | Consumer Defensive (54.51) | 0.21% | 25.73 | 48.46% |
| Dam Capital Advisors Ltd | Small Cap | Financial Services | 0.21% | - | 0% |
| Petronet LNG Ltd | Mid Cap | Energy (20.59) | 0.21% | 12.41 | -2.14% |
| Astral Ltd | Mid Cap | Industrials (37.39) | 0.19% | 66.91 | -34.05% |
| Nesco Ltd | Small Cap | Industrials (34.25) | 0.19% | 17.65 | 64.08% |
| International Gemmological Institute (India) Ltd | Small Cap | Basic Materials | 0.18% | - | 0% |
| Sai Life Sciences Ltd | Small Cap | Healthcare | 0.18% | - | 0% |
| Fine Organic Industries Ltd Ordinary Shares | Small Cap | Basic Materials (36.1) | 0.18% | 30.81 | 1.67% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (98.69) | 0.18% | 64.94 | 50.03% |
| Xpro India Ltd | Small Cap | Basic Materials (25.94) | 0.17% | 57.45 | 4.23% |
| Laxmi Dental Ltd | Healthcare | 0.16% | - | 0% | |
| Baazar Style Retail Ltd | Small Cap | Consumer Cyclical | 0.16% | - | 0% |
| Sagility India Ltd | Small Cap | Healthcare | 0.16% | - | 0% |
| Quadrant Future Tek Ltd | Industrials | 0.15% | - | 0% | |
| EMA Partners India Ltd | Industrials | 0.15% | - | 0% | |
| Indegene Ltd | Small Cap | Healthcare | 0.15% | - | 0% |
| IndiGrid Infrastructure Trust Units Series - IV | Utilities (13.11) | 0.15% | 35.63 | 7.41% | |
| Brigade Enterprises Ltd | Small Cap | Real Estate (87.68) | 0.14% | 37.39 | -0.78% |
| Lumax Auto Technologies Ltd | Small Cap | Consumer Cyclical (47.2) | 0.14% | 47.33 | 71.63% |
| Triveni Turbine Ltd | Small Cap | Industrials (88.5) | 0.13% | 47.8 | -4.33% |
| IndiaMART InterMESH Ltd | Small Cap | Communication Services (52.02) | 0.12% | -0.09 | 0% |
| Onward Technologies Ltd | Small Cap | Technology (28.93) | 0.11% | 23.71 | -51.51% |
| CapitalNumbers Infotech Ltd | Technology | 0.11% | - | 0% | |
| Indigo Paints Ltd Ordinary Shares | Small Cap | Basic Materials (24.65) | 0.11% | -1.99 | 146.31% |
| Arman Financial Services Ltd | Small Cap | Financial Services (26.13) | 0.11% | 55.51 | 41.07% |
| Geojit Financial Services Ltd | Small Cap | Financial Services (26.13) | 0.11% | 15.46 | 60.28% |
| Arvind Fashions Ltd | Small Cap | Consumer Cyclical (61.19) | 0.11% | 58.6 | -6.59% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (19.86) | 0.1% | 88.79 | 19.13% |
| Go Fashion (India) Ltd | Small Cap | Consumer Cyclical (49.84) | 0.09% | 0 | -36.3% |
| Varroc Engineering Ltd Ordinary Shares | Small Cap | Consumer Cyclical (21.5) | 0.09% | 68.5 | -14.74% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 0.09% | 213.91 | 49.58% |
| JSW Energy Ltd | Large Cap | Utilities (30.44) | 0.08% | 47.96 | 34.9% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (24.95) | 0.07% | 34.08 | 50.48% |
| Jupiter Life Line Hospitals Ltd | Small Cap | Healthcare | 0.06% | - | 0% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (27.88) | 0.05% | 30.11 | 1.28% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (54.46) | 0.04% | 61.97 | -5.51% |
| Nestle India Ltd | Large Cap | Consumer Defensive (58.3) | 0.04% | 57.35 | -6.47% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (224.47) | 0.03% | 116.75 | 102.49% |
| Godavari Biorefineries Ltd | Small Cap | Basic Materials | 0.03% | - | 0% |
| Kewal Kiran Clothing Ltd | Small Cap | Consumer Cyclical (49.84) | 0.03% | 18.58 | -35.78% |
| L&T Finance Ltd | Mid Cap | Financial Services (33.79) | 0% | 15.92 | 1.14% |
| KEI Industries Ltd | Mid Cap | Industrials (40.59) | 0% | 42.29 | -26.62% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0% | - | 0% |
| NTPC Green Energy Ltd | Large Cap | Utilities | 0% | - | 0% |
| Afcons Infrastructure Ltd | Small Cap | Industrials | 0% | - | 0% |
| Five-Star Business Finance Ltd | Small Cap | Financial Services (29.98) | 0% | 0 | 0.83% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (35.81) | 0% | 100.44 | 205.75% |
| Strides Pharma Science Ltd | Small Cap | Healthcare (45.54) | 0% | 22.22 | -22.38% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 3.1 |
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 |
|---|---|---|---|---|---|
| 364 DTB 23052025 | 0.83% | - | 0% | ||
| 182 DTB 15052025 | 0.56% | - | 0% | ||
| 91 DTB 28032025 | 0.38% | - | 0% | ||
| India (Republic of) | 0.35% | - | 0% | ||
| 91 DTB 10042025 | 0.35% | - | 0% | ||
| 91 DTB 20032025 | 0.21% | - | 0% | ||
| 91 Days Tbill Red 08-05-2025 | 0.21% | - | 0% | ||
| 364 DTB 13032025 | 0.07% | - | 0% | ||
| 91 DTB 17042025 | 0.07% | - | 0% | ||
| 91 Days Tbill Red 24-04-2025 | 0.07% | - | 0% | ||
| 91 Days Tbill Red 27-02-2025 | 0% | - | 0% | ||
| 182 D Tbill Mat - 14/02/2025 | 0% | - | 0% | ||
| 182 DTB 20022025 | 0% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 4.11 |
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 | 3.23% | - | 0% | ||
| Net Receivables / (Payables) | 0.87% | - | 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.
