Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 99.25%Others: 0.75%

Market Cap

Large Cap: 56.13%Small Cap: 29.60%Mid Cap: 10.52%Equity: 3.00%

Number of stocks

75

Top 10 Holdings

68.11% of portfolio

Market Cap of Equity

Large Cap
56.13%
Small Cap
29.60%
Mid Cap
10.52%
Equity
3.00%

Companies Allocation of Equity

ICICI Bank Ltd13.97%
HDFC Bank Ltd10.60%
Reliance Industries Ltd8.04%
Infosys Ltd7.68%
Bharti Airtel Ltd5.59%
Axis Bank Ltd5.06%
Larsen & Toubro Ltd4.88%
Maruti Suzuki India Ltd4.38%
Eternal Ltd4.17%
Sumitomo Chemical India Ltd Ordinary Shares3.75%

Sector Allocation of Equity

Financial Services27.56%
Energy4.72%
Technology6.88%
Communication Services4.55%
Industrials8.19%
Consumer Cyclical15.03%
Basic Materials13.80%
Consumer Defensive6.28%
Healthcare7.41%
Utilities4.82%
Real Estate0.00%

SIP Amount

Monthly SIP Date

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

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.