₹13.33 0.03%
03-05-202430.48%
Min. SIP ₹500
Min. Investment ₹500
| Allocation | |
|---|---|
| Large Cap | 69.63 |
| Small Cap | 16.41 |
| Mid Cap | 7 |
| Others | 2.5 |
Financial
Technology
Materials
Healthcare
Consumer Staples
Energy
Construction
Metals & Mining
Consumer Discretionary
Automobile
Communication
Services
Capital Goods
Chemicals
Insurance
Others
Unclassified
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| ICICI Bank Ltd. | Large Cap | Financial (18.55) | 6.66% | 17.71 | 23.72% |
| Reliance Industries Ltd. | Large Cap | Energy (27.3) | 5.81% | 27.88 | 18.54% |
| HDFC Bank Ltd. | Large Cap | Financial (18.55) | 5.73% | 18.02 | -10.25% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.95) | 4.93% | 40.64 | 56.56% |
| Infosys Ltd. | Large Cap | Technology (31.4) | 4.33% | 22.41 | 11.59% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.8) | 4.25% | 38.89 | 48.52% |
| HCL Technologies Ltd. | Large Cap | Technology (31.4) | 3.52% | 23.3 | 27.25% |
| Bharti Airtel Ltd. | Large Cap | Communication (71.97) | 3.18% | 87.89 | 64.21% |
| Shriram Finance Ltd | Large Cap | Financial (18.01) | 2.87% | 13.18 | 95.93% |
| Bajaj Finance Ltd. | Large Cap | Financial (29.59) | 2.65% | 29.7 | 12.21% |
| State Bank of India | Large Cap | Financial (16.77) | 2.53% | 11.44 | 45.83% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 2.37% | 44.61 | 34.3% |
| CMS Info Systems Ltd. | Small Cap | Services (48.4) | 2.14% | 20.27 | 45.26% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (88.54) | 2.12% | 109.45 | 33.16% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 2.07% | 0 | 0% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (34.15) | 2.05% | 24.41 | 77.18% |
| DLF Ltd. | Large Cap | Construction (108) | 1.91% | 91.43 | 105.27% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 1.91% | 28.68 | 29.81% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 1.79% | 0 | 0% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (51.95) | 1.72% | 44.19 | 8.93% |
| Radico Khaitan Ltd. | Small Cap | Consumer Staples (80.55) | 1.58% | 94.24 | 60.84% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (58.57) | 1.5% | 52.71 | 4.35% |
| Whirlpool Of India Ltd. | Small Cap | Consumer Discretionary (138.25) | 1.5% | 92.07 | 9.88% |
| AIA Engineering Ltd. | Mid Cap | Metals & Mining (34.38) | 1.43% | 30.71 | 31.78% |
| CIE Automotive India Ltd. | Small Cap | Metals & Mining (48.41) | 1.4% | 16.6 | 17.73% |
| Grasim Industries Ltd. | Large Cap | Materials (48.73) | 1.39% | 29.28 | 42.91% |
| Cognizant Technology Solutions Corp. | Technology | 1.22% | 0% | ||
| Happy Forgings Ltd. | Small Cap | Metals & Mining (32.09) | 1.14% | 0 | -100% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 1.13% | 28.3 | 41.05% |
| Heritage Foods Ltd. | Small Cap | Consumer Staples (65.23) | 1.1% | 36.8 | 93.66% |
| Zomato Ltd. | Large Cap | Services (36.51) | 1.1% | -10.49 | 85.47% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 1.03% | 26.45 | -0.13% |
| NTPC Ltd. | Large Cap | Energy (27.65) | 1.02% | 18.16 | 107.27% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (77.16) | 1.01% | 58.13 | 101.24% |
| Aarti Industries Ltd. | Small Cap | Chemicals (60.15) | 1.01% | 61.78 | 33.92% |
| JK Cement Ltd. | Mid Cap | Materials (48.73) | 0.95% | 44.68 | 33.21% |
| NOCIL Ltd. | Small Cap | Materials (25.45) | 0.95% | 36.03 | 14.3% |
| Life Insurance Corporation of India | Large Cap | Insurance (25.06) | 0.95% | 15.35 | 77.58% |
| V-Guard Industries Ltd. | Small Cap | Consumer Discretionary (84.8) | 0.92% | 64.1 | 40.36% |
| Others | Others | 0.91% | 0% | ||
| GMM Pfaudler Ltd. | Small Cap | Capital Goods (61.79) | 0.89% | 32.05 | -6.22% |
| Schaeffler India Ltd. | Mid Cap | Capital Goods (56.34) | 0.86% | 0 | 35.47% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (59.31) | 0.76% | 71.55 | 32.94% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 0.75% | 0 | 0% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 0.69% | 0 | 95.96% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.4) | 0.59% | 51.77 | 20.25% |
| Welspun Corp Ltd. | Small Cap | Metals & Mining (42.63) | 0.55% | 14.58 | 158.46% |
| Zee Entertainment Enterprises Ltd. | Mid Cap | Communication (33.88) | 0.55% | -116.65 | -17% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.52% | 33.85 | 6.16% |
| Cello World Ltd. | Small Cap | Consumer Discretionary (84.8) | 0.5% | 0 | 0% |
| Ajanta Pharma Ltd. | Mid Cap | Healthcare (56.95) | 0.37% | 40.68 | 85.24% |
| Sun TV Network Ltd. | Mid Cap | Services (32.89) | 0.36% | 0 | -100% |
| Xtrackers Hvst CSI500 China A-Shs SC ETF | Unclassified | 0.35% | 0% | ||
| Grasim Industries - (Partly Paid Equity) | Materials | 0.02% | 0% |
| Allocation | |
|---|---|
| Others | 0.69 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.39% | 0% | ||
| Others | Others | -0.7% | 0% |
Frequently Asked Questions’s
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.
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 holdings for Aditya Birla Sun Life Business Cycle Fund?
The top holdings of this fund are ICICI Bank Ltd., Reliance Industries Ltd., HDFC Bank Ltd., Sun Pharmaceutical Industries Ltd., Infosys Ltd.
Top 5 Sector for Aditya Birla Sun Life Business Cycle Fund?
The major sectors of this fund are Financial, Technology, Materials, Healthcare, Consumer Staples.
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.
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 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.
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.
