Aditya Birla Sun Life Equity Savings Fund - Portfolio Analysis
- Hybrid
- Equity Savings
- Low to Moderate
-
₹20.63
(0.03%)
Current NAV 26-07-2024
-
10.78%
1Y Returns
-
Min. SIP ₹1000
Min. Investment ₹1000
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 15.54%
- Debt 19.05%
- Others 58.69%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 49.17 |
| Mid Cap | 13.54 |
| Small Cap | 4.34 |
| Others | -51.51 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Energy
Technology
Consumer Staples
Automobile
Services
Healthcare
Capital Goods
Materials
Chemicals
Construction
Metals & Mining
Communication
Insurance
Consumer Discretionary
Diversified
Others
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Jul-2024 |
Holdings | PE Ratio 26-Jul-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (18.54) | 6.12% | 18.04 | -4.4% |
| Adani Ports and Special Economic Zone Ltd. | Large Cap | Services (166.97) | 4.67% | 41.01 | 104.57% |
| GMR Airports Infrastructure Ltd. | Mid Cap | Construction (657.41) | 4.66% | -124.92 | 101.24% |
| Indusind Bank Ltd. | Large Cap | Financial (18.54) | 3.88% | 12.18 | -1.63% |
| Reliance Industries Ltd. | Large Cap | Energy (19.54) | 3.41% | 29.67 | 19.38% |
| DLF Ltd. | Large Cap | Construction (108.88) | 3.18% | 75.17 | 70% |
| Canara Bank | Financial | 2.66% | 0% | ||
| Manappuram Finance Ltd. | Small Cap | Financial (28.87) | 2.59% | 8.25 | 58.05% |
| ACC Ltd. | Mid Cap | Materials (55.13) | 2.51% | 21.11 | 36.68% |
| GAIL (India) Ltd. | Large Cap | Energy (18.64) | 2.47% | 15.3 | 98.58% |
| Berger Paints India Ltd. | Large Cap | Materials (47.3) | 2.23% | 53.89 | -3.76% |
| Power Finance Corporation Ltd. | Large Cap | Financial (19.35) | 1.92% | 9 | 177.33% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 1.53% | 26.45 | -0.13% |
| Larsen & Toubro Ltd. | Large Cap | Construction (44.89) | 1.45% | 39.84 | 39.8% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (19.54) | 1.16% | 5.01 | 87.38% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (30.99) | 0.98% | 29.61 | 29.81% |
| NTPC Ltd. | Large Cap | Energy (24.33) | 0.91% | 18.5 | 96.92% |
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 0.9% | 117.13 | 70.09% |
| ICICI Bank Ltd. | Large Cap | Financial (18.54) | 0.9% | 18.92 | 22.22% |
| Infosys Ltd. | Large Cap | Technology (36.3) | 0.9% | 29.3 | 39.45% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 0.84% | 57.92 | -8.63% |
| REC Ltd. | Large Cap | Financial (19.35) | 0.82% | 11.62 | 259.96% |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (52.31) | 0.8% | 43.02 | 154.09% |
| State Bank of India | Large Cap | Financial (12.23) | 0.72% | 11.25 | 39.78% |
| IDFC Ltd. | Small Cap | Financial (89.49) | 0.7% | 17.23 | -3.18% |
| Bandhan Bank Ltd. | Mid Cap | Financial (18.54) | 0.68% | 0 | -12.76% |
| Tech Mahindra Ltd. | Large Cap | Technology (36.3) | 0.65% | 63.96 | 34.78% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 0.62% | 28.68 | 29.81% |
| Ashok Leyland Ltd. | Mid Cap | Automobile (39.44) | 0.59% | 29.13 | 36.02% |
| Interglobe Aviation Ltd. | Large Cap | Services (20.84) | 0.59% | 21.14 | 76.26% |
| Tata Power Company Ltd. | Large Cap | Energy (24.33) | 0.55% | 38.45 | 100.86% |
| HDFC Life Insurance Co Ltd. | Large Cap | Insurance (25.38) | 0.51% | 92.35 | 6.75% |
| Petronet LNG Ltd. | Mid Cap | Energy (28.45) | 0.5% | 15.32 | 65.81% |
| HCL Technologies Ltd. | Large Cap | Technology (36.3) | 0.48% | 27.06 | 46.94% |
| HDFC Asset Management Company Ltd. | Mid Cap | Financial (36.62) | 0.46% | 42.22 | 64.38% |
| Trent Ltd. | Large Cap | Services (103.02) | 0.45% | 128.89 | 216.07% |
| LIC Housing Finance Ltd. | Mid Cap | Financial (14.37) | 0.45% | 9.11 | 99.43% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (52.31) | 0.45% | 56.9 | 146.21% |
| ITC Ltd. | Large Cap | Consumer Staples (30.08) | 0.44% | 30.65 | 6.29% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (36.3) | 0.43% | 33.89 | 29.64% |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd. | Small Cap | Chemicals (39.83) | 0.43% | 20.25 | 14.3% |
| Abbott India Ltd. | Mid Cap | Healthcare (44.25) | 0.43% | 0 | 25.11% |
| Glenmark Pharmaceuticals Ltd. | Mid Cap | Healthcare (44.25) | 0.41% | -24.92 | 78.26% |
| Persistent Systems Ltd. | Technology | 0.36% | 0% | ||
| Bharat Petroleum Corporation Ltd. | Large Cap | Energy (19.54) | 0.35% | 7.49 | 70.04% |
| Birlasoft Ltd. | Small Cap | Technology (36.96) | 0.32% | 83.08 | 166.81% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (114.56) | 0.32% | -458.84 | 213.03% |
| Bajaj Finance Ltd. | Large Cap | Financial (28.87) | 0.31% | 28.18 | -8.54% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.31% | 38.75 | 29.66% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (30.99) | 0.26% | 31.84 | 86.71% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.25% | 0 | 0% |
| Bank Of Baroda | Large Cap | Financial (12.23) | 0.22% | 6.85 | 26.4% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 0.22% | 0 | 0% |
| Balrampur Chini Mills Ltd. | Small Cap | Consumer Staples (18.05) | 0.21% | 17.41 | 14.24% |
| Siemens Ltd. | Large Cap | Capital Goods (119.8) | 0.21% | 105.68 | 84.02% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.19% | 40.82 | 136.49% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (44.25) | 0.18% | 43.15 | 54.88% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (31.06) | 0.16% | -45.83 | 35.64% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (81.56) | 0.16% | 88.51 | 15.71% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (44.25) | 0.16% | 79.47 | 30.17% |
| Power Grid Corporation Of India Ltd. | Large Cap | Energy (31.31) | 0.16% | 20.59 | 83.05% |
| Asian Paints Ltd. | Large Cap | Materials | 0.15% | 0% | |
| Coal India Ltd. | Large Cap | Materials (19.75) | 0.13% | 9.33 | 120.46% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (71.12) | 0.13% | -267.62 | 41.29% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 0.13% | 44.61 | 34.3% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (10.81) | 0.12% | 8.8 | 91.58% |
| Punjab National Bank | Large Cap | Financial (12.23) | 0.12% | 14.48 | 89.45% |
| Bajaj Auto Ltd. | Large Cap | Automobile (35.88) | 0.12% | 33.02 | 94.39% |
| Zomato Ltd. | Large Cap | Services (36.51) | 0.11% | -10.49 | 85.47% |
| Info Edge (India) Ltd. | Mid Cap | Services (74.62) | 0.11% | 161.94 | 58.74% |
| Grasim Industries Ltd. | Large Cap | Materials (55.13) | 0.1% | 33.65 | 54.96% |
| Bajaj Finserv Ltd. | Large Cap | Financial (89.49) | 0.1% | 31.01 | -2.67% |
| Shriram Finance Ltd | Large Cap | Financial (28.87) | 0.1% | 14.96 | 61.14% |
| Nestle India Ltd. | Consumer Staples (63.17) | 0.1% | 0 | 8.71% | |
| JSW Steel Ltd. | Large Cap | Metals & Mining (20.62) | 0.1% | 20.56 | 23.11% |
| Cipla Ltd. | Large Cap | Healthcare (44.25) | 0.09% | 31.06 | 48.32% |
| City Union Bank Ltd. | Small Cap | Financial (18.54) | 0.08% | 0 | 21.61% |
| Eicher Motors Ltd. | Large Cap | Automobile (35.88) | 0.08% | 34.35 | 49.61% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (35.88) | 0.08% | 29.28 | 74.41% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (44.25) | 0.08% | 20.81 | 27.02% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (118.06) | 0.08% | 100.64 | 107.83% |
| Wipro Ltd. | Large Cap | Technology (36.3) | 0.07% | 24.56 | 30.36% |
| Britannia Industries Ltd. | Large Cap | Consumer Staples (63.17) | 0.07% | 66.22 | 18.02% |
| Indian Oil Corporation Ltd. | Large Cap | Energy (19.54) | 0.07% | 5.97 | 77.08% |
| Vedanta Ltd. | Large Cap | Metals & Mining (19.75) | 0.07% | 41.25 | 60.3% |
| Tata Consumer Products Ltd. | Large Cap | Consumer Staples (109.48) | 0.07% | 100.33 | 40.26% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (82.17) | 0.07% | 106.38 | 29.06% |
| Avenue Supermarts Ltd. | Large Cap | Services (26.29) | 0.07% | 8.72 | 63.23% |
| SBI Life Insurance Company Ltd. | Large Cap | Insurance (25.38) | 0.07% | 0 | 35.36% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 0.06% | 28.3 | 41.05% |
| Havells India Ltd. | Large Cap | Capital Goods (83.86) | 0.06% | 82.89 | 41.51% |
| TVS Motor Company Ltd. | Large Cap | Automobile (35.88) | 0.06% | 70.56 | 82.59% |
| Pidilite Industries Ltd. | Large Cap | Chemicals (66.31) | 0.05% | 92.31 | 19.95% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.05% | 33.85 | 6.16% |
| Adani Energy Solutions Ltd. | Large Cap | Energy (31.31) | 0.05% | 102.21 | 28.01% |
| ABB India Ltd. | Large Cap | Capital Goods (107.16) | 0.05% | 0 | 78.15% |
| ICICI Lombard General Insurance Company Ltd. | Large Cap | Insurance (50.24) | 0.05% | 0 | 43.54% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (20.49) | 0.04% | 16.71 | 48.18% |
| Colgate-Palmolive (India) Ltd. | Mid Cap | Consumer Staples (71.12) | 0.04% | 0 | 66.78% |
| Indian Railway Catering And Tourism Corporation Ltd. | Mid Cap | Services (72.21) | 0.04% | 0 | 58.64% |
| Dabur India Ltd. | Large Cap | Consumer Staples (71.12) | 0.04% | 61.13 | 10.06% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.04% | 0 | 0% |
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (118.98) | 0.04% | 48.97 | 98.23% |
| SRF Ltd. | Large Cap | Diversified (51.62) | 0.04% | 59.34 | 14.67% |
| Shree Cement Ltd. | Large Cap | Materials (55.13) | 0.04% | 41.66 | 13.96% |
| Marico Ltd. | Large Cap | Consumer Staples (101.43) | 0.04% | 23.47 | -0.76% |
| Bosch Ltd. | Mid Cap | Automobile (36.98) | 0.03% | 41.24 | 81.99% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.17) | 0.03% | 37.99 | 17.09% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Healthcare (44.25) | 0.03% | 62.15 | 61.69% |
| UPL Ltd. | Mid Cap | Chemicals (36.17) | 0.03% | -34.02 | -13.9% |
| Zydus Lifesciences Ltd. | Mid Cap | Healthcare (44.25) | 0.03% | 31.03 | 94.35% |
| Life Insurance Corporation of India | Large Cap | Insurance (25.38) | 0.03% | 18.4 | 89.4% |
| Max Financial Services Ltd. | Mid Cap | Financial (25.38) | 0.03% | 112.24 | 35.02% |
| ICICI Prudential Life Insurance Company Ltd. | Large Cap | Insurance (25.38) | 0.02% | 120.21 | 25.67% |
| Muthoot Finance Ltd. | Mid Cap | Financial (28.87) | 0.02% | 16.62 | 36.72% |
| Procter & Gamble Hygiene and Health Care Ltd. | Mid Cap | Consumer Staples (61.68) | 0.02% | 67.4 | 12.1% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (51.62) | 0.02% | 43.59 | 70.37% |
| SBI Cards And Payment Services Ltd. | Large Cap | Financial (28.87) | 0.02% | 0 | -17.18% |
| Piramal Enterprises Ltd. | Mid Cap | Healthcare (28.87) | 0.01% | -13.29 | -8.49% |
| Indian Energy Exchange Ltd. | Small Cap | Services (60.16) | 0.01% | 44.96 | 42.1% |
| Indian Energy Exchange Ltd.% 27/06/2024 | Services | -0.01% | 0% | ||
| Hindustan Unilever Ltd.% 27/06/2024 | Consumer Staples | -0.01% | 0% | ||
| Piramal Enterprises Ltd.% 27/06/2024 | Healthcare | -0.01% | 0% | ||
| Escorts Kubota Ltd.% 27/06/2024 | Automobile | -0.02% | 0% | ||
| Shriram Finance Ltd% 27/06/2024 | Financial | -0.03% | 0% | ||
| Max Financial Services Ltd.% 27/06/2024 | Financial | -0.03% | 0% | ||
| Info Edge (India) Ltd.% 27/06/2024 | Services | -0.06% | 0% | ||
| Godrej Consumer Products Ltd.% 27/06/2024 | Consumer Staples | -0.07% | 0% | ||
| Punjab National Bank% 27/06/2024 | Financial | -0.08% | 0% | ||
| City Union Bank Ltd.% 27/06/2024 | Financial | -0.08% | 0% | ||
| Bajaj Finance Ltd.% 27/06/2024 | Financial | -0.09% | 0% | ||
| Divi's Laboratories Ltd.% 27/06/2024 | Healthcare | -0.1% | 0% | ||
| Siemens Ltd.% 27/06/2024 | Capital Goods | -0.14% | 0% | ||
| Bank Of Baroda% 27/06/2024 | Financial | -0.16% | 0% | ||
| Ambuja Cements Ltd.% 27/06/2024 | Materials | -0.17% | 0% | ||
| Hindalco Industries Ltd.% 27/06/2024 | Metals & Mining | -0.2% | 0% | ||
| Axis Bank Ltd.% 27/06/2024 | Financial | -0.21% | 0% | ||
| Balrampur Chini Mills Ltd.% 27/06/2024 | Consumer Staples | -0.22% | 0% | ||
| Infosys Ltd. ADS/ADR% 27/06/2024 | Technology | -0.32% | 0% | ||
| HCL Technologies Ltd.% 27/06/2024 | Technology | -0.32% | 0% | ||
| Birlasoft Ltd.% 27/06/2024 | Technology | -0.32% | 0% | ||
| Bharat Heavy Electricals Ltd.% 27/06/2024 | Capital Goods | -0.32% | 0% | ||
| Trent Ltd.% 27/06/2024 | Services | -0.34% | 0% | ||
| State Bank of India% 27/06/2024 | Financial | -0.35% | 0% | ||
| REC Ltd.% 27/06/2024 | Financial | -0.38% | 0% | ||
| Glenmark Pharmaceuticals Ltd.% 27/06/2024 | Healthcare | -0.41% | 0% | ||
| Alkem Laboratories Ltd.% 27/06/2024 | Healthcare | -0.41% | 0% | ||
| Abbott India Ltd.% 27/06/2024 | Healthcare | -0.44% | 0% | ||
| HDFC Life Insurance Co Ltd.% 27/06/2024 | Insurance | -0.44% | 0% | ||
| LIC Housing Finance Ltd.% 27/06/2024 | Financial | -0.45% | 0% | ||
| HDFC Asset Management Company Ltd.% 27/06/2024 | Financial | -0.46% | 0% | ||
| Tata Power Company Ltd.% 27/06/2024 | Energy | -0.47% | 0% | ||
| Petronet LNG Ltd.% 27/06/2024 | Energy | -0.5% | 0% | ||
| Bharti Airtel Ltd.% 27/06/2024 | Communication | -0.5% | 0% | ||
| Ashok Leyland Ltd.% 27/06/2024 | Automobile | -0.53% | 0% | ||
| Tech Mahindra Ltd.% 27/06/2024 | Technology | -0.57% | 0% | ||
| Bandhan Bank Ltd.% 27/06/2024 | Financial | -0.68% | 0% | ||
| IDFC Ltd.% 27/06/2024 | Financial | -0.7% | 0% | ||
| Hindustan Aeronautics Ltd.% 27/06/2024 | Capital Goods | -0.7% | 0% | ||
| NTPC Ltd.% 27/06/2024 | Energy | -0.71% | 0% | ||
| Maruti Suzuki India Ltd.% 27/06/2024 | Automobile | -0.79% | 0% | ||
| Larsen & Toubro Ltd.% 27/06/2024 | Construction | -0.95% | 0% | ||
| Others | Others | -1.08% | 0% | ||
| Hindustan Petroleum Corporation Ltd.% 27/06/2024 | Energy | -1.17% | 0% | ||
| Kotak Mahindra Bank Ltd.% 27/06/2024 | Financial | -1.25% | 0% | ||
| Power Finance Corporation Ltd.% 27/06/2024 | Financial | -1.65% | 0% | ||
| Berger Paints India Ltd.% 27/06/2024 | Materials | -2.23% | 0% | ||
| Reliance Industries Ltd.% 27/06/2024 | Energy | -2.31% | 0% | ||
| GAIL (India) Ltd.% 27/06/2024 | Energy | -2.42% | 0% | ||
| ACC Ltd.% 27/06/2024 | Materials | -2.52% | 0% | ||
| Manappuram Finance Ltd.% 27/06/2024 | Financial | -2.6% | 0% | ||
| Canara Bank% 27/06/2024 | Financial | -2.63% | 0% | ||
| DLF Ltd.% 27/06/2024 | Construction | -3.14% | 0% | ||
| Indusind Bank Ltd.% 27/06/2024 | Financial | -3.79% | 0% | ||
| Adani Ports and Special Economic Zone Ltd.% 27/06/2024 | Services | -4.57% | 0% | ||
| GMR Airports Infrastructure Ltd.% 27/06/2024 | Construction | -4.7% | 0% | ||
| HDFC Bank Ltd.% 27/06/2024 | Financial | -4.82% | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 19.05 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Sovereign
Financial
Construction
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 |
|---|---|---|---|---|---|
| 7.32% GOI 13/11/2030 | Sovereign | 3.78% | 0% | ||
| 7.18% GOI 14/08/2033 | Sovereign | 3.77% | 0% | ||
| 7.1% GOI 18/04/2029 | Sovereign | 2.81% | 0% | ||
| 7.17% GOI 17/04/2030 | Sovereign | 2.11% | 0% | ||
| 7.38% GOI 20/06/2027 | Sovereign | 1.88% | 0% | ||
| 7.5% Cholamandalam Investment and Finance Company Ltd. 30/09/2026 | Financial | 0.99% | 0% | ||
| 7.06% GOI 10/04/2028 | Sovereign | 0.93% | 0% | ||
| 7.86% Nexus Select Trust 16/06/2026 | Construction | 0.93% | 0% | ||
| GOI% 12/09/2025 | Sovereign | 0.85% | 0% | ||
| GOI% 12/09/2027 | Sovereign | 0.74% | 0% | ||
| 7.26% GOI 06/02/2033 | Sovereign | 0.19% | 0% | ||
| GOI% 12/03/2029 | Sovereign | 0.07% | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 58.69 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
Construction
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 |
|---|---|---|---|---|---|
| Others | Others | 54.65% | 0% | ||
| Others | Others | 5.24% | 0% | ||
| Others | Others | -2.03% | 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 Aditya Birla Sun Life Equity Savings Fund ?
The top holdings of this fund are HDFC Bank Ltd., Adani Ports and Special Economic Zone Ltd., GMR Airports Infrastructure Ltd., Indusind Bank Ltd., Reliance Industries Ltd.
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 Aditya Birla Sun Life Equity Savings Fund ?
The major sectors of this fund are Financial, Energy, Technology, Consumer Staples, Automobile.
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.