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Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.77%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 89.98 |
| Large Cap | 4.96 |
| Small Cap | 2.98 |
| Others | 1.86 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Basic Materials
Healthcare
Consumer Cyclical
Technology
Consumer Defensive
Utilities
Communication Services
Real Estate
Energy
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 02-Jul-2025 |
Holdings | PE Ratio 02-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| BSE Ltd | Mid Cap | Financial Services | 3.12% | - | 0% |
| Suzlon Energy Ltd | Mid Cap | Industrials (57.24) | 2.43% | 43.03 | 22.58% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (46.76) | 2.39% | 116.43 | 41.3% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.72% | - | 0% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 1.67% | 615.37 | 84.19% |
| Coforge Ltd | Technology | 1.63% | - | 0% | |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (110.78) | 1.62% | 83.19 | 19.15% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (14.21) | 1.45% | 11.28 | 7.15% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.48) | 1.42% | 12.4 | 18.55% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (37.44) | 1.39% | 44.08 | 25.41% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.35% | 167.31 | 197.56% |
| Cummins India Ltd | Large Cap | Industrials (42.47) | 1.27% | 46.14 | -15.87% |
| IDFC First Bank Ltd | Mid Cap | Financial Services (20.66) | 1.21% | 37.96 | -2.34% |
| SRF Ltd | Mid Cap | Industrials (76.77) | 1.19% | 76.34 | 35.28% |
| Yes Bank Ltd | Mid Cap | Financial Services (20.49) | 1.16% | 25.87 | -15.67% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.9) | 1.13% | 13.8 | 33.19% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 1.12% | 0 | 14.53% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 1.11% | 0 | 95.96% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.21) | 1.11% | 172.17 | 68.05% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 1.08% | 23.47 | -0.76% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (46.76) | 1.05% | 77.52 | 73.41% |
| Sundaram Finance Ltd | Mid Cap | Financial Services (28.9) | 1.01% | 30.34 | 11.69% |
| Godrej Properties Ltd | Mid Cap | Real Estate (79.58) | 0.97% | 48.75 | -32.01% |
| Ashok Leyland Ltd | Mid Cap | Industrials (36.66) | 0.97% | 23.63 | 8.98% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (56.57) | 0.96% | 168.24 | -17.31% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 0.95% | 0 | 0% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (44.43) | 0.94% | 85.37 | -28.89% |
| APL Apollo Tubes Ltd | Mid Cap | Basic Materials (29.41) | 0.94% | 63.36 | 8.44% |
| Colgate-Palmolive (India) Ltd | Mid Cap | Consumer Defensive (56.2) | 0.93% | 0 | -15.07% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (39.05) | 0.92% | 19.31 | -6.45% |
| UPL Ltd | Mid Cap | Basic Materials (26.74) | 0.91% | 60.33 | 18.73% |
| PI Industries Ltd | Mid Cap | Basic Materials (36.22) | 0.89% | 38.75 | 11.63% |
| One97 Communications Ltd | Mid Cap | Technology (445.31) | 0.87% | -89.57 | 121.41% |
| Polycab India Ltd | Large Cap | Industrials (46.95) | 0.86% | 50.64 | 1.26% |
| GMR Airports Ltd | Mid Cap | Industrials (17.16) | 0.86% | -238.97 | -8.34% |
| Page Industries Ltd | Mid Cap | Consumer Cyclical (54.86) | 0.84% | 0 | 25.56% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.83% | 0 | 0% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (65.74) | 0.82% | 53.87 | -5.59% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (79.58) | 0.82% | 55.14 | -16.96% |
| Union Bank of India | Mid Cap | Financial Services (9.02) | 0.81% | 6.41 | 11.24% |
| MRF Ltd | Mid Cap | Consumer Cyclical (33.62) | 0.8% | 32.84 | 12.21% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (39.05) | 0.8% | 49 | 10.54% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 0.8% | 206.18 | 772.74% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (152.63) | 0.79% | 879.35 | 15.51% |
| NHPC Ltd | Mid Cap | Utilities (26.85) | 0.79% | 28.15 | -16.49% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (28.86) | 0.79% | 0 | 33.25% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.78% | 57.92 | -8.63% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 0.77% | 18.4 | 18.6% |
| Supreme Industries Ltd | Mid Cap | Industrials (44.36) | 0.77% | 56.58 | -29.72% |
| Torrent Power Ltd | Mid Cap | Utilities (26.35) | 0.75% | 24.67 | -3.05% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (72.12) | 0.71% | 221 | 23.67% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (79.58) | 0.71% | 148.11 | -10.79% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.7% | 10.88 | 109.86% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (199.59) | 0.7% | 0 | 47.53% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (38.48) | 0.7% | 49.43 | -28.72% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (28.9) | 0.68% | 20 | 47.47% |
| Oil India Ltd | Mid Cap | Energy (9.09) | 0.67% | 11.27 | -8.23% |
| Petronet LNG Ltd | Mid Cap | Energy (23.18) | 0.66% | 11.36 | -9.85% |
| Rail Vikas Nigam Ltd | Large Cap | Industrials (32.03) | 0.66% | 63.67 | -6.06% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.62) | 0.66% | 56.86 | 46.93% |
| Indian Railway Catering And Tourism Corp Ltd | Mid Cap | Industrials (47.72) | 0.65% | 47.45 | -22.27% |
| Tata Elxsi Ltd | Mid Cap | Technology (9.9) | 0.64% | 0 | 0% |
| KEI Industries Ltd | Mid Cap | Industrials (46.95) | 0.64% | 52.8 | -14.58% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (39.05) | 0.63% | 48.11 | 39.2% |
| KPIT Technologies Ltd | Mid Cap | Technology (30.61) | 0.62% | 40.63 | -25.07% |
| Indian Bank | Mid Cap | Financial Services (9.02) | 0.62% | 7.72 | 20.46% |
| Container Corporation of India Ltd | Mid Cap | Industrials (44.27) | 0.62% | 35.68 | -27.92% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (76.01) | 0.62% | 83.8 | 19.31% |
| Mazagon Dock Shipbuilders Ltd | Mid Cap | Industrials | 0.61% | - | 0% |
| Jindal Stainless Ltd | Mid Cap | Basic Materials (28.76) | 0.6% | 21.05 | 131.64% |
| Oberoi Realty Ltd | Mid Cap | Real Estate (80.53) | 0.59% | 31.04 | 5.26% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (30.61) | 0.57% | 32.63 | -12.64% |
| Blue Star Ltd | Mid Cap | Industrials (75.19) | 0.57% | 64.07 | 14.64% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (33.62) | 0.57% | 29.79 | -18.04% |
| Ipca Laboratories Ltd | Mid Cap | Healthcare (39.05) | 0.57% | 48.68 | 22.43% |
| Tata Communications Ltd | Mid Cap | Communication Services (85.39) | 0.56% | 174.94 | 65.69% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (51.03) | 0.55% | -2.94 | -57.33% |
| Adani Total Gas Ltd | Mid Cap | Utilities (23.18) | 0.54% | 111.55 | -26.63% |
| Steel Authority Of India Ltd | Mid Cap | Basic Materials (23.31) | 0.53% | 23.24 | -7.36% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 0.53% | - | 0% |
| Patanjali Foods Ltd | Mid Cap | Consumer Defensive (42.49) | 0.53% | 46.11 | 1.46% |
| Astral Ltd | Mid Cap | Industrials (39.62) | 0.53% | 76.72 | -38.04% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.52% | 73.31 | 30.06% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.82) | 0.51% | 6.27 | -20.32% |
| Exide Industries Ltd | Mid Cap | Consumer Cyclical (29.16) | 0.5% | 40.71 | -33.07% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (28.9) | 0.5% | 16.38 | -9.69% |
| Lloyds Metals & Energy Ltd | Mid Cap | Basic Materials (30.89) | 0.48% | 55.45 | 107.94% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (54.79) | 0.48% | 65.02 | -13.76% |
| Hindustan Zinc Ltd | Large Cap | Basic Materials (18.37) | 0.48% | 18.19 | -33.77% |
| Cochin Shipyard Ltd | Mid Cap | Industrials (58.4) | 0.47% | 64.21 | -17.24% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (54.69) | 0.46% | 59.18 | 17.41% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (15.92) | 0.46% | 6.74 | 3.48% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (46.94) | 0.46% | 60.95 | 20.69% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0.46% | - | 0% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (37.2) | 0.45% | 21.41 | 15.12% |
| Abbott India Ltd | Mid Cap | Healthcare (39.05) | 0.45% | 0 | 27.43% |
| Linde India Ltd | Mid Cap | Basic Materials (93.54) | 0.45% | 123.51 | -23.41% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 0.43% | 20.64 | -6.8% |
| Biocon Ltd | Mid Cap | Healthcare (39.05) | 0.43% | 49.46 | 3.75% |
| Bank of India | Mid Cap | Financial Services (9.1) | 0.42% | 5.69 | 1.36% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Mid Cap | Basic Materials (58.18) | 0.42% | 71.32 | 6.93% |
| Indraprastha Gas Ltd | Mid Cap | Utilities (23.18) | 0.41% | 17.85 | -15.29% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 0.41% | 132.81 | 16.13% |
| Bandhan Bank Ltd | Small Cap | Financial Services (20.49) | 0.4% | 0 | -13.01% |
| Deepak Nitrite Ltd | Mid Cap | Basic Materials (59.36) | 0.4% | 38.59 | -25.94% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 0.39% | - | 0% |
| L&T Finance Ltd | Mid Cap | Financial Services (37.2) | 0.39% | 19.21 | 7.74% |
| Apar Industries Ltd | Mid Cap | Industrials (59.73) | 0.39% | 43.6 | 2.83% |
| GlaxoSmithKline Pharmaceuticals Ltd | Mid Cap | Healthcare (39.05) | 0.39% | 60.2 | 26.68% |
| AIA Engineering Ltd | Mid Cap | Industrials (24.54) | 0.39% | 29.22 | -21.79% |
| Thermax Ltd | Mid Cap | Industrials (43.75) | 0.38% | 65.07 | -32.64% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Mid Cap | Financial Services (37.51) | 0.37% | 39.6 | 21.77% |
| CRISIL Ltd | Mid Cap | Financial Services (50.68) | 0.37% | 60.98 | 35.2% |
| General Insurance Corp of India | Mid Cap | Financial Services (9.92) | 0.36% | 8.91 | -2.05% |
| ACC Ltd | Mid Cap | Basic Materials (47.62) | 0.36% | 15.27 | -29.37% |
| Gland Pharma Ltd | Small Cap | Healthcare (38.99) | 0.36% | 44.02 | 3.02% |
| Syngene International Ltd | Mid Cap | Healthcare (53.03) | 0.35% | 52.45 | -9.02% |
| Housing & Urban Development Corp Ltd | Mid Cap | Financial Services (12.37) | 0.35% | 17.25 | -16.1% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (37.2) | 0.34% | 22.12 | 64.35% |
| L&T Technology Services Ltd | Mid Cap | Technology (51.41) | 0.34% | 36.17 | -13.98% |
| Tata Technologies Ltd | Mid Cap | Technology (30.75) | 0.34% | 42.27 | -29.72% |
| Indian Renewable Energy Development Agency Ltd | Mid Cap | Financial Services (12.22) | 0.34% | 0 | -24.97% |
| Emami Ltd | Small Cap | Consumer Defensive (56.06) | 0.33% | 30.27 | -22.69% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.32% | 0 | 166.23% |
| Escorts Kubota Ltd | Mid Cap | Industrials (35.19) | 0.32% | 29.8 | -18.84% |
| Star Health and Allied Insurance Co Ltd | Small Cap | Financial Services (42.66) | 0.31% | 0 | -27.58% |
| Ajanta Pharma Ltd | Mid Cap | Healthcare (38.99) | 0.3% | 34.48 | 13.43% |
| IRB Infrastructure Developers Ltd | Mid Cap | Industrials (32.03) | 0.29% | 4.61 | -24.67% |
| Global Health Ltd | Small Cap | Healthcare (46.62) | 0.28% | 66.37 | -6.48% |
| Motherson Sumi Wiring India Ltd | Small Cap | Consumer Cyclical (45.54) | 0.28% | 0 | -20.33% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 0.27% | - | 0% |
| AWL Agri Business Ltd | Mid Cap | Consumer Defensive (42.7) | 0.26% | 27.32 | -23.3% |
| Tata Investment Corp Ltd | Mid Cap | Financial Services (37.2) | 0.25% | 110.69 | 3.39% |
| Endurance Technologies Ltd | Mid Cap | Consumer Cyclical (44.5) | 0.25% | 0 | 25.18% |
| Bank of Maharashtra | Mid Cap | Financial Services (9.02) | 0.24% | 7.91 | -10.67% |
| Honeywell Automation India Ltd | Mid Cap | Industrials (47.49) | 0.24% | 0 | -27% |
| NTPC Green Energy Ltd | Large Cap | Utilities | 0.24% | - | 0% |
| 3M India Ltd | Mid Cap | Industrials | 0.24% | - | 0% |
| Aditya Birla Lifestyle Brands Ltd | 0.23% | - | 0% | ||
| Gujarat Gas Ltd | Mid Cap | Utilities (13.47) | 0.23% | 29.62 | -22.54% |
| JSW Infrastructure Ltd | Mid Cap | Industrials | 0.23% | - | 0% |
| NLC India Ltd | Mid Cap | Utilities (26.85) | 0.23% | 12 | -12.35% |
| Waaree Energies Ltd | Mid Cap | Technology | 0.22% | - | 0% |
| Godrej Industries Ltd | Mid Cap | Industrials (56.2) | 0.21% | 39.94 | 29.56% |
| Premier Energies Ltd | Mid Cap | Technology | 0.2% | - | 0% |
| SJVN Ltd | Mid Cap | Utilities (26.85) | 0.2% | 46.94 | -28% |
| Sun TV Network Ltd | Small Cap | Communication Services (32.89) | 0.18% | 0 | -100% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.13% | - | 0% |
| The New India Assurance Co Ltd | Mid Cap | Financial Services (42.66) | 0.13% | 29.62 | -24.04% |
| Aditya Birla Fashion and Retail Ltd | Mid Cap | Consumer Cyclical (103.75) | 0.12% | -22.45 | -76.6% |
| Mangalore Refinery and Petrochemicals Ltd | Small Cap | Energy (35.41) | 0.07% | 444.69 | -34.9% |
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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 Nifty Midcap 150 Index 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 Aditya Birla Sun Life Nifty Midcap 150 Index 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.
