

Aditya Birla Sun Life Large & Mid Cap Fund - Portfolio Analysis
- Equity
- Large and Mid Cap
- Average
-
₹141.94
(0.19%)
Current NAV 04-07-2025
-
-5.35%
Returns
-
Min. SIP ₹100
Min. Investment ₹1000
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 193.18%
- Debt 0.79%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
Category | Allocation |
---|---|
Large Cap | 134.77 |
Mid Cap | 39.54 |
Small Cap | 18.87 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Banks
Finance
IT - Software
Petroleum Products
Automobiles
Pharmaceuticals & Biotechnology
Auto Components
Construction
Retailing
Consumer Durables
Telecom - Services
Insurance
Industrial Products
Cement & Cement Products
Transport Services
Power
Textiles & Apparels
Aerospace & Defense
Leisure Services
Beverages
Electrical Equipment
Realty
Diversified FMCG
Non - Ferrous Metals
Personal Products
Healthcare Services
Ferrous Metals
Diversified Metals
Chemicals & Petrochemicals
Fertilizers & Agrochemicals
Transport Infrastructure
Food Products
Oil
Industrial Manufacturing
Entertainment
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
Stocks | Market Cap | Sectors (PE Ratio) 04-Jul-2025 |
Holdings | PE Ratio 04-Jul-2025 |
1Y Return |
---|---|---|---|---|---|
HDFC BANK LIMITED EQ NEW FV RE. 1/- | Large Cap | Banks (20.42) | 8.27% | 21.55 | 15.21% |
ICICI BANK LIMITED EQ NEW FV RS. 2/- | Large Cap | Banks (20.42) | 8% | 20.17 | 16.99% |
INFOSYS LIMITED EQ FV RS 5 | Large Cap | IT - Software (30.58) | 5.25% | 25.51 | -0.54% |
RELIANCE INDUSTRIES LIMITED EQ | Large Cap | Petroleum Products (36.73) | 5.13% | 29.68 | -1.71% |
ICICI BANK LIMITED EQ NEW FV RS. 2/- | Large Cap | Banks (20.42) | 4.9% | 20.17 | 16.99% |
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | Large Cap | Construction (31.9) | 4.53% | 33.61 | 0.55% |
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | Large Cap | Telecom - Services (50.6) | 3.69% | 34.89 | 41.81% |
AXIS BANK LIMITED EQ NE FV RS. 2/- | Large Cap | Banks (24.43) | 3.64% | 28.68 | 29.81% |
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- | Large Cap | Banks (24.43) | 3.18% | 26.45 | -0.13% |
RELIANCE INDUSTRIES LIMITED EQ | Large Cap | Petroleum Products (36.73) | 2.97% | 29.68 | -1.71% |
J.K.CEMENT LIMITED EQ | Mid Cap | Cement & Cement Products (47.41) | 2.82% | 55.89 | 45.06% |
HDFC BANK LIMITED EQ NEW FV RE. 1/- | Large Cap | Banks (20.42) | 2.75% | 21.55 | 15.21% |
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | Large Cap | Automobiles (31.12) | 2.69% | 30.83 | 12.43% |
INFOSYS LIMITED EQ FV RS 5 | Large Cap | IT - Software (30.58) | 2.44% | 25.51 | -0.54% |
ITC LIMITED EQ NEW FV RE.1/- | Large Cap | Diversified FMCG (14.83) | 2.43% | 15.12 | -0.92% |
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- | Mid Cap | Industrial Products (29.22) | 2.42% | 63.1 | 8.84% |
HINDUSTAN PETROLEUM CORPORATION LIMITED EQ | Mid Cap | Petroleum Products (36.73) | 2.37% | 14.04 | 34.74% |
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | Mid Cap | Insurance (36.21) | 2.29% | 172.17 | 68.05% |
AXIS BANK LIMITED EQ NE FV RS. 2/- | Large Cap | Banks (24.43) | 2.29% | 28.68 | 29.81% |
NTPC LIMITED EQ | Large Cap | Power (26.74) | 2.26% | 13.89 | -10.03% |
STATE BANK OF INDIA EQ NEW RE. 1/- | Large Cap | Banks (8.94) | 2.25% | 9.34 | -3.26% |
AU SMALL FINANCE BANK LIMITED EQ | Mid Cap | Banks (17.76) | 2.09% | 0 | 95.96% |
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | Large Cap | Finance (28.78) | 2.07% | 34.86 | 28% |
STATE BANK OF INDIA EQ NEW RE. 1/- | Large Cap | Banks (8.94) | 2.02% | 9.34 | -3.26% |
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | Large Cap | Telecom - Services (50.6) | 1.99% | 34.89 | 41.81% |
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | Large Cap | Pharmaceuticals & Biotechnology (39.22) | 1.94% | 36.83 | 7.67% |
JINDAL STEEL & POWER LIMITED EQ. NEW RS.1 | Mid Cap | Ferrous Metals (30.94) | 1.94% | 34.46 | -9.94% |
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | Large Cap | Aerospace & Defense (52.98) | 1.8% | 58.74 | 34.74% |
BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | Large Cap | Finance (28.78) | 1.79% | 34.86 | 28% |
UNO MINDA LIMITED EQ NEW FV RS. 2/- | Mid Cap | Auto Components (95.28) | 1.73% | 73.31 | 30.06% |
Hindustan Aeronautics Ltd | Large Cap | Aerospace & Defense (52.98) | 1.71% | 39.92 | -9.51% |
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- | Mid Cap | Auto Components (55.05) | 1.69% | 63.38 | -15.84% |
SBI LIFE INSURANCE COMPANY LIMITED EQ | Large Cap | Insurance (19.55) | 1.68% | 0 | 27.9% |
UNITED BREWERIES LIMITED EQ NEW FV RE.1/- | Mid Cap | Beverages (75.35) | 1.67% | 132.81 | 16.13% |
WELSPUN CORP LIMITED EQ NEW FV RS.5/- | Small Cap | Industrial Products (29.22) | 1.62% | 12.8 | 52.15% |
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | Large Cap | Auto Components (70.59) | 1.62% | 28.52 | -25.46% |
K.P.R. MILL LIMITED EQ NEW FV Re. 1/- | Small Cap | Textiles & Apparels (751.55) | 1.62% | 0 | 166.23% |
MARUTI SUZUKI INDIA LIMITED EQ | Large Cap | Automobiles (31.12) | 1.59% | 27.58 | 4.29% |
ZOMATO LIMITED EQ | Large Cap | Retailing (36.51) | 1.59% | -10.49 | 85.47% |
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | Large Cap | IT - Software (30.58) | 1.54% | 26.94 | 13.36% |
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | Large Cap | Non - Ferrous Metals (30.32) | 1.53% | 38.75 | 29.66% |
COFORGE LIMITED EQ | Mid Cap | IT - Software (29.76) | 1.53% | 69.96 | 69.18% |
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | Large Cap | Construction (31.9) | 1.52% | 33.61 | 0.55% |
TRENT LIMITED EQ NEW FV Re. 1/- | Large Cap | Retailing (103.17) | 1.51% | 126.13 | -1.94% |
VOLTAS LIMITED EQ NEW FV RE.1/- | Mid Cap | Consumer Durables (66.81) | 1.5% | 53.64 | -5.59% |
GOKALDAS EXPORTS LIMITED NEW EQ RS. 5/- | Small Cap | Textiles & Apparels (55.16) | 1.5% | 42.98 | -3.02% |
CIPLA LIMITED EQ NEW FV RS.2/- | Large Cap | Pharmaceuticals & Biotechnology (39.22) | 1.45% | 23.21 | 2.22% |
FORTIS HEALTHCARE LIMITED. EQ | Mid Cap | Healthcare Services (47.43) | 1.45% | 78.62 | 72.3% |
LIC HOUSING FINANCE LIMITED EQ NEW F.V. RS.2/- | Mid Cap | Finance (17.82) | 1.45% | 6.27 | -20.32% |
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | Large Cap | Finance (26.13) | 1.42% | 28.3 | 41.05% |
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | Large Cap | Transport Services (31.3) | 1.42% | 30.69 | 34.43% |
CHALET HOTELS LIMITED EQ | Small Cap | Leisure Services (71.5) | 1.41% | 135.57 | 3.9% |
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | Large Cap | Transport Services (31.3) | 1.41% | 30.69 | 34.43% |
TITAN COMPANY LIMITED EQ NEW Re.1/- | Large Cap | Consumer Durables (75.55) | 1.37% | 97.87 | 10.29% |
CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- | Mid Cap | Transport Services (44.27) | 1.36% | 35.68 | -27.92% |
NTPC LIMITED EQ | Large Cap | Power (26.74) | 1.36% | 13.89 | -10.03% |
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | Large Cap | Automobiles (31.14) | 1.35% | 61.11 | 21.51% |
Shriram Finance Limited | Large Cap | Finance | 1.34% | - | 0% |
AJANTA PHARMA LIMITED EQ NEW FV RS. 2/- | Mid Cap | Pharmaceuticals & Biotechnology (39.22) | 1.33% | 36.67 | 21.68% |
EQ - INFO-EDGE (INDIA) LTD. | Large Cap | Retailing | 1.32% | - | 0% |
REC LIMITED EQ | Large Cap | Finance (12.14) | 1.31% | 6.53 | -31.6% |
GODREJ CONSUMER PRODUCTS LIMITED EQ NEW FV RE.1/- | Large Cap | Personal Products (55.96) | 1.24% | 65.16 | -16.6% |
TITAN COMPANY LIMITED EQ NEW Re.1/- | Large Cap | Consumer Durables (75.55) | 1.22% | 97.87 | 10.29% |
SBI CARDS AND PAYMENT SERVICES LIMITED EQ | Mid Cap | Finance (28.86) | 1.21% | 0 | 33.25% |
NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/- | Small Cap | Chemicals & Petrochemicals (26.29) | 1.21% | 0 | 6.43% |
ULTRATECH CEMENT LIMITED EQ | Large Cap | Cement & Cement Products (55.96) | 1.21% | 44.61 | 34.3% |
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ | Small Cap | Consumer Durables (72.03) | 1.12% | 41.18 | -12.99% |
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/- | Mid Cap | Pharmaceuticals & Biotechnology (39.22) | 1.12% | 50.55 | 12.3% |
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | Large Cap | IT - Software (30.58) | 1.12% | 38.12 | 13.57% |
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | Large Cap | Non - Ferrous Metals (30.32) | 1.07% | 38.75 | 29.66% |
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | Large Cap | Finance (156.01) | 1.06% | 35.9 | 25.91% |
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | Large Cap | Finance (26.13) | 1.03% | 28.3 | 41.05% |
GE T&D INDIA LIMITED EQ NEW RS. 2/- | Mid Cap | Electrical Equipment (26.89) | 1.02% | 206.18 | 772.74% |
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | Mid Cap | Healthcare Services (47.43) | 1.02% | 75.13 | 21.22% |
SAMHI HOTELS LIMITED EQ NEW FV Re.1/- | Small Cap | Leisure Services (71.5) | 1.01% | 56.65 | 17% |
ABB INDIA LIMITED EQ NEW RS. 2/- | Large Cap | Electrical Equipment (80.89) | 0.97% | 0 | -28.21% |
Varun Beverages Ltd | Large Cap | Beverages | 0.92% | - | 0% |
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- | Mid Cap | Leisure Services (71.5) | 0.92% | 222.96 | 25.33% |
BHARAT PETROLEUM CORPORATION LTD. EQ | Large Cap | Petroleum Products (36.73) | 0.89% | 11.27 | 14.35% |
WELSPUN INDIA LIMITED EQ NEW FV RE. 1/- | Small Cap | Textiles & Apparels (26.82) | 0.88% | 21.64 | -4.41% |
THE PHOENIX MILLS LIMITED EQ NEW RS.2/- | Mid Cap | Realty (79.05) | 0.86% | 55.98 | -17.31% |
DLF LIMITED EQ NEW FV RS.2/- | Large Cap | Realty (79.05) | 0.86% | 47.33 | -0.48% |
SONA BLW PRECISION FORGINGS LIMITED EQ | Mid Cap | Auto Components (38.8) | 0.85% | 49.47 | -28.36% |
PNB HOUSING FINANCE LTD EQ | Small Cap | Finance (17.85) | 0.84% | 14.5 | 33.45% |
HDFC LIFE INSURANCE COMPANY LIMITED EQ | Large Cap | Insurance (19.44) | 0.84% | 93.35 | 29.83% |
SUNTECK REALTY LIMITED EQ NEW FV RE. 1/- | Small Cap | Realty (79.05) | 0.81% | 43.01 | -18.2% |
BAJAJ AUTO LIMITED EQ | Large Cap | Automobiles (31.14) | 0.81% | 32.13 | -10.98% |
AKZO NOBEL INDIA LIMITED EQ | Small Cap | Consumer Durables (51.87) | 0.8% | 34.07 | 11.82% |
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- | Large Cap | IT - Software (30.58) | 0.77% | 25.49 | -14.93% |
DABUR INDIA LIMITED EQ F.V. RE.1 | Large Cap | Personal Products (56.31) | 0.75% | 49.65 | -18.34% |
TATA MOTORS LIMITED EQ NEW FV RS. 2/- | Large Cap | Automobiles (95.46) | 0.72% | 40.82 | 136.49% |
VEDANTA LIMITED EQ NEW RS.1/- | Large Cap | Diversified Metals (12.25) | 0.72% | 11.96 | -2.27% |
TUBE INVESTMENTS OF INDIA LIMITED EQ | Mid Cap | Auto Components (43.84) | 0.71% | 85.82 | -30.89% |
UNITED SPIRITS LIMITED EQ NEW FV RS. 2/- | Large Cap | Beverages (30.79) | 0.7% | 0 | 0% |
JSW INFRASTRUCTURE LTD EQ NEW FV RS 2/- | Mid Cap | Transport Infrastructure | 0.7% | - | 0% |
INDUSIND BANK LIMITED EQ | Mid Cap | Banks (20.42) | 0.69% | 25.9 | -40.67% |
NTPC GREEN ENERGY LIMITED EQ | Large Cap | Power | 0.69% | - | 0% |
POWER MECH PROJECTS LIMITED EQ | Small Cap | Construction (37.21) | 0.69% | 31.39 | 29.14% |
MUTHOOT FINANCE LIMITED EQ | Mid Cap | Finance (28.79) | 0.69% | 20.18 | 47.6% |
ZOMATO LIMITED EQ | Large Cap | Retailing (36.51) | 0.68% | -10.49 | 85.47% |
BUNDL TECHNOLOGIES PRIVATE LIMITED EQ | Large Cap | Retailing | 0.67% | - | 0% |
EMCURE PHARMACEUTICALS LIMITED EQ | Small Cap | Pharmaceuticals & Biotechnology | 0.64% | - | 0% |
WHIRLPOOL OF INDIA LIMITED EQ | Small Cap | Consumer Durables (110.55) | 0.64% | 49.12 | -30.7% |
BAYER CROPSCIENCE LIMITED EQ FV RS. 10/- | Small Cap | Fertilizers & Agrochemicals (34.6) | 0.61% | 30.9 | 31.77% |
BAJAJ AUTO LIMITED EQ | Large Cap | Automobiles (31.14) | 0.59% | 32.13 | -10.98% |
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | Large Cap | Food Products (67.81) | 0.56% | 63.81 | 6.38% |
Shriram Finance Limited | Large Cap | Finance | 0.55% | - | 0% |
BHARTI AIRTEL LIMITED EQ PP RS. 1.25/- | Large Cap | Telecom - Services (98.44) | 0.54% | 9.63 | 68% |
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | Large Cap | Diversified FMCG (38.82) | 0.54% | 0 | 0% |
SANOFI CONSUMER HEALTHCARE INDIA LIMITED EQ | Small Cap | Pharmaceuticals & Biotechnology | 0.53% | - | 0% |
EMAMI LIMITED EQ NEW F.V. RE.1/- | Small Cap | Personal Products (56.31) | 0.53% | 30.38 | -23.89% |
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- | Large Cap | IT - Software (30.58) | 0.53% | 38.12 | 13.57% |
SANOFI INDIA LIMITED EQ | Small Cap | Pharmaceuticals & Biotechnology (24.65) | 0.52% | 8.73 | 145.06% |
REC LIMITED EQ | Large Cap | Finance (12.14) | 0.5% | 6.53 | -31.6% |
VEDANTA LIMITED EQ NEW RS.1/- | Large Cap | Diversified Metals (12.25) | 0.5% | 11.96 | -2.27% |
BANDHAN BANK LIMITED EQ | Small Cap | Banks (20.42) | 0.5% | 0 | -13.51% |
SIEMENS LIMITED EQ NEW FV RS.2/- | Large Cap | Electrical Equipment (48.43) | 0.48% | 44.99 | -58.16% |
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | Large Cap | Automobiles (31.14) | 0.47% | 61.11 | 21.51% |
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | Large Cap | Auto Components (70.59) | 0.47% | 28.52 | -25.46% |
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | Mid Cap | Retailing (151.74) | 0.44% | 861.74 | 15.84% |
CUMMINS INDIA LIMITED EQ FV RS.2 | Large Cap | Industrial Products (42.49) | 0.42% | 46.29 | -17.84% |
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | Large Cap | Automobiles (31.12) | 0.41% | 30.83 | 12.43% |
GLAND PHARMA LIMITED EQ NEW FV Re.1/- | Small Cap | Pharmaceuticals & Biotechnology (39.22) | 0.38% | 44.1 | 3.31% |
BAJAJ FINSERV LIMITED EQ NEW FV RE.1/- | Large Cap | Finance (156.01) | 0.36% | 35.9 | 25.91% |
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | Large Cap | Aerospace & Defense (52.98) | 0.35% | 58.74 | 34.74% |
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/- | Large Cap | Oil (9.25) | 0.34% | 8.54 | -11.42% |
DELHIVERY LIMITED EQ NEW FV RE.1/- | Small Cap | Transport Services (43.58) | 0.31% | 179.4 | -2.25% |
Siemens Energy India Limited | Large Cap | Electrical Equipment | 0.3% | - | 0% |
SIEMENS LIMITED EQ NEW FV RS.2/- | Large Cap | Electrical Equipment (48.43) | 0.28% | 44.99 | -58.16% |
ACC LIMITED EQ F.V. RS.10 | Mid Cap | Cement & Cement Products (47.41) | 0.28% | 15.34 | -27.89% |
SOBHA LIMITED EQ | Small Cap | Realty (79.05) | 0.28% | 162.31 | -25.28% |
ASTRAL LIMITED EQ NEW FV RE. 1/- | Mid Cap | Industrial Products (39.4) | 0.27% | 76.13 | -37.32% |
AVENUE SUPERMARTS LIMITED EQ | Large Cap | Retailing (26.29) | 0.27% | 8.72 | 63.23% |
HONEYWELL AUTOMATION INDIA LIMITED EQ | Mid Cap | Industrial Manufacturing (48.43) | 0.27% | 0 | -30.17% |
ADITYA BIRLA CAPITAL LIMITED EQ | Mid Cap | Finance (37.73) | 0.25% | 21.55 | 15.92% |
BUNDL TECHNOLOGIES PRIVATE LIMITED EQ | Large Cap | Retailing | 0.24% | - | 0% |
Siemens Energy India Limited | Large Cap | Electrical Equipment | 0.24% | - | 0% |
AFCONS INFRASTRUCTURE LIMITED EQ | Small Cap | Construction | 0.22% | - | 0% |
AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/- | Large Cap | Cement & Cement Products (26.26) | 0.21% | 0 | 0% |
PI INDUSTRIES LIMITED EQ NEW FV Re.1/- | Mid Cap | Fertilizers & Agrochemicals (36.7) | 0.21% | 38.43 | 11.02% |
ZEE ENTERTAINMENT ENTERPRISES LTD EQ F.V.RE.1 | Small Cap | Entertainment (33.88) | 0.2% | -116.65 | -17% |
PRESTIGE ESTATES PROJECTS LIMITED EQ | Mid Cap | Realty (79.05) | 0.2% | 149.12 | -9.82% |
LTIMINDTREE LIMITED EQ | Large Cap | IT - Software (36.96) | 0.19% | 33.85 | 6.16% |
Hyundai Motor India Ltd | Large Cap | Automobiles | 0.17% | - | 0% |
INDUSIND BANK LIMITED EQ | Mid Cap | Banks (20.42) | 0.13% | 25.9 | -40.67% |
ICICI LOMBARD GEN INSURANCE CO LTD EQ | Mid Cap | Insurance (42.45) | 0.06% | 0 | 11.43% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
Category | Allocation |
---|---|
Others | 0.79 |
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 |
---|---|---|---|---|---|
Government of India (20/06/2027) | 0.21% | - | 0% | ||
182 DAYS T-BILL 05JUN25 | 0.17% | - | 0% | ||
364 DAYS T-BILL 12JUN25 | 0.17% | - | 0% | ||
91 DAYS T-BILL 03JUL25 | 0.17% | - | 0% | ||
91 DTB 11Jul2025 | 0.07% | - | 0% |
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Frequently 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 Large & Mid 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 Aditya Birla Sun Life Large & Mid 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.