₹22.39 0.138%
26-04-202452.26%
Min. SIP ₹100
Min. Investment ₹100
Allocation | |
---|---|
Small Cap | 34.01 |
Large Cap | 28.75 |
Mid Cap | 23.69 |
Others | 11.7 |
Healthcare
Insurance
Financial
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 13-Mar-2024 |
Holdings | PE Ratio 13-Mar-2024 |
1Y Return |
---|---|---|---|---|---|
Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.59) | 13.87% | 40.97 | 54.1% |
Cipla Ltd. | Large Cap | Healthcare (56.59) | 8.2% | 30.74 | 55.38% |
Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.59) | 8.01% | 59.8 | 87.42% |
Lupin Ltd. | Mid Cap | Healthcare (132.95) | 7.64% | 167.31 | 197.56% |
Suven Pharmaceuticals Ltd. | Small Cap | Healthcare (56.59) | 7.6% | 44.79 | 38.38% |
Alembic Pharmaceuticals Ltd. | Small Cap | Healthcare (56.59) | 5.94% | 33.07 | 78.35% |
Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (89.81) | 4.9% | 108.66 | 31.98% |
Globus Medical Inc | Healthcare | 4.29% | 0% | ||
Concord Biotech Ltd. | Small Cap | Healthcare (55.16) | 3.92% | 50.34 | 0% |
Procter & Gamble Health Ltd. | Small Cap | Healthcare (56.59) | 3.48% | 0 | 3.01% |
Zydus Lifesciences Ltd. | Mid Cap | Healthcare (56.59) | 3.36% | 32.59 | 85.25% |
Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 3.22% | 57.92 | -8.63% |
Vijaya Diagnostic Centre Ltd. | Small Cap | Healthcare (89.81) | 2.83% | 64.98 | 89.69% |
Kovai Medical Center & Hospital Ltd. | Small Cap | Healthcare (89.81) | 2.81% | 0 | 113.17% |
Intuitive Surgical Inc. (USA) | Healthcare | 2.59% | 0% | ||
Indoco Remedies Ltd. | Small Cap | Healthcare (56.59) | 2.55% | 29.65 | 1.05% |
ICICI Lombard General Insurance Comapny Ltd. | Large Cap | Insurance (43.53) | 1.78% | 0 | 58.01% |
Unichem Laboratories Ltd. | Small Cap | Healthcare (56.59) | 1.65% | 278.48 | 51.78% |
Aarti Drugs Ltd. | Small Cap | Healthcare (56.59) | 1.58% | 25.87 | 20.46% |
Narayana Hrudayalaya Ltd. | Mid Cap | Healthcare (89.81) | 1.46% | 33.5 | 66.17% |
Taro Pharmaceutical Industries | Healthcare | 1.35% | 0% | ||
Abbott Laboratories | Healthcare | 1.34% | 0% | ||
Global X Genomics & Biotechnology ETF | Financial | 1.11% | 0% | ||
Illumina Inc. (USA) | Healthcare | 1.02% | 0% | ||
Medplus Health Services Ltd. | Small Cap | Healthcare (56.59) | 0.58% | 138.38 | -8.13% |
Jupiter Life Line Hospitals Ltd. | Small Cap | Healthcare | 0.57% | 0% | |
Pfizer Ltd. | Small Cap | Healthcare (56.59) | 0.5% | 0 | 12.11% |
Allocation | |
---|---|
Others | 1.85 |
Others
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
Others | Others | 1.87% | 0% | ||
Others | Others | -0.02% | 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 DSP Healthcare Fund?
The top holdings of this fund are Sun Pharmaceutical Industries Ltd., Cipla Ltd., Ipca Laboratories Ltd., Lupin Ltd., Suven Pharmaceuticals Ltd.
Top 5 Sector for DSP Healthcare Fund?
The major sectors of this fund are Healthcare, Insurance, Financial.
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.