-
₹42.39
(0.1485%)
Current NAV 26-07-2024
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68.09%
1Y Returns
-
Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 94%
- Others 5.98%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 43.6 |
| Large Cap | 36.15 |
| Mid Cap | 9.26 |
| Others | 4.99 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Capital Goods
Services
Healthcare
Automobile
Financial
Consumer Discretionary
Communication
Energy
Technology
Chemicals
Metals & Mining
Construction
Materials
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 |
|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 5.87% | 117.13 | 70.09% |
| ICICI Bank Ltd. | Large Cap | Financial (18.54) | 4.83% | 18.92 | 22.22% |
| Zomato Ltd. | Large Cap | Services (36.51) | 4.21% | -10.49 | 85.47% |
| Reliance Industries Ltd. | Large Cap | Energy (19.54) | 4.07% | 29.67 | 19.38% |
| Kirloskar Oil Engines Ltd. | Small Cap | Capital Goods (50.42) | 3.93% | 39.86 | 191.07% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (95.83) | 3.92% | 64.7 | 51.87% |
| Kirloskar Pneumatic Company Ltd. | Small Cap | Capital Goods (63.87) | 3.56% | 0 | 107.93% |
| Larsen & Toubro Ltd. | Large Cap | Construction (44.89) | 3.01% | 39.84 | 39.8% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 2.74% | 615.37 | 84.19% |
| Metropolis Healthcare Ltd. | Small Cap | Healthcare (64.18) | 2.55% | -1.11 | 36.82% |
| HDFC Bank Ltd. | Large Cap | Financial (18.54) | 2.51% | 18.04 | -4.4% |
| Analog Devices Inc | Capital Goods | 2.47% | 0% | ||
| Sudarshan Chemical Industries Ltd. | Small Cap | Chemicals (38.58) | 2.28% | 12.6 | 56.28% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (51.62) | 2.24% | 43.59 | 70.37% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (31.06) | 2.03% | -45.83 | 35.64% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (30.99) | 1.97% | 31.84 | 86.71% |
| Cipla Ltd. | Large Cap | Healthcare (44.25) | 1.94% | 31.06 | 48.32% |
| Piramal Pharma Ltd. | Small Cap | Healthcare (22.59) | 1.87% | 0 | -26.02% |
| Affle (India) Ltd. | Small Cap | Technology (34.88) | 1.8% | 69.17 | 36.32% |
| CE Info Systems Ltd. | Small Cap | Technology (45.72) | 1.8% | 18.8 | 37.71% |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (52.31) | 1.77% | 43.02 | 154.09% |
| Zensar Technologies Ltd. | Small Cap | Technology (36.96) | 1.74% | 25.69 | 109.02% |
| Aster DM Healthcare Ltd. | Small Cap | Healthcare (82.17) | 1.71% | 128.61 | 7.82% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (83.86) | 1.57% | 195.39 | 94.58% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (52.31) | 1.53% | 56.9 | 146.21% |
| ISGEC Heavy Engineering Ltd. | Small Cap | Capital Goods (114.56) | 1.52% | 42.67 | 95.48% |
| Apeejay Surrendra Park Hotels Ltd. | Services (74.62) | 1.38% | 58.54 | 0% | |
| MTAR Technologies Ltd. | Small Cap | Capital Goods (52.31) | 1.36% | 105.15 | -7.92% |
| Chambal Fertilisers and Chemicals Ltd. | Small Cap | Chemicals (39.83) | 1.36% | 15.64 | 80.63% |
| CESC Ltd. | Small Cap | Energy (24.33) | 1.33% | 16.09 | 118.59% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (54.43) | 1.32% | 0 | 20.69% |
| Techno Electric & Engineering Company Ltd. | Small Cap | Capital Goods (19.24) | 1.31% | 27.37 | 121.03% |
| Kirloskar Brothers Ltd. | Small Cap | Capital Goods (68.26) | 1.27% | 50.99 | 195.16% |
| TeamLease Services Ltd. | Small Cap | Services (46.46) | 1.15% | 47.17 | 15.27% |
| Gateway Distriparks Ltd. | Small Cap | Services (50.02) | 0.93% | 22 | 43.02% |
| Pricol Ltd. | Small Cap | Automobile (49.94) | 0.9% | 42.64 | 82.73% |
| Indiamart Intermesh Ltd. | Small Cap | Services (52.02) | 0.9% | -0.09 | 0% |
| Bosch Ltd. | Mid Cap | Automobile (36.98) | 0.84% | 41.24 | 81.99% |
| Amber Enterprises India Ltd. | Small Cap | Consumer Discretionary (95.83) | 0.83% | 111.73 | 82.58% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.82% | 40.82 | 136.49% |
| Somany Ceramics Ltd. | Small Cap | Materials (54.88) | 0.82% | 25.41 | 16.29% |
| TVS Motor Company Ltd. | Large Cap | Automobile (35.88) | 0.81% | 70.56 | 82.59% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (60.16) | 0.79% | 254.09 | 148.42% |
| TBO Tek Ltd. | Services | 0.78% | 0% | ||
| NTPC Ltd. | Large Cap | Energy (24.33) | 0.78% | 18.5 | 96.92% |
| Unichem Laboratories Ltd. | Small Cap | Healthcare (44.25) | 0.75% | -54.35 | 43.28% |
| Carborundum Universal Ltd. | Small Cap | Metals & Mining (83.45) | 0.72% | 71.91 | 46.05% |
| Syrma SGS Technology Ltd. | Small Cap | Capital Goods (45.72) | 0.66% | 0 | 61.07% |
| Concord Biotech Ltd. | Small Cap | Healthcare (55.16) | 0.63% | 50.34 | 0% |
| Netweb Technologies India Ltd. | Small Cap | Technology (76.8) | 0.62% | 0 | 0% |
| Tega Industries Ltd. | Small Cap | Metals & Mining (62.8) | 0.59% | 62.32 | 82.36% |
| Timken India Ltd. | Mid Cap | Capital Goods (58.74) | 0.55% | 0 | 21.82% |
| Bharti Hexacom Ltd. | Communication | 0.36% | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 5.98 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
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 | 5.98% | 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 Franklin India Opportunities Fund ?
The top holdings of this fund are Bharti Airtel Ltd., ICICI Bank Ltd., Zomato Ltd., Reliance Industries Ltd., Kirloskar Oil Engines 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 Franklin India Opportunities Fund ?
The major sectors of this fund are Capital Goods, Services, Healthcare, Automobile, Financial.
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.