₹216.21 0.8751%
26-04-202473.84%
Min. SIP ₹500
Min. Investment ₹5000
| Allocation | |
|---|---|
| Small Cap | 37.87 |
| Large Cap | 35.85 |
| Mid Cap | 13.89 |
| Others | 4 |
Capital Goods
Services
Energy
Automobile
Healthcare
Consumer Discretionary
Financial
Technology
Communication
Metals & Mining
Construction
Chemicals
Materials
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 26-Apr-2024 |
Holdings | PE Ratio 26-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| Reliance Industries Ltd. | Large Cap | Energy (40.96) | 5.91% | 28.21 | 22.9% |
| Zomato Ltd. | Large Cap | Services (36.51) | 4.12% | -10.49 | 85.47% |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (54.51) | 4% | 43.38 | 40.29% |
| ICICI Bank Ltd. | Large Cap | Financial (21.95) | 3.68% | 18.32 | 21.02% |
| Kirloskar Oil Engines Ltd. | Small Cap | Capital Goods (66.51) | 3.41% | 39.91 | 150.92% |
| Bharti Airtel Ltd. | Large Cap | Communication (74.06) | 3.3% | 90.97 | 71.31% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 3.22% | 615.37 | 84.19% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.51) | 3.19% | 48.95 | 135.11% |
| NTPC Ltd. | Large Cap | Energy (26.85) | 3.16% | 17.69 | 109.51% |
| Kirloskar Pneumatic Company Ltd. | Small Cap | Capital Goods (65.27) | 2.89% | 0 | 76.14% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (147.9) | 2.8% | 255.66 | 198.9% |
| Aster DM Healthcare Ltd. | Small Cap | Healthcare (90.59) | 2.54% | 55.32 | 44.03% |
| Apeejay Surrendra Park Hotels Ltd. | Services (64.18) | 2.46% | 68.9 | 0% | |
| Amber Enterprises India Ltd. | Small Cap | Consumer Discretionary (84.99) | 2.46% | 89.64 | 106.58% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (60.74) | 2.41% | 172.9 | 70.87% |
| Piramal Pharma Ltd. | Small Cap | Healthcare (22.59) | 2.37% | 0 | -26.02% |
| TVS Motor Company Ltd. | Large Cap | Automobile (37.89) | 2.24% | 58.58 | 79.26% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (84.99) | 2.23% | 46.49 | 23.95% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 2.19% | 40.82 | 136.49% |
| MTAR Technologies Ltd. | Small Cap | Capital Goods (54.51) | 2.06% | 70.4 | 7.31% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (62.12) | 1.95% | 0 | 33.06% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.85) | 1.8% | 40.03 | 58.34% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (64.82) | 1.8% | 35.84 | 67.06% |
| Metropolis Healthcare Ltd. | Small Cap | Healthcare (64.18) | 1.75% | -1.11 | 36.82% |
| Chambal Fertilisers and Chemicals Ltd. | Small Cap | Chemicals (16.54) | 1.75% | 13.3 | 49.32% |
| Affle (India) Ltd. | Small Cap | Technology (34.6) | 1.69% | 56.8 | 23.47% |
| TeamLease Services Ltd. | Small Cap | Services (46.46) | 1.69% | 47.17 | 15.27% |
| NHPC Ltd. | Mid Cap | Energy (26.85) | 1.61% | 25.01 | 108.71% |
| Analog Devices Inc | Capital Goods | 1.54% | 0% | ||
| Tata Steel Ltd. | Large Cap | Metals & Mining (22.73) | 1.48% | -61.88 | 55.29% |
| Gateway Distriparks Ltd. | Small Cap | Services (35.44) | 1.45% | 19.97 | 65.4% |
| Indiamart Intermesh Ltd. | Small Cap | Services (52.02) | 1.4% | -0.09 | 0% |
| Zensar Technologies Ltd. | Small Cap | Technology (36.96) | 1.23% | 25.69 | 109.02% |
| Bosch Ltd. | Mid Cap | Automobile (46.09) | 1.12% | 36.65 | 52.32% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (64.18) | 0.99% | 130.91 | -1.62% |
| Kirloskar Brothers Ltd. | Small Cap | Capital Goods (63.3) | 0.95% | 34.69 | 214.41% |
| Techno Electric & Engineering Company Ltd. | Small Cap | Capital Goods (19.24) | 0.93% | 27.37 | 121.03% |
| Concord Biotech Ltd. | Small Cap | Healthcare (55.16) | 0.89% | 50.34 | 0% |
| Unichem Laboratories Ltd. | Small Cap | Healthcare (54.67) | 0.85% | 286.79 | 54.11% |
| Tata Technologies Ltd | Mid Cap | Services (31.24) | 0.79% | 58.89 | 0% |
| SBI Cards And Payment Services Ltd. | Large Cap | Financial (32.72) | 0.78% | 0 | -3.12% |
| Hitachi Energy India Ltd. | Small Cap | Capital Goods (257.27) | 0.75% | 0 | 170.83% |
| Tega Industries Ltd. | Small Cap | Metals & Mining (47.31) | 0.66% | 55.01 | 129.1% |
| Netweb Technologies India Ltd. | Small Cap | Technology (65.36) | 0.63% | 0 | 0% |
| Somany Ceramics Ltd. | Small Cap | Materials (54.88) | 0.49% | 25.41 | 16.29% |
| Allocation | |
|---|---|
| Others | 8.37 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 8.37% | 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 Franklin India Opportunities Fund?
The top holdings of this fund are Reliance Industries Ltd., Zomato Ltd., Hindustan Aeronautics Ltd., ICICI Bank Ltd., Kirloskar Oil Engines Ltd.
Top 5 Sector for Franklin India Opportunities Fund?
The major sectors of this fund are Capital Goods, Services, Energy, Automobile, Healthcare.
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.
