₹92.01 0.4529%
30-04-202449.74%
Min. SIP ₹500
Min. Investment ₹5000
| Allocation | |
|---|---|
| Mid Cap | 67.49 |
| Large Cap | 16.91 |
| Small Cap | 12.67 |
Financial
Capital Goods
Services
Healthcare
Automobile
Materials
Technology
Chemicals
Consumer Discretionary
Construction
Energy
Consumer Staples
Metals & Mining
Textiles
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 30-Apr-2024 |
Holdings | PE Ratio 30-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| The Federal Bank Ltd. | Mid Cap | Financial (19.95) | 3.46% | 10.25 | 20.41% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.77) | 2.74% | 47.89 | 126.23% |
| Trent Ltd. | Large Cap | Services (144.78) | 2.68% | 187.58 | 223.05% |
| REC Ltd. | Large Cap | Financial (17.65) | 2.5% | 10.17 | 283.7% |
| Equitas Small Finance Bank Ltd. | Small Cap | Financial (19.95) | 2.31% | 0 | 40.95% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 2.29% | 60.39 | 85.06% |
| Deepak Nitrite Ltd. | Mid Cap | Chemicals (36.12) | 2.28% | 41.85 | 28.61% |
| ICICI Bank Ltd. | Large Cap | Financial (19.95) | 2.21% | 19.03 | 25.3% |
| Cummins India Ltd. | Mid Cap | Capital Goods (67.95) | 2.13% | 59.33 | 108.13% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 2.11% | 0 | 0% |
| Coromandel International Ltd. | Mid Cap | Chemicals (15.82) | 2.02% | 18.4 | 18.6% |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (54.77) | 2% | 42.88 | 34.84% |
| JK Cement Ltd. | Mid Cap | Materials (54.82) | 1.96% | 44.88 | 33.82% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (63.36) | 1.93% | 65.17 | 70.16% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (84.62) | 1.83% | 47.26 | 24.7% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (22.96) | 1.81% | -61.55 | 52.87% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (106.85) | 1.8% | 32.48 | 181.52% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.88) | 1.75% | 60.12 | 88.4% |
| HDFC Bank Ltd. | Large Cap | Financial (19.95) | 1.69% | 17.99 | -10.13% |
| Emami Ltd. | Small Cap | Consumer Staples (59.03) | 1.68% | 29.48 | 29.47% |
| Coforge Ltd. | Mid Cap | Technology (31.65) | 1.66% | 44.67 | 21.89% |
| NHPC Ltd. | Mid Cap | Energy (27.5) | 1.64% | 25.99 | 117.19% |
| Max Financial Services Ltd. | Mid Cap | Financial (24.57) | 1.64% | 80.85 | 57.48% |
| Sundram Fasteners Ltd. | Mid Cap | Capital Goods (46.85) | 1.62% | 45.92 | 7.6% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 1.61% | 615.37 | 84.19% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (111) | 1.58% | 52.26 | 79.38% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (89.73) | 1.58% | 77.13 | 82.81% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (62.91) | 1.57% | 174.79 | 84.88% |
| Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 1.55% | 20.64 | -6.8% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (106.85) | 1.53% | 55.27 | 119.31% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 1.51% | 57.92 | -8.63% |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (30.24) | 1.5% | 16.63 | 1.04% |
| ACC Ltd. | Mid Cap | Materials (54.82) | 1.48% | 20.34 | 43.58% |
| Abbott India Ltd. | Mid Cap | Healthcare (56.88) | 1.46% | 0 | 18.19% |
| Oberoi Realty Ltd. | Mid Cap | Construction (106.85) | 1.45% | 33.21 | 61.61% |
| The Ramco Cements Ltd. | Mid Cap | Materials (54.82) | 1.31% | 49.07 | 7.82% |
| Page Industries Ltd. | Mid Cap | Textiles (48.5) | 1.3% | 0 | -13.65% |
| Indusind Bank Ltd. | Large Cap | Financial (19.95) | 1.28% | 13.14 | 31.56% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (135.44) | 1.24% | 141.24 | 186.19% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (62.12) | 1.2% | 0 | 28.87% |
| Gujarat State Petronet Ltd. | Small Cap | Energy (24.78) | 1.2% | 10.72 | 4.02% |
| Kalyan Jewellers India Ltd. | Mid Cap | Consumer Discretionary (89.32) | 1.19% | 80.73 | 304.24% |
| City Union Bank Ltd. | Small Cap | Financial (19.95) | 1.19% | 0 | 13.1% |
| Container Corporation Of India Ltd. | Mid Cap | Services (37.91) | 1.19% | 51.23 | 67.97% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.02) | 1.17% | 34.79 | 7.95% |
| Ajanta Pharma Ltd. | Mid Cap | Healthcare (56.88) | 1.14% | 37.91 | 68.05% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 1.14% | 132.81 | 16.13% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (65.8) | 1.12% | 36.66 | 69.73% |
| Colgate-Palmolive (India) Ltd. | Mid Cap | Consumer Staples (59.03) | 1.12% | 0 | 77.32% |
| SKF India Ltd. | Mid Cap | Capital Goods (45.59) | 1.02% | 43.01 | -3.49% |
| Karur Vysya Bank Ltd. | Small Cap | Financial (19.95) | 1.02% | 0 | 108.22% |
| Endurance Technologies Ltd. | Mid Cap | Automobile (44.5) | 1% | 0 | 25.18% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (107.67) | 1% | 54.98 | 45.04% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 0.97% | 0 | 9.05% |
| L&T Finance Holdings Ltd. | Mid Cap | Financial (30.24) | 0.89% | 18.3 | 80.26% |
| APL Apollo Tubes Ltd. | Mid Cap | Metals & Mining (41.46) | 0.86% | 56.76 | 30.66% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (63.36) | 0.84% | 138.59 | 3.68% |
| Devyani International Ltd. | Mid Cap | Services (63.36) | 0.79% | 173.23 | 3.07% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (52.6) | 0.75% | 44.92 | 10.4% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (42.19) | 0.75% | 4.15 | 97.13% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 0.6% | 0 | 0% |
| Indraprastha Gas Ltd. | Mid Cap | Energy (32.33) | 0.55% | 16.87 | -5.21% |
| Whirlpool Of India Ltd. | Small Cap | Consumer Discretionary (135.44) | 0.52% | 94.13 | 13.5% |
| K.P.R. Mill Ltd. | Mid Cap | Textiles (751.55) | 0.45% | 0 | 166.23% |
| Bosch Ltd. | Mid Cap | Automobile (46.85) | 0.39% | 37.24 | 51.68% |
| EPL Ltd. | Small Cap | Materials (24.33) | 0.38% | 21.12 | 4.38% |
| Praj Industries Ltd. | Small Cap | Capital Goods (60.15) | 0.37% | 35.79 | 53.19% |
| Nuvoco Vistas Corporation Ltd. | Small Cap | Materials (54.82) | 0.26% | 48.73 | 2.73% |
| Chemplast Sanmar Ltd. | Small Cap | Chemicals (16.32) | 0.19% | -96.19 | 15.49% |
| Exide Industries Ltd. | Mid Cap | Capital Goods (43.05) | 0.12% | 45.9 | 141.4% |
| Allocation | |
|---|---|
| Others | 2.93 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 2.93% | 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 Prima Fund?
The top holdings of this fund are The Federal Bank Ltd., Bharat Electronics Ltd., Trent Ltd., REC Ltd., Equitas Small Finance Bank Ltd.
Top 5 Sector for Franklin India Prima Fund?
The major sectors of this fund are Financial, Capital Goods, Services, Healthcare, Automobile.
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.
