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HDFC Balanced Advantage Fund - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Very High
-
₹523.84
(0.2%)
Current NAV 04-07-2025
-
4.89%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 62.08%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 53.07 |
| Mid Cap | 6.99 |
| Small Cap | 6 |
| Others | -3.99 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Energy
Technology
Consumer Cyclical
Utilities
Healthcare
Communication Services
Consumer Defensive
Basic Materials
Real Estate
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 Ltd | Large Cap | Financial Services (20.42) | 5.41% | 21.55 | 15.21% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.42) | 3.99% | 20.17 | 16.99% |
| Reliance Industries Ltd | Large Cap | Energy (36.73) | 3.49% | 29.68 | -1.71% |
| Infosys Ltd | Large Cap | Technology (30.58) | 3.14% | 25.51 | -0.54% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.6) | 3.01% | 34.89 | 41.81% |
| State Bank of India | Large Cap | Financial Services (8.94) | 2.83% | 9.34 | -3.26% |
| Larsen & Toubro Ltd | Large Cap | Industrials (31.9) | 2.44% | 33.61 | 0.55% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.36% | 28.68 | 29.81% |
| NTPC Ltd | Large Cap | Utilities (26.74) | 2.33% | 13.89 | -10.03% |
| Coal India Ltd | Large Cap | Energy (12.25) | 2.12% | 6.73 | -21.12% |
| ITC Ltd | Large Cap | Consumer Defensive (14.83) | 1.73% | 15.12 | -0.92% |
| Tata Consultancy Services Ltd | Large Cap | Technology (30.58) | 1.56% | 25.49 | -14.93% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (39.22) | 1.13% | 36.83 | 7.67% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.1% | 167.31 | 197.56% |
| HCL Technologies Ltd | Large Cap | Technology (30.58) | 1.03% | 26.94 | 13.36% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (31.12) | 1.01% | 27.58 | 4.29% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.22) | 0.93% | 6.03 | -12.43% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.55) | 0.89% | 0 | 27.9% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 0.87% | 30.83 | 12.43% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 0.81% | 26.45 | -0.13% |
| Bank of Baroda | Large Cap | Financial Services (8.94) | 0.75% | 6.01 | -10.85% |
| REC Ltd | Large Cap | Financial Services (12.14) | 0.74% | 6.53 | -31.6% |
| Embassy Office Parks REIT | Real Estate (915.84) | 0.74% | 22.88 | 9.47% | |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.3) | 0.73% | 30.69 | 34.43% |
| Hyundai Motor India Ltd | Large Cap | Consumer Cyclical | 0.73% | - | 0% |
| Bharat Petroleum Corp Ltd | Large Cap | Energy (36.73) | 0.72% | 11.27 | 14.35% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.73) | 0.69% | 14.04 | 34.74% |
| GAIL (India) Ltd | Large Cap | Utilities (12.85) | 0.64% | 9.89 | -12.52% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 0.63% | 34.86 | 28% |
| Techno Electric & Engineering Co Ltd | Small Cap | Industrials (19.24) | 0.6% | 27.37 | 121.03% |
| Divi's Laboratories Ltd | Large Cap | Healthcare (39.22) | 0.59% | 83.92 | 52.46% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (156.01) | 0.58% | 35.9 | 25.91% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 0.56% | -10.49 | 85.47% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (20.42) | 0.55% | 25.9 | -40.67% |
| Tata Steel Ltd | Large Cap | Basic Materials (24.33) | 0.54% | 59.49 | -7.52% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 0.54% | - | 0% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (52.98) | 0.49% | 39.92 | -9.51% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 0.49% | 0 | 95.96% |
| Brookfield India Real Estate Trust | Real Estate (915.84) | 0.47% | 102.15 | 14.93% | |
| Apar Industries Ltd | Mid Cap | Industrials (60.25) | 0.46% | 42.28 | 0.52% |
| BEML Ltd | Small Cap | Industrials (79.1) | 0.45% | 72.93 | 165.94% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 0.42% | 20.64 | -6.8% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (30.94) | 0.41% | 34.46 | -9.94% |
| Hexaware Technologies Ltd Ordinary Shares | Technology | 0.38% | - | 0% | |
| Titagarh Rail Systems Ltd | Small Cap | Industrials (41.23) | 0.37% | 46.2 | -47.28% |
| Gujarat Pipavav Port Ltd | Small Cap | Industrials (120.03) | 0.36% | 19.16 | -31.16% |
| Ipca Laboratories Ltd | Mid Cap | Healthcare (39.22) | 0.35% | 48.79 | 20.56% |
| J Kumar Infraprojects Ltd | Small Cap | Industrials (20.75) | 0.35% | 13.96 | -19.84% |
| Bajaj Auto Ltd | Large Cap | Consumer Cyclical (31.14) | 0.34% | 32.13 | -10.98% |
| Ashoka Buildcon Ltd | Small Cap | Industrials (31.9) | 0.33% | 3.49 | -9.6% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (9.25) | 0.32% | 8.54 | -11.42% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (39.22) | 0.31% | 19.82 | -5.13% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 0.31% | 0 | 0% |
| Adani Energy Solutions Ltd | Large Cap | Utilities (28.94) | 0.3% | 99.47 | -14.39% |
| Trent Ltd | Large Cap | Consumer Cyclical (103.17) | 0.3% | 126.13 | -1.94% |
| Tata Motors Ltd | Large Cap | Consumer Cyclical (95.46) | 0.29% | 40.82 | 136.49% |
| Britannia Industries Ltd | Large Cap | Consumer Defensive (67.81) | 0.28% | 63.81 | 6.38% |
| Mishra Dhatu Nigam Ltd Ordinary Shares | Small Cap | Basic Materials (52.98) | 0.27% | 73.48 | -7.88% |
| NHPC Ltd | Mid Cap | Utilities (26.74) | 0.26% | 28.25 | -17.89% |
| PCBL Chemical Ltd | Small Cap | Basic Materials (34.39) | 0.25% | 35.52 | 57.44% |
| Dynamatic Technologies Ltd | Small Cap | Consumer Cyclical (116.13) | 0.24% | 114.56 | 0% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (120.03) | 0.24% | 27.75 | -5.2% |
| Godrej Properties Ltd | Mid Cap | Real Estate (79.05) | 0.23% | 49.57 | -30.31% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 0.23% | 0 | 0% |
| LMW Ltd | Small Cap | Industrials (56.42) | 0.23% | 173.88 | 0.74% |
| Time Technoplast Ltd | Small Cap | Consumer Cyclical (26.14) | 0.23% | 26.17 | 35.2% |
| Garden Reach Shipbuilders & Engineers Ltd | Small Cap | Industrials (52.98) | 0.23% | 0 | 11.36% |
| Kalpataru Projects International Ltd | Small Cap | Industrials (28.94) | 0.22% | 34.72 | -2.81% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.22% | 0 | 0% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (19.44) | 0.22% | 93.35 | 29.83% |
| Cipla Ltd | Large Cap | Healthcare (39.22) | 0.21% | 23.21 | 2.22% |
| Tega Industries Ltd | Small Cap | Industrials (44.33) | 0.21% | 56.06 | -4.41% |
| CESC Ltd | Small Cap | Utilities (26.74) | 0.21% | 17.27 | 12.21% |
| Life Insurance Corporation of India | Large Cap | Financial Services (19.55) | 0.2% | 12.53 | -4.43% |
| POWERGRID Infrastructure Investment Trust Units | Utilities (9.45) | 0.19% | 7.03 | -5.51% | |
| Savita Oil Technologies Ltd | Small Cap | Basic Materials (21.8) | 0.18% | 27.14 | -28.97% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.18% | 0 | 0% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (28.86) | 0.17% | 0 | 33.25% |
| Jio Financial Services Ltd | Large Cap | Financial Services (28.79) | 0.14% | 127.95 | -7.37% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (39.22) | 0.14% | 49.37 | 41.37% |
| Indraprastha Gas Ltd | Mid Cap | Utilities (23.15) | 0.13% | 18.49 | -12.51% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Communication Services (98.44) | 0.13% | 9.63 | 68% | |
| Ashok Leyland Ltd | Mid Cap | Industrials (36.7) | 0.13% | 23.62 | 9.92% |
| Dr Reddy's Laboratories Ltd | Large Cap | Healthcare | 0.12% | - | 0% |
| Gujarat Industries Power Co Ltd | Small Cap | Utilities (26.35) | 0.12% | 0 | -15.55% |
| Texmaco Rail & Engineering Ltd | Small Cap | Industrials (41.23) | 0.12% | 30.4 | -32.55% |
| Avenue Supermarts Ltd | Large Cap | Consumer Defensive (26.29) | 0.11% | 8.72 | 63.23% |
| Bosch Ltd | Large Cap | Consumer Cyclical (40.96) | 0.11% | 52.54 | 1.86% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (47.43) | 0.11% | 75.13 | 21.22% |
| Zee Entertainment Enterprises Ltd | Small Cap | Communication Services (33.88) | 0.11% | -116.65 | -17% |
| JSW Energy Ltd | Large Cap | Utilities (30.44) | 0.1% | 47.96 | 34.9% |
| Five-Star Business Finance Ltd | Small Cap | Financial Services (28.86) | 0.1% | 0 | -5.56% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.09% | 0 | 0% |
| Shriram Finance Ltd | Financial Services | 0.09% | - | 0% | |
| ITC Hotels Ltd | Consumer Cyclical | 0.09% | - | 0% | |
| Aditya Birla Sun Life AMC Ltd | Small Cap | Financial Services (37.62) | 0.09% | 24.91 | 22.76% |
| SRF Ltd | Mid Cap | Industrials (76.42) | 0.08% | 76.67 | 35.34% |
| Housing & Urban Development Corp Ltd | Mid Cap | Financial Services (12.14) | 0.08% | 17.09 | -28.85% |
| Home First Finance Co India Ltd --- | Small Cap | Financial Services (17.85) | 0.08% | 0 | 26.86% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.07% | 38.75 | 29.66% |
| UPL Ltd | Mid Cap | Basic Materials (26.99) | 0.07% | 60.48 | 19.42% |
| Aegis Vopak Termin | 0.07% | - | 0% | ||
| Torrent Power Ltd | Mid Cap | Utilities (26.35) | 0.07% | 24.67 | -3.05% |
| Info Edge (India) Ltd | Communication Services | 0.06% | - | 0% | |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 0.06% | - | 0% |
| Bandhan Bank Ltd | Small Cap | Financial Services (20.42) | 0.06% | 0 | -13.51% |
| Power Grid Corp Of India Ltd | Large Cap | Utilities (28.94) | 0.05% | 17.62 | -12.3% |
| Colgate-Palmolive (India) Ltd | Mid Cap | Consumer Defensive (56.31) | 0.05% | 0 | -15.12% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.04% | 57.92 | -8.63% |
| RHI Magnesita India Ltd | Small Cap | Industrials (45.44) | 0.04% | 48.76 | -24.68% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.43) | 0.04% | 78.62 | 72.3% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (75.55) | 0.04% | 97.87 | 10.29% |
| Adani Enterprises Ltd | Large Cap | Energy (49.16) | 0.03% | 41.94 | -18.6% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (50.6) | 0.03% | -2.91 | -57.97% |
| Indian Railway Finance Corp Ltd Ordinary Shares | Large Cap | Financial Services (12.14) | 0.03% | 0 | -21.64% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (71.5) | 0.03% | 55.75 | 21.96% |
| Piramal Enterprises Ltd | Small Cap | Financial Services (28.79) | 0.03% | 54.19 | 22.75% |
| Ramco Systems Ltd | Small Cap | Technology (30.58) | 0.02% | -44.01 | 14.56% |
| Bajaj Housing Finance Ltd | Large Cap | Financial Services | 0.02% | - | 0% |
| BEML Land Assets Ltd | Small Cap | Financial Services | 0.02% | - | 0% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 0.02% | - | 0% |
| Great Eastern Shipping Co Ltd | Small Cap | Industrials (8.15) | 0.02% | 6.29 | -16.66% |
| RITES Ltd Ordinary Shares | Small Cap | Industrials (37.21) | 0.02% | 34.79 | -23.73% |
| Campus Activewear Ltd | Small Cap | Consumer Cyclical (50.24) | 0.01% | 25.89 | 27.41% |
| Emcure Pharmaceuticals Ltd | Small Cap | Healthcare | 0.01% | - | 0% |
| Pidilite Industries Ltd | Large Cap | Basic Materials (60.25) | 0.01% | 75.62 | -0.36% |
| L&T Finance Ltd | Mid Cap | Financial Services (37.73) | 0.01% | 19.47 | 9.52% |
| Union Bank of India | Mid Cap | Financial Services (8.94) | 0.01% | 6.48 | 12.66% |
| UPL Ltd Ordinary Shares (Partly Paid Rs.1) | Basic Materials | 0.01% | - | 0% | |
| Aarti Industries Ltd | Small Cap | Basic Materials (60.25) | 0.01% | 52.13 | -33.78% |
| Cummins India Ltd | Large Cap | Industrials (42.49) | 0.01% | 46.29 | -17.84% |
| Tata Power Co Ltd | Large Cap | Utilities (26.74) | 0.01% | 32.33 | -7.93% |
| Exide Industries Ltd | Mid Cap | Consumer Cyclical (29.36) | 0.01% | 41.01 | -32.28% |
| Varun Beverages Ltd | Large Cap | Consumer Defensive | 0% | - | 0% |
| Torrent Pharmaceuticals Ltd | Large Cap | Healthcare (39.22) | 0% | 59.65 | 17.31% |
| Petronet LNG Ltd | Mid Cap | Energy (23.15) | 0% | 11.33 | -9.71% |
| Indian Railway Catering And Tourism Corp Ltd | Mid Cap | Industrials (47.92) | 0% | 47.51 | -22.36% |
| Persistent Systems Ltd | Mid Cap | Technology | 0% | - | 0% |
| Dabur India Ltd | Large Cap | Consumer Defensive (56.31) | 0% | 49.65 | -18.34% |
| AGS Transact Technologies Ltd | Small Cap | Technology (442.03) | 0% | -0.43 | -92.87% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (15.92) | 0% | 6.74 | 3.48% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (30.98) | 0% | 19.55 | -21.5% |
| Indian Energy Exchange Ltd | Small Cap | Financial Services (91.69) | 0% | 41.11 | 7.68% |
| Laurus Labs Ltd | Small Cap | Healthcare (46.65) | 0% | 0 | 9.05% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.82) | 0% | 6.27 | -20.32% |
| Steel Authority Of India Ltd | Mid Cap | Basic Materials (23.31) | 0% | 23.24 | -7.36% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (33.48) | 0% | 30.51 | -17.07% |
| Grasim Industries Ltd | Large Cap | Basic Materials (47.41) | 0% | 47.06 | 2.61% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (72.03) | 0% | 41.18 | -12.99% |
| Asian Paints Ltd | Large Cap | Basic Materials | 0% | - | 0% |
| Tata Consumer Products Ltd | Large Cap | Consumer Defensive (72.53) | 0% | 84.37 | -2.82% |
| Canara Bank | Mid Cap | Financial Services | 0% | - | 0% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (14.23) | 0% | 11.28 | 5.14% |
| Tech Mahindra Ltd | Large Cap | Technology (30.58) | 0% | 38.12 | 13.57% |
| MEP Infrastructure Developers Ltd | Small Cap | Industrials (186.86) | 0% | -0.14 | -73.11% |
| Future on Aarti Industries Ltd | -0.01% | - | 0% | ||
| Future on Cummins India Ltd | -0.01% | - | 0% | ||
| Future on Exide Industries Ltd | -0.01% | - | 0% | ||
| Future on Glenmark Pharmaceuticals Ltd | -0.01% | - | 0% | ||
| Future on Godrej Properties Ltd | -0.01% | - | 0% | ||
| Future on Jindal Steel & Power Ltd | -0.01% | - | 0% | ||
| Future on Oil & Natural Gas Corp Ltd | -0.01% | - | 0% | ||
| Future on Pidilite Industries Ltd | -0.01% | - | 0% | ||
| Future on Tata Motors Ltd | -0.01% | - | 0% | ||
| The Tata Power Company Ltd. | -0.01% | - | 0% | ||
| Future on Ambuja Cements Ltd | -0.02% | - | 0% | ||
| Future on Larsen & Toubro Ltd | -0.02% | - | 0% | ||
| Future on Mahindra & Mahindra Ltd | -0.02% | - | 0% | ||
| Future on Adani Enterprises Ltd | -0.03% | - | 0% | ||
| Future on Indian Hotels Co Ltd | -0.03% | - | 0% | ||
| Future on Mphasis Ltd | -0.03% | - | 0% | ||
| Future on Piramal Enterprises Ltd | -0.03% | - | 0% | ||
| Future on Hindustan Petroleum Corp Ltd | -0.04% | - | 0% | ||
| Future on Titan Co Ltd | -0.04% | - | 0% | ||
| Future on Coal India Ltd | -0.05% | - | 0% | ||
| Future on Hindustan Unilever Ltd | -0.05% | - | 0% | ||
| Future on Power Grid Corp Of India Ltd | -0.05% | - | 0% | ||
| Future on Bharat Petroleum Corp Ltd | -0.06% | - | 0% | ||
| Future on Cipla Ltd | -0.06% | - | 0% | ||
| Future on HDFC Life Insurance Co Ltd | -0.07% | - | 0% | ||
| Future on Hindalco Industries Ltd | -0.07% | - | 0% | ||
| Future on UPL Ltd | -0.07% | - | 0% | ||
| Future on SRF Ltd | -0.08% | - | 0% | ||
| Future on Sun Pharmaceuticals Industries Ltd | -0.1% | - | 0% | ||
| Future on Apollo Hospitals Enterprise Ltd | -0.11% | - | 0% | ||
| Future on Tata Consultancy Services Ltd | -0.11% | - | 0% | ||
| Future on NTPC Ltd | -0.12% | - | 0% | ||
| Future on SBI Life Insurance Co Ltd | -0.13% | - | 0% | ||
| Future on Kotak Mahindra Bank Ltd | -0.19% | - | 0% | ||
| Future on Adani Ports & Special Economic Zone Ltd | -0.21% | - | 0% | ||
| Future on InterGlobe Aviation Ltd | -0.23% | - | 0% | ||
| Future on Bharti Airtel Ltd | -0.28% | - | 0% | ||
| Future on Bajaj Finserv Ltd | -0.38% | - | 0% | ||
| Infosys Limited | -0.53% | - | 0% | ||
| Future on ICICI Bank Ltd | -0.61% | - | 0% | ||
| Future on Bajaj Finance Ltd | -0.63% | - | 0% | ||
| Future on HDFC Bank Ltd | -0.81% | - | 0% | ||
| Future on Reliance Industries Ltd | -0.86% | - | 0% | ||
| Escorts Kubota Ltd | Mid Cap | Industrials (35.76) | 0% | 29.68 | -18.78% |
| Eicher Motors Ltd | Large Cap | Consumer Cyclical (31.14) | 0% | 32.59 | 19.98% |
| Tata Communications Ltd | Mid Cap | Communication Services (85.39) | 0% | 174.94 | 65.69% |
| Vedanta Ltd | Large Cap | Basic Materials (12.25) | 0% | 11.96 | -2.27% |
| DLF Ltd | Large Cap | Real Estate (79.05) | 0% | 47.33 | -0.48% |
| Polycab India Ltd | Large Cap | Industrials (47.47) | 0% | 49.94 | 0.6% |
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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 HDFC Balanced Advantage 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 HDFC Balanced Advantage 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.
