₹16.86 0.097%
26-04-202451.82%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Large Cap | 42.77 |
| Small Cap | 28.78 |
| Mid Cap | 25.23 |
Financial
Technology
Capital Goods
Automobile
Energy
Services
Materials
Healthcare
Chemicals
Consumer Staples
Consumer Discretionary
Construction
Metals & Mining
Communication
Diversified
Insurance
Textiles
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 26-Apr-2024 |
Holdings | PE Ratio 26-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (21.95) | 4.08% | 17.9 | -9.71% |
| ICICI Bank Ltd. | Large Cap | Financial (21.95) | 3.23% | 18.32 | 21.02% |
| Reliance Industries Ltd. | Large Cap | Energy (40.96) | 2.46% | 28.21 | 22.9% |
| Infosys Ltd. | Large Cap | Technology (31.24) | 2.26% | 22.63 | 16.51% |
| Coforge Ltd. | Mid Cap | Technology (31.24) | 1.52% | 46.01 | 33.04% |
| HCL Technologies Ltd. | Large Cap | Technology (31.24) | 1.37% | 25.53 | 38.61% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.85) | 1.32% | 40.03 | 58.34% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (40.96) | 1.24% | 4.12 | 98.44% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 1.22% | 28.68 | 29.81% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (90.59) | 1.18% | 73.71 | 81.86% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.17% | 40.82 | 136.49% |
| State Bank of India | Large Cap | Financial (16.12) | 1.16% | 11.02 | 41.52% |
| Bharti Airtel Ltd. | Large Cap | Communication (74.06) | 1.15% | 90.97 | 71.31% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.24) | 1.15% | 30.15 | 19.54% |
| Indusind Bank Ltd. | Large Cap | Financial (21.95) | 1.13% | 12.98 | 27.03% |
| SBI Life Insurance Company Ltd. | Large Cap | Insurance (25.13) | 1.07% | 0 | 27.03% |
| Chalet Hotels Ltd. | Small Cap | Services (64.18) | 1.06% | 82.45 | 136.93% |
| JSW Infrastructure Ltd. | Mid Cap | Services | 1.06% | 0% | |
| The Indian Hotels Company Ltd. | Mid Cap | Services (64.18) | 1.05% | 64.22 | 66.74% |
| Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 1.04% | 0 | 0% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (54.67) | 1.04% | 40.52 | 54.86% |
| Vesuvius India Ltd. | Small Cap | Capital Goods (39.8) | 1.03% | 0 | 152.39% |
| ITC Ltd. | Large Cap | Consumer Staples (28.38) | 1% | 26.78 | 6.73% |
| Apar Industries Ltd. | Small Cap | Diversified (62.05) | 0.99% | 36.75 | 179.25% |
| Kalpataru Projects International Ltd. | Small Cap | Capital Goods (27.33) | 0.96% | 38.23 | 119% |
| Coal India Ltd. | Large Cap | Materials (10.74) | 0.94% | 9.56 | 98.28% |
| Tata Communications Ltd. | Mid Cap | Communication (85.39) | 0.93% | 174.94 | 65.69% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (64.82) | 0.9% | 35.84 | 67.06% |
| NTPC Ltd. | Large Cap | Energy (26.85) | 0.86% | 17.69 | 109.51% |
| Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 0.85% | 20.64 | -6.8% |
| Power Finance Corporation Ltd. | Large Cap | Financial (16.53) | 0.83% | 7.13 | 207.29% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 0.81% | 0 | 0% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 0.81% | 44.61 | 34.3% |
| Centum Electronics Ltd. | Small Cap | Capital Goods (65.72) | 0.8% | 27.88 | 40.68% |
| Shriram Finance Ltd | Large Cap | Financial (20.25) | 0.79% | 14.15 | 77.88% |
| Bajaj Finance Ltd. | Large Cap | Financial (32.72) | 0.77% | 30.22 | 11.15% |
| Five-Star Business Finance Ltd. | Small Cap | Financial (20.25) | 0.77% | 0 | 42.54% |
| Bank Of Baroda | Large Cap | Financial (16.12) | 0.77% | 7.3 | 46.09% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 0.76% | 60.39 | 85.06% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.75% | 0 | 0% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (45.45) | 0.74% | 32.78 | 49.2% |
| Fusion Micro Finance Ltd. | Small Cap | Financial (25.5) | 0.74% | 0 | 23.76% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (9.28) | 0.73% | 8.66 | 75.63% |
| Hindustan Construction Company Ltd. | Small Cap | Construction (47.85) | 0.72% | 15.06 | 144.75% |
| REC Ltd. | Large Cap | Financial (16.53) | 0.72% | 9.16 | 264.6% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (60.74) | 0.7% | 172.9 | 70.87% |
| Cipla Ltd. | Large Cap | Healthcare (54.67) | 0.7% | 30.65 | 54.19% |
| The Federal Bank Ltd. | Mid Cap | Financial (21.95) | 0.66% | 9.91 | 16.37% |
| Archean Chemical Industries Ltd. | Small Cap | Chemicals (35.66) | 0.65% | 20.68 | 20.41% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (45.45) | 0.64% | 22.92 | 69.27% |
| Trent Ltd. | Large Cap | Services (140.88) | 0.63% | 182.87 | 213.36% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 0.62% | 26.45 | -0.13% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 0.59% | 0 | 0% |
| Birla Corporation Ltd. | Small Cap | Materials (59.24) | 0.57% | 35.93 | 59.02% |
| Supreme Industries Ltd. | Mid Cap | Materials (48.86) | 0.57% | 51.95 | 63.91% |
| Carborundum Universal Ltd. | Small Cap | Metals & Mining (71.22) | 0.56% | 59.23 | 35.33% |
| EIH Ltd. | Small Cap | Services (64.18) | 0.53% | 59.46 | 176.38% |
| The Great Eastern Shipping Company Ltd. | Small Cap | Energy (5.73) | 0.53% | 6.41 | 68.37% |
| Techno Electric & Engineering Company Ltd. | Small Cap | Capital Goods (19.24) | 0.52% | 27.37 | 121.03% |
| Delta Corp Ltd. | Small Cap | Services (18.95) | 0.51% | 14.89 | -37.92% |
| Chambal Fertilisers and Chemicals Ltd. | Small Cap | Chemicals (16.54) | 0.51% | 13.3 | 49.32% |
| Gulf Oil Lubricants India Ltd. | Small Cap | Chemicals (21.03) | 0.51% | 17.85 | 153.66% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (54.67) | 0.51% | 23.94 | 84.33% |
| Wheels India Ltd. | Small Cap | Automobile (22.82) | 0.5% | 29.36 | 13.97% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (22.73) | 0.49% | -61.88 | 55.29% |
| Sonata Software Ltd. | Small Cap | Technology (31.24) | 0.49% | 61.59 | 67.42% |
| Motilal Oswal Financial Services Ltd. | Small Cap | Financial (32.72) | 0.49% | 20.57 | 327.84% |
| Eris Lifesciences Ltd. | Small Cap | Healthcare (54.67) | 0.49% | 31.45 | 44.8% |
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (133.73) | 0.49% | 145.16 | 202.62% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 0.49% | 615.37 | 84.19% |
| Elecon Engineering Company Ltd. | Small Cap | Capital Goods (58.74) | 0.49% | 35.4 | 167.7% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.47% | 0 | 0% |
| 360 One Wam Ltd | Small Cap | Financial | 0.47% | 0% | |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.51) | 0.47% | 48.95 | 135.11% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (54.67) | 0.46% | 60.09 | 90.72% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 0.45% | 28.3 | 41.05% |
| Bharat Dynamics Ltd. | Small Cap | Capital Goods (54.51) | 0.45% | 0 | 103.83% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (34.2) | 0.44% | 17.39 | 63.31% |
| Timken India Ltd. | Mid Cap | Capital Goods (51.82) | 0.44% | 0 | 8.76% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (54.67) | 0.44% | 19.99 | 29.3% |
| TD Power Systems Ltd. | Small Cap | Capital Goods (54.95) | 0.43% | 40.1 | 100.03% |
| Sundaram Finance Ltd. | Mid Cap | Financial (32.72) | 0.43% | 33.26 | 106.26% |
| Symphony Ltd. | Small Cap | Consumer Discretionary (133.73) | 0.43% | 55.2 | -6.43% |
| Gland Pharma Ltd. | Mid Cap | Healthcare (54.67) | 0.43% | 43.31 | 25.58% |
| KEC International Ltd. | Small Cap | Capital Goods (26.89) | 0.42% | 213.91 | 49.58% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (59.05) | 0.41% | 68.71 | 22.84% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (84.99) | 0.41% | 46.49 | 23.95% |
| Mahanagar Gas Ltd. | Small Cap | Energy (32.06) | 0.4% | 0 | 45.07% |
| Mahindra & Mahindra Financial Services Ltd. | Mid Cap | Financial (32.72) | 0.4% | 16.43 | 2.89% |
| Bosch Ltd. | Mid Cap | Automobile (46.09) | 0.39% | 36.65 | 52.32% |
| Aditya Birla Capital Ltd. | Mid Cap | Financial (32.72) | 0.39% | 22.37 | 43.39% |
| Gujarat Fluorochemicals Ltd. | Mid Cap | Chemicals (62.05) | 0.39% | 60.64 | 9% |
| CESC Ltd. | Small Cap | Energy (26.85) | 0.38% | 13.5 | 105.39% |
| Max Financial Services Ltd. | Mid Cap | Financial (25.13) | 0.38% | 80.26 | 62.83% |
| Bandhan Bank Ltd. | Mid Cap | Financial (21.95) | 0.37% | 0 | -17.71% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (75.28) | 0.37% | 90.52 | 27.14% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (106.45) | 0.36% | 31.97 | 181.95% |
| Atul Ltd. | Small Cap | Chemicals (39.03) | 0.36% | 48.74 | -15.82% |
| Zee Entertainment Enterprises Ltd. | Mid Cap | Communication (33.88) | 0.36% | -116.65 | -17% |
| Whirlpool Of India Ltd. | Small Cap | Consumer Discretionary (133.73) | 0.36% | 94.41 | 13.85% |
| Dilip Buildcon Ltd. | Small Cap | Construction (18.18) | 0.35% | 17.9 | 119.29% |
| Torrent Power Ltd. | Mid Cap | Energy (26.85) | 0.34% | 38.66 | 176.15% |
| Havells India Ltd. | Large Cap | Capital Goods (60.74) | 0.34% | 86.92 | 34.46% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (25.5) | 0.34% | 17.4 | 51.63% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.33% | 38.75 | 29.66% |
| Aavas Financiers Ltd. | Small Cap | Financial (10.07) | 0.33% | 26.83 | 12.42% |
| Indian Renewable Energy Development Agency Ltd. | Mid Cap | Financial (16.53) | 0.33% | 0 | 0% |
| Gabriel India Ltd. | Small Cap | Automobile (34.73) | 0.32% | 0 | 133.04% |
| Jagran Prakashan Ltd. | Small Cap | Consumer Staples (27.72) | 0.31% | 12.3 | 40.52% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.24) | 0.31% | 44.34 | 28.23% |
| Pidilite Industries Ltd. | Large Cap | Chemicals (62.05) | 0.3% | 88.24 | 23.18% |
| Gandhar Oil Refinery (India) Ltd. | Small Cap | Energy (21.03) | 0.3% | 0 | 0% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 0.29% | 0 | 95.96% |
| Asian Paints Ltd. | Large Cap | Materials | 0.29% | 0% | |
| Dabur India Ltd. | Large Cap | Consumer Staples (59.05) | 0.29% | 50.5 | -4.57% |
| Muthoot Finance Ltd. | Mid Cap | Financial (32.72) | 0.28% | 16.27 | 65.81% |
| The Ramco Cements Ltd. | Mid Cap | Materials (59.24) | 0.28% | 49.48 | 9.49% |
| Sula Vineyards Ltd. | Small Cap | Consumer Staples (80.48) | 0.28% | 48.92 | 42.03% |
| Prudent Corporate Advisory Services Ltd. | Small Cap | Financial (32.72) | 0.28% | 46.97 | 73.71% |
| CIE Automotive India Ltd. | Small Cap | Metals & Mining (50.29) | 0.28% | 16.51 | 27.65% |
| Aarti Industries Ltd. | Small Cap | Chemicals (62.05) | 0.28% | 62.92 | 36.1% |
| Ashok Leyland Ltd. | Mid Cap | Automobile (95.07) | 0.28% | 22.82 | 31.28% |
| United Breweries Ltd. | Mid Cap | Consumer Staples (75.35) | 0.28% | 132.81 | 16.13% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (108.48) | 0.27% | 52.62 | 80.79% |
| Graphite India Ltd. | Small Cap | Capital Goods (28.39) | 0.27% | 16.3 | 138.03% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (147.68) | 0.26% | 104.08 | 178.06% |
| Jubilant Ingrevia Ltd. | Small Cap | Chemicals (20.31) | 0.26% | 42.07 | 34.76% |
| Indraprastha Gas Ltd. | Mid Cap | Energy (32.06) | 0.26% | 16.51 | -5.56% |
| Navin Fluorine International Ltd. | Small Cap | Chemicals (26.29) | 0.26% | 0 | 6.43% |
| UPL Ltd. | Mid Cap | Chemicals (35.82) | 0.26% | -85.18 | -28.91% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (53.05) | 0.26% | 44.83 | 13.71% |
| Greenply Industries Ltd. | Small Cap | Materials (28.64) | 0.25% | 61.9 | 87.82% |
| Shoppers Stop Ltd. | Small Cap | Services (118.69) | 0.25% | 114.65 | 15.27% |
| Nilkamal Ltd. | Small Cap | Materials (48.86) | 0.24% | 21.07 | 1.78% |
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (102.36) | 0.24% | 44.46 | 82.61% |
| Bajaj Electricals Ltd. | Small Cap | Consumer Discretionary (50.51) | 0.23% | 70.24 | -14.86% |
| MM Forgings Ltd. | Small Cap | Metals & Mining (50.29) | 0.23% | 21.33 | 35.61% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (50.29) | 0.23% | 77.76 | 39.35% |
| Tega Industries Ltd. | Small Cap | Metals & Mining (47.31) | 0.23% | 55.01 | 129.1% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (75.95) | 0.22% | 58.35 | 96.64% |
| Eicher Motors Ltd. | Large Cap | Automobile (37.89) | 0.22% | 32.78 | 41.4% |
| Restaurant Brands Asia Ltd. | Small Cap | Services (64.18) | 0.22% | -24.45 | 4.23% |
| Goodyear India Ltd. | Small Cap | Automobile (51.5) | 0.22% | 0 | 7.94% |
| Zensar Technologies Ltd. | Small Cap | Technology (36.96) | 0.22% | 25.69 | 109.02% |
| L&T Technology Services Ltd. | Mid Cap | Technology (45.47) | 0.22% | 39.71 | 38.57% |
| Bajaj Consumer Care Ltd. | Small Cap | Consumer Staples (50.24) | 0.22% | 37.01 | 87.9% |
| Aditya Birla Fashion and Retail Ltd. | Small Cap | Services (140.88) | 0.22% | -46.58 | 22.97% |
| Equitas Small Finance Bank Ltd. | Small Cap | Financial (21.95) | 0.22% | 0 | 42.77% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (51.5) | 0.21% | 36.7 | 14.53% |
| Akzo Nobel India Ltd. | Small Cap | Materials (63.42) | 0.21% | 27.11 | 7.43% |
| Gateway Distriparks Ltd. | Small Cap | Services (35.44) | 0.21% | 19.97 | 65.4% |
| Orient Cement Ltd. | Small Cap | Materials (72.86) | 0.21% | -21.59 | -39.42% |
| Bank of India | Mid Cap | Financial (16.12) | 0.2% | 10.68 | 87.85% |
| Varroc Engineering Ltd. | Small Cap | Automobile (27.8) | 0.2% | 15.46 | 77.67% |
| Indoco Remedies Ltd. | Small Cap | Healthcare (54.67) | 0.19% | 29.85 | 5.77% |
| Voltamp Transformers Ltd. | Small Cap | Capital Goods (27.33) | 0.19% | 0 | 239.44% |
| Deepak Nitrite Ltd. | Mid Cap | Chemicals (35.66) | 0.18% | 42.94 | 33.98% |
| Sagar Cements Ltd. | Small Cap | Materials (59.24) | 0.17% | 65.56 | 16.07% |
| Aarti Pharmalabs Ltd. | Small Cap | Services (54.67) | 0.17% | 24.42 | 44.67% |
| Page Industries Ltd. | Mid Cap | Textiles (48.8) | 0.17% | 0 | -13.95% |
| JIO Financial Services Ltd. | Large Cap | Financial (20.25) | 0.16% | 150.89 | 0% |
| Data Patterns (India) Ltd. | Small Cap | Capital Goods (54.51) | 0.16% | 0 | 87.85% |
| Advanced Enzyme Technologies Ltd. | Small Cap | Chemicals (50.24) | 0.16% | 0 | 134.44% |
| Rallis India Ltd. | Small Cap | Chemicals (35.82) | 0.16% | 31.99 | 41.18% |
| LIC Housing Finance Ltd. | Mid Cap | Financial (10.07) | 0.16% | 7.47 | 94.54% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 0.15% | 57.92 | -8.63% |
| Vardhman Textiles Ltd. | Small Cap | Textiles (28.45) | 0.14% | 22.29 | 39.53% |
| Devyani International Ltd. | Mid Cap | Services (64.18) | 0.14% | 175.47 | 5.18% |
| Suprajit Engineering Ltd. | Small Cap | Automobile (39.43) | 0.14% | 38.82 | 17.74% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (62.12) | 0.13% | 0 | 33.06% |
| Chemplast Sanmar Ltd. | Small Cap | Chemicals (15.01) | 0.13% | -96.63 | 13.79% |
| Go Fashion (India) Ltd. | Small Cap | Services (140.88) | 0.12% | 0 | 3.79% |
| Balrampur Chini Mills Ltd. | Small Cap | Consumer Staples (10.07) | 0.12% | 13.48 | -8.09% |
| Can Fin Homes Ltd. | Small Cap | Financial (10.07) | 0.12% | 0 | 28.6% |
| SBI Cards And Payment Services Ltd. | Large Cap | Financial (32.72) | 0.12% | 0 | -3.12% |
| Syngene International Ltd. | Mid Cap | Healthcare (55.55) | 0.12% | 56.29 | 12.33% |
| TCI Express Ltd. | Small Cap | Services (35.44) | 0.12% | 28.92 | -27.03% |
| Sundram Fasteners Ltd. | Mid Cap | Capital Goods (46.09) | 0.11% | 45.03 | 7.97% |
| Bikaji Foods International Ltd. | Small Cap | Consumer Staples (67.33) | 0.11% | 70.52 | 42.34% |
| JSW Energy Ltd. | Mid Cap | Capital Goods (30.44) | 0.1% | 47.96 | 34.9% |
| IIFL Finance Ltd. | Mid Cap | Financial (32.72) | 0.1% | 9.79 | -9.55% |
| Avanti Feeds Ltd. | Small Cap | Consumer Staples (32.74) | 0.09% | 20.5 | 44.05% |
| SRF Ltd. | Large Cap | Diversified (36.99) | 0.08% | 52.75 | 5.21% |
| Indian Bank | Mid Cap | Financial (16.12) | 0.06% | 9.29 | 65.27% |
| VIP Industries Ltd. | Small Cap | Consumer Discretionary (24.33) | 0.05% | 104.74 | -8.6% |
| Bajel Projects Ltd. | Small Cap | Capital Goods (61.34) | 0.05% | 0 | 0% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (104.84) | 0.02% | 53.19 | 44.49% |
| Rishabh Instruments Ltd. | Small Cap | Capital Goods (96.53) | 0.02% | 50.85 | 0% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Healthcare (54.67) | 0.01% | 60.97 | 65.95% |
| Allocation | |
|---|---|
| Others | 3.22 |
Others
Construction
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 3% | 0% | ||
| Others | Others | -0.46% | 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 HDFC Multi Cap Fund?
The top holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys Ltd., Coforge Ltd.
Top 5 Sector for HDFC Multi Cap Fund?
The major sectors of this fund are Financial, Technology, Capital Goods, Automobile, Energy.
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.
