₹38.67 0.09%
30-04-202440.76%
Min. SIP ₹100
Min. Investment ₹100
Allocation | |
---|---|
Large Cap | 49.18 |
Mid Cap | 5.27 |
Small Cap | 4.27 |
Others | -8.75 |
Financial
Energy
Materials
Healthcare
Construction
Automobile
Technology
Consumer Staples
Capital Goods
Communication
Services
Diversified
Chemicals
Insurance
Metals & Mining
Consumer Discretionary
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 02-May-2024 |
Holdings | PE Ratio 02-May-2024 |
1Y Return |
---|---|---|---|---|---|
HDFC Bank Ltd. | Large Cap | Financial (18.61) | 5.67% | 18.2 | -9.07% |
Coal India Ltd. | Large Cap | Materials (18.62) | 4.09% | 9.46 | 91.06% |
State Bank of India | Large Cap | Financial (16.81) | 3.84% | 11.42 | 44.37% |
ICICI Bank Ltd. | Large Cap | Financial (18.61) | 3.42% | 17.67 | 23.68% |
NTPC Ltd. | Large Cap | Energy (27.36) | 3.42% | 18.32 | 109.38% |
Infosys Ltd. | Large Cap | Technology (31.29) | 2.54% | 22.42 | 10.91% |
Reliance Industries Ltd. | Large Cap | Energy (27.15) | 2.48% | 28.57 | 20.45% |
Larsen & Toubro Ltd. | Large Cap | Construction (47.63) | 2.45% | 40.01 | 51.03% |
Power Finance Corporation Ltd. | Large Cap | Financial (16.55) | 2.22% | 8.2 | 236.8% |
ITC Ltd. | Large Cap | Consumer Staples (28.86) | 2.14% | 26.74 | 3.55% |
REC Ltd. | Large Cap | Financial (16.55) | 1.82% | 10.28 | 304.84% |
Axis Bank Ltd. | Large Cap | Financial (24.43) | 1.76% | 28.68 | 29.81% |
Bharti Airtel Ltd. | Large Cap | Communication (70.99) | 1.4% | 89.6 | 65.11% |
GAIL (India) Ltd. | Large Cap | Energy (24.67) | 1.38% | 16.72 | 89.47% |
Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.57) | 1.35% | 40.95 | 56.31% |
Bank Of Baroda | Large Cap | Financial (16.81) | 1.29% | 7.61 | 48.54% |
Lupin Ltd. | Mid Cap | Healthcare (132.95) | 1.2% | 167.31 | 197.56% |
Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.02% | 40.82 | 136.49% |
Bharat Petroleum Corporation Ltd. | Large Cap | Energy (27.15) | 0.99% | 4.76 | 75.8% |
Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (27.15) | 0.98% | 4.49 | 111.3% |
NHPC Ltd. | Mid Cap | Energy (27.36) | 0.92% | 26.49 | 120.22% |
Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (54.12) | 0.85% | 42.96 | 34.35% |
Mahindra & Mahindra Ltd. | Large Cap | Automobile (33.99) | 0.82% | 24.31 | 76.23% |
Gujarat Pipavav Port Ltd. | Small Cap | Services (152.61) | 0.73% | 27.55 | 89.92% |
Apar Industries Ltd. | Small Cap | Diversified (60.47) | 0.59% | 38.86 | 182.87% |
Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 0.59% | 20.64 | -6.8% |
BEML Ltd. | Small Cap | Capital Goods (79.1) | 0.42% | 72.93 | 165.94% |
Indusind Bank Ltd. | Large Cap | Financial (18.61) | 0.41% | 13.05 | 30.76% |
Maruti Suzuki India Ltd. | Large Cap | Automobile (33.99) | 0.4% | 29.83 | 45.41% |
Indian Railway Finance Corporation Ltd. | Large Cap | Financial (16.55) | 0.38% | 0 | 372.88% |
Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.57) | 0.37% | 24.5 | 87.37% |
Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.57) | 0.37% | 60.76 | 90.81% |
Bajaj Finance Ltd. | Large Cap | Financial (29.31) | 0.35% | 29.51 | 10.27% |
Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (9.41) | 0.32% | 8.64 | 71.82% |
Dynamatic Technologies Ltd. | Small Cap | Automobile (148.97) | 0.32% | 66.72 | 173.2% |
Time Technoplast Ltd. | Small Cap | Materials (7.36) | 0.28% | 22.4 | 227.73% |
Lakshmi Machine Works Ltd. | Small Cap | Capital Goods (60.88) | 0.28% | 44.7 | 48.46% |
Savita Oil Technologies Ltd. | Small Cap | Chemicals (21.26) | 0.28% | 19.45 | 109.75% |
CESC Ltd. | Small Cap | Energy (27.36) | 0.27% | 14.37 | 122.9% |
Life Insurance Corporation of India | Large Cap | Insurance (24.68) | 0.27% | 15.67 | 81.58% |
Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 0.27% | 0 | 0% |
Kalpataru Projects International Ltd. | Small Cap | Capital Goods (28.12) | 0.25% | 39.2 | 127.36% |
PCBL Ltd. | Small Cap | Chemicals (22.48) | 0.23% | 21.05 | 112.4% |
Titan Company Ltd. | Large Cap | Consumer Discretionary (89.07) | 0.23% | 91.78 | 34.06% |
Housing & Urban Development Corporation Ltd. | Small Cap | Financial (16.55) | 0.22% | 21.62 | 328.65% |
Cipla Ltd. | Large Cap | Healthcare (56.57) | 0.21% | 30.95 | 55% |
Zee Entertainment Enterprises Ltd. | Mid Cap | Communication (33.88) | 0.19% | -116.65 | -17% |
The Great Eastern Shipping Company Ltd. | Small Cap | Energy (5.85) | 0.19% | 6.28 | 59.64% |
Asian Paints Ltd. | Large Cap | Materials | 0.19% | 0% | |
SBI Cards And Payment Services Ltd. | Large Cap | Financial (29.31) | 0.17% | 0 | -6.6% |
Ashok Leyland Ltd. | Mid Cap | Automobile (91.8) | 0.16% | 24.85 | 40.32% |
Gujarat Industries Power Company Ltd. | Small Cap | Energy (27.36) | 0.16% | 0 | 109.42% |
Tata Power Company Ltd. | Large Cap | Energy (27.36) | 0.14% | 40.89 | 127.13% |
Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 0.14% | 26.45 | -0.13% |
Nestle India Ltd. | Consumer Staples (58.57) | 0.12% | 0 | 15.47% | |
Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (56.57) | 0.11% | 19.97 | 26.29% |
Tata Steel Ltd. | Large Cap | Metals & Mining (22.67) | 0.1% | -62.57 | 52.04% |
Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (89.58) | 0.1% | 108.43 | 32.82% |
Adani Enterprises Ltd. | Large Cap | Services (114.8) | 0.09% | 98.28 | 57.7% |
Ambuja Cements Ltd. | Large Cap | Materials (26.26) | 0.08% | 0 | 0% |
Canara Bank | Large Cap | Financial (16.81) | 0.07% | 7.75 | 96.58% |
Punjab National Bank | Large Cap | Financial (16.81) | 0.07% | 19.96 | 162.08% |
UPL Ltd. | Mid Cap | Chemicals (35.69) | 0.07% | -83.58 | -33.67% |
Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.06% | 0 | 0% |
Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.06% | 38.75 | 29.66% |
Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (60.88) | 0.05% | -863.68 | 260.09% |
HCL Technologies Ltd. | Large Cap | Technology (31.29) | 0.04% | 23.53 | 27.68% |
Wipro Ltd. | Large Cap | Technology (31.29) | 0.04% | 21.62 | 17.68% |
Eicher Motors Ltd. | Large Cap | Automobile (38.95) | 0.04% | 32.79 | 36.97% |
ACC Ltd. | Mid Cap | Materials (48.56) | 0.03% | 20.34 | 43.43% |
Shriram Finance Ltd | Large Cap | Financial (17.92) | 0.03% | 13.16 | 94.79% |
Ramco Systems Ltd. | Small Cap | Technology (31.29) | 0.02% | -5.04 | 64.93% |
JSW Steel Ltd. | Large Cap | Metals & Mining (20.62) | 0.02% | 20.56 | 23.11% |
Indian Oil Corporation Ltd. | Large Cap | Energy (27.15) | 0.02% | 5.85 | 110.54% |
The Indian Hotels Company Ltd. | Mid Cap | Services (63.61) | 0.02% | 65.02 | 65.45% |
Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (28.54) | 0.02% | 17.6 | 59.14% |
Grasim Industries Ltd. | Large Cap | Materials (48.56) | 0.01% | 28.76 | 40.1% |
Escorts Kubota Ltd. | Mid Cap | Automobile (67.02) | 0.01% | 37.91 | 75.2% |
Gujarat Narmada Valley Fertilizers & Chemicals Ltd. | Small Cap | Chemicals (17.52) | 0.01% | 14.63 | 17.24% |
Container Corporation Of India Ltd. | Mid Cap | Services (37.92) | 0.01% | 52.57 | 70.23% |
Aarti Industries Ltd. | Small Cap | Chemicals (60.47) | 0.01% | 61.91 | 33.15% |
Siemens Ltd. | Large Cap | Capital Goods (105.59) | 0.01% | 104.45 | 67.86% |
Can Fin Homes Ltd. | Small Cap | Financial (9.57) | 0.01% | 0 | 23.91% |
SRF Ltd. | Large Cap | Diversified (37.31) | 0.01% | 53.61 | 4.64% |
Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (59.28) | 0.01% | 70.66 | 33.63% |
United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.01% | 0 | 0% |
Piramal Enterprises Ltd. | Mid Cap | Healthcare (17.92) | 0.01% | -10.51 | 26.99% |
Dabur India Ltd. | Large Cap | Consumer Staples (59.28) | 0.01% | 52.38 | -1.61% |
Pidilite Industries Ltd. | Large Cap | Chemicals (60.47) | 0.01% | 89.26 | 24.22% |
Zydus Lifesciences Ltd. | Mid Cap | Healthcare (56.57) | 0.01% | 33.43 | 91.32% |
Glenmark Pharmaceuticals Ltd. | Mid Cap | Healthcare (56.57) | 0.01% | -35.6 | 94.57% |
Can Fin Homes Ltd. | Financial | -0.01% | 0% | ||
Hindustan Aeronautics Ltd. | Capital Goods | -0.01% | 0% | ||
Godrej Consumer Products Ltd. | Consumer Staples | -0.01% | 0% | ||
Zydus Lifesciences Ltd. | Healthcare | -0.01% | 0% | ||
Glenmark Pharmaceuticals Ltd. | Healthcare | -0.01% | 0% | ||
Escorts Kubota Ltd. | Automobile | -0.01% | 0% | ||
Siemens Ltd. | Capital Goods | -0.01% | 0% | ||
Aarti Industries Ltd. | Chemicals | -0.01% | 0% | ||
Ashok Leyland Ltd. | Automobile | -0.01% | 0% | ||
Container Corporation Of India Ltd. | Services | -0.01% | 0% | ||
Pidilite Industries Ltd. | Chemicals | -0.01% | 0% | ||
GAIL (India) Ltd. | Energy | -0.01% | 0% | ||
Piramal Enterprises Ltd. | Healthcare | -0.01% | 0% | ||
SRF Ltd. | Diversified | -0.01% | 0% | ||
Grasim Industries Ltd. | Materials | -0.01% | 0% | ||
Gujarat Narmada Valley Fertilizers & Chemicals Ltd. | Chemicals | -0.01% | 0% | ||
Lupin Ltd. | Healthcare | -0.01% | 0% | ||
Dabur India Ltd. | Consumer Staples | -0.01% | 0% | ||
United Spirits Ltd. | Consumer Staples | -0.01% | 0% | ||
Power Finance Corporation Ltd. | Financial | -0.02% | 0% | ||
The Indian Hotels Company Ltd. | Services | -0.02% | 0% | ||
JSW Steel Ltd. | Metals & Mining | -0.02% | 0% | ||
Oil & Natural Gas Corporation Ltd. | Energy | -0.02% | 0% | ||
Indian Oil Corporation Ltd. | Energy | -0.02% | 0% | ||
Zee Entertainment Enterprises Ltd. | Communication | -0.02% | 0% | ||
Jindal Steel & Power Ltd. | Metals & Mining | -0.02% | 0% | ||
Bank Of Baroda | Financial | -0.03% | 0% | ||
Shriram Finance Ltd | Financial | -0.03% | 0% | ||
ACC Ltd. | Materials | -0.03% | 0% | ||
Wipro Ltd. | Technology | -0.04% | 0% | ||
Eicher Motors Ltd. | Automobile | -0.04% | 0% | ||
HCL Technologies Ltd. | Technology | -0.04% | 0% | ||
Aurobindo Pharma Ltd. | Healthcare | -0.04% | 0% | ||
Larsen & Toubro Ltd. | Construction | -0.04% | 0% | ||
Hindustan Petroleum Corporation Ltd. | Energy | -0.04% | 0% | ||
Bharat Heavy Electricals Ltd. | Capital Goods | -0.05% | 0% | ||
Hindustan Unilever Ltd. | Consumer Staples | -0.06% | 0% | ||
Hindalco Industries Ltd. | Metals & Mining | -0.06% | 0% | ||
Cipla Ltd. | Healthcare | -0.06% | 0% | ||
NTPC Ltd. | Energy | -0.06% | 0% | ||
Canara Bank | Financial | -0.07% | 0% | ||
Punjab National Bank | Financial | -0.07% | 0% | ||
UPL Ltd. | Chemicals | -0.07% | 0% | ||
Ambuja Cements Ltd. | Materials | -0.08% | 0% | ||
Adani Enterprises Ltd. | Services | -0.09% | 0% | ||
Tata Steel Ltd. | Metals & Mining | -0.1% | 0% | ||
Apollo Hospitals Enterprise Ltd. | Healthcare | -0.1% | 0% | ||
Bharti Airtel Ltd. | Communication | -0.11% | 0% | ||
Sun Pharmaceutical Industries Ltd. | Healthcare | -0.11% | 0% | ||
Dr. Reddy's Laboratories Ltd. | Healthcare | -0.12% | 0% | ||
Mahindra & Mahindra Ltd. | Automobile | -0.12% | 0% | ||
Nestle India Ltd. | Consumer Staples | -0.12% | 0% | ||
Tata Power Company Ltd. | Energy | -0.14% | 0% | ||
Kotak Mahindra Bank Ltd. | Financial | -0.14% | 0% | ||
Asian Paints Ltd. | Materials | -0.19% | 0% | ||
Titan Company Ltd. | Consumer Discretionary | -0.23% | 0% | ||
Bharat Petroleum Corporation Ltd. | Energy | -0.23% | 0% | ||
State Bank of India | Financial | -0.33% | 0% | ||
Infosys Ltd. | Technology | -0.34% | 0% | ||
Bajaj Finance Ltd. | Financial | -0.35% | 0% | ||
Maruti Suzuki India Ltd. | Automobile | -0.4% | 0% | ||
Indusind Bank Ltd. | Financial | -0.41% | 0% | ||
ICICI Bank Ltd. | Financial | -0.41% | 0% | ||
Axis Bank Ltd. | Financial | -0.48% | 0% | ||
Reliance Industries Ltd. | Energy | -0.63% | 0% | ||
Tata Motors Ltd. | Automobile | -0.67% | 0% | ||
HDFC Bank Ltd. | Financial | -1.81% | 0% |
Allocation | |
---|---|
Others | 23.19 |
Sovereign
Financial
Communication
Construction
Energy
Materials
Others
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
7.38% GOI 20/06/2027 | Sovereign | 3.49% | 0% | ||
7.1% GOI 18/04/2029 | Sovereign | 2.06% | 0% | ||
4.45% GOI 30/10/2034 | Sovereign | 1.89% | 0% | ||
7.18% GOI 14/08/2033 | Sovereign | 1.86% | 0% | ||
7.26% GOI 22/08/2032 | Sovereign | 0.83% | 0% | ||
7.18% GOI 24/07/2037 | Sovereign | 0.83% | 0% | ||
7.26% GOI 06/02/2033 | Sovereign | 0.78% | 0% | ||
5.22% GOI 15/06/2025 | Sovereign | 0.76% | 0% | ||
7.83% Small Industries Devp. Bank of India Ltd. 24/11/2028 | Financial | 0.48% | 0% | ||
7.06% GOI 10/04/2028 | Sovereign | 0.47% | 0% | ||
7.17% GOI 17/04/2030 | Sovereign | 0.45% | 0% | ||
7.5% Cholamandalam Investment and Finance Company Ltd. 30/09/2026 | Financial | 0.44% | 0% | ||
6.43% HDFC Bank Ltd. 29/09/2025 | Financial | 0.4% | 0% | ||
7.54% Small Industries Devp. Bank of India Ltd. 12/01/2026 | Financial | 0.32% | 0% | ||
6.18% GOI 04/11/2024 | Sovereign | 0.32% | 0% | ||
7.97% HDFC Bank Ltd. 17/02/2033 | Financial | 0.32% | 0% | ||
7.8% HDFC Bank Ltd. 06/09/2032 | Financial | 0.32% | 0% | ||
7.75% Bank Of Baroda 21/12/2033 | Financial | 0.32% | 0% | ||
Shriram Finance Ltd | Financial | 0.27% | 0% | ||
8.99% Bank Of Baroda | Financial | 0.27% | 0% | ||
7.8% Mahanagar Telephone Nigam Ltd. 07/11/2033 | Communication | 0.26% | 0% | ||
7.57% Indian Railway Finance Corporation Ltd. 18/04/2029 | Financial | 0.26% | 0% | ||
7.81% State Bank of India 02/11/2038 | Financial | 0.26% | 0% | ||
Axis Bank Ltd.% 15/05/2024 | Financial | 0.25% | 0% | ||
5.74% GOI 15/11/2026 | Sovereign | 0.25% | 0% | ||
7.75% LIC Housing Finance Ltd. 23/07/2024 | Financial | 0.25% | 0% | ||
Indian Bank% 05/03/2024 | Financial | 0.19% | 0% | ||
7.55% Power Finance Corporation Ltd. 15/07/2026 | Financial | 0.19% | 0% | ||
7.79% Small Industries Devp. Bank of India Ltd. 14/05/2027 | Financial | 0.19% | 0% | ||
7.7% HDFC Bank Ltd. 18/11/2025 | Financial | 0.19% | 0% | ||
7.43% Small Industries Devp. Bank of India Ltd. | Financial | 0.16% | 0% | ||
7.75% HDFC Bank Ltd. 13/06/2033 | Financial | 0.16% | 0% | ||
7.3% GOI 19/06/2053 | Sovereign | 0.15% | 0% | ||
7.96% REC Ltd. 15/06/2030 | Financial | 0.14% | 0% | ||
7.44% REC Ltd. 30/04/2026 | Financial | 0.13% | 0% | ||
7.64% Power Finance Corporation Ltd. 25/08/2026 | Financial | 0.13% | 0% | ||
7.75% LIC Housing Finance Ltd. 23/11/2027 | Financial | 0.13% | 0% | ||
7.64% REC Ltd. 30/06/2026 | Financial | 0.13% | 0% | ||
7.59% Power Finance Corporation Ltd. 03/11/2025 | Financial | 0.13% | 0% | ||
7.7% LIC Housing Finance Ltd. 16/05/2028 | Financial | 0.13% | 0% | ||
7.8% HDFC Bank Ltd. 02/06/2025 | Financial | 0.13% | 0% | ||
7.44% Small Industries Devp. Bank of India Ltd. 04/09/2026 | Financial | 0.13% | 0% | ||
7.75% Small Industries Devp. Bank of India Ltd. 27/10/2025 | Financial | 0.13% | 0% | ||
7.79% Small Industries Devp. Bank of India Ltd. | Financial | 0.13% | 0% | ||
Export-Import Bank Of India% 14/03/2024 | Financial | 0.13% | 0% | ||
7.68% Housing & Urban Development Corporation Ltd. 16/05/2026 | Financial | 0.13% | 0% | ||
5.83% State Bank of India 26/10/2030 | Financial | 0.12% | 0% | ||
6.11% Bharat Petroleum Corporation Ltd. 06/07/2025 | Energy | 0.12% | 0% | ||
6.4% LIC Housing Finance Ltd. 30/11/2026 | Financial | 0.12% | 0% | ||
6.24% State Bank of India 21/09/2030 | Financial | 0.12% | 0% | ||
7.49% Indian Railway Finance Corporation Ltd. 30/05/2027 | Financial | 0.09% | 0% | ||
6.79% GOI 15/05/2027 | Sovereign | 0.08% | 0% | ||
8.4% Canara Bank 27/04/2026 | Financial | 0.07% | 0% | ||
7.45% Indian Railway Finance Corporation Ltd. 13/10/2028 | Financial | 0.06% | 0% | ||
7.7% Power Finance Corporation Ltd. 15/09/2026 | Financial | 0.06% | 0% | ||
7.99% State Bank of India 28/06/2029 | Financial | 0.06% | 0% | ||
7.55% Small Industries Devp. Bank of India Ltd. 22/09/2026 | Financial | 0.06% | 0% | ||
9.5% Union Bank of India | Financial | 0.06% | 0% | ||
8.11% Export-Import Bank Of India 03/02/2025 | Financial | 0.06% | 0% | ||
7.63% Gujarat State 24/01/2033 | Construction | 0.06% | 0% | ||
7.41% Indian Railway Finance Corporation Ltd. 15/10/2026 | Financial | 0.06% | 0% | ||
7.64% Gujarat State 17/01/2033 | Construction | 0.06% | 0% | ||
7.5% Grasim Industries Ltd. 10/06/2027 | Materials | 0.06% | 0% | ||
7.63% Grasim Industries Ltd. 01/12/2027 | Materials | 0.06% | 0% | ||
7.3% Power Grid Corporation Of India Ltd. 19/06/2027 | Energy | 0.06% | 0% | ||
7.82% LIC Housing Finance Ltd. 28/11/2025 | Financial | 0.06% | 0% | ||
7.7% HDFC Bank Ltd. 16/05/2028 | Financial | 0.06% | 0% | ||
7.64% Gujarat State 17/01/2034 | Construction | 0.05% | 0% | ||
7.32% GOI 13/11/2030 | Sovereign | 0.05% | 0% | ||
7.63% Gujarat State 24/01/2034 | Construction | 0.04% | 0% | ||
7.35% GOI 22/06/2024 | Sovereign | 0.04% | 0% | ||
7.25% GOI 12/06/2063 | Sovereign | 0.04% | 0% | ||
7.33% LIC Housing Finance Ltd. 12/02/2025 | Financial | 0.03% | 0% | ||
GOI% 17/06/2028 | Sovereign | 0.02% | 0% | ||
8.7% Bank Of Baroda | Financial | 0.01% | 0% | ||
7.63% Maharashtra State 31/01/2035 | Others | 0.01% | 0% |
Allocation | |
---|---|
Others | 15.08 |
Others
Current Holdings
Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
---|---|---|---|---|---|
Others | Others | 10.04% | 0% | ||
Others | Others | 4.55% | 0% | ||
Others | Others | 0.49% | 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 Balanced Advantage Fund?
The top holdings of this fund are HDFC Bank Ltd., Coal India Ltd., State Bank of India, ICICI Bank Ltd., NTPC Ltd.
Top 5 Sector for HDFC Balanced Advantage Fund?
The major sectors of this fund are Financial, Energy, Materials, Healthcare, Construction.
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.