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IDBI Equity Advantage Fund - Growth Regular

  • Equity
  • ELSS
  • Very High
  • Current NAV

    ₹43.35 -0.13%

    27-07-2023
  • Annual Returns

    0%

  • Min. SIP ₹500

    Min. Investment ₹500

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  • Equity 96.36%
  • Others 3.64%

Market Cap

Allocation
Large Cap 81.37
Mid Cap 12.15
Small Cap 2.84

Sector Allocation

Financial

Technology

Capital Goods

Construction

Chemicals

Consumer Staples

Automobile

Unclassified

Textiles

Diversified

Consumer Discretionary

Healthcare

Communication

Metals & Mining

Energy

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (24.8) 8.68% 19.39 -9.97%
ICICI Bank Ltd. Large Cap Financial (24.8) 8.24% 18.03 23.2%
ABB India Ltd. Large Cap Capital Goods (109.11) 6.55% 0 99.84%
State Bank of India Large Cap Financial (16.11) 5.27% 10.64 42.51%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 4.53% 28.3 41.05%
Infosys Ltd. Large Cap Technology (31.53) 4.4% 22.78 17.32%
Axis Bank Ltd. Large Cap Financial (24.43) 4.34% 28.68 29.81%
Reliance Industries Ltd. Large Cap Unclassified (40.15) 4.1% 28.23 24.29%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 3.63% 40.14 63.07%
PI Industries Ltd. Large Cap Chemicals (36.2) 3.15% 35.1 15.52%
HCL Technologies Ltd. Large Cap Technology (31.53) 2.86% 25.66 41.51%
Ultratech Cement Ltd. Large Cap Construction (55.96) 2.54% 44.61 34.3%
Nestle India Ltd. Large Cap Consumer Staples 2.47% 0%
Century Plyboards (India) Ltd. Small Cap Consumer Staples (28.55) 2.43% 39.34 24.48%
Page Industries Ltd. Large Cap Textiles (47.3) 2.42% 0 -10.3%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 2.32% 0 0%
SRF Ltd. Large Cap Diversified (36.38) 2.02% 52.61 5.84%
Mphasis Ltd. Mid Cap Technology (19.56) 1.89% 0 0%
LTIMindtree Ltd. Large Cap Technology (36.96) 1.88% 33.85 6.16%
Eicher Motors Ltd. Large Cap Automobile (37.8) 1.83% 32.32 41.52%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 1.81% 26.45 -0.13%
Grasim Industries Ltd. Large Cap Construction (57.69) 1.78% 27.9 42.18%
Thermax Ltd. Mid Cap Capital Goods (57.88) 1.76% 88.92 99.66%
Asian Paints Ltd. Large Cap Chemicals 1.7% 0%
Polycab India Ltd. Mid Cap Capital Goods (60.61) 1.4% 49.66 76.53%
Shree Cement Ltd. Large Cap Construction (57.69) 1.34% 39.03 1.77%
Coromandel International Ltd. Mid Cap Chemicals (15.82) 1.32% 18.4 18.6%
Cipla Ltd. Large Cap Healthcare (54.69) 1.26% 29.4 47.4%
Bharti Airtel Ltd. Large Cap Communication (73.8) 1.14% 92.59 76.31%
Tata Steel Ltd. Large Cap Metals & Mining (21.88) 1.13% -60.09 51.72%
Voltas Ltd. Mid Cap Consumer Discretionary (59.74) 1.02% 165.4 63.09%
Honeywell Automation India Ltd. Mid Cap Capital Goods (104.36) 1% 0 25.16%
Crompton Greaves Consumer Electricals Ltd. Mid Cap Consumer Discretionary (82.47) 0.99% 45.81 4.33%
Indusind Bank Ltd. Large Cap Financial (24.8) 0.96% 13.22 32%
Bharat Petroleum Corporation Ltd. Large Cap Energy (40.15) 0.75% 4.45 71.41%
Apollo Hospitals Enterprise Ltd. Large Cap Healthcare (89.89) 0.59% 112.59 41.74%
Dalmia Bharat Ltd. Mid Cap Construction (57.69) 0.45% 33.42 2%
NCC Ltd. Small Cap Construction (47.19) 0.41% 23.34 116.73%

Market Cap

Allocation
Others 3.64

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3.47% 0%
Others Others 0.17% 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 IDBI Equity Advantage Fund?

The top holdings of this fund are HDFC Bank Ltd., ICICI Bank Ltd., ABB India Ltd., State Bank of India, Cholamandalam Investment and Finance Company Ltd.

Top 5 Sector for IDBI Equity Advantage Fund?

The major sectors of this fund are Financial, Technology, Capital Goods, Construction, Chemicals.

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.

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