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IDBI Focused 30 Equity Fund - Growth Regular

  • Equity
  • Focused
  • Very High
  • Current NAV

    ₹18.74 -0.05%

    19-04-2024
  • Annual Returns

    23.52%

  • Min. SIP ₹1000

    Min. Investment ₹5000

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  • Equity 95.52%
  • Others 4.51%

Market Cap

Allocation
Large Cap 67.27
Mid Cap 14.56
Small Cap 13.69

Sector Allocation

Financial

Consumer Staples

Technology

Chemicals

Healthcare

Automobile

Materials

Services

Insurance

Consumer Discretionary

Diversified

Textiles

Communication

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
19-Feb-2018
Holdings PE Ratio
19-Feb-2018
1Y Return
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 8.36% 26.45 -0.13%
HDFC Bank Ltd. Large Cap Financial (24.32) 8.22% 19.71 -8.08%
ITC Ltd. Large Cap Consumer Staples (27.73) 7.64% 25.86 6.63%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 5.64% 0 0%
Samvardhana Motherson International Ltd. Mid Cap Automobile (101.77) 5.54% 43.08 84.18%
Tech Mahindra Ltd. Large Cap Technology (32.65) 5.43% 41.42 17.66%
Pidilite Industries Ltd. Large Cap Chemicals (60.1) 4.66% 84.15 17.58%
State Bank of India Large Cap Financial (15.67) 4.27% 10.33 38.95%
EIH Ltd. Small Cap Services (67.74) 4.19% 56.49 166.22%
ICICI Bank Ltd. Large Cap Financial (24.32) 3.84% 17.65 19.59%
Piramal Enterprises Ltd. Mid Cap Healthcare (20.15) 3.17% -9.32 17.35%
HCL Technologies Ltd. Large Cap Technology (32.65) 3.14% 25.06 39.69%
Bajaj Finance Ltd. Large Cap Financial (32.35) 2.82% 31.91 19.49%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (80.9) 2.78% 44.19 1.83%
Godrej Consumer Products Ltd. Large Cap Consumer Staples (58.47) 2.7% 66.94 20.69%
PI Industries Ltd. Mid Cap Chemicals (35.67) 2.64% 35.39 17.79%
Berger Paints India Ltd. Large Cap Materials (62.64) 2.6% 52.04 5.45%
Artemis Medicare Services Ltd. Small Cap Healthcare (89.22) 2.48% 53.41 138.09%
SRF Ltd. Large Cap Diversified (35.98) 2.27% 50.67 2.11%
HDFC Life Insurance Co Ltd. Large Cap Insurance (24.94) 2.01% 84.83 14.64%
Hindware Home Innovation Ltd. Small Cap Materials (52.73) 1.95% 62.34 1.2%
Bajaj Finserv Ltd. Large Cap Financial (40.04) 1.91% 33.08 21.65%
City Union Bank Ltd. Small Cap Financial (24.32) 1.9% 0 19.57%
ICICI Prudential Life Insurance Company Ltd. Large Cap Insurance (24.94) 1.76% 92.98 32.07%
Muthoot Finance Ltd. Mid Cap Financial (32.35) 1.36% 15.98 58.97%
Page Industries Ltd. Mid Cap Textiles (47.26) 1.03% 0 -7.22%
Tata Communications Ltd. Mid Cap Communication (85.39) 0.82% 174.94 65.69%
Bajaj Consumer Care Ltd. Small Cap Consumer Staples (50.24) 0.39% 37.01 87.9%

Market Cap

Allocation
Others 4.51

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 4.41% 0%
Others Others 0.1% 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 Focused 30 Equity Fund?

The top holdings of this fund are Kotak Mahindra Bank Ltd., HDFC Bank Ltd., ITC Ltd., Hindustan Unilever Ltd., Samvardhana Motherson International Ltd.

Top 5 Sector for IDBI Focused 30 Equity Fund?

The major sectors of this fund are Financial, Consumer Staples, Technology, Chemicals, Healthcare.

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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