ITI BHARAT CONSUMPTION FUND REGULAR PLAN IDCW REINVESTMENT

ITI BHARAT CONSUMPTION FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 94.22%Others: 5.78%

Market Cap

Large Cap: 57.22%Mid Cap: 12.17%Small Cap: 21.52%Equity: 3.31%

Number of stocks

62

Top 10 Holdings

70.74% of portfolio

Market Cap of Equity

Large Cap
57.22%
Mid Cap
12.17%
Small Cap
21.52%
Equity
3.31%

Companies Allocation of Equity

ITC Ltd13.95%
Mahindra & Mahindra Ltd10.33%
Bharti Airtel Ltd9.50%
Trent Ltd6.67%
Hindustan Unilever Ltd6.26%
Max Healthcare Institute Ltd Ordinary Shares5.69%
InterGlobe Aviation Ltd5.56%
Apollo Hospitals Enterprise Ltd4.37%
Maruti Suzuki India Ltd4.29%
Titan Co Ltd4.12%

Sector Allocation of Equity

Consumer Defensive27.14%
Consumer Cyclical26.53%
Communication Services5.94%
Healthcare10.03%
Industrials6.13%
Utilities6.44%
Basic Materials3.13%
Technology3.72%
Financial Services3.58%
Real Estate1.57%

SIP Amount

Monthly SIP Date

ITI BHARAT CONSUMPTION FUND REGULAR PLAN IDCW REINVESTMENT

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

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.