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₹19.14
(0.14%)
Current NAV 30-06-2025
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6.59%
Returns
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Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 36.64%
- Debt 15.83%
- Others 47.53%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 49.67 |
| Mid Cap | 9.11 |
| Small Cap | 7.96 |
| Others | -30.11 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Consumer Cyclical
Communication Services
Utilities
Basic Materials
Industrials
Consumer Defensive
Energy
Technology
Healthcare
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Jun-2025 |
Holdings | PE Ratio 26-Jun-2025 |
1Y Return |
|---|---|---|---|---|---|
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (14.16) | 4.36% | 11.16 | 7.76% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.47) | 3.88% | 34.83 | 38.67% |
| Maruti Suzuki India Ltd | Large Cap | Consumer Cyclical (31.12) | 3.1% | 27.58 | 4.29% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.64) | 3.01% | 21.8 | 18.06% |
| Vedanta Ltd | Large Cap | Basic Materials (12.32) | 2.49% | 12.11 | 4.81% |
| Adani Ports & Special Economic Zone Ltd | Large Cap | Industrials (121.65) | 2.14% | 28.14 | -2.01% |
| Reliance Industries Ltd | Large Cap | Energy (36.34) | 2.07% | 29.65 | -2.19% |
| NTPC Ltd | Large Cap | Utilities (26.88) | 2% | 13.76 | -10.11% |
| Hero MotoCorp Ltd | Large Cap | Consumer Cyclical (30.98) | 1.99% | 19.55 | -21.5% |
| State Bank of India | Large Cap | Financial Services (9.03) | 1.98% | 9.44 | -2.55% |
| Hindustan Unilever Ltd | Large Cap | Consumer Defensive (38.82) | 1.67% | 0 | 0% |
| NTPC Green Energy Ltd | Large Cap | Utilities | 1.65% | - | 0% |
| IndusInd Bank Ltd | Mid Cap | Financial Services (20.75) | 1.48% | 26.01 | -42.8% |
| Power Finance Corp Ltd | Large Cap | Financial Services (12.22) | 1.47% | 6.03 | -12.43% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (32.4) | 1.34% | 31.76 | 41.35% |
| Oil & Natural Gas Corp Ltd | Large Cap | Energy (9.21) | 1.32% | 8.45 | -9.23% |
| Bank of Baroda | Large Cap | Financial Services (9.03) | 1.3% | 6.18 | -9.07% |
| ITC Ltd | Large Cap | Consumer Defensive (14.83) | 1.24% | 15.12 | -0.92% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (69.99) | 1.2% | 99.74 | 44.73% |
| NLC India Ltd | Mid Cap | Utilities (26.88) | 1.11% | 12.04 | -6.8% |
| Poonawalla Fincorp Ltd | Small Cap | Financial Services (68.5) | 1.09% | 0 | 100.49% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (154.28) | 1.03% | 900 | 17.65% |
| Sapphire Foods India Ltd | Small Cap | Consumer Cyclical | 1.03% | - | 0% |
| Gujarat State Petronet Ltd | Small Cap | Utilities (13.02) | 1.02% | 16.82 | 11.71% |
| Shree Cement Ltd | Mid Cap | Basic Materials (46.68) | 0.96% | 100.34 | 10.03% |
| Ambuja Cements Ltd | Large Cap | Basic Materials (26.26) | 0.96% | 0 | 0% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 0.94% | -10.49 | 85.47% |
| Infosys Ltd | Large Cap | Technology (30.74) | 0.94% | 24.91 | 0.77% |
| ICICI Securities Ltd | Small Cap | Financial Services (37) | 0.92% | 13.89 | 19.14% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.89% | 0 | 0% |
| Crompton Greaves Consumer Electricals Ltd | Small Cap | Consumer Cyclical (70.76) | 0.88% | 41.43 | -14.37% |
| Wipro Ltd | Large Cap | Technology (30.74) | 0.8% | 21.08 | 0.18% |
| Dabur India Ltd | Large Cap | Consumer Defensive (56.27) | 0.79% | 48.47 | -20.88% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0.77% | - | 0% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (52.52) | 0.74% | 39.29 | -8.85% |
| Life Insurance Corporation of India | Large Cap | Financial Services (19.55) | 0.64% | 12.53 | -4.43% |
| Tata Chemicals Ltd | Small Cap | Basic Materials (27.83) | 0.6% | 101.25 | -15.67% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 0.57% | 30.83 | 12.43% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.34) | 0.57% | 13.92 | 32.98% |
| GAIL (India) Ltd | Large Cap | Utilities (12.85) | 0.53% | 9.89 | -12.52% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (50.47) | 0.52% | -2.93 | -57.97% |
| Adani Enterprises Ltd | Large Cap | Energy (49.16) | 0.51% | 41.94 | -18.6% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 0.45% | 34.86 | 28% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (30.74) | 0.45% | 32.75 | -12.04% |
| Tata Consultancy Services Ltd | Large Cap | Technology (30.74) | 0.42% | 25.56 | -13.67% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.82) | 0.41% | 6.27 | -20.32% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 0.4% | 28.68 | 29.81% |
| Jyoti CNC Automation Ltd | Small Cap | Industrials (57.55) | 0.39% | 76.53 | -20.29% |
| Hindalco Industries Ltd | Large Cap | Basic Materials (30.32) | 0.37% | 38.75 | 29.66% |
| Sun TV Network Ltd | Small Cap | Communication Services (32.89) | 0.37% | 0 | -100% |
| Steel Authority Of India Ltd | Mid Cap | Basic Materials (23.31) | 0.37% | 23.24 | -7.36% |
| DLF Ltd | Large Cap | Real Estate (82.25) | 0.31% | 47.95 | 3.54% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.64) | 0.29% | 20.03 | 18.14% |
| Cipla Ltd | Large Cap | Healthcare (39.11) | 0.27% | 23.21 | 2.43% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.26% | 10.88 | 109.86% |
| Bharat Electronics Ltd | Large Cap | Industrials (51.4) | 0.24% | 57 | 36.27% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (160.49) | 0.22% | 36.92 | 29.76% |
| GPT Healthcare Ltd | Small Cap | Healthcare (46.66) | 0.2% | 0 | -4.4% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Communication Services (98.44) | 0.19% | 9.63 | 68% | |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (70.84) | 0.17% | 28.23 | -22.52% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0.17% | - | 0% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (39.11) | 0.16% | 36.57 | 9.74% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.48) | 0.16% | 12.4 | 18.55% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.55) | 0.16% | 0 | 27.9% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 0.15% | 0 | 0% |
| Brainbees Solutions Ltd | Small Cap | Consumer Cyclical | 0.14% | - | 0% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (31.01) | 0.13% | 61.56 | 23.04% |
| REC Ltd | Large Cap | Financial Services (12.41) | 0.13% | 6.65 | -27.09% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (39.11) | 0.11% | 18.94 | -6.2% |
| Jio Financial Services Ltd | Large Cap | Financial Services (29.45) | 0.11% | 130 | -6.43% |
| Apollo Hospitals Enterprise Ltd | Mid Cap | Healthcare (46.66) | 0.1% | 74.54 | 22.15% |
| Juniper Hotels Ltd | Small Cap | Consumer Cyclical (72.29) | 0.1% | 93.52 | -30.29% |
| Havells India Ltd | Large Cap | Industrials (66.11) | 0.1% | 67.16 | -17.76% |
| Housing & Urban Development Corp Ltd | Mid Cap | Financial Services (12.41) | 0.1% | 17.79 | -14.37% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0.09% | 167.31 | 197.56% |
| Zydus Lifesciences Ltd | Large Cap | Healthcare (39.11) | 0.08% | 21.94 | -6.02% |
| Grasim Industries Ltd | Large Cap | Basic Materials (46.68) | 0.07% | 47.94 | 4.94% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (72.29) | 0.07% | 56.87 | 23.88% |
| Larsen & Toubro Ltd | Large Cap | Industrials (32.53) | 0.06% | 34.26 | 3.85% |
| Aditya Birla Fashion and Retail Ltd | Mid Cap | Consumer Cyclical (103.59) | 0.06% | -21.86 | -76.89% |
| PI Industries Ltd | Mid Cap | Basic Materials (35.65) | 0.06% | 37.99 | 8.91% |
| Shriram Finance Ltd | Financial Services | 0.05% | - | 0% | |
| Tata Power Co Ltd | Large Cap | Utilities (26.7) | 0.05% | 32.89 | -6.61% |
| Titan Co Ltd | Large Cap | Consumer Cyclical (75.19) | 0.04% | 97.63 | 8.57% |
| ITC Hotels Ltd | Consumer Cyclical | 0.04% | - | 0% | |
| Trent Ltd | Large Cap | Consumer Cyclical (101.75) | 0.04% | 138.32 | 12.93% |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (31.18) | 0.03% | 34.47 | -10.1% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (56.63) | 0.03% | 172.58 | -11.15% |
| Hindustan Copper Ltd | Small Cap | Basic Materials (59.61) | 0.02% | 58.78 | -12.23% |
| Coal India Ltd | Large Cap | Energy (12.39) | 0.02% | 6.79 | -17.92% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (37) | 0.02% | 22.03 | 17.11% |
| Tech Mahindra Ltd | Large Cap | Technology (30.74) | 0.02% | 38.45 | 13.36% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (39.11) | 0.02% | 47.29 | 38.61% |
| HCL Technologies Ltd | Large Cap | Technology (30.74) | 0.02% | 26.8 | 16.93% |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (43.12) | 0.02% | 0 | 13.95% |
| Container Corporation of India Ltd | Mid Cap | Industrials (44.27) | 0.02% | 35.68 | -27.92% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.21) | 0.01% | 172.17 | 68.05% |
| GMR Airports Ltd | Mid Cap | Industrials (18.16) | 0.01% | -232.97 | -11.71% |
| Piramal Enterprises Ltd | Small Cap | Financial Services (29.45) | 0% | 54.68 | 26.84% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (15.92) | 0% | 6.74 | 3.48% |
| Piramal Enterprises Limited-FEB2025 | -0% | - | 0% | ||
| GMR AIRPORTS LIMITED-FEB2025 | -0.01% | - | 0% | ||
| Dabur India Ltd.-FEB2025 | -0.01% | - | 0% | ||
| Max Financial Services Ltd.-FEB2025 | -0.01% | - | 0% | ||
| Container Corporation of India Ltd.-FEB2025 | -0.02% | - | 0% | ||
| ICICI Lombard General Insurance Company Ltd-FEB2025 | -0.02% | - | 0% | ||
| HCL Technologies Ltd.-FEB2025 | -0.02% | - | 0% | ||
| Glenmark Pharmaceuticals Ltd-FEB2025 | -0.02% | - | 0% | ||
| Tech Mahindra Ltd.-FEB2025 | -0.02% | - | 0% | ||
| Crompton Greaves Consumer Electricals Ltd-FEB2025 | -0.02% | - | 0% | ||
| Aditya Birla Capital Ltd.-FEB2025 | -0.02% | - | 0% | ||
| Coal India Ltd.-FEB2025 | -0.02% | - | 0% | ||
| HINDUSTAN COPPER LTD.-FEB2025 | -0.02% | - | 0% | ||
| Bharat Heavy Electricals Ltd.-FEB2025 | -0.03% | - | 0% | ||
| Jindal Steel & Power Ltd.-FEB2025 | -0.03% | - | 0% | ||
| Trent Ltd-FEB2025 | -0.04% | - | 0% | ||
| Titan Company Ltd.-FEB2025 | -0.05% | - | 0% | ||
| Tata Power Co. Ltd.-FEB2025 | -0.05% | - | 0% | ||
| SHRIRAM FINANCE LTD.-FEB2025 | -0.05% | - | 0% | ||
| P I Industries Ltd-FEB2025 | -0.06% | - | 0% | ||
| Aditya Birla Fashion and Retail Ltd-FEB2025 | -0.06% | - | 0% | ||
| Larsen And Toubro Ltd.-FEB2025 | -0.06% | - | 0% | ||
| INDIAN HOTELS COMPANY LTD.-FEB2025 | -0.07% | - | 0% | ||
| Grasim Industries Ltd.-FEB2025 | -0.07% | - | 0% | ||
| Zydus Lifesciences Limited-FEB2025 | -0.08% | - | 0% | ||
| Lupin Ltd.-FEB2025 | -0.09% | - | 0% | ||
| HOUSING & URBAN DEVELOPMENT CORPORATION LTD.-FEB2025 | -0.1% | - | 0% | ||
| Havells India Ltd.-FEB2025 | -0.1% | - | 0% | ||
| Apollo Hospitals Enterprises Ltd.-FEB2025 | -0.1% | - | 0% | ||
| JIO FINANCIAL SERVICES LTD-FEB2025 | -0.11% | - | 0% | ||
| Aurobindo Pharma Ltd.-FEB2025 | -0.11% | - | 0% | ||
| REC LTD-FEB2025 | -0.13% | - | 0% | ||
| Bank Of Baroda-FEB2025 | -0.13% | - | 0% | ||
| Infosys Ltd.-FEB2025 | -0.13% | - | 0% | ||
| TVS Motors Company Ltd-FEB2025 | -0.14% | - | 0% | ||
| Hindustan Unilever Ltd.-FEB2025 | -0.15% | - | 0% | ||
| UNITED SPIRITS LTD.-FEB2025 | -0.15% | - | 0% | ||
| SBI Life Insurance Company Ltd-FEB2025 | -0.16% | - | 0% | ||
| FEDERAL BANK LTD.-FEB2025 | -0.16% | - | 0% | ||
| Sun Pharmaceuticals Industries Ltd.-FEB2025 | -0.16% | - | 0% | ||
| Bajaj Finserv Ltd.-FEB2025 | -0.22% | - | 0% | ||
| Power Finance Corporation Ltd.-FEB2025 | -0.24% | - | 0% | ||
| Bharat Electronics Ltd.-FEB2025 | -0.24% | - | 0% | ||
| NMDC Ltd.-FEB2025 | -0.26% | - | 0% | ||
| Cipla Ltd.-FEB2025 | -0.28% | - | 0% | ||
| ICICI Bank Ltd.-FEB2025 | -0.29% | - | 0% | ||
| DLF Ltd.-FEB2025 | -0.31% | - | 0% | ||
| Steel Authority of India Ltd.-FEB2025 | -0.37% | - | 0% | ||
| Hindalco Industries Ltd-FEB2025 | -0.37% | - | 0% | ||
| Axis Bank Ltd.-FEB2025 | -0.4% | - | 0% | ||
| LIC Housing Finance Ltd.-FEB2025 | -0.41% | - | 0% | ||
| Tata Consultancy Services Ltd.-FEB2025 | -0.42% | - | 0% | ||
| Bajaj Finance Ltd.-FEB2025 | -0.46% | - | 0% | ||
| Adani Enterprises Ltd.-FEB2025 | -0.51% | - | 0% | ||
| Vodafone Idea Ltd-FEB2025 | -0.52% | - | 0% | ||
| Mahindra & Mahindra Ltd.-FEB2025 | -0.58% | - | 0% | ||
| HINDUSTAN AERONAUTICS LTD.-FEB2025 | -0.74% | - | 0% | ||
| NTPC LTD-FEB2025 | -0.77% | - | 0% | ||
| Inter Globe Aviation Ltd-FEB2025 | -0.93% | - | 0% | ||
| Ambuja Cements Ltd.-FEB2025 | -0.96% | - | 0% | ||
| Oil & Natural Gas Corporation Ltd.-FEB2025 | -1.31% | - | 0% | ||
| IndusInd Bank Ltd.-FEB2025 | -1.49% | - | 0% | ||
| RELIANCE INDUSTRIES LTD.-FEB2025 | -1.68% | - | 0% | ||
| Adani Port and Special Economic Zone Ltd.-FEB2025 | -2.15% | - | 0% | ||
| Vedanta Ltd.-FEB2025 | -2.49% | - | 0% | ||
| Indus Towers Ltd.-FEB2025 | -3% | - | 0% | ||
| HDFC Bank Ltd.-FEB2025 | -3.02% | - | 0% | ||
| Bharti Airtel Ltd-FEB2025 | -3.2% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 15.83 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| National Bank For Agriculture And Rural Development | 2.45% | - | 0% | ||
| 7.02% Govt Stock 2031 | 1.86% | - | 0% | ||
| 7.32% Govt Stock 2030 | 1.26% | - | 0% | ||
| Mankind Pharma Ltd | 1.23% | - | 0% | ||
| Power Finance Corporation Ltd. | 0.91% | - | 0% | ||
| 7.93% Govt Stock 2033 | 0.88% | - | 0% | ||
| ICICI Home Finance Company Limited | 0.61% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.61% | - | 0% | ||
| Small Industries Development Bank Of India | 0.61% | - | 0% | ||
| Mankind Pharma Ltd | 0.43% | - | 0% | ||
| India (Republic of) | 0.35% | - | 0% | ||
| 08.17 JH Sdl 2025nov | 0.33% | - | 0% | ||
| HDFC Bank Limited | 0.31% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.31% | - | 0% | ||
| Small Industries Development Bank Of India | 0.31% | - | 0% | ||
| Kotak Mahindra Prime Limited | 0.3% | - | 0% | ||
| Mindspace Business Parks Reit | (920.42) | 0.27% | 49.76 | 18.89% | |
| National Housing Bank | 0.25% | - | 0% | ||
| Small Industries Development Bank Of India | 0.25% | - | 0% | ||
| LIC Housing Finance Ltd | 0.22% | - | 0% | ||
| Rural Electrification Corporation Limited | 0.18% | - | 0% | ||
| Power Finance Corporation Limited | 0.14% | - | 0% | ||
| Mahindra & Mahindra Financial Services Ltd | 0.13% | - | 0% | ||
| Axis Finance Limited | 0.12% | - | 0% | ||
| Rural Electrification Corporation Limited | 0.12% | - | 0% | ||
| Rec Limited | 0.12% | - | 0% | ||
| HDFC Bank Limited | 0.12% | - | 0% | ||
| India (Republic of) | 0.12% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.1% | - | 0% | ||
| L & T Finance Ltd | 0.1% | - | 0% | ||
| Bajaj Finance Limited | 0.1% | - | 0% | ||
| Nhpc Limited | 0.09% | - | 0% | ||
| Rec Limited | 0.08% | - | 0% | ||
| Export Import Bank Of India | 0.08% | - | 0% | ||
| 08.27 Tn SDL 2025 | 0.06% | - | 0% | ||
| 07.18 Tn SDL 2027 | 0.06% | - | 0% | ||
| Kotak Mahindra Prime Limited | 0.06% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.05% | - | 0% | ||
| 5.15% Govt Stock 2025 | 0.05% | - | 0% | ||
| Power Finance Corporation Limited | 0.04% | - | 0% | ||
| Power Finance Corporation Limited | 0.03% | - | 0% | ||
| Goi 19.03.2027 Gov | 0.03% | - | 0% | ||
| Indian Oil Corporation Limited | 0.03% | - | 0% | ||
| National Bank For Agriculture And Rural Development | 0.02% | - | 0% | ||
| LIC Housing Finance Ltd | 0.02% | - | 0% | ||
| Kotak Mahindra Prime Limited | 0.01% | - | 0% | ||
| Hdb Financial Services Limited | 0.01% | - | 0% | ||
| Hdb Financial Services Ltd. | 0.01% | - | 0% | ||
| Indian Railway Finance Corporation Limited | 0.01% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 47.53 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Cash Offset For Derivatives | 32.19% | - | 0% | ||
| Triparty Repo | 7.7% | - | 0% | ||
| Kotak Liquid Dir Gr | 4.59% | - | 0% | ||
| Kotak Low Duration Dir Gr | 1.87% | - | 0% | ||
| HDFC Bank Limited | 0.92% | - | 0% | ||
| Bharat Highways Invit | 0.9% | - | 0% | ||
| Kotak Money Market Dir Gr | 0.73% | - | 0% | ||
| Punjab National Bank | 0.6% | - | 0% | ||
| HDFC Bank Ltd. | 0% | - | 0% | ||
| HDFC Bank Limited | 0% | - | 0% | ||
| Small Industries Development Bank Of India | 0% | - | 0% | ||
| Net Current Assets/(Liabilities) | -0.16% | - | 0% | ||
| Cnx Nifty-Feb2025 | -1.8% | - | 0% |
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Chat with usFrequently Asked Questions
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.
Top 5 holdings for Kotak Equity Savings Fund ?
The top holdings of this fund are
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.
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.
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 Sector for Kotak Equity Savings Fund ?
The major sectors of this fund are .
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 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.
