Mirae Asset Large & Midcap Fund Regular IDCW - Portfolio Analysis
- Equity
- Large and Mid Cap
- Very High
-
₹54.16
(0.112%)
Current NAV 26-07-2024
-
37.05%
1Y Returns
-
Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 192.48%
- Others 1.76%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 98.56 |
| Mid Cap | 73.52 |
| Small Cap | 19.88 |
| Others | 0.52 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Healthcare
Energy
Automobile
Services
Technology
Materials
Construction
Consumer Staples
Capital Goods
Communication
Consumer Discretionary
Metals & Mining
Chemicals
Insurance
Textiles
Diversified
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Jul-2024 |
Holdings | PE Ratio 26-Jul-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (18.54) | 5.74% | 18.04 | -4.4% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 3.17% | 28.68 | 29.81% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 3.17% | 28.68 | 29.81% |
| Larsen & Toubro Ltd. | Large Cap | Construction (44.89) | 3.12% | 39.84 | 39.8% |
| Larsen & Toubro Ltd. | Large Cap | Construction (44.89) | 3.12% | 39.84 | 39.8% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 3.12% | 26.45 | -0.13% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 3.12% | 26.45 | -0.13% |
| Reliance Industries Ltd. | Large Cap | Energy (19.54) | 3.08% | 29.67 | 19.38% |
| Reliance Industries Ltd. | Large Cap | Energy (19.54) | 3.08% | 29.67 | 19.38% |
| ICICI Bank Ltd. | Large Cap | Financial (18.54) | 2.97% | 18.92 | 22.22% |
| ICICI Bank Ltd. | Large Cap | Financial (18.54) | 2.97% | 18.92 | 22.22% |
| State Bank of India | Large Cap | Financial (12.23) | 2.46% | 11.25 | 39.78% |
| State Bank of India | Large Cap | Financial (12.23) | 2.46% | 11.25 | 39.78% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.33% | 0 | 0% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.33% | 0 | 0% |
| NTPC Ltd. | Large Cap | Energy (24.33) | 2.12% | 18.5 | 96.92% |
| NTPC Ltd. | Large Cap | Energy (24.33) | 2.12% | 18.5 | 96.92% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (108.88) | 2.09% | 53.21 | 228.48% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (108.88) | 2.09% | 53.21 | 228.48% |
| Infosys Ltd. | Large Cap | Technology (36.3) | 1.85% | 29.3 | 39.45% |
| Infosys Ltd. | Large Cap | Technology (36.3) | 1.85% | 29.3 | 39.45% |
| ITC Ltd. | Large Cap | Consumer Staples (30.08) | 1.84% | 30.65 | 6.29% |
| ITC Ltd. | Large Cap | Consumer Staples (30.08) | 1.84% | 30.65 | 6.29% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (95.83) | 1.81% | 64.7 | 51.87% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (95.83) | 1.81% | 64.7 | 51.87% |
| HDFC Asset Management Company Ltd. | Mid Cap | Financial (36.62) | 1.73% | 42.22 | 64.38% |
| HDFC Asset Management Company Ltd. | Mid Cap | Financial (36.62) | 1.73% | 42.22 | 64.38% |
| Delhivery Ltd. | Mid Cap | Services (50.02) | 1.66% | -117.91 | -2.42% |
| Delhivery Ltd. | Mid Cap | Services (50.02) | 1.66% | -117.91 | -2.42% |
| Gland Pharma Ltd. | Mid Cap | Healthcare (44.25) | 1.64% | 43.14 | 69.47% |
| Gland Pharma Ltd. | Mid Cap | Healthcare (44.25) | 1.64% | 43.14 | 69.47% |
| SKF India Ltd. | Mid Cap | Capital Goods (45.59) | 1.63% | 43.01 | -3.49% |
| SKF India Ltd. | Mid Cap | Capital Goods (45.59) | 1.63% | 43.01 | -3.49% |
| ACC Ltd. | Mid Cap | Materials (55.13) | 1.59% | 21.11 | 36.68% |
| ACC Ltd. | Mid Cap | Materials (55.13) | 1.59% | 21.11 | 36.68% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (44.25) | 1.57% | 25.6 | 75.76% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (44.25) | 1.57% | 25.6 | 75.76% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.55% | 40.82 | 136.49% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 1.55% | 40.82 | 136.49% |
| Indian Bank | Mid Cap | Financial (12.23) | 1.53% | 9.24 | 75.82% |
| Indian Bank | Mid Cap | Financial (12.23) | 1.53% | 9.24 | 75.82% |
| Wipro Ltd. | Large Cap | Technology (36.3) | 1.52% | 24.56 | 30.36% |
| Wipro Ltd. | Large Cap | Technology (36.3) | 1.52% | 24.56 | 30.36% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 1.49% | 167.31 | 197.56% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 1.49% | 167.31 | 197.56% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (36.3) | 1.45% | 33.89 | 29.64% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (36.3) | 1.45% | 33.89 | 29.64% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (164.26) | 1.38% | 1660.91 | 24.92% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (164.26) | 1.38% | 1660.91 | 24.92% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (82.17) | 1.32% | 64.19 | 51.37% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (82.17) | 1.32% | 64.19 | 51.37% |
| Tata Communications Ltd. | Mid Cap | Communication (85.39) | 1.3% | 174.94 | 65.69% |
| Tata Communications Ltd. | Mid Cap | Communication (85.39) | 1.3% | 174.94 | 65.69% |
| Dabur India Ltd. | Large Cap | Consumer Staples (71.12) | 1.29% | 61.13 | 10.06% |
| Dabur India Ltd. | Large Cap | Consumer Staples (71.12) | 1.29% | 61.13 | 10.06% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 1.23% | 0 | 9.05% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 1.23% | 0 | 9.05% |
| LIC Housing Finance Ltd. | Mid Cap | Financial (14.37) | 1.2% | 9.11 | 99.43% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (84) | 1.2% | 78.73 | -5.82% |
| LIC Housing Finance Ltd. | Mid Cap | Financial (14.37) | 1.2% | 9.11 | 99.43% |
| Bata India Ltd. | Small Cap | Consumer Discretionary (84) | 1.2% | 78.73 | -5.82% |
| Bayer CropScience Ltd. | Mid Cap | Chemicals (34.6) | 1.13% | 30.9 | 31.77% |
| Bayer CropScience Ltd. | Mid Cap | Chemicals (34.6) | 1.13% | 30.9 | 31.77% |
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 1.12% | 117.13 | 70.09% |
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 1.12% | 117.13 | 70.09% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (82.17) | 1.11% | 106.38 | 29.06% |
| Apollo Hospitals Enterprise Ltd. | Large Cap | Healthcare (82.17) | 1.11% | 106.38 | 29.06% |
| Indus Towers Ltd. | Mid Cap | Communication (25.55) | 1.08% | 19.88 | 146.46% |
| HCL Technologies Ltd. | Large Cap | Technology (36.3) | 1.08% | 27.06 | 46.94% |
| Indus Towers Ltd. | Mid Cap | Communication (25.55) | 1.08% | 19.88 | 146.46% |
| HCL Technologies Ltd. | Large Cap | Technology (36.3) | 1.08% | 27.06 | 46.94% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (31.06) | 1.07% | -45.83 | 35.64% |
| Tata Steel Ltd. | Large Cap | Metals & Mining (31.06) | 1.07% | -45.83 | 35.64% |
| Page Industries Ltd. | Mid Cap | Textiles (57.09) | 1.04% | 0 | 9.91% |
| Page Industries Ltd. | Mid Cap | Textiles (57.09) | 1.04% | 0 | 9.91% |
| Ceat Ltd. | Small Cap | Automobile (29.67) | 1.03% | 16.22 | 4.88% |
| Ceat Ltd. | Small Cap | Automobile (29.67) | 1.03% | 16.22 | 4.88% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (54.43) | 1.02% | 0 | 20.69% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (54.43) | 1.02% | 0 | 20.69% |
| The Federal Bank Ltd. | Mid Cap | Financial (18.54) | 1% | 12.5 | 47.93% |
| The Federal Bank Ltd. | Mid Cap | Financial (18.54) | 1% | 12.5 | 47.93% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (44.25) | 0.99% | 20.81 | 27.02% |
| SRF Ltd. | Large Cap | Diversified (51.62) | 0.99% | 59.34 | 14.67% |
| Eicher Motors Ltd. | Large Cap | Automobile (35.88) | 0.99% | 34.35 | 49.61% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (44.25) | 0.99% | 20.81 | 27.02% |
| Eicher Motors Ltd. | Large Cap | Automobile (35.88) | 0.99% | 34.35 | 49.61% |
| SRF Ltd. | Large Cap | Diversified (51.62) | 0.99% | 59.34 | 14.67% |
| Vedanta Ltd. | Large Cap | Metals & Mining (19.75) | 0.97% | 41.25 | 60.3% |
| ICICI Prudential Life Insurance Company Ltd. | Large Cap | Insurance (25.38) | 0.97% | 120.21 | 25.67% |
| Vedanta Ltd. | Large Cap | Metals & Mining (19.75) | 0.97% | 41.25 | 60.3% |
| ICICI Prudential Life Insurance Company Ltd. | Large Cap | Insurance (25.38) | 0.97% | 120.21 | 25.67% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (19.54) | 0.95% | 5.01 | 87.38% |
| Hindustan Petroleum Corporation Ltd. | Mid Cap | Energy (19.54) | 0.95% | 5.01 | 87.38% |
| Gujarat State Petronet Ltd. | Small Cap | Energy (18.64) | 0.92% | 11.28 | 16.24% |
| Gujarat State Petronet Ltd. | Small Cap | Energy (18.64) | 0.92% | 11.28 | 16.24% |
| Container Corporation Of India Ltd. | Mid Cap | Services (50.02) | 0.89% | 50.3 | 53.31% |
| Container Corporation Of India Ltd. | Mid Cap | Services (50.02) | 0.89% | 50.3 | 53.31% |
| Grasim Industries Ltd. | Large Cap | Materials (55.13) | 0.88% | 33.65 | 54.96% |
| Grasim Industries Ltd. | Large Cap | Materials (55.13) | 0.88% | 33.65 | 54.96% |
| Cummins India Ltd. | Mid Cap | Capital Goods (50.42) | 0.87% | 59.5 | 92.56% |
| Cummins India Ltd. | Mid Cap | Capital Goods (50.42) | 0.87% | 59.5 | 92.56% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (10.81) | 0.84% | 8.8 | 91.58% |
| Oil & Natural Gas Corporation Ltd. | Large Cap | Energy (10.81) | 0.84% | 8.8 | 91.58% |
| Coal India Ltd. | Large Cap | Materials (19.75) | 0.81% | 9.33 | 120.46% |
| Coal India Ltd. | Large Cap | Materials (19.75) | 0.81% | 9.33 | 120.46% |
| GAIL (India) Ltd. | Large Cap | Energy (18.64) | 0.77% | 15.3 | 98.58% |
| Prince Pipes and Fittings Ltd. | Small Cap | Materials (64.81) | 0.77% | 0 | 5.32% |
| GAIL (India) Ltd. | Large Cap | Energy (18.64) | 0.77% | 15.3 | 98.58% |
| Prince Pipes and Fittings Ltd. | Small Cap | Materials (64.81) | 0.77% | 0 | 5.32% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (74.62) | 0.73% | 96.07 | 24.25% |
| Jubilant FoodWorks Ltd. | Mid Cap | Services (74.62) | 0.73% | 96.07 | 24.25% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (53.17) | 0.72% | 56.95 | 4.32% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 0.72% | 615.37 | 84.19% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (53.17) | 0.72% | 56.95 | 4.32% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 0.72% | 615.37 | 84.19% |
| Gateway Distriparks Ltd. | Small Cap | Services (50.02) | 0.7% | 22 | 43.02% |
| Gateway Distriparks Ltd. | Small Cap | Services (50.02) | 0.7% | 22 | 43.02% |
| Zomato Ltd. | Large Cap | Services (36.51) | 0.7% | -10.49 | 85.47% |
| Zomato Ltd. | Large Cap | Services (36.51) | 0.7% | -10.49 | 85.47% |
| JK Cement Ltd. | Mid Cap | Materials (55.13) | 0.69% | 39.17 | 36.55% |
| JK Cement Ltd. | Mid Cap | Materials (55.13) | 0.69% | 39.17 | 36.55% |
| Interglobe Aviation Ltd. | Large Cap | Services (20.84) | 0.68% | 21.14 | 76.26% |
| NMDC Ltd. | Mid Cap | Metals & Mining (10.05) | 0.68% | 10.88 | 109.86% |
| Interglobe Aviation Ltd. | Large Cap | Services (20.84) | 0.68% | 21.14 | 76.26% |
| NMDC Ltd. | Mid Cap | Metals & Mining (10.05) | 0.68% | 10.88 | 109.86% |
| Max Financial Services Ltd. | Mid Cap | Financial (25.38) | 0.67% | 112.24 | 35.02% |
| Max Financial Services Ltd. | Mid Cap | Financial (25.38) | 0.67% | 112.24 | 35.02% |
| Shriram Finance Ltd | Large Cap | Financial (28.87) | 0.66% | 14.96 | 61.14% |
| Shriram Finance Ltd | Large Cap | Financial (28.87) | 0.66% | 14.96 | 61.14% |
| Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 0.64% | 20.64 | -6.8% |
| Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 0.64% | 20.64 | -6.8% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.58% | 33.85 | 6.16% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 0.58% | 33.85 | 6.16% |
| One97 Communications Ltd. | Mid Cap | Services (364.59) | 0.49% | -17.05 | -35.43% |
| Chemplast Sanmar Ltd. | Small Cap | Chemicals (33.65) | 0.49% | -52.5 | 20.28% |
| Timken India Ltd. | Mid Cap | Capital Goods (58.74) | 0.49% | 0 | 21.82% |
| One97 Communications Ltd. | Mid Cap | Services (364.59) | 0.49% | -17.05 | -35.43% |
| Timken India Ltd. | Mid Cap | Capital Goods (58.74) | 0.49% | 0 | 21.82% |
| Chemplast Sanmar Ltd. | Small Cap | Chemicals (33.65) | 0.49% | -52.5 | 20.28% |
| Deepak Nitrite Ltd. | Mid Cap | Chemicals (53.7) | 0.46% | 49.27 | 46% |
| Deepak Nitrite Ltd. | Mid Cap | Chemicals (53.7) | 0.46% | 49.27 | 46% |
| Data Patterns (India) Ltd. | Small Cap | Capital Goods (52.31) | 0.4% | 0 | 65.02% |
| Data Patterns (India) Ltd. | Small Cap | Capital Goods (52.31) | 0.4% | 0 | 65.02% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (44.25) | 0.39% | 79.47 | 30.17% |
| Divi's Laboratories Ltd. | Large Cap | Healthcare (44.25) | 0.39% | 79.47 | 30.17% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.33% | 0 | 0% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (49.43) | 0.33% | 78.18 | 15.45% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (49.43) | 0.33% | 78.18 | 15.45% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.33% | 0 | 0% |
| Century Plyboards (India) Ltd. | Small Cap | Materials (27.88) | 0.32% | 47.28 | 3.23% |
| Century Plyboards (India) Ltd. | Small Cap | Materials (27.88) | 0.32% | 47.28 | 3.23% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.31% | 0 | 0% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 0.31% | 0 | 0% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (52.31) | 0.28% | 56.9 | 146.21% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (52.31) | 0.28% | 56.9 | 146.21% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (51.62) | 0.26% | 43.59 | 70.37% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (51.62) | 0.26% | 43.59 | 70.37% |
| Go Digit General Insurance Ltd. | Insurance | 0.26% | 0% | ||
| Go Digit General Insurance Ltd. | Insurance | 0.26% | 0% | ||
| Vinati Organics Ltd. | Small Cap | Chemicals (63.24) | 0.23% | 64.54 | 19.89% |
| Vinati Organics Ltd. | Small Cap | Chemicals (63.24) | 0.23% | 64.54 | 19.89% |
| UPL Ltd. | Mid Cap | Chemicals (36.17) | 0.16% | -34.02 | -13.9% |
| UPL Ltd. | Mid Cap | Chemicals (36.17) | 0.16% | -34.02 | -13.9% |
| Natco Pharma Ltd. | Small Cap | Healthcare (44.25) | 0.12% | 17.22 | 68.24% |
| Natco Pharma Ltd. | Small Cap | Healthcare (44.25) | 0.12% | 17.22 | 68.24% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.1% | 38.75 | 29.66% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (44.25) | 0.1% | 43.15 | 54.88% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (44.25) | 0.1% | 43.15 | 54.88% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.1% | 38.75 | 29.66% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (30.99) | 0.06% | 31.84 | 86.71% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (30.99) | 0.06% | 31.84 | 86.71% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (30.99) | 0.05% | 29.61 | 29.81% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (30.99) | 0.05% | 29.61 | 29.81% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (81.56) | 0.04% | 88.51 | 15.71% |
| Titan Company Ltd. | Large Cap | Consumer Discretionary (81.56) | 0.04% | 88.51 | 15.71% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 1.76 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
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 |
|---|---|---|---|---|---|
| Others | Others | 0.87% | 0% | ||
| Others | Others | 0.87% | 0% | ||
| Others | Others | 0.01% | 0% | ||
| Others | Others | 0.01% | 0% |
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View Stock Information
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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 Mirae Asset Large & Midcap Fund Regular IDCW?
The top holdings of this fund are HDFC Bank Ltd., Axis Bank Ltd., Axis Bank Ltd., Larsen & Toubro Ltd., Larsen & Toubro Ltd.
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 Mirae Asset Large & Midcap Fund Regular IDCW?
The major sectors of this fund are Financial, Healthcare, Energy, Automobile, Services.
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.