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MOTILAL OSWAL INNOVATION OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis
- Equity
- Other Themes
- Very High
-
₹12.55
(0.11%)
Current NAV 04-07-2025
-
0%
Returns
-
Min. SIP ₹500
Min. Investment ₹500
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 87.34%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 35.39 |
| Small Cap | 26.08 |
| Mid Cap | 25.81 |
| Others | 0.07 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Consumer Cyclical
Technology
Real Estate
Communication Services
Healthcare
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 03-Jun-2025 |
Holdings | PE Ratio 03-Jun-2025 |
1Y Return |
|---|---|---|---|---|---|
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (204.54) | 7.06% | 0 | 45.25% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 6.36% | 34.86 | 28% |
| Coforge Ltd | Mid Cap | Technology (29.76) | 5.74% | 69.96 | 69.18% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.3) | 5.71% | 30.69 | 34.43% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (79.05) | 5.18% | 149.12 | -9.82% |
| Bharti Airtel Ltd | Large Cap | Communication Services (50.6) | 5.06% | 34.89 | 41.81% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (71.5) | 4.61% | 135.57 | 3.9% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 4.58% | 0 | 95.96% |
| Global Health Ltd | Small Cap | Healthcare (47.43) | 4.29% | 66.11 | -6.74% |
| Central Depository Services (India) Ltd | Small Cap | Financial Services | 4.21% | - | 0% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (81.42) | 4.08% | 106.18 | -6.37% |
| CreditAccess Grameen Ltd Ordinary Shares | Small Cap | Financial Services (28.97) | 3.74% | 38.98 | -2.46% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 3.64% | 26.45 | -0.13% |
| KFin Technologies Ltd | Small Cap | Technology (37.73) | 3.34% | 67.05 | 73.4% |
| Polycab India Ltd | Large Cap | Industrials (47.47) | 3.22% | 49.94 | 0.6% |
| Mahindra & Mahindra Ltd | Large Cap | Consumer Cyclical (31.12) | 2.92% | 30.83 | 12.43% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 2.79% | 73.31 | 30.06% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (37.73) | 2.6% | 21.44 | 18.47% |
| Bharat Electronics Ltd | Large Cap | Industrials (52.98) | 2.23% | 58.74 | 34.74% |
| ICICI Prudential Life Insurance Co Ltd | Large Cap | Financial Services (19.44) | 2.16% | 79.4 | 2.75% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.03) | 1.82% | 102.24 | 63.39% |
| Stylam Industries Ltd | Small Cap | Consumer Cyclical (42.17) | 1.46% | 22.44 | -17.86% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (116.13) | 0.47% | 140.42 | 53.64% |
| Angelone_26/06/2025 | 0.07% | - | 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 MOTILAL OSWAL INNOVATION OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT?
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 MOTILAL OSWAL INNOVATION OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT?
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.
