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Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 82.04%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 59.26 |
| Large Cap | 13.42 |
| Others | 9.36 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Industrials
Consumer Cyclical
Communication Services
Healthcare
Financial Services
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 28-Aug-2025 |
Holdings | PE Ratio 28-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| Dixon Technologies (India) Ltd | Mid Cap | Technology (117.35) | 10.52% | 85.07 | 26.46% |
| Coforge Ltd | Technology | 9.36% | - | 0% | |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (72.4) | 8.86% | 65.76 | -16.48% |
| Persistent Systems Ltd | Mid Cap | Technology | 8.29% | - | 0% |
| Trent Ltd | Large Cap | Consumer Cyclical (89.57) | 7.84% | 117.73 | -27.54% |
| Polycab India Ltd | Large Cap | Industrials (47.36) | 5.58% | 48.22 | 5.2% |
| One97 Communications Ltd | Mid Cap | Technology (441.58) | 4.5% | 254.6 | 117.66% |
| KEI Industries Ltd | Mid Cap | Industrials (47.36) | 4% | 48.95 | -16.55% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 3.85% | - | 0% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.92) | 3.7% | 112.42 | 42.22% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (125.31) | 3.58% | 129.27 | 29% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (35.65) | 2.59% | 21.34 | 26.16% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (213.96) | 2.09% | 0 | 83.7% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (71.85) | 2.03% | 127.18 | -9.72% |
| Supreme Industries Ltd | Mid Cap | Industrials (47.65) | 1.92% | 64.25 | -16.25% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (43.66) | 1.78% | 88.32 | -26.45% |
| KPIT Technologies Ltd | Mid Cap | Technology (27.49) | 1.55% | 40.43 | -30.25% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 0% | 615.37 | 84.19% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (72.85) | 0% | 54.29 | -18.07% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (38.91) | 0% | 53.92 | 1.97% |
| Jio Financial Services Ltd | Large Cap | Financial Services (27.41) | 0% | 121.68 | -4.36% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (31.79) | 0% | 30.53 | -19.42% |
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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 Midcap 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 Motilal Oswal Midcap 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.
