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Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.32%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 51.12 |
| Mid Cap | 34.41 |
| Large Cap | 8.85 |
| Others | 3.94 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Financial Services
Technology
Consumer Cyclical
Consumer Defensive
Healthcare
Basic Materials
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Piramal Enterprises Ltd | Small Cap | Financial Services (28.79) | 9.27% | 54.19 | 22.75% |
| Religare Enterprises Ltd | Small Cap | Financial Services (37.73) | 8.43% | 108.77 | -8.93% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 7.46% | - | 0% |
| ZF Commercial Vehicle Control Systems India Ltd | Small Cap | Consumer Cyclical (51.9) | 6.93% | 54.74 | -16.8% |
| One97 Communications Ltd | Mid Cap | Technology (442.03) | 5.63% | -90.07 | 125.25% |
| Radico Khaitan Ltd | Small Cap | Consumer Defensive (68.9) | 4.38% | 101.7 | 52.52% |
| Suzlon Energy Ltd | Mid Cap | Industrials (56.42) | 4.29% | 43.4 | 21.28% |
| Zen Technologies Ltd | Small Cap | Industrials (52.98) | 4.13% | 62.45 | 34.63% |
| OneSource Specialty Pharma Ltd | Healthcare | 3.94% | - | 0% | |
| Inox Wind Ltd | Small Cap | Industrials (56.42) | 3.91% | 64.55 | 14.71% |
| Waaree Energies Ltd | Mid Cap | Technology | 3.62% | - | 0% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (70.59) | 3.21% | 28.52 | -25.46% |
| Hindustan Aeronautics Ltd Ordinary Shares | Large Cap | Industrials (52.98) | 3.08% | 39.92 | -9.51% |
| Premier Energies Ltd | Mid Cap | Technology | 3.06% | - | 0% |
| PTC Industries Ltd | Small Cap | Industrials (44.33) | 3.05% | 365.42 | -0.83% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (91.69) | 3.02% | 80.82 | 125.54% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (110.55) | 2.84% | 83.87 | 20.06% |
| Apar Industries Ltd | Mid Cap | Industrials (60.25) | 2.77% | 42.28 | 0.52% |
| Angel One Ltd Ordinary Shares | Small Cap | Financial Services (37.73) | 2.75% | 21.44 | 18.47% |
| Dreamfolks Services Ltd | Small Cap | Industrials (0) | 2.71% | 0 | 0% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 2.56% | 28.3 | 41.05% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (116.13) | 2.4% | 140.42 | 53.64% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Mid Cap | Basic Materials (60.25) | 2.36% | 70.64 | 8.31% |
| Amber Enterprises India Ltd Ordinary Shares | Small Cap | Consumer Cyclical (72.03) | 2.08% | 102.24 | 63.39% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.45% | 0 | 166.23% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (39.22) | 0% | 36.83 | 7.67% |
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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 Focused 25 Fund Regular ?
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 Focused 25 Fund Regular ?
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.
