₹20.02 0.0694%
03-05-202427.08%
Min. SIP ₹500
Min. Investment ₹500
| Allocation | |
|---|---|
| Mid Cap | 48.18 |
| Large Cap | 30.98 |
| Small Cap | 18.93 |
Services
Automobile
Financial
Insurance
Healthcare
Capital Goods
Communication
Technology
Construction
Energy
Consumer Discretionary
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (104.59) | 9.06% | 44.46 | 75.45% |
| Star Health and Allied Insurance Company Ltd. | Mid Cap | Insurance (43.43) | 8.84% | 0 | -8.11% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (912.46) | 6.97% | 1732.5 | 39.61% |
| ZF Commercial Vehicle Control Systems India Ltd. | Mid Cap | Automobile (71.68) | 6.66% | 63.41 | 31.01% |
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.95) | 6.29% | 40.64 | 56.56% |
| Religare Enterprises Ltd. | Small Cap | Financial (29.59) | 5.96% | 2.02 | 33.27% |
| Bharti Airtel Ltd. | Large Cap | Communication (71.97) | 5.79% | 87.89 | 64.21% |
| BSE Ltd. | Small Cap | Services | 5.7% | 0% | |
| Dreamfolks Services Ltd. | Small Cap | Services (0) | 4.92% | 0 | 0% |
| L&T Technology Services Ltd. | Mid Cap | Technology (41.24) | 4.53% | 37.09 | 22.67% |
| ABB India Ltd. | Large Cap | Capital Goods (112.69) | 4.39% | 0 | 93.86% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.8) | 4.38% | 38.89 | 48.52% |
| LIC Housing Finance Ltd. | Mid Cap | Financial (9.23) | 4.06% | 7.38 | 83.76% |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (29.93) | 3.69% | 42.68 | 30.41% |
| Piramal Enterprises Ltd. | Mid Cap | Healthcare (18.01) | 3.06% | -10.72 | 29.33% |
| Reliance Industries Ltd. | Large Cap | Energy (27.3) | 2.9% | 27.88 | 18.54% |
| One97 Communications Ltd. | Mid Cap | Services (68.96) | 2.55% | -22.73 | -44.06% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (59.72) | 2.45% | 175.99 | 83.64% |
| Fino Payments Bank Ltd. | Small Cap | Financial (44.17) | 2.35% | 0 | -2.32% |
| Indusind Bank Ltd. | Large Cap | Financial (18.55) | 2.08% | 12.86 | 29.45% |
| HDFC Life Insurance Co Ltd. | Large Cap | Insurance (25.06) | 1.46% | 77.3 | 5.01% |
| Allocation | |
|---|---|
| Others | 1.9 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.9% | 0% |
Frequently Asked Questions’s
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.
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 holdings for Motilal Oswal Focused 25 Fund Regular?
The top holdings of this fund are Samvardhana Motherson International Ltd., Star Health and Allied Insurance Company Ltd., FSN E-Commerce Ventures Ltd., ZF Commercial Vehicle Control Systems India Ltd., Sun Pharmaceutical Industries Ltd.
Top 5 Sector for Motilal Oswal Focused 25 Fund Regular?
The major sectors of this fund are Services, Automobile, Financial, Insurance, Healthcare.
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.
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 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.
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.
