₹30.33 0.3206%
03-05-202452.55%
Min. SIP ₹500
Min. Investment ₹500
| Allocation | |
|---|---|
| Large Cap | 44.14 |
| Mid Cap | 34.29 |
| Others | 9.07 |
| Small Cap | 7.79 |
Financial
Technology
Services
Automobile
Capital Goods
Consumer Discretionary
Construction
Communication
Chemicals
Healthcare
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 06-May-2024 |
Holdings | PE Ratio 06-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| JIO Financial Services Ltd. | Large Cap | Financial (17.92) | 12.43% | 146.64 | 0% |
| Persistent Systems Ltd. | Technology | 9.07% | 0% | ||
| Tube Investments Of India Ltd. | Mid Cap | Automobile (110.98) | 8.22% | 58.21 | 50.57% |
| Kalyan Jewellers India Ltd. | Mid Cap | Consumer Discretionary (83.76) | 6.42% | 77.78 | 281.67% |
| Coforge Ltd. | Mid Cap | Technology (31) | 5.98% | 33.48 | 7.27% |
| Polycab India Ltd. | Large Cap | Capital Goods (61.09) | 5.77% | 53.37 | 78.04% |
| Zomato Ltd. | Large Cap | Services (36.51) | 5.66% | -10.49 | 85.47% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 4.49% | 28.3 | 41.05% |
| Indus Towers Ltd. | Mid Cap | Communication (20.77) | 3.97% | 15.69 | 131.78% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (108.17) | 3.54% | 36.5 | 216.82% |
| Larsen & Toubro Ltd. | Large Cap | Construction (46.94) | 3.31% | 38.53 | 45.81% |
| Trent Ltd. | Large Cap | Services (94.1) | 3.07% | 107.77 | 218.09% |
| ICICI Bank Ltd. | Large Cap | Financial (18.3) | 2.83% | 17.8 | 23.83% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (34.03) | 2.76% | 38.3 | 15.1% |
| Electronics Mart India Ltd. | Small Cap | Services (54.51) | 2.73% | 0 | -2.51% |
| Deepak Nitrite Ltd. | Mid Cap | Chemicals (35.97) | 2.2% | 44.16 | 33.76% |
| ABB India Ltd. | Large Cap | Capital Goods (112.75) | 1.98% | 0 | 86.98% |
| Minda Corporation Ltd. | Small Cap | Automobile (46.01) | 1.88% | 0 | 0% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (142.92) | 1.73% | 247.24 | 192.15% |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (53.93) | 1.72% | 41.6 | 29.79% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (53.93) | 1.56% | 47.49 | 118.22% |
| Interglobe Aviation Ltd. | Large Cap | Services (112.32) | 1.32% | 21.48 | 85.56% |
| Vaibhav Global Ltd. | Small Cap | Consumer Discretionary (94.1) | 1.31% | 50.38 | 26.1% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.57) | 1.13% | 24.59 | 94.07% |
| BSE Ltd. | Small Cap | Services | 0.13% | 0% | |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (112.75) | 0.07% | 51.93 | 80.28% |
| Angel One Ltd. | Small Cap | Financial (29.51) | 0.01% | 21.04 | 115.41% |
| Allocation | |
|---|---|
| Others | 4.72 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 4.72% | 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 Flexi cap Fund Regular?
The top holdings of this fund are JIO Financial Services Ltd., Persistent Systems Ltd., Tube Investments Of India Ltd., Kalyan Jewellers India Ltd., Coforge Ltd.
Top 5 Sector for Motilal Oswal Flexi cap Fund Regular?
The major sectors of this fund are Financial, Technology, Services, Automobile, Capital Goods.
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.
