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Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 97.99%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 27.9 |
| Mid Cap | 27.17 |
| Others | 25.42 |
| Small Cap | 17.5 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Consumer Cyclical
Industrials
Basic Materials
Healthcare
Financial Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 14-Aug-2025 |
Holdings | PE Ratio 14-Aug-2025 |
1Y Return |
|---|---|---|---|---|---|
| Coforge Ltd | Technology | 9.16% | - | 0% | |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (71.17) | 8.28% | 68.76 | -6.17% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (113.9) | 8.15% | 82.54 | 35.91% |
| Persistent Systems Ltd | Mid Cap | Technology | 8.12% | - | 0% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (43.74) | 7.23% | 78.97 | 82.42% |
| Polycab India Ltd | Large Cap | Industrials (46.45) | 6.61% | 47.31 | 8.64% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (81.8) | 6.42% | 104.61 | -1.79% |
| Trent Ltd | Large Cap | Consumer Cyclical (89.96) | 6.07% | 120.52 | -16.61% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 5.42% | -10.49 | 85.47% |
| Ellenbarrie Industrial Gases Ltd | Basic Materials | 4.37% | - | 0% | |
| PG Electroplast Ltd | Small Cap | Technology | 4.19% | - | 0% |
| Ellenbarrie Industrial Gases Ltd - Locked In | 4.11% | - | 0% | ||
| HealthCare Global Enterprises Ltd | Small Cap | Healthcare (47.92) | 3.77% | 232.33 | 71.95% |
| Bajaj Finance Ltd | Financial Services | 3.73% | - | 0% | |
| Bajaj Holdings and Investment Ltd | Large Cap | Financial Services (10.67) | 3.38% | 0 | 0% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (121.83) | 2.62% | 128.91 | 25.76% |
| OneSource Specialty Pharma Ltd | Healthcare | 2.39% | - | 0% | |
| Sky Gold and Diamonds Ltd | Small Cap | Consumer Cyclical (71.17) | 1.75% | 27.33 | 9.53% |
| Dr Agarwals Health Care Ltd | Healthcare | 1.66% | - | 0% | |
| Supreme Petrochem Ltd | Small Cap | Basic Materials (25.44) | 0.56% | 0 | -11.81% |
| Suzlon Energy Ltd | Mid Cap | Industrials (51.88) | 0% | 41.84 | -13.39% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (213.96) | 0% | 0 | 83.7% |
| Jubilant Ingrevia Ltd Ordinary Shares | Small Cap | Basic Materials (41.6) | 0% | 40.27 | 7.17% |
| Jio Financial Services Ltd | Large Cap | Financial Services (27.57) | 0% | 127.85 | 2.27% |
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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 Multi Cap 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 Multi Cap 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.
