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Fund Suitability Test
Asset Allocation (As on 30-Sep-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 86.7%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 32.49 |
| Large Cap | 27.53 |
| Small Cap | 26.68 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrial Products
Consumer Durables
Retailing
Finance
Chemicals & Petrochemicals
IT - Software
Telecom - Services
Electrical Equipment
Beverages
Construction
Auto Components
Banks
Power
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 13-Dec-2024 |
Holdings | PE Ratio 13-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Jio Financial Services Limited | Large Cap | Finance (30.66) | 9.53% | 134.27 | 41.72% |
| Shaily Engineering Plastics Limited | Small Cap | Industrial Products (45.6) | 9.14% | 93.98 | 359.14% |
| Kalyan Jewellers India Limited | Mid Cap | Consumer Durables (87.12) | 8.4% | 123.11 | 133.75% |
| Deepak Fertilizers and Petrochemicals Corporation Limited | Small Cap | Chemicals & Petrochemicals (41.42) | 7.66% | 24.78 | 101% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (98.44) | 6.76% | 9.63 | 68% |
| Trent Limited | Large Cap | Retailing (76.71) | 6.53% | 137.39 | 135.88% |
| Voltas Limited | Mid Cap | Consumer Durables (94.25) | 5.3% | 108.17 | 112.62% |
| Polycab India Limited | Mid Cap | Industrial Products (58.2) | 5% | 63.05 | 32.47% |
| Coforge Limited | Mid Cap | IT - Software (39.82) | 4.84% | 78.22 | 60% |
| Zomato Limited | Large Cap | Retailing (36.51) | 4.71% | -10.49 | 85.47% |
| Persistent Systems Limited | Mid Cap | IT - Software | 4.7% | - | 0% |
| Premier Energies Limited | Mid Cap | Electrical Equipment | 2.37% | - | 0% |
| Jubilant Ingrevia Limited | Small Cap | Chemicals & Petrochemicals (31.26) | 2.23% | 75.64 | 80.95% |
| Globus Spirits Limited | Small Cap | Beverages (61.19) | 2.05% | 38.35 | 83.59% |
| KEC International Limited | Small Cap | Construction (26.89) | 1.94% | 213.91 | 49.58% |
| Tube Investments of India Limited | Mid Cap | Auto Components (96.32) | 1.88% | 61.3 | -2.8% |
| Cholamandalam Financial Holdings Limited | Small Cap | Finance (38.89) | 1.27% | 13.86 | 49.45% |
| Karur Vysya Bank Limited | Small Cap | Banks (19.57) | 1.23% | 0 | 43.41% |
| CESC Limited | Small Cap | Power (24.69) | 1.16% | 17.62 | 49.95% |
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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 REGULAR PLAN IDCW REINVESTMENT?
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 REGULAR PLAN IDCW REINVESTMENT?
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.