+91-9660032889
+91-9660032889
support@mysiponline.com
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 77.53%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 31.71 |
| Large Cap | 29.45 |
| Small Cap | 22.05 |
| Others | -5.68 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Consumer Cyclical
Industrials
Basic Materials
Healthcare
Financial Services
Consumer Defensive
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 09-Jul-2025 |
Holdings | PE Ratio 09-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| Coforge Ltd | Mid Cap | Technology (29.76) | 10.01% | 69.96 | 69.18% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (43.71) | 9.71% | 79.44 | 81.55% |
| Polycab India Ltd | Large Cap | Industrials (47.5) | 9.35% | 49.95 | 3.85% |
| Persistent Systems Ltd | Mid Cap | Technology | 8.21% | - | 0% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (76.09) | 7.28% | 83.85 | 17.37% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (82.85) | 7.15% | 108.51 | -11.35% |
| Trent Ltd | Large Cap | Consumer Cyclical (94.21) | 6.63% | 126.18 | -2.29% |
| PG Electroplast Ltd | Small Cap | Technology | 4.42% | - | 0% |
| Bajaj Holdings and Investment Ltd | Large Cap | Financial Services (10.67) | 3.83% | 0 | 0% |
| HealthCare Global Enterprises Ltd | Small Cap | Healthcare (47.68) | 3.74% | 171.47 | 46.71% |
| Sky Gold and Diamonds Ltd | Small Cap | Consumer Cyclical (72.31) | 2.56% | 35.49 | 55.62% |
| OneSource Specialty Pharma Ltd | Healthcare | 2.5% | - | 0% | |
| Jindal Steel & Power Ltd | Mid Cap | Basic Materials (29.81) | 2.47% | 34.28 | -7.48% |
| Eternal Ltd | Large Cap | Consumer Cyclical (36.51) | 2.45% | -10.49 | 85.47% |
| Dr Agarwals Health Care Ltd | Healthcare | 1.62% | - | 0% | |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.68) | 1.46% | 112.66 | 35.98% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (115.26) | 1.17% | 139.48 | 47.32% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (201.97) | 1.11% | 0 | 40.92% |
| Godfrey Phillips India Ltd | Small Cap | Consumer Defensive (43.36) | 0.81% | 41.26 | 96.29% |
| Supreme Petrochem Ltd | Small Cap | Basic Materials (27.96) | 0.54% | 0 | -8.23% |
| Jubilant Ingrevia Ltd Ordinary Shares | Small Cap | Basic Materials (40.09) | 0.28% | 50.98 | 36.36% |
| Jio Financial Services Ltd | Large Cap | Financial Services (29.03) | 0.04% | 129.8 | -5.79% |
| Future on Coforge Ltd | -0.45% | - | 0% | ||
| Kalyankjil_26/06/2025 | -0.53% | - | 0% | ||
| Future on Persistent Systems Ltd | -1.26% | - | 0% | ||
| Future on Trent Ltd | -3.17% | - | 0% | ||
| Future on Polycab India Ltd | -4.39% | - | 0% |
Discover More with Premium Access
View Stock Information
Take test again
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.
