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Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.98%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 98.98 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Financial Services
Consumer Cyclical
Communication Services
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
Basic Materials
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Microsoft Corp | Technology | 6.76% | - | 0% | |
| NVIDIA Corp | Technology | 6.53% | - | 0% | |
| Apple Inc | Technology | 5.96% | - | 0% | |
| Amazon.com Inc | Consumer Cyclical | 3.82% | - | 0% | |
| Meta Platforms Inc Class A | Communication Services | 2.8% | - | 0% | |
| Broadcom Inc | Technology | 2.24% | - | 0% | |
| Alphabet Inc Class A | Communication Services | 1.98% | - | 0% | |
| Tesla Inc | Consumer Cyclical | 1.91% | - | 0% | |
| Berkshire Hathaway Inc Class B | Financial Services | 1.82% | - | 0% | |
| Alphabet Inc Class C | Communication Services | 1.61% | - | 0% | |
| JPMorgan Chase & Co | Financial Services | 1.46% | - | 0% | |
| Visa Inc Class A | Financial Services | 1.24% | - | 0% | |
| Eli Lilly and Co | Healthcare | 1.15% | - | 0% | |
| Netflix Inc | Communication Services | 1.02% | - | 0% | |
| Mastercard Inc Class A | Financial Services | 0.94% | - | 0% | |
| Costco Wholesale Corp | Consumer Defensive | 0.91% | - | 0% | |
| Exxon Mobil Corp | Energy | 0.88% | - | 0% | |
| Walmart Inc | Consumer Defensive | 0.85% | - | 0% | |
| Procter & Gamble Co | Consumer Defensive | 0.79% | - | 0% | |
| Johnson & Johnson | Healthcare | 0.74% | - | 0% | |
| The Home Depot Inc | Consumer Cyclical | 0.72% | - | 0% | |
| AbbVie Inc | Healthcare | 0.65% | - | 0% | |
| Bank of America Corp | Financial Services | 0.58% | - | 0% | |
| Philip Morris International Inc | Consumer Defensive | 0.55% | - | 0% | |
| Coca-Cola Co | Consumer Defensive | 0.55% | - | 0% | |
| UnitedHealth Group Inc | Healthcare | 0.55% | - | 0% | |
| Palantir Technologies Inc Ordinary Shares - Class A | Technology | 0.53% | - | 0% | |
| Oracle Corp | Technology | 0.53% | - | 0% | |
| GE Aerospace | Industrials | 0.52% | - | 0% | |
| Salesforce Inc | Technology | 0.5% | - | 0% | |
| Cisco Systems Inc | Technology | 0.5% | - | 0% | |
| Wells Fargo & Co | Financial Services | 0.49% | - | 0% | |
| International Business Machines Corp | Technology | 0.47% | - | 0% | |
| Abbott Laboratories | Healthcare | 0.46% | - | 0% | |
| Chevron Corp | Energy | 0.45% | - | 0% | |
| McDonald's Corp | Consumer Cyclical | 0.44% | - | 0% | |
| Linde PLC | Basic Materials | 0.44% | - | 0% | |
| Intuit Inc | Technology | 0.42% | - | 0% | |
| ServiceNow Inc | Technology | 0.41% | - | 0% | |
| The Walt Disney Co | Communication Services | 0.4% | - | 0% | |
| AT&T Inc | Communication Services | 0.39% | - | 0% | |
| Accenture PLC Class A | Technology | 0.39% | - | 0% | |
| Intuitive Surgical Inc | Healthcare | 0.39% | - | 0% | |
| Merck & Co Inc | Healthcare | 0.38% | - | 0% | |
| The Goldman Sachs Group Inc | Financial Services | 0.37% | - | 0% | |
| Verizon Communications Inc | Communication Services | 0.37% | - | 0% | |
| Booking Holdings Inc | Consumer Cyclical | 0.36% | - | 0% | |
| RTX Corp | Industrials | 0.36% | - | 0% | |
| Adobe Inc | Technology | 0.36% | - | 0% | |
| PepsiCo Inc | Consumer Defensive | 0.36% | - | 0% | |
| Advanced Micro Devices Inc | Technology | 0.35% | - | 0% | |
| Uber Technologies Inc | Technology | 0.35% | - | 0% | |
| Progressive Corp | Financial Services | 0.33% | - | 0% | |
| Texas Instruments Inc | Technology | 0.33% | - | 0% | |
| Caterpillar Inc | Industrials | 0.33% | - | 0% | |
| American Express Co | Financial Services | 0.32% | - | 0% | |
| S&P Global Inc | Financial Services | 0.32% | - | 0% | |
| Qualcomm Inc | Technology | 0.32% | - | 0% | |
| Morgan Stanley | Financial Services | 0.31% | - | 0% | |
| Boeing Co | Industrials | 0.31% | - | 0% | |
| Boston Scientific Corp | Healthcare | 0.31% | - | 0% | |
| Amgen Inc | Healthcare | 0.31% | - | 0% | |
| Thermo Fisher Scientific Inc | Healthcare | 0.3% | - | 0% | |
| Charles Schwab Corp | Financial Services | 0.3% | - | 0% | |
| Honeywell International Inc | Industrials | 0.29% | - | 0% | |
| NextEra Energy Inc | Utilities | 0.29% | - | 0% | |
| TJX Companies Inc | Consumer Cyclical | 0.28% | - | 0% | |
| BlackRock Inc | Financial Services | 0.28% | - | 0% | |
| Citigroup Inc | Financial Services | 0.28% | - | 0% | |
| Gilead Sciences Inc | Healthcare | 0.27% | - | 0% | |
| Union Pacific Corp | Industrials | 0.26% | - | 0% | |
| Pfizer Inc | Healthcare | 0.26% | - | 0% | |
| Automatic Data Processing Inc | Technology | 0.26% | - | 0% | |
| Stryker Corp | Healthcare | 0.26% | - | 0% | |
| GE Vernova Inc | Industrials | 0.26% | - | 0% | |
| Comcast Corp Class A | Communication Services | 0.26% | - | 0% | |
| Deere & Co | Industrials | 0.25% | - | 0% | |
| Lowe's Companies Inc | Consumer Cyclical | 0.25% | - | 0% | |
| Palo Alto Networks Inc | Technology | 0.25% | - | 0% | |
| Applied Materials Inc | Technology | 0.25% | - | 0% | |
| Eaton Corp PLC | Industrials | 0.25% | - | 0% | |
| Danaher Corp | Healthcare | 0.24% | - | 0% | |
| Capital One Financial Corp | Financial Services | 0.24% | - | 0% | |
| T-Mobile US Inc | Communication Services | 0.23% | - | 0% | |
| CrowdStrike Holdings Inc Class A | Technology | 0.23% | - | 0% | |
| Marsh & McLennan Companies Inc | Financial Services | 0.23% | - | 0% | |
| Vertex Pharmaceuticals Inc | Healthcare | 0.22% | - | 0% | |
| Chubb Ltd | Financial Services | 0.22% | - | 0% | |
| Amphenol Corp Class A | Technology | 0.22% | - | 0% | |
| ConocoPhillips | Energy | 0.21% | - | 0% | |
| Medtronic PLC | Healthcare | 0.21% | - | 0% | |
| Analog Devices Inc | Technology | 0.21% | - | 0% | |
| Micron Technology Inc | Technology | 0.21% | - | 0% | |
| CME Group Inc Class A | Financial Services | 0.21% | - | 0% | |
| Lam Research Corp | Technology | 0.2% | - | 0% | |
| Intercontinental Exchange Inc | Financial Services | 0.2% | - | 0% | |
| Altria Group Inc | Consumer Defensive | 0.2% | - | 0% | |
| Blackstone Inc | Financial Services | 0.2% | - | 0% | |
| Lockheed Martin Corp | Industrials | 0.2% | - | 0% | |
| Prologis Inc | Real Estate | 0.2% | - | 0% | |
| KLA Corp | Technology | 0.2% | - | 0% | |
| American Tower Corp | Real Estate | 0.2% | - | 0% | |
| Southern Co | Utilities | 0.19% | - | 0% | |
| Bristol-Myers Squibb Co | Healthcare | 0.19% | - | 0% | |
| Trane Technologies PLC Class A | Industrials | 0.19% | - | 0% | |
| Constellation Energy Corp | Utilities | 0.19% | - | 0% | |
| Starbucks Corp | Consumer Cyclical | 0.19% | - | 0% | |
| Welltower Inc | Real Estate | 0.19% | - | 0% | |
| Fiserv Inc | Technology | 0.18% | - | 0% | |
| Duke Energy Corp | Utilities | 0.18% | - | 0% | |
| McKesson Corp | Healthcare | 0.18% | - | 0% | |
| Arista Networks Inc | Technology | 0.18% | - | 0% | |
| Elevance Health Inc | Healthcare | 0.18% | - | 0% | |
| Arthur J. Gallagher & Co | Financial Services | 0.17% | - | 0% | |
| Waste Management Inc | Industrials | 0.17% | - | 0% | |
| Mondelez International Inc Class A | Consumer Defensive | 0.17% | - | 0% | |
| The Cigna Group | Healthcare | 0.17% | - | 0% | |
| Equinix Inc | Real Estate | 0.17% | - | 0% | |
| Parker Hannifin Corp | Industrials | 0.17% | - | 0% | |
| Intel Corp | Technology | 0.17% | - | 0% | |
| Sherwin-Williams Co | Basic Materials | 0.16% | - | 0% | |
| TransDigm Group Inc | Industrials | 0.16% | - | 0% | |
| KKR & Co Inc Ordinary Shares | Financial Services | 0.16% | - | 0% | |
| CVS Health Corp | Healthcare | 0.16% | - | 0% | |
| 3M Co | Industrials | 0.16% | - | 0% | |
| Aon PLC Class A | Financial Services | 0.16% | - | 0% | |
| Cadence Design Systems Inc | Technology | 0.16% | - | 0% | |
| O'Reilly Automotive Inc | Consumer Cyclical | 0.16% | - | 0% | |
| Cintas Corp | Industrials | 0.15% | - | 0% | |
| Zoetis Inc Class A | Healthcare | 0.15% | - | 0% | |
| Colgate-Palmolive Co | Consumer Defensive | 0.15% | - | 0% | |
| Moodys Corp | Financial Services | 0.15% | - | 0% | |
| Williams Companies Inc | Energy | 0.15% | - | 0% | |
| Synopsys Inc | Technology | 0.14% | - | 0% | |
| Nike Inc Class B | Consumer Cyclical | 0.14% | - | 0% | |
| United Parcel Service Inc Class B | Industrials | 0.14% | - | 0% | |
| DoorDash Inc Ordinary Shares - Class A | Consumer Cyclical | 0.14% | - | 0% | |
| General Dynamics Corp | Industrials | 0.14% | - | 0% | |
| PayPal Holdings Inc | Financial Services | 0.14% | - | 0% | |
| Motorola Solutions Inc | Technology | 0.14% | - | 0% | |
| PNC Financial Services Group Inc | Financial Services | 0.14% | - | 0% | |
| Howmet Aerospace Inc | Industrials | 0.14% | - | 0% | |
| HCA Healthcare Inc | Healthcare | 0.13% | - | 0% | |
| U.S. Bancorp | Financial Services | 0.13% | - | 0% | |
| Chipotle Mexican Grill Inc | Consumer Cyclical | 0.13% | - | 0% | |
| Emerson Electric Co | Industrials | 0.13% | - | 0% | |
| Ecolab Inc | Basic Materials | 0.13% | - | 0% | |
| Johnson Controls International PLC Registered Shares | Industrials | 0.13% | - | 0% | |
| Northrop Grumman Corp | Industrials | 0.13% | - | 0% | |
| Illinois Tool Works Inc | Industrials | 0.13% | - | 0% | |
| Fortinet Inc | Technology | 0.13% | - | 0% | |
| Autodesk Inc | Technology | 0.13% | - | 0% | |
| Royal Caribbean Group | Consumer Cyclical | 0.13% | - | 0% | |
| Bank of New York Mellon Corp | Financial Services | 0.13% | - | 0% | |
| AutoZone Inc | Consumer Cyclical | 0.12% | - | 0% | |
| The Travelers Companies Inc | Financial Services | 0.12% | - | 0% | |
| Air Products and Chemicals Inc | Basic Materials | 0.12% | - | 0% | |
| Roper Technologies Inc | Technology | 0.12% | - | 0% | |
| EOG Resources Inc | Energy | 0.12% | - | 0% | |
| CSX Corp | Industrials | 0.12% | - | 0% | |
| Marriott International Inc Class A | Consumer Cyclical | 0.12% | - | 0% | |
| Newmont Corp | Basic Materials | 0.12% | - | 0% | |
| Hilton Worldwide Holdings Inc | Consumer Cyclical | 0.12% | - | 0% | |
| Apollo Asset Management, Inc. Ordinary Shares - Class A (New) | Financial Services | 0.12% | - | 0% | |
| Carrier Global Corp Ordinary Shares | Industrials | 0.11% | - | 0% | |
| Norfolk Southern Corp | Industrials | 0.11% | - | 0% | |
| Airbnb Inc Ordinary Shares - Class A | Consumer Cyclical | 0.11% | - | 0% | |
| Allstate Corp | Financial Services | 0.11% | - | 0% | |
| Freeport-McMoRan Inc | Basic Materials | 0.11% | - | 0% | |
| American Electric Power Co Inc | Utilities | 0.11% | - | 0% | |
| Vistra Corp | Utilities | 0.11% | - | 0% | |
| Axon Enterprise Inc | Industrials | 0.11% | - | 0% | |
| Digital Realty Trust Inc | Real Estate | 0.11% | - | 0% | |
| Kinder Morgan Inc Class P | Energy | 0.11% | - | 0% | |
| Workday Inc Class A | Technology | 0.1% | - | 0% | |
| Republic Services Inc | Industrials | 0.1% | - | 0% | |
| Truist Financial Corp | Financial Services | 0.1% | - | 0% | |
| Coinbase Global Inc Ordinary Shares - Class A | Financial Services | 0.1% | - | 0% | |
| Regeneron Pharmaceuticals Inc | Healthcare | 0.1% | - | 0% | |
| Aflac Inc | Financial Services | 0.1% | - | 0% | |
| Marathon Petroleum Corp | Energy | 0.1% | - | 0% | |
| Paychex Inc | Technology | 0.1% | - | 0% | |
| Quanta Services Inc | Industrials | 0.1% | - | 0% | |
| Cencora Inc | Healthcare | 0.1% | - | 0% | |
| American International Group Inc | Financial Services | 0.1% | - | 0% | |
| ONEOK Inc | Energy | 0.1% | - | 0% | |
| Simon Property Group Inc | Real Estate | 0.1% | - | 0% | |
| Sempra | Utilities | 0.1% | - | 0% | |
| Becton Dickinson & Co | Healthcare | 0.1% | - | 0% | |
| Realty Income Corp | Real Estate | 0.1% | - | 0% | |
| General Motors Co | Consumer Cyclical | 0.1% | - | 0% | |
| PACCAR Inc | Industrials | 0.1% | - | 0% | |
| Ameriprise Financial Inc | Financial Services | 0.1% | - | 0% | |
| Public Storage | Real Estate | 0.1% | - | 0% | |
| NXP Semiconductors NV | Technology | 0.1% | - | 0% | |
| Corteva Inc | Basic Materials | 0.1% | - | 0% | |
| FedEx Corp | Industrials | 0.1% | - | 0% | |
| W.W. Grainger Inc | Industrials | 0.1% | - | 0% | |
| TE Connectivity PLC Registered Shares | Technology | 0.09% | - | 0% | |
| Kimberly-Clark Corp | Consumer Defensive | 0.09% | - | 0% | |
| Dominion Energy Inc | Utilities | 0.09% | - | 0% | |
| Fastenal Co | Industrials | 0.09% | - | 0% | |
| Phillips 66 | Energy | 0.09% | - | 0% | |
| Schlumberger Ltd | Energy | 0.09% | - | 0% | |
| United Rentals Inc | Industrials | 0.09% | - | 0% | |
| Ross Stores Inc | Consumer Cyclical | 0.09% | - | 0% | |
| Edwards Lifesciences Corp | Healthcare | 0.09% | - | 0% | |
| L3Harris Technologies Inc | Industrials | 0.09% | - | 0% | |
| Kenvue Inc | Consumer Defensive | 0.09% | - | 0% | |
| Keurig Dr Pepper Inc | Consumer Defensive | 0.09% | - | 0% | |
| MetLife Inc | Financial Services | 0.09% | - | 0% | |
| The Kroger Co | Consumer Defensive | 0.09% | - | 0% | |
| Copart Inc | Industrials | 0.09% | - | 0% | |
| Monster Beverage Corp | Consumer Defensive | 0.09% | - | 0% | |
| Verisk Analytics Inc | Industrials | 0.09% | - | 0% | |
| Cummins Inc | Industrials | 0.09% | - | 0% | |
| Exelon Corp | Utilities | 0.09% | - | 0% | |
| MSCI Inc | Financial Services | 0.09% | - | 0% | |
| Crown Castle Inc | Real Estate | 0.09% | - | 0% | |
| Target Corp | Consumer Defensive | 0.09% | - | 0% | |
| Fair Isaac Corp | Technology | 0.08% | - | 0% | |
| Fidelity National Information Services Inc | Technology | 0.08% | - | 0% | |
| IDEXX Laboratories Inc | Healthcare | 0.08% | - | 0% | |
| AMETEK Inc | Industrials | 0.08% | - | 0% | |
| Valero Energy Corp | Energy | 0.08% | - | 0% | |
| Ford Motor Co | Consumer Cyclical | 0.08% | - | 0% | |
| Public Service Enterprise Group Inc | Utilities | 0.08% | - | 0% | |
| Xcel Energy Inc | Utilities | 0.08% | - | 0% | |
| Yum Brands Inc | Consumer Cyclical | 0.08% | - | 0% | |
| Cognizant Technology Solutions Corp Class A | Technology | 0.08% | - | 0% | |
| Take-Two Interactive Software Inc | Communication Services | 0.08% | - | 0% | |
| Charter Communications Inc Class A | Communication Services | 0.08% | - | 0% | |
| Corning Inc | Technology | 0.08% | - | 0% | |
| Otis Worldwide Corp Ordinary Shares | Industrials | 0.07% | - | 0% | |
| The Hartford Insurance Group Inc | Financial Services | 0.07% | - | 0% | |
| Cardinal Health Inc | Healthcare | 0.07% | - | 0% | |
| PG&E Corp | Utilities | 0.07% | - | 0% | |
| CBRE Group Inc Class A | Real Estate | 0.07% | - | 0% | |
| Prudential Financial Inc | Financial Services | 0.07% | - | 0% | |
| Baker Hughes Co Class A | Energy | 0.07% | - | 0% | |
| Hess Corp | Energy | 0.07% | - | 0% | |
| Consolidated Edison Inc | Utilities | 0.07% | - | 0% | |
| ResMed Inc | Healthcare | 0.07% | - | 0% | |
| Entergy Corp | Utilities | 0.07% | - | 0% | |
| Sysco Corp | Consumer Defensive | 0.07% | - | 0% | |
| Rockwell Automation Inc | Industrials | 0.07% | - | 0% | |
| Arch Capital Group Ltd | Financial Services | 0.07% | - | 0% | |
| Lululemon Athletica Inc | Consumer Cyclical | 0.07% | - | 0% | |
| eBay Inc | Consumer Cyclical | 0.07% | - | 0% | |
| Vulcan Materials Co | Basic Materials | 0.07% | - | 0% | |
| Dell Technologies Inc Ordinary Shares - Class C | Technology | 0.07% | - | 0% | |
| Nasdaq Inc | Financial Services | 0.07% | - | 0% | |
| Westinghouse Air Brake Technologies Corp | Industrials | 0.07% | - | 0% | |
| Targa Resources Corp | Energy | 0.07% | - | 0% | |
| WEC Energy Group Inc | Utilities | 0.07% | - | 0% | |
| Electronic Arts Inc | Communication Services | 0.07% | - | 0% | |
| Gartner Inc | Technology | 0.07% | - | 0% | |
| DexCom Inc | Healthcare | 0.07% | - | 0% | |
| D.R. Horton Inc | Consumer Cyclical | 0.07% | - | 0% | |
| Martin Marietta Materials Inc | Basic Materials | 0.07% | - | 0% | |
| VICI Properties Inc Ordinary Shares | Real Estate | 0.07% | - | 0% | |
| EQT Corp | Energy | 0.06% | - | 0% | |
| Ingersoll Rand Inc | Industrials | 0.06% | - | 0% | |
| Equifax Inc | Industrials | 0.06% | - | 0% | |
| GE HealthCare Technologies Inc Common Stock | Healthcare | 0.06% | - | 0% | |
| Extra Space Storage Inc | Real Estate | 0.06% | - | 0% | |
| Agilent Technologies Inc | Healthcare | 0.06% | - | 0% | |
| Monolithic Power Systems Inc | Technology | 0.06% | - | 0% | |
| Willis Towers Watson PLC | Financial Services | 0.06% | - | 0% | |
| NRG Energy Inc | Utilities | 0.06% | - | 0% | |
| Microchip Technology Inc | Technology | 0.06% | - | 0% | |
| Garmin Ltd | Technology | 0.06% | - | 0% | |
| Delta Air Lines Inc | Industrials | 0.06% | - | 0% | |
| CoStar Group Inc | Real Estate | 0.06% | - | 0% | |
| Xylem Inc | Industrials | 0.06% | - | 0% | |
| M&T Bank Corp | Financial Services | 0.06% | - | 0% | |
| Old Dominion Freight Line Inc Ordinary Shares | Industrials | 0.06% | - | 0% | |
| General Mills Inc | Consumer Defensive | 0.06% | - | 0% | |
| AvalonBay Communities Inc | Real Estate | 0.06% | - | 0% | |
| Iron Mountain Inc | Real Estate | 0.06% | - | 0% | |
| Ansys Inc | Technology | 0.06% | - | 0% | |
| Broadridge Financial Solutions Inc | Technology | 0.06% | - | 0% | |
| DTE Energy Co | Utilities | 0.06% | - | 0% | |
| Humana Inc | Healthcare | 0.06% | - | 0% | |
| Ventas Inc | Real Estate | 0.06% | - | 0% | |
| Centene Corp | Healthcare | 0.06% | - | 0% | |
| DuPont de Nemours Inc | Basic Materials | 0.06% | - | 0% | |
| American Water Works Co Inc | Utilities | 0.06% | - | 0% | |
| State Street Corp | Financial Services | 0.05% | - | 0% | |
| Constellation Brands Inc Class A | Consumer Defensive | 0.05% | - | 0% | |
| Occidental Petroleum Corp | Energy | 0.05% | - | 0% | |
| Keysight Technologies Inc | Technology | 0.05% | - | 0% | |
| Raymond James Financial Inc | Financial Services | 0.05% | - | 0% | |
| Brown & Brown Inc | Financial Services | 0.05% | - | 0% | |
| Ameren Corp | Utilities | 0.05% | - | 0% | |
| United Airlines Holdings Inc | Industrials | 0.05% | - | 0% | |
| Tractor Supply Co | Consumer Cyclical | 0.05% | - | 0% | |
| GoDaddy Inc Class A | Technology | 0.05% | - | 0% | |
| PPG Industries Inc | Basic Materials | 0.05% | - | 0% | |
| Nucor Corp | Basic Materials | 0.05% | - | 0% | |
| PPL Corp | Utilities | 0.05% | - | 0% | |
| Fifth Third Bancorp | Financial Services | 0.05% | - | 0% | |
| International Paper Co | Consumer Cyclical | 0.05% | - | 0% | |
| Diamondback Energy Inc | Energy | 0.05% | - | 0% | |
| Darden Restaurants Inc | Consumer Cyclical | 0.05% | - | 0% | |
| Veralto Corp | Industrials | 0.05% | - | 0% | |
| Seagate Technology Holdings PLC | Technology | 0.05% | - | 0% | |
| SBA Communications Corp Class A | Real Estate | 0.05% | - | 0% | |
| Lennar Corp Class A | Consumer Cyclical | 0.05% | - | 0% | |
| Tyler Technologies Inc | Technology | 0.05% | - | 0% | |
| Atmos Energy Corp | Utilities | 0.05% | - | 0% | |
| Expand Energy Corp Ordinary Shares - New | Energy | 0.05% | - | 0% | |
| Dover Corp | Industrials | 0.05% | - | 0% | |
| Carnival Corp | Consumer Cyclical | 0.05% | - | 0% | |
| CenterPoint Energy Inc | Utilities | 0.05% | - | 0% | |
| Church & Dwight Co Inc | Consumer Defensive | 0.05% | - | 0% | |
| Mettler-Toledo International Inc | Healthcare | 0.05% | - | 0% | |
| Steris PLC | Healthcare | 0.05% | - | 0% | |
| CDW Corp | Technology | 0.05% | - | 0% | |
| Cboe Global Markets Inc | Financial Services | 0.05% | - | 0% | |
| Equity Residential | Real Estate | 0.05% | - | 0% | |
| Fortive Corp | Technology | 0.05% | - | 0% | |
| Eversource Energy | Utilities | 0.05% | - | 0% | |
| The Hershey Co | Consumer Defensive | 0.05% | - | 0% | |
| Cincinnati Financial Corp | Financial Services | 0.05% | - | 0% | |
| IQVIA Holdings Inc | Healthcare | 0.05% | - | 0% | |
| HP Inc | Technology | 0.05% | - | 0% | |
| The Kraft Heinz Co | Consumer Defensive | 0.05% | - | 0% | |
| Teledyne Technologies Inc | Technology | 0.05% | - | 0% | |
| Archer-Daniels-Midland Co | Consumer Defensive | 0.05% | - | 0% | |
| Insulet Corp | Healthcare | 0.05% | - | 0% | |
| Huntington Bancshares Inc | Financial Services | 0.04% | - | 0% | |
| Hewlett Packard Enterprise Co | Technology | 0.04% | - | 0% | |
| Corpay Inc | Technology | 0.04% | - | 0% | |
| WR Berkley Corp | Financial Services | 0.04% | - | 0% | |
| Synchrony Financial | Financial Services | 0.04% | - | 0% | |
| Warner Bros. Discovery Inc Ordinary Shares - Class A | Communication Services | 0.04% | - | 0% | |
| Kellanova | Consumer Defensive | 0.04% | - | 0% | |
| VeriSign Inc | Technology | 0.04% | - | 0% | |
| Ulta Beauty Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Edison International | Utilities | 0.04% | - | 0% | |
| FirstEnergy Corp | Utilities | 0.04% | - | 0% | |
| Live Nation Entertainment Inc | Communication Services | 0.04% | - | 0% | |
| Smurfit WestRock PLC | Consumer Cyclical | 0.04% | - | 0% | |
| Dollar General Corp | Consumer Defensive | 0.04% | - | 0% | |
| CMS Energy Corp | Utilities | 0.04% | - | 0% | |
| Texas Pacific Land Corp | Energy | 0.04% | - | 0% | |
| Northern Trust Corp | Financial Services | 0.04% | - | 0% | |
| Hubbell Inc | Industrials | 0.04% | - | 0% | |
| NVR Inc | Consumer Cyclical | 0.04% | - | 0% | |
| T. Rowe Price Group Inc | Financial Services | 0.04% | - | 0% | |
| Amcor PLC Ordinary Shares | Consumer Cyclical | 0.04% | - | 0% | |
| Labcorp Holdings Inc | Healthcare | 0.04% | - | 0% | |
| Waters Corp | Healthcare | 0.04% | - | 0% | |
| Expedia Group Inc | Consumer Cyclical | 0.04% | - | 0% | |
| PTC Inc | Technology | 0.04% | - | 0% | |
| NetApp Inc | Technology | 0.04% | - | 0% | |
| Super Micro Computer Inc | Technology | 0.04% | - | 0% | |
| Williams-Sonoma Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Devon Energy Corp | Energy | 0.04% | - | 0% | |
| PulteGroup Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Southwest Airlines Co | Industrials | 0.04% | - | 0% | |
| International Flavors & Fragrances Inc | Basic Materials | 0.04% | - | 0% | |
| Dow Inc | Basic Materials | 0.04% | - | 0% | |
| Regions Financial Corp | Financial Services | 0.04% | - | 0% | |
| Leidos Holdings Inc | Technology | 0.04% | - | 0% | |
| Quest Diagnostics Inc | Healthcare | 0.04% | - | 0% | |
| Invitation Homes Inc | Real Estate | 0.04% | - | 0% | |
| Biogen Inc | Healthcare | 0.04% | - | 0% | |
| Weyerhaeuser Co | Real Estate | 0.04% | - | 0% | |
| Global Payments Inc | Industrials | 0.04% | - | 0% | |
| NiSource Inc | Utilities | 0.04% | - | 0% | |
| Jabil Inc | Technology | 0.04% | - | 0% | |
| McCormick & Co Inc Ordinary Shares (Non Voting) | Consumer Defensive | 0.04% | - | 0% | |
| Zimmer Biomet Holdings Inc | Healthcare | 0.04% | - | 0% | |
| Mid-America Apartment Communities Inc | Real Estate | 0.04% | - | 0% | |
| Essex Property Trust Inc | Real Estate | 0.04% | - | 0% | |
| Dollar Tree Inc | Consumer Defensive | 0.04% | - | 0% | |
| Lennox International Inc | Industrials | 0.04% | - | 0% | |
| Western Digital Corp | Technology | 0.04% | - | 0% | |
| Coterra Energy Inc Ordinary Shares | Energy | 0.04% | - | 0% | |
| ON Semiconductor Corp | Technology | 0.03% | - | 0% | |
| Citizens Financial Group Inc | Financial Services | 0.03% | - | 0% | |
| Genuine Parts Co | Consumer Cyclical | 0.03% | - | 0% | |
| Trimble Inc | Technology | 0.03% | - | 0% | |
| Steel Dynamics Inc | Basic Materials | 0.03% | - | 0% | |
| FactSet Research Systems Inc | Financial Services | 0.03% | - | 0% | |
| Packaging Corp of America | Consumer Cyclical | 0.03% | - | 0% | |
| Halliburton Co | Energy | 0.03% | - | 0% | |
| First Solar Inc | Technology | 0.03% | - | 0% | |
| Molina Healthcare Inc | Healthcare | 0.03% | - | 0% | |
| Snap-on Inc | Industrials | 0.03% | - | 0% | |
| F5 Inc | Technology | 0.03% | - | 0% | |
| Principal Financial Group Inc | Financial Services | 0.03% | - | 0% | |
| Pentair PLC | Industrials | 0.03% | - | 0% | |
| Domino's Pizza Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Tapestry Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Clorox Co | Consumer Defensive | 0.03% | - | 0% | |
| Rollins Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Tyson Foods Inc Class A | Consumer Defensive | 0.03% | - | 0% | |
| Deckers Outdoor Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Ball Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Alliant Energy Corp | Utilities | 0.03% | - | 0% | |
| KeyCorp | Financial Services | 0.03% | - | 0% | |
| CF Industries Holdings Inc | Basic Materials | 0.03% | - | 0% | |
| Loews Corp | Financial Services | 0.03% | - | 0% | |
| Expeditors International of Washington Inc | Industrials | 0.03% | - | 0% | |
| The Estee Lauder Companies Inc Class A | Consumer Defensive | 0.03% | - | 0% | |
| Baxter International Inc | Healthcare | 0.03% | - | 0% | |
| Jacobs Solutions Inc | Industrials | 0.03% | - | 0% | |
| Gen Digital Inc | Technology | 0.03% | - | 0% | |
| Aptiv PLC | Consumer Cyclical | 0.03% | - | 0% | |
| West Pharmaceutical Services Inc | Healthcare | 0.03% | - | 0% | |
| Evergy Inc | Utilities | 0.03% | - | 0% | |
| Everest Group Ltd | Financial Services | 0.03% | - | 0% | |
| Zebra Technologies Corp Ordinary Shares - Class A | Technology | 0.03% | - | 0% | |
| LyondellBasell Industries NV Class A | Basic Materials | 0.03% | - | 0% | |
| Kimco Realty Corp | Real Estate | 0.03% | - | 0% | |
| Omnicom Group Inc | Communication Services | 0.03% | - | 0% | |
| Avery Dennison Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Las Vegas Sands Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Hologic Inc | Healthcare | 0.03% | - | 0% | |
| IDEX Corp | Industrials | 0.03% | - | 0% | |
| The Cooper Companies Inc | Healthcare | 0.03% | - | 0% | |
| Textron Inc | Industrials | 0.03% | - | 0% | |
| Masco Corp | Industrials | 0.03% | - | 0% | |
| Jack Henry & Associates Inc | Technology | 0.03% | - | 0% | |
| Best Buy Co Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Teradyne Inc | Technology | 0.03% | - | 0% | |
| Align Technology Inc | Healthcare | 0.03% | - | 0% | |
| Camden Property Trust | Real Estate | 0.02% | - | 0% | |
| UDR Inc | Real Estate | 0.02% | - | 0% | |
| Allegion PLC | Industrials | 0.02% | - | 0% | |
| Builders FirstSource Inc | Industrials | 0.02% | - | 0% | |
| Paycom Software Inc | Technology | 0.02% | - | 0% | |
| Healthpeak Properties Inc | Real Estate | 0.02% | - | 0% | |
| JM Smucker Co | Consumer Defensive | 0.02% | - | 0% | |
| Fox Corp Class A | Communication Services | 0.02% | - | 0% | |
| Juniper Networks Inc | 0.02% | - | 0% | ||
| Regency Centers Corp | Real Estate | 0.02% | - | 0% | |
| Nordson Corp | Industrials | 0.02% | - | 0% | |
| The Mosaic Co | Basic Materials | 0.02% | - | 0% | |
| Pool Corp | Industrials | 0.02% | - | 0% | |
| Akamai Technologies Inc | Technology | 0.02% | - | 0% | |
| C.H. Robinson Worldwide Inc | Industrials | 0.02% | - | 0% | |
| Universal Health Services Inc Class B | Healthcare | 0.02% | - | 0% | |
| Skyworks Solutions Inc | Technology | 0.02% | - | 0% | |
| JB Hunt Transport Services Inc | Industrials | 0.02% | - | 0% | |
| Ralph Lauren Corp Class A | Consumer Cyclical | 0.02% | - | 0% | |
| Revvity Inc | Healthcare | 0.02% | - | 0% | |
| Conagra Brands Inc | Consumer Defensive | 0.02% | - | 0% | |
| Host Hotels & Resorts Inc | Real Estate | 0.02% | - | 0% | |
| Alexandria Real Estate Equities Inc | Real Estate | 0.02% | - | 0% | |
| News Corp Class A | Communication Services | 0.02% | - | 0% | |
| LKQ Corp | Consumer Cyclical | 0.02% | - | 0% | |
| TKO Group Holdings Inc | Communication Services | 0.02% | - | 0% | |
| Viatris Inc | Healthcare | 0.02% | - | 0% | |
| Incyte Corp | Healthcare | 0.02% | - | 0% | |
| Bunge Global SA | Consumer Defensive | 0.02% | - | 0% | |
| Assurant Inc | Financial Services | 0.02% | - | 0% | |
| Pinnacle West Capital Corp | Utilities | 0.02% | - | 0% | |
| Globe Life Inc | Financial Services | 0.02% | - | 0% | |
| Solventum Corp | Healthcare | 0.02% | - | 0% | |
| Stanley Black & Decker Inc | Industrials | 0.02% | - | 0% | |
| CarMax Inc | Consumer Cyclical | 0.02% | - | 0% | |
| EPAM Systems Inc | Technology | 0.02% | - | 0% | |
| BXP Inc | Real Estate | 0.02% | - | 0% | |
| Dayforce Inc | Technology | 0.02% | - | 0% | |
| Molson Coors Beverage Co Shs -B- Non-Voting | Consumer Defensive | 0.02% | - | 0% | |
| Eastman Chemical Co | Basic Materials | 0.02% | - | 0% | |
| Moderna Inc | Healthcare | 0.02% | - | 0% | |
| Erie Indemnity Co Class A | Financial Services | 0.02% | - | 0% | |
| Hormel Foods Corp | Consumer Defensive | 0.02% | - | 0% | |
| The Interpublic Group of Companies Inc | Communication Services | 0.02% | - | 0% | |
| Hasbro Inc | Consumer Cyclical | 0.02% | - | 0% | |
| Huntington Ingalls Industries Inc | Industrials | 0.02% | - | 0% | |
| Henry Schein Inc | Healthcare | 0.02% | - | 0% | |
| MarketAxess Holdings Inc | Financial Services | 0.02% | - | 0% | |
| Wynn Resorts Ltd | Consumer Cyclical | 0.02% | - | 0% | |
| Walgreens Boots Alliance Inc | Healthcare | 0.02% | - | 0% | |
| Lamb Weston Holdings Inc | Consumer Defensive | 0.02% | - | 0% | |
| Norwegian Cruise Line Holdings Ltd | Consumer Cyclical | 0.02% | - | 0% | |
| Bio-Techne Corp | Healthcare | 0.02% | - | 0% | |
| A.O. Smith Corp | Industrials | 0.01% | - | 0% | |
| Match Group Inc Ordinary Shares - New | Communication Services | 0.01% | - | 0% | |
| Federal Realty Investment Trust | Real Estate | 0.01% | - | 0% | |
| Generac Holdings Inc | Industrials | 0.01% | - | 0% | |
| Paramount Global Class B | Communication Services | 0.01% | - | 0% | |
| The AES Corp | Utilities | 0.01% | - | 0% | |
| MGM Resorts International | Consumer Cyclical | 0.01% | - | 0% | |
| Charles River Laboratories International Inc | Healthcare | 0.01% | - | 0% | |
| Franklin Resources Inc | Financial Services | 0.01% | - | 0% | |
| The Campbell's Co | Consumer Defensive | 0.01% | - | 0% | |
| Fox Corp Class B | Communication Services | 0.01% | - | 0% | |
| Albemarle Corp | Basic Materials | 0.01% | - | 0% | |
| Invesco Ltd | Financial Services | 0.01% | - | 0% | |
| APA Corp | Energy | 0.01% | - | 0% | |
| Brown-Forman Corp Registered Shs -B- Non Vtg | Consumer Defensive | 0.01% | - | 0% |
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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 S&P 500 Index 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 S&P 500 Index 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.
