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Fund Suitability Test
Asset Allocation (As on 30-Jun-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.92%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 98.93 |
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 |
|---|---|---|---|---|---|
| NVIDIA Corp | Technology | 7.26% | - | 0% | |
| Microsoft Corp | Technology | 6.97% | - | 0% | |
| Apple Inc | Technology | 5.78% | - | 0% | |
| Amazon.com Inc | Consumer Cyclical | 3.91% | - | 0% | |
| Meta Platforms Inc Class A | Communication Services | 3.02% | - | 0% | |
| Broadcom Inc | Technology | 2.44% | - | 0% | |
| Alphabet Inc Class A | Communication Services | 1.93% | - | 0% | |
| Berkshire Hathaway Inc Class B | Financial Services | 1.68% | - | 0% | |
| Tesla Inc | Consumer Cyclical | 1.68% | - | 0% | |
| Alphabet Inc Class C | Communication Services | 1.57% | - | 0% | |
| JPMorgan Chase & Co | Financial Services | 1.52% | - | 0% | |
| Eli Lilly and Co | Healthcare | 1.16% | - | 0% | |
| Visa Inc Class A | Financial Services | 1.15% | - | 0% | |
| Netflix Inc | Communication Services | 1.07% | - | 0% | |
| Exxon Mobil Corp | Energy | 0.88% | - | 0% | |
| Mastercard Inc Class A | Financial Services | 0.86% | - | 0% | |
| Costco Wholesale Corp | Consumer Defensive | 0.83% | - | 0% | |
| Walmart Inc | Consumer Defensive | 0.8% | - | 0% | |
| Procter & Gamble Co | Consumer Defensive | 0.7% | - | 0% | |
| Johnson & Johnson | Healthcare | 0.69% | - | 0% | |
| The Home Depot Inc | Consumer Cyclical | 0.69% | - | 0% | |
| Oracle Corp | Technology | 0.67% | - | 0% | |
| AbbVie Inc | Healthcare | 0.62% | - | 0% | |
| Bank of America Corp | Financial Services | 0.58% | - | 0% | |
| Palantir Technologies Inc Ordinary Shares - Class A | Technology | 0.55% | - | 0% | |
| Philip Morris International Inc | Consumer Defensive | 0.53% | - | 0% | |
| UnitedHealth Group Inc | Healthcare | 0.53% | - | 0% | |
| Cisco Systems Inc | Technology | 0.52% | - | 0% | |
| GE Aerospace | Industrials | 0.52% | - | 0% | |
| Coca-Cola Co | Consumer Defensive | 0.52% | - | 0% | |
| International Business Machines Corp | Technology | 0.52% | - | 0% | |
| Salesforce Inc | Technology | 0.49% | - | 0% | |
| Wells Fargo & Co | Financial Services | 0.49% | - | 0% | |
| Abbott Laboratories | Healthcare | 0.45% | - | 0% | |
| Chevron Corp | Energy | 0.44% | - | 0% | |
| Advanced Micro Devices Inc | Technology | 0.43% | - | 0% | |
| The Walt Disney Co | Communication Services | 0.42% | - | 0% | |
| Linde PLC | Basic Materials | 0.42% | - | 0% | |
| Intuit Inc | Technology | 0.42% | - | 0% | |
| The Goldman Sachs Group Inc | Financial Services | 0.41% | - | 0% | |
| ServiceNow Inc | Technology | 0.4% | - | 0% | |
| McDonald's Corp | Consumer Cyclical | 0.39% | - | 0% | |
| AT&T Inc | Communication Services | 0.39% | - | 0% | |
| Merck & Co Inc | Healthcare | 0.37% | - | 0% | |
| Uber Technologies Inc | Technology | 0.37% | - | 0% | |
| RTX Corp | Industrials | 0.37% | - | 0% | |
| Intuitive Surgical Inc | Healthcare | 0.37% | - | 0% | |
| Texas Instruments Inc | Technology | 0.36% | - | 0% | |
| Booking Holdings Inc | Consumer Cyclical | 0.36% | - | 0% | |
| Accenture PLC Class A | Technology | 0.35% | - | 0% | |
| Caterpillar Inc | Industrials | 0.34% | - | 0% | |
| Verizon Communications Inc | Communication Services | 0.34% | - | 0% | |
| PepsiCo Inc | Consumer Defensive | 0.34% | - | 0% | |
| American Express Co | Financial Services | 0.33% | - | 0% | |
| Qualcomm Inc | Technology | 0.33% | - | 0% | |
| Morgan Stanley | Financial Services | 0.33% | - | 0% | |
| S&P Global Inc | Financial Services | 0.31% | - | 0% | |
| Adobe Inc | Technology | 0.31% | - | 0% | |
| Citigroup Inc | Financial Services | 0.3% | - | 0% | |
| Boston Scientific Corp | Healthcare | 0.3% | - | 0% | |
| Boeing Co | Industrials | 0.3% | - | 0% | |
| Progressive Corp | Financial Services | 0.29% | - | 0% | |
| Charles Schwab Corp | Financial Services | 0.29% | - | 0% | |
| Thermo Fisher Scientific Inc | Healthcare | 0.29% | - | 0% | |
| BlackRock Inc | Financial Services | 0.29% | - | 0% | |
| Amgen Inc | Healthcare | 0.28% | - | 0% | |
| Honeywell International Inc | Industrials | 0.28% | - | 0% | |
| Applied Materials Inc | Technology | 0.28% | - | 0% | |
| GE Vernova Inc | Industrials | 0.27% | - | 0% | |
| NextEra Energy Inc | Utilities | 0.27% | - | 0% | |
| Eaton Corp PLC | Industrials | 0.26% | - | 0% | |
| Gilead Sciences Inc | Healthcare | 0.26% | - | 0% | |
| TJX Companies Inc | Consumer Cyclical | 0.26% | - | 0% | |
| Pfizer Inc | Healthcare | 0.26% | - | 0% | |
| Micron Technology Inc | Technology | 0.26% | - | 0% | |
| Union Pacific Corp | Industrials | 0.26% | - | 0% | |
| Capital One Financial Corp | Financial Services | 0.26% | - | 0% | |
| Stryker Corp | Healthcare | 0.26% | - | 0% | |
| Palo Alto Networks Inc | Technology | 0.26% | - | 0% | |
| Comcast Corp Class A | Communication Services | 0.25% | - | 0% | |
| Deere & Co | Industrials | 0.24% | - | 0% | |
| CrowdStrike Holdings Inc Class A | Technology | 0.24% | - | 0% | |
| Danaher Corp | Healthcare | 0.24% | - | 0% | |
| Automatic Data Processing Inc | Technology | 0.24% | - | 0% | |
| Lam Research Corp | Technology | 0.23% | - | 0% | |
| Lowe's Companies Inc | Consumer Cyclical | 0.23% | - | 0% | |
| Amphenol Corp Class A | Technology | 0.23% | - | 0% | |
| KLA Corp | Technology | 0.22% | - | 0% | |
| Analog Devices Inc | Technology | 0.22% | - | 0% | |
| Vertex Pharmaceuticals Inc | Healthcare | 0.22% | - | 0% | |
| T-Mobile US Inc | Communication Services | 0.21% | - | 0% | |
| ConocoPhillips | Energy | 0.21% | - | 0% | |
| Medtronic PLC | Healthcare | 0.21% | - | 0% | |
| Blackstone Inc | Financial Services | 0.21% | - | 0% | |
| Chubb Ltd | Financial Services | 0.2% | - | 0% | |
| Marsh & McLennan Companies Inc | Financial Services | 0.2% | - | 0% | |
| Arista Networks Inc | Technology | 0.2% | - | 0% | |
| Intercontinental Exchange Inc | Financial Services | 0.2% | - | 0% | |
| Starbucks Corp | Consumer Cyclical | 0.2% | - | 0% | |
| American Tower Corp | Real Estate | 0.2% | - | 0% | |
| Constellation Energy Corp | Utilities | 0.19% | - | 0% | |
| Southern Co | Utilities | 0.19% | - | 0% | |
| CME Group Inc Class A | Financial Services | 0.19% | - | 0% | |
| Altria Group Inc | Consumer Defensive | 0.19% | - | 0% | |
| Intel Corp | Technology | 0.18% | - | 0% | |
| Prologis Inc | Real Estate | 0.18% | - | 0% | |
| Trane Technologies PLC Class A | Industrials | 0.18% | - | 0% | |
| Lockheed Martin Corp | Industrials | 0.18% | - | 0% | |
| Fiserv Inc | Technology | 0.18% | - | 0% | |
| Welltower Inc | Real Estate | 0.18% | - | 0% | |
| Bristol-Myers Squibb Co | Healthcare | 0.18% | - | 0% | |
| Duke Energy Corp | Utilities | 0.17% | - | 0% | |
| McKesson Corp | Healthcare | 0.17% | - | 0% | |
| KKR & Co Inc Ordinary Shares | Financial Services | 0.17% | - | 0% | |
| Parker Hannifin Corp | Industrials | 0.17% | - | 0% | |
| The Cigna Group | Healthcare | 0.17% | - | 0% | |
| Elevance Health Inc | Healthcare | 0.17% | - | 0% | |
| Mondelez International Inc Class A | Consumer Defensive | 0.16% | - | 0% | |
| CVS Health Corp | Healthcare | 0.16% | - | 0% | |
| TransDigm Group Inc | Industrials | 0.16% | - | 0% | |
| DoorDash Inc Ordinary Shares - Class A | Consumer Cyclical | 0.16% | - | 0% | |
| Cadence Design Systems Inc | Technology | 0.16% | - | 0% | |
| Waste Management Inc | Industrials | 0.16% | - | 0% | |
| Nike Inc Class B | Consumer Cyclical | 0.16% | - | 0% | |
| Arthur J. Gallagher & Co | Financial Services | 0.15% | - | 0% | |
| 3M Co | Industrials | 0.15% | - | 0% | |
| Synopsys Inc | Technology | 0.15% | - | 0% | |
| Sherwin-Williams Co | Basic Materials | 0.15% | - | 0% | |
| Royal Caribbean Group | Consumer Cyclical | 0.15% | - | 0% | |
| Equinix Inc | Real Estate | 0.15% | - | 0% | |
| Moodys Corp | Financial Services | 0.15% | - | 0% | |
| O'Reilly Automotive Inc | Consumer Cyclical | 0.15% | - | 0% | |
| Aon PLC Class A | Financial Services | 0.15% | - | 0% | |
| Williams Companies Inc | Energy | 0.14% | - | 0% | |
| Cintas Corp | Industrials | 0.14% | - | 0% | |
| Chipotle Mexican Grill Inc | Consumer Cyclical | 0.14% | - | 0% | |
| Howmet Aerospace Inc | Industrials | 0.14% | - | 0% | |
| Emerson Electric Co | Industrials | 0.14% | - | 0% | |
| Coinbase Global Inc Ordinary Shares - Class A | Financial Services | 0.14% | - | 0% | |
| United Parcel Service Inc Class B | Industrials | 0.14% | - | 0% | |
| PNC Financial Services Group Inc | Financial Services | 0.14% | - | 0% | |
| Colgate-Palmolive Co | Consumer Defensive | 0.14% | - | 0% | |
| General Dynamics Corp | Industrials | 0.14% | - | 0% | |
| PayPal Holdings Inc | Financial Services | 0.14% | - | 0% | |
| U.S. Bancorp | Financial Services | 0.13% | - | 0% | |
| Motorola Solutions Inc | Technology | 0.13% | - | 0% | |
| Johnson Controls International PLC Registered Shares | Industrials | 0.13% | - | 0% | |
| Zoetis Inc Class A | Healthcare | 0.13% | - | 0% | |
| Ecolab Inc | Basic Materials | 0.13% | - | 0% | |
| Northrop Grumman Corp | Industrials | 0.13% | - | 0% | |
| Fortinet Inc | Technology | 0.13% | - | 0% | |
| HCA Healthcare Inc | Healthcare | 0.13% | - | 0% | |
| Autodesk Inc | Technology | 0.12% | - | 0% | |
| Illinois Tool Works Inc | Industrials | 0.12% | - | 0% | |
| Vistra Corp | Utilities | 0.12% | - | 0% | |
| EOG Resources Inc | Energy | 0.12% | - | 0% | |
| Bank of New York Mellon Corp | Financial Services | 0.12% | - | 0% | |
| Newmont Corp | Basic Materials | 0.12% | - | 0% | |
| Apollo Asset Management, Inc. Ordinary Shares - Class A (New) | Financial Services | 0.12% | - | 0% | |
| Hilton Worldwide Holdings Inc | Consumer Cyclical | 0.12% | - | 0% | |
| Air Products and Chemicals Inc | Basic Materials | 0.12% | - | 0% | |
| Freeport-McMoRan Inc | Basic Materials | 0.12% | - | 0% | |
| AutoZone Inc | Consumer Cyclical | 0.12% | - | 0% | |
| Marriott International Inc Class A | Consumer Cyclical | 0.12% | - | 0% | |
| CSX Corp | Industrials | 0.12% | - | 0% | |
| Axon Enterprise Inc | Industrials | 0.12% | - | 0% | |
| Roper Technologies Inc | Technology | 0.11% | - | 0% | |
| The Travelers Companies Inc | Financial Services | 0.11% | - | 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% | |
| Kinder Morgan Inc Class P | Energy | 0.11% | - | 0% | |
| Truist Financial Corp | Financial Services | 0.11% | - | 0% | |
| Quanta Services Inc | Industrials | 0.11% | - | 0% | |
| American Electric Power Co Inc | Utilities | 0.1% | - | 0% | |
| NXP Semiconductors NV | Technology | 0.1% | - | 0% | |
| Digital Realty Trust Inc | Real Estate | 0.1% | - | 0% | |
| Regeneron Pharmaceuticals Inc | Healthcare | 0.1% | - | 0% | |
| Allstate Corp | Financial Services | 0.1% | - | 0% | |
| Realty Income Corp | Real Estate | 0.1% | - | 0% | |
| Workday Inc Class A | Technology | 0.1% | - | 0% | |
| Cencora Inc | Healthcare | 0.1% | - | 0% | |
| Aflac Inc | Financial Services | 0.1% | - | 0% | |
| Marathon Petroleum Corp | Energy | 0.1% | - | 0% | |
| ONEOK Inc | Energy | 0.1% | - | 0% | |
| Ameriprise Financial Inc | Financial Services | 0.1% | - | 0% | |
| Corteva Inc | Basic Materials | 0.1% | - | 0% | |
| FedEx Corp | Industrials | 0.09% | - | 0% | |
| Republic Services Inc | Industrials | 0.09% | - | 0% | |
| TE Connectivity PLC Registered Shares | Technology | 0.09% | - | 0% | |
| PACCAR Inc | Industrials | 0.09% | - | 0% | |
| Sempra | Utilities | 0.09% | - | 0% | |
| Becton Dickinson & Co | Healthcare | 0.09% | - | 0% | |
| American International Group Inc | Financial Services | 0.09% | - | 0% | |
| Simon Property Group Inc | Real Estate | 0.09% | - | 0% | |
| United Rentals Inc | Industrials | 0.09% | - | 0% | |
| Phillips 66 | Energy | 0.09% | - | 0% | |
| Dominion Energy Inc | Utilities | 0.09% | - | 0% | |
| Fastenal Co | Industrials | 0.09% | - | 0% | |
| General Motors Co | Consumer Cyclical | 0.09% | - | 0% | |
| L3Harris Technologies Inc | Industrials | 0.09% | - | 0% | |
| Paychex Inc | Technology | 0.09% | - | 0% | |
| Public Storage | Real Estate | 0.09% | - | 0% | |
| Schlumberger Ltd | Energy | 0.09% | - | 0% | |
| Edwards Lifesciences Corp | Healthcare | 0.09% | - | 0% | |
| W.W. Grainger Inc | Industrials | 0.09% | - | 0% | |
| MetLife Inc | Financial Services | 0.09% | - | 0% | |
| Cummins Inc | Industrials | 0.09% | - | 0% | |
| Keurig Dr Pepper Inc | Consumer Defensive | 0.08% | - | 0% | |
| Target Corp | Consumer Defensive | 0.08% | - | 0% | |
| Crown Castle Inc | Real Estate | 0.08% | - | 0% | |
| MSCI Inc | Financial Services | 0.08% | - | 0% | |
| Fair Isaac Corp | Technology | 0.08% | - | 0% | |
| Monster Beverage Corp | Consumer Defensive | 0.08% | - | 0% | |
| The Kroger Co | Consumer Defensive | 0.08% | - | 0% | |
| Exelon Corp | Utilities | 0.08% | - | 0% | |
| Verisk Analytics Inc | Industrials | 0.08% | - | 0% | |
| Copart Inc | Industrials | 0.08% | - | 0% | |
| IDEXX Laboratories Inc | Healthcare | 0.08% | - | 0% | |
| Kimberly-Clark Corp | Consumer Defensive | 0.08% | - | 0% | |
| Fidelity National Information Services Inc | Technology | 0.08% | - | 0% | |
| Ford Motor Co | Consumer Cyclical | 0.08% | - | 0% | |
| Valero Energy Corp | Energy | 0.08% | - | 0% | |
| Public Service Enterprise Group Inc | Utilities | 0.08% | - | 0% | |
| Ross Stores Inc | Consumer Cyclical | 0.08% | - | 0% | |
| AMETEK Inc | Industrials | 0.08% | - | 0% | |
| Yum Brands Inc | Consumer Cyclical | 0.08% | - | 0% | |
| CBRE Group Inc Class A | Real Estate | 0.08% | - | 0% | |
| Take-Two Interactive Software Inc | Communication Services | 0.08% | - | 0% | |
| Corning Inc | Technology | 0.08% | - | 0% | |
| Kenvue Inc | Consumer Defensive | 0.08% | - | 0% | |
| Cardinal Health Inc | Healthcare | 0.08% | - | 0% | |
| Xcel Energy Inc | Utilities | 0.07% | - | 0% | |
| Otis Worldwide Corp Ordinary Shares | Industrials | 0.07% | - | 0% | |
| Charter Communications Inc Class A | Communication Services | 0.07% | - | 0% | |
| Cognizant Technology Solutions Corp Class A | Technology | 0.07% | - | 0% | |
| Hess Corp | Energy | 0.07% | - | 0% | |
| Prudential Financial Inc | Financial Services | 0.07% | - | 0% | |
| Baker Hughes Co Class A | Energy | 0.07% | - | 0% | |
| Microchip Technology Inc | Technology | 0.07% | - | 0% | |
| ResMed Inc | Healthcare | 0.07% | - | 0% | |
| Targa Resources Corp | Energy | 0.07% | - | 0% | |
| Rockwell Automation Inc | Industrials | 0.07% | - | 0% | |
| Entergy Corp | Utilities | 0.07% | - | 0% | |
| Nasdaq Inc | Financial Services | 0.07% | - | 0% | |
| Dell Technologies Inc Ordinary Shares - Class C | Technology | 0.07% | - | 0% | |
| Sysco Corp | Consumer Defensive | 0.07% | - | 0% | |
| Electronic Arts Inc | Communication Services | 0.07% | - | 0% | |
| Consolidated Edison Inc | Utilities | 0.07% | - | 0% | |
| The Hartford Insurance Group Inc | Financial Services | 0.07% | - | 0% | |
| Westinghouse Air Brake Technologies Corp | Industrials | 0.07% | - | 0% | |
| D.R. Horton Inc | Consumer Cyclical | 0.07% | - | 0% | |
| Monolithic Power Systems Inc | Technology | 0.07% | - | 0% | |
| EQT Corp | Energy | 0.07% | - | 0% | |
| Vulcan Materials Co | Basic Materials | 0.06% | - | 0% | |
| VICI Properties Inc Ordinary Shares | Real Estate | 0.06% | - | 0% | |
| eBay Inc | Consumer Cyclical | 0.06% | - | 0% | |
| DexCom Inc | Healthcare | 0.06% | - | 0% | |
| Arch Capital Group Ltd | Financial Services | 0.06% | - | 0% | |
| CoStar Group Inc | Real Estate | 0.06% | - | 0% | |
| GE HealthCare Technologies Inc Common Stock | Healthcare | 0.06% | - | 0% | |
| Agilent Technologies Inc | Healthcare | 0.06% | - | 0% | |
| Ingersoll Rand Inc | Industrials | 0.06% | - | 0% | |
| WEC Energy Group Inc | Utilities | 0.06% | - | 0% | |
| Martin Marietta Materials Inc | Basic Materials | 0.06% | - | 0% | |
| Equifax Inc | Industrials | 0.06% | - | 0% | |
| Garmin Ltd | Technology | 0.06% | - | 0% | |
| Delta Air Lines Inc | Industrials | 0.06% | - | 0% | |
| Xylem Inc | Industrials | 0.06% | - | 0% | |
| NRG Energy Inc | Utilities | 0.06% | - | 0% | |
| Extra Space Storage Inc | Real Estate | 0.06% | - | 0% | |
| M&T Bank Corp | Financial Services | 0.06% | - | 0% | |
| Gartner Inc | Technology | 0.06% | - | 0% | |
| Brown & Brown Inc | Financial Services | 0.06% | - | 0% | |
| Ansys Inc | Technology | 0.06% | - | 0% | |
| Seagate Technology Holdings PLC | Technology | 0.06% | - | 0% | |
| PG&E Corp | Utilities | 0.06% | - | 0% | |
| Willis Towers Watson PLC | Financial Services | 0.06% | - | 0% | |
| State Street Corp | Financial Services | 0.06% | - | 0% | |
| Iron Mountain Inc | Real Estate | 0.06% | - | 0% | |
| Old Dominion Freight Line Inc Ordinary Shares | Industrials | 0.06% | - | 0% | |
| Nucor Corp | Basic Materials | 0.06% | - | 0% | |
| Occidental Petroleum Corp | Energy | 0.06% | - | 0% | |
| Carnival Corp | Consumer Cyclical | 0.06% | - | 0% | |
| Humana Inc | Healthcare | 0.06% | - | 0% | |
| AvalonBay Communities Inc | Real Estate | 0.05% | - | 0% | |
| DuPont de Nemours Inc | Basic Materials | 0.05% | - | 0% | |
| Broadridge Financial Solutions Inc | Technology | 0.05% | - | 0% | |
| Ventas Inc | Real Estate | 0.05% | - | 0% | |
| General Mills Inc | Consumer Defensive | 0.05% | - | 0% | |
| Keysight Technologies Inc | Technology | 0.05% | - | 0% | |
| Tractor Supply Co | Consumer Cyclical | 0.05% | - | 0% | |
| Raymond James Financial Inc | Financial Services | 0.05% | - | 0% | |
| DTE Energy Co | Utilities | 0.05% | - | 0% | |
| Fifth Third Bancorp | Financial Services | 0.05% | - | 0% | |
| American Water Works Co Inc | Utilities | 0.05% | - | 0% | |
| Centene Corp | Healthcare | 0.05% | - | 0% | |
| Hewlett Packard Enterprise Co | Technology | 0.05% | - | 0% | |
| Lululemon Athletica Inc | Consumer Cyclical | 0.05% | - | 0% | |
| United Airlines Holdings Inc | Industrials | 0.05% | - | 0% | |
| Ameren Corp | Utilities | 0.05% | - | 0% | |
| IQVIA Holdings Inc | Healthcare | 0.05% | - | 0% | |
| PPG Industries Inc | Basic Materials | 0.05% | - | 0% | |
| Warner Bros. Discovery Inc Ordinary Shares - Class A | Communication Services | 0.05% | - | 0% | |
| Diamondback Energy Inc | Energy | 0.05% | - | 0% | |
| Lennar Corp Class A | Consumer Cyclical | 0.05% | - | 0% | |
| GoDaddy Inc Class A | Technology | 0.05% | - | 0% | |
| Tyler Technologies Inc | Technology | 0.05% | - | 0% | |
| Darden Restaurants Inc | Consumer Cyclical | 0.05% | - | 0% | |
| Synchrony Financial | Financial Services | 0.05% | - | 0% | |
| Archer-Daniels-Midland Co | Consumer Defensive | 0.05% | - | 0% | |
| Expand Energy Corp Ordinary Shares - New | Energy | 0.05% | - | 0% | |
| SBA Communications Corp Class A | Real Estate | 0.05% | - | 0% | |
| Dollar General Corp | Consumer Defensive | 0.05% | - | 0% | |
| Super Micro Computer Inc | Technology | 0.05% | - | 0% | |
| Dover Corp | Industrials | 0.05% | - | 0% | |
| PPL Corp | Utilities | 0.05% | - | 0% | |
| Veralto Corp | Industrials | 0.05% | - | 0% | |
| Constellation Brands Inc Class A | Consumer Defensive | 0.05% | - | 0% | |
| International Paper Co | Consumer Cyclical | 0.05% | - | 0% | |
| Northern Trust Corp | Financial Services | 0.05% | - | 0% | |
| The Hershey Co | Consumer Defensive | 0.05% | - | 0% | |
| Atmos Energy Corp | Utilities | 0.05% | - | 0% | |
| Mettler-Toledo International Inc | Healthcare | 0.05% | - | 0% | |
| Huntington Bancshares Inc | Financial Services | 0.05% | - | 0% | |
| Cboe Global Markets Inc | Financial Services | 0.05% | - | 0% | |
| Teledyne Technologies Inc | Technology | 0.05% | - | 0% | |
| CenterPoint Energy Inc | Utilities | 0.05% | - | 0% | |
| Live Nation Entertainment Inc | Communication Services | 0.04% | - | 0% | |
| Church & Dwight Co Inc | Consumer Defensive | 0.04% | - | 0% | |
| Steris PLC | Healthcare | 0.04% | - | 0% | |
| CDW Corp | Technology | 0.04% | - | 0% | |
| Jabil Inc | Technology | 0.04% | - | 0% | |
| Corpay Inc | Technology | 0.04% | - | 0% | |
| Eversource Energy | Utilities | 0.04% | - | 0% | |
| VeriSign Inc | Technology | 0.04% | - | 0% | |
| Cincinnati Financial Corp | Financial Services | 0.04% | - | 0% | |
| Equity Residential | Real Estate | 0.04% | - | 0% | |
| HP Inc | Technology | 0.04% | - | 0% | |
| Western Digital Corp | Technology | 0.04% | - | 0% | |
| The Kraft Heinz Co | Consumer Defensive | 0.04% | - | 0% | |
| Insulet Corp | Healthcare | 0.04% | - | 0% | |
| WR Berkley Corp | Financial Services | 0.04% | - | 0% | |
| Labcorp Holdings Inc | Healthcare | 0.04% | - | 0% | |
| ON Semiconductor Corp | Technology | 0.04% | - | 0% | |
| NVR Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Hubbell Inc | Industrials | 0.04% | - | 0% | |
| NetApp Inc | Technology | 0.04% | - | 0% | |
| Smurfit WestRock PLC | Consumer Cyclical | 0.04% | - | 0% | |
| Kellanova | Consumer Defensive | 0.04% | - | 0% | |
| T. Rowe Price Group Inc | Financial Services | 0.04% | - | 0% | |
| Regions Financial Corp | Financial Services | 0.04% | - | 0% | |
| PulteGroup Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Ulta Beauty Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Amcor PLC Ordinary Shares | Consumer Cyclical | 0.04% | - | 0% | |
| Waters Corp | Healthcare | 0.04% | - | 0% | |
| CMS Energy Corp | Utilities | 0.04% | - | 0% | |
| FirstEnergy Corp | Utilities | 0.04% | - | 0% | |
| PTC Inc | Technology | 0.04% | - | 0% | |
| Expedia Group Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Devon Energy Corp | Energy | 0.04% | - | 0% | |
| Leidos Holdings Inc | Technology | 0.04% | - | 0% | |
| Williams-Sonoma Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Quest Diagnostics Inc | Healthcare | 0.04% | - | 0% | |
| Texas Pacific Land Corp | Energy | 0.04% | - | 0% | |
| Edison International | Utilities | 0.04% | - | 0% | |
| Dollar Tree Inc | Consumer Defensive | 0.04% | - | 0% | |
| Global Payments Inc | Industrials | 0.04% | - | 0% | |
| Citizens Financial Group Inc | Financial Services | 0.04% | - | 0% | |
| Coterra Energy Inc Ordinary Shares | Energy | 0.04% | - | 0% | |
| McCormick & Co Inc Ordinary Shares (Non Voting) | Consumer Defensive | 0.04% | - | 0% | |
| NiSource Inc | Utilities | 0.04% | - | 0% | |
| The Estee Lauder Companies Inc Class A | Consumer Defensive | 0.04% | - | 0% | |
| International Flavors & Fragrances Inc | Basic Materials | 0.04% | - | 0% | |
| Dow Inc | Basic Materials | 0.04% | - | 0% | |
| Invitation Homes Inc | Real Estate | 0.04% | - | 0% | |
| Weyerhaeuser Co | Real Estate | 0.04% | - | 0% | |
| Southwest Airlines Co | Industrials | 0.03% | - | 0% | |
| Biogen Inc | Healthcare | 0.03% | - | 0% | |
| Lennox International Inc | Industrials | 0.03% | - | 0% | |
| Tapestry Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Essex Property Trust Inc | Real Estate | 0.03% | - | 0% | |
| Trimble Inc | Technology | 0.03% | - | 0% | |
| Zimmer Biomet Holdings Inc | Healthcare | 0.03% | - | 0% | |
| Fortive Corp | Technology | 0.03% | - | 0% | |
| First Solar Inc | Technology | 0.03% | - | 0% | |
| Steel Dynamics Inc | Basic Materials | 0.03% | - | 0% | |
| Halliburton Co | Energy | 0.03% | - | 0% | |
| Mid-America Apartment Communities Inc | Real Estate | 0.03% | - | 0% | |
| KeyCorp | Financial Services | 0.03% | - | 0% | |
| FactSet Research Systems Inc | Financial Services | 0.03% | - | 0% | |
| F5 Inc | Technology | 0.03% | - | 0% | |
| Pentair PLC | Industrials | 0.03% | - | 0% | |
| Genuine Parts Co | Consumer Cyclical | 0.03% | - | 0% | |
| Packaging Corp of America | Consumer Cyclical | 0.03% | - | 0% | |
| Principal Financial Group Inc | Financial Services | 0.03% | - | 0% | |
| Snap-on Inc | Industrials | 0.03% | - | 0% | |
| Molina Healthcare Inc | Healthcare | 0.03% | - | 0% | |
| Gen Digital Inc | Technology | 0.03% | - | 0% | |
| Tyson Foods Inc Class A | Consumer Defensive | 0.03% | - | 0% | |
| Loews Corp | Financial Services | 0.03% | - | 0% | |
| Evergy Inc | Utilities | 0.03% | - | 0% | |
| Rollins Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Jacobs Solutions Inc | Industrials | 0.03% | - | 0% | |
| West Pharmaceutical Services Inc | Healthcare | 0.03% | - | 0% | |
| Zebra Technologies Corp Ordinary Shares - Class A | Technology | 0.03% | - | 0% | |
| Expeditors International of Washington Inc | Industrials | 0.03% | - | 0% | |
| Deckers Outdoor Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Ball Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Baxter International Inc | Healthcare | 0.03% | - | 0% | |
| Alliant Energy Corp | Utilities | 0.03% | - | 0% | |
| Domino's Pizza Inc | Consumer Cyclical | 0.03% | - | 0% | |
| CF Industries Holdings Inc | Basic Materials | 0.03% | - | 0% | |
| LyondellBasell Industries NV Class A | Basic Materials | 0.03% | - | 0% | |
| Aptiv PLC | Consumer Cyclical | 0.03% | - | 0% | |
| Clorox Co | Consumer Defensive | 0.03% | - | 0% | |
| Las Vegas Sands Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Hologic Inc | Healthcare | 0.03% | - | 0% | |
| Textron Inc | Industrials | 0.03% | - | 0% | |
| Everest Group Ltd | Financial Services | 0.03% | - | 0% | |
| Teradyne Inc | Technology | 0.03% | - | 0% | |
| The Cooper Companies Inc | Healthcare | 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% | |
| Masco Corp | Industrials | 0.03% | - | 0% | |
| IDEX Corp | Industrials | 0.03% | - | 0% | |
| Juniper Networks Inc | 0.02% | - | 0% | ||
| Jack Henry & Associates Inc | Technology | 0.02% | - | 0% | |
| Best Buy Co Inc | Consumer Cyclical | 0.02% | - | 0% | |
| Align Technology Inc | Healthcare | 0.02% | - | 0% | |
| Builders FirstSource Inc | Industrials | 0.02% | - | 0% | |
| Allegion PLC | Industrials | 0.02% | - | 0% | |
| UDR Inc | Real Estate | 0.02% | - | 0% | |
| TKO Group Holdings Inc | Communication Services | 0.02% | - | 0% | |
| Healthpeak Properties Inc | Real Estate | 0.02% | - | 0% | |
| Camden Property Trust | Real Estate | 0.02% | - | 0% | |
| Fox Corp Class A | Communication Services | 0.02% | - | 0% | |
| Akamai Technologies Inc | Technology | 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% | |
| Revvity Inc | Healthcare | 0.02% | - | 0% | |
| C.H. Robinson Worldwide Inc | Industrials | 0.02% | - | 0% | |
| Paycom Software Inc | Technology | 0.02% | - | 0% | |
| JB Hunt Transport Services Inc | Industrials | 0.02% | - | 0% | |
| News Corp Class A | Communication Services | 0.02% | - | 0% | |
| Skyworks Solutions Inc | Technology | 0.02% | - | 0% | |
| Alexandria Real Estate Equities Inc | Real Estate | 0.02% | - | 0% | |
| Pool Corp | Industrials | 0.02% | - | 0% | |
| Ralph Lauren Corp Class A | Consumer Cyclical | 0.02% | - | 0% | |
| Incyte Corp | Healthcare | 0.02% | - | 0% | |
| Bunge Global SA | Consumer Defensive | 0.02% | - | 0% | |
| Pinnacle West Capital Corp | Utilities | 0.02% | - | 0% | |
| Host Hotels & Resorts Inc | Real Estate | 0.02% | - | 0% | |
| Solventum Corp | Healthcare | 0.02% | - | 0% | |
| Stanley Black & Decker Inc | Industrials | 0.02% | - | 0% | |
| Viatris Inc | Healthcare | 0.02% | - | 0% | |
| JM Smucker Co | Consumer Defensive | 0.02% | - | 0% | |
| Universal Health Services Inc Class B | Healthcare | 0.02% | - | 0% | |
| Globe Life Inc | Financial Services | 0.02% | - | 0% | |
| CarMax Inc | Consumer Cyclical | 0.02% | - | 0% | |
| EPAM Systems Inc | Technology | 0.02% | - | 0% | |
| Assurant Inc | Financial Services | 0.02% | - | 0% | |
| BXP Inc | Real Estate | 0.02% | - | 0% | |
| Conagra Brands Inc | Consumer Defensive | 0.02% | - | 0% | |
| Hasbro Inc | Consumer Cyclical | 0.02% | - | 0% | |
| LKQ Corp | Consumer Cyclical | 0.02% | - | 0% | |
| Huntington Ingalls Industries Inc | Industrials | 0.02% | - | 0% | |
| Moderna Inc | Healthcare | 0.02% | - | 0% | |
| Norwegian Cruise Line Holdings Ltd | Consumer Cyclical | 0.02% | - | 0% | |
| The Interpublic Group of Companies Inc | Communication Services | 0.02% | - | 0% | |
| Henry Schein Inc | Healthcare | 0.02% | - | 0% | |
| Dayforce Inc | Technology | 0.02% | - | 0% | |
| Hormel Foods Corp | Consumer Defensive | 0.02% | - | 0% | |
| Erie Indemnity Co Class A | Financial Services | 0.02% | - | 0% | |
| Eastman Chemical Co | Basic Materials | 0.02% | - | 0% | |
| Generac Holdings Inc | Industrials | 0.02% | - | 0% | |
| MarketAxess Holdings Inc | Financial Services | 0.02% | - | 0% | |
| Wynn Resorts Ltd | Consumer Cyclical | 0.02% | - | 0% | |
| Molson Coors Beverage Co Shs -B- Non-Voting | Consumer Defensive | 0.02% | - | 0% | |
| Walgreens Boots Alliance Inc | Healthcare | 0.02% | - | 0% | |
| Bio-Techne Corp | Healthcare | 0.02% | - | 0% | |
| Paramount Global Class B | Communication Services | 0.01% | - | 0% | |
| A.O. Smith Corp | Industrials | 0.01% | - | 0% | |
| Match Group Inc Ordinary Shares - New | Communication Services | 0.01% | - | 0% | |
| The AES Corp | Utilities | 0.01% | - | 0% | |
| Charles River Laboratories International Inc | Healthcare | 0.01% | - | 0% | |
| Franklin Resources Inc | Financial Services | 0.01% | - | 0% | |
| Albemarle Corp | Basic Materials | 0.01% | - | 0% | |
| Federal Realty Investment Trust | Real Estate | 0.01% | - | 0% | |
| Lamb Weston Holdings Inc | Consumer Defensive | 0.01% | - | 0% | |
| MGM Resorts International | Consumer Cyclical | 0.01% | - | 0% | |
| Invesco Ltd | Financial Services | 0.01% | - | 0% | |
| Fox Corp Class B | Communication Services | 0.01% | - | 0% | |
| APA Corp | Energy | 0.01% | - | 0% | |
| The Campbell's Co | 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.
