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Fund Suitability Test
Asset Allocation (As on 31-Jul-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.51%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 99.51 |
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 | 8.04% | - | 0% | |
| Microsoft Corp | Technology | 7.35% | - | 0% | |
| Apple Inc | Technology | 5.74% | - | 0% | |
| Amazon.com Inc | Consumer Cyclical | 4.1% | - | 0% | |
| Meta Platforms Inc Class A | Communication Services | 3.11% | - | 0% | |
| Broadcom Inc | Technology | 2.56% | - | 0% | |
| Alphabet Inc Class A | Communication Services | 2.07% | - | 0% | |
| Alphabet Inc Class C | Communication Services | 1.68% | - | 0% | |
| Berkshire Hathaway Inc Class B | Financial Services | 1.6% | - | 0% | |
| Tesla Inc | Consumer Cyclical | 1.6% | - | 0% | |
| JPMorgan Chase & Co | Financial Services | 1.53% | - | 0% | |
| Visa Inc Class A | Financial Services | 1.1% | - | 0% | |
| Eli Lilly and Co | Healthcare | 1.08% | - | 0% | |
| Netflix Inc | Communication Services | 0.91% | - | 0% | |
| Exxon Mobil Corp | Energy | 0.89% | - | 0% | |
| Mastercard Inc Class A | Financial Services | 0.85% | - | 0% | |
| Walmart Inc | Consumer Defensive | 0.78% | - | 0% | |
| Costco Wholesale Corp | Consumer Defensive | 0.77% | - | 0% | |
| Oracle Corp | Technology | 0.76% | - | 0% | |
| Johnson & Johnson | Healthcare | 0.73% | - | 0% | |
| The Home Depot Inc | Consumer Cyclical | 0.68% | - | 0% | |
| Procter & Gamble Co | Consumer Defensive | 0.65% | - | 0% | |
| Palantir Technologies Inc Ordinary Shares - Class A | Technology | 0.62% | - | 0% | |
| AbbVie Inc | Healthcare | 0.62% | - | 0% | |
| Bank of America Corp | Financial Services | 0.57% | - | 0% | |
| Chevron Corp | Energy | 0.54% | - | 0% | |
| GE Aerospace | Industrials | 0.54% | - | 0% | |
| Advanced Micro Devices Inc | Technology | 0.53% | - | 0% | |
| Cisco Systems Inc | Technology | 0.5% | - | 0% | |
| Coca-Cola Co | Consumer Defensive | 0.49% | - | 0% | |
| Wells Fargo & Co | Financial Services | 0.49% | - | 0% | |
| Philip Morris International Inc | Consumer Defensive | 0.47% | - | 0% | |
| Salesforce Inc | Technology | 0.46% | - | 0% | |
| International Business Machines Corp | Technology | 0.44% | - | 0% | |
| UnitedHealth Group Inc | Healthcare | 0.42% | - | 0% | |
| The Goldman Sachs Group Inc | Financial Services | 0.41% | - | 0% | |
| Abbott Laboratories | Healthcare | 0.41% | - | 0% | |
| Intuit Inc | Technology | 0.41% | - | 0% | |
| Linde PLC | Basic Materials | 0.4% | - | 0% | |
| McDonald's Corp | Consumer Cyclical | 0.4% | - | 0% | |
| The Walt Disney Co | Communication Services | 0.4% | - | 0% | |
| RTX Corp | Industrials | 0.39% | - | 0% | |
| Caterpillar Inc | Industrials | 0.38% | - | 0% | |
| AT&T Inc | Communication Services | 0.37% | - | 0% | |
| Merck & Co Inc | Healthcare | 0.36% | - | 0% | |
| ServiceNow Inc | Technology | 0.36% | - | 0% | |
| PepsiCo Inc | Consumer Defensive | 0.35% | - | 0% | |
| Uber Technologies Inc | Technology | 0.34% | - | 0% | |
| Verizon Communications Inc | Communication Services | 0.33% | - | 0% | |
| GE Vernova Inc | Industrials | 0.33% | - | 0% | |
| Booking Holdings Inc | Consumer Cyclical | 0.33% | - | 0% | |
| Thermo Fisher Scientific Inc | Healthcare | 0.33% | - | 0% | |
| Morgan Stanley | Financial Services | 0.33% | - | 0% | |
| Citigroup Inc | Financial Services | 0.32% | - | 0% | |
| S&P Global Inc | Financial Services | 0.32% | - | 0% | |
| Intuitive Surgical Inc | Healthcare | 0.32% | - | 0% | |
| Boeing Co | Industrials | 0.31% | - | 0% | |
| Accenture PLC Class A | Technology | 0.31% | - | 0% | |
| Charles Schwab Corp | Financial Services | 0.31% | - | 0% | |
| American Express Co | Financial Services | 0.31% | - | 0% | |
| Texas Instruments Inc | Technology | 0.3% | - | 0% | |
| BlackRock Inc | Financial Services | 0.3% | - | 0% | |
| Qualcomm Inc | Technology | 0.3% | - | 0% | |
| Amgen Inc | Healthcare | 0.29% | - | 0% | |
| Boston Scientific Corp | Healthcare | 0.29% | - | 0% | |
| Adobe Inc | Technology | 0.28% | - | 0% | |
| Eaton Corp PLC | Industrials | 0.28% | - | 0% | |
| Applied Materials Inc | Technology | 0.27% | - | 0% | |
| NextEra Energy Inc | Utilities | 0.27% | - | 0% | |
| Honeywell International Inc | Industrials | 0.26% | - | 0% | |
| Progressive Corp | Financial Services | 0.26% | - | 0% | |
| Gilead Sciences Inc | Healthcare | 0.26% | - | 0% | |
| TJX Companies Inc | Consumer Cyclical | 0.26% | - | 0% | |
| Capital One Financial Corp | Financial Services | 0.25% | - | 0% | |
| Stryker Corp | Healthcare | 0.25% | - | 0% | |
| Union Pacific Corp | Industrials | 0.25% | - | 0% | |
| Pfizer Inc | Healthcare | 0.25% | - | 0% | |
| Deere & Co | Industrials | 0.25% | - | 0% | |
| Amphenol Corp Class A | Technology | 0.24% | - | 0% | |
| Arista Networks Inc | Technology | 0.24% | - | 0% | |
| Blackstone Inc | Financial Services | 0.23% | - | 0% | |
| Automatic Data Processing Inc | Technology | 0.23% | - | 0% | |
| Danaher Corp | Healthcare | 0.23% | - | 0% | |
| Lowe's Companies Inc | Consumer Cyclical | 0.23% | - | 0% | |
| Comcast Corp Class A | Communication Services | 0.23% | - | 0% | |
| Micron Technology Inc | Technology | 0.23% | - | 0% | |
| Lam Research Corp | Technology | 0.22% | - | 0% | |
| ConocoPhillips | Energy | 0.22% | - | 0% | |
| Vertex Pharmaceuticals Inc | Healthcare | 0.22% | - | 0% | |
| Synopsys Inc | Technology | 0.22% | - | 0% | |
| KLA Corp | Technology | 0.22% | - | 0% | |
| Medtronic PLC | Healthcare | 0.21% | - | 0% | |
| Palo Alto Networks Inc | Technology | 0.21% | - | 0% | |
| T-Mobile US Inc | Communication Services | 0.21% | - | 0% | |
| CrowdStrike Holdings Inc Class A | Technology | 0.21% | - | 0% | |
| Analog Devices Inc | Technology | 0.21% | - | 0% | |
| Constellation Energy Corp | Utilities | 0.2% | - | 0% | |
| Intercontinental Exchange Inc | Financial Services | 0.2% | - | 0% | |
| Altria Group Inc | Consumer Defensive | 0.19% | - | 0% | |
| Southern Co | Utilities | 0.19% | - | 0% | |
| Welltower Inc | Real Estate | 0.19% | - | 0% | |
| Starbucks Corp | Consumer Cyclical | 0.19% | - | 0% | |
| CME Group Inc Class A | Financial Services | 0.19% | - | 0% | |
| Cadence Design Systems Inc | Technology | 0.18% | - | 0% | |
| KKR & Co Inc Ordinary Shares | Financial Services | 0.18% | - | 0% | |
| Chubb Ltd | Financial Services | 0.18% | - | 0% | |
| Prologis Inc | Real Estate | 0.18% | - | 0% | |
| Marsh & McLennan Companies Inc | Financial Services | 0.18% | - | 0% | |
| Trane Technologies PLC Class A | Industrials | 0.18% | - | 0% | |
| American Tower Corp | Real Estate | 0.18% | - | 0% | |
| Duke Energy Corp | Utilities | 0.18% | - | 0% | |
| Parker Hannifin Corp | Industrials | 0.17% | - | 0% | |
| TransDigm Group Inc | Industrials | 0.17% | - | 0% | |
| Bristol-Myers Squibb Co | Healthcare | 0.16% | - | 0% | |
| Nike Inc Class B | Consumer Cyclical | 0.16% | - | 0% | |
| Lockheed Martin Corp | Industrials | 0.16% | - | 0% | |
| McKesson Corp | Healthcare | 0.16% | - | 0% | |
| Intel Corp | Technology | 0.16% | - | 0% | |
| DoorDash Inc Ordinary Shares - Class A | Consumer Cyclical | 0.16% | - | 0% | |
| O'Reilly Automotive Inc | Consumer Cyclical | 0.16% | - | 0% | |
| Waste Management Inc | Industrials | 0.16% | - | 0% | |
| Mondelez International Inc Class A | Consumer Defensive | 0.16% | - | 0% | |
| Emerson Electric Co | Industrials | 0.15% | - | 0% | |
| 3M Co | Industrials | 0.15% | - | 0% | |
| Coinbase Global Inc Ordinary Shares - Class A | Financial Services | 0.15% | - | 0% | |
| Moodys Corp | Financial Services | 0.15% | - | 0% | |
| Royal Caribbean Group | Consumer Cyclical | 0.15% | - | 0% | |
| CVS Health Corp | Healthcare | 0.15% | - | 0% | |
| General Dynamics Corp | Industrials | 0.15% | - | 0% | |
| Northrop Grumman Corp | Industrials | 0.14% | - | 0% | |
| Fiserv Inc | Technology | 0.14% | - | 0% | |
| Equinix Inc | Real Estate | 0.14% | - | 0% | |
| Aon PLC Class A | Financial Services | 0.14% | - | 0% | |
| Cintas Corp | Industrials | 0.14% | - | 0% | |
| Sherwin-Williams Co | Basic Materials | 0.14% | - | 0% | |
| PNC Financial Services Group Inc | Financial Services | 0.14% | - | 0% | |
| Arthur J. Gallagher & Co | Financial Services | 0.14% | - | 0% | |
| Motorola Solutions Inc | Technology | 0.14% | - | 0% | |
| Williams Companies Inc | Energy | 0.14% | - | 0% | |
| Bank of New York Mellon Corp | Financial Services | 0.13% | - | 0% | |
| Howmet Aerospace Inc | Industrials | 0.13% | - | 0% | |
| The Cigna Group | Healthcare | 0.13% | - | 0% | |
| Vistra Corp | Utilities | 0.13% | - | 0% | |
| U.S. Bancorp | Financial Services | 0.13% | - | 0% | |
| Newmont Corp | Basic Materials | 0.13% | - | 0% | |
| Johnson Controls International PLC Registered Shares | Industrials | 0.13% | - | 0% | |
| Illinois Tool Works Inc | Industrials | 0.13% | - | 0% | |
| Colgate-Palmolive Co | Consumer Defensive | 0.13% | - | 0% | |
| PayPal Holdings Inc | Financial Services | 0.12% | - | 0% | |
| CSX Corp | Industrials | 0.12% | - | 0% | |
| Ecolab Inc | Basic Materials | 0.12% | - | 0% | |
| Apollo Asset Management, Inc. Ordinary Shares - Class A (New) | Financial Services | 0.12% | - | 0% | |
| EOG Resources Inc | Energy | 0.12% | - | 0% | |
| Zoetis Inc Class A | Healthcare | 0.12% | - | 0% | |
| Autodesk Inc | Technology | 0.12% | - | 0% | |
| Air Products and Chemicals Inc | Basic Materials | 0.12% | - | 0% | |
| Elevance Health Inc | Healthcare | 0.12% | - | 0% | |
| Hilton Worldwide Holdings Inc | Consumer Cyclical | 0.12% | - | 0% | |
| Fortinet Inc | Technology | 0.12% | - | 0% | |
| United Parcel Service Inc Class B | Industrials | 0.12% | - | 0% | |
| AutoZone Inc | Consumer Cyclical | 0.12% | - | 0% | |
| Norfolk Southern Corp | Industrials | 0.12% | - | 0% | |
| HCA Healthcare Inc | Healthcare | 0.11% | - | 0% | |
| TE Connectivity PLC Registered Shares | Technology | 0.11% | - | 0% | |
| American Electric Power Co Inc | Utilities | 0.11% | - | 0% | |
| Quanta Services Inc | Industrials | 0.11% | - | 0% | |
| Marriott International Inc Class A | Consumer Cyclical | 0.11% | - | 0% | |
| Roper Technologies Inc | Technology | 0.11% | - | 0% | |
| The Travelers Companies Inc | Financial Services | 0.11% | - | 0% | |
| Freeport-McMoRan Inc | Basic Materials | 0.11% | - | 0% | |
| Chipotle Mexican Grill Inc | Consumer Cyclical | 0.11% | - | 0% | |
| United Rentals Inc | Industrials | 0.11% | - | 0% | |
| Truist Financial Corp | Financial Services | 0.11% | - | 0% | |
| Airbnb Inc Ordinary Shares - Class A | Consumer Cyclical | 0.11% | - | 0% | |
| Regeneron Pharmaceuticals Inc | Healthcare | 0.1% | - | 0% | |
| Axon Enterprise Inc | Industrials | 0.1% | - | 0% | |
| Digital Realty Trust Inc | Real Estate | 0.1% | - | 0% | |
| Carrier Global Corp Ordinary Shares | Industrials | 0.1% | - | 0% | |
| Kinder Morgan Inc Class P | Energy | 0.1% | - | 0% | |
| NXP Semiconductors NV | Technology | 0.1% | - | 0% | |
| Allstate Corp | Financial Services | 0.1% | - | 0% | |
| Sempra | Utilities | 0.1% | - | 0% | |
| Fastenal Co | Industrials | 0.1% | - | 0% | |
| Marathon Petroleum Corp | Energy | 0.1% | - | 0% | |
| PACCAR Inc | Industrials | 0.1% | - | 0% | |
| L3Harris Technologies Inc | Industrials | 0.1% | - | 0% | |
| ONEOK Inc | Energy | 0.1% | - | 0% | |
| General Motors Co | Consumer Cyclical | 0.1% | - | 0% | |
| Becton Dickinson & Co | Healthcare | 0.09% | - | 0% | |
| SLB | Energy | 0.09% | - | 0% | |
| Realty Income Corp | Real Estate | 0.09% | - | 0% | |
| Cummins Inc | Industrials | 0.09% | - | 0% | |
| Phillips 66 | Energy | 0.09% | - | 0% | |
| Simon Property Group Inc | Real Estate | 0.09% | - | 0% | |
| Dominion Energy Inc | Utilities | 0.09% | - | 0% | |
| Workday Inc Class A | Technology | 0.09% | - | 0% | |
| Ameriprise Financial Inc | Financial Services | 0.09% | - | 0% | |
| Cencora Inc | Healthcare | 0.09% | - | 0% | |
| FedEx Corp | Industrials | 0.09% | - | 0% | |
| Corteva Inc | Basic Materials | 0.09% | - | 0% | |
| Corning Inc | Technology | 0.09% | - | 0% | |
| Aflac Inc | Financial Services | 0.09% | - | 0% | |
| Republic Services Inc | Industrials | 0.09% | - | 0% | |
| Edwards Lifesciences Corp | Healthcare | 0.09% | - | 0% | |
| Paychex Inc | Technology | 0.09% | - | 0% | |
| Crown Castle Inc | Real Estate | 0.08% | - | 0% | |
| CBRE Group Inc Class A | Real Estate | 0.08% | - | 0% | |
| Target Corp | Consumer Defensive | 0.08% | - | 0% | |
| W.W. Grainger Inc | Industrials | 0.08% | - | 0% | |
| Exelon Corp | Utilities | 0.08% | - | 0% | |
| Ross Stores Inc | Consumer Cyclical | 0.08% | - | 0% | |
| Public Service Enterprise Group Inc | Utilities | 0.08% | - | 0% | |
| American International Group Inc | Financial Services | 0.08% | - | 0% | |
| Datadog Inc Class A | Technology | 0.08% | - | 0% | |
| Baker Hughes Co Class A | Energy | 0.08% | - | 0% | |
| Keurig Dr Pepper Inc | Consumer Defensive | 0.08% | - | 0% | |
| MSCI Inc | Financial Services | 0.08% | - | 0% | |
| Ford Motor Co | Consumer Cyclical | 0.08% | - | 0% | |
| Valero Energy Corp | Energy | 0.08% | - | 0% | |
| IDEXX Laboratories Inc | Healthcare | 0.08% | - | 0% | |
| The Kroger Co | Consumer Defensive | 0.08% | - | 0% | |
| Public Storage | Real Estate | 0.08% | - | 0% | |
| Block Inc Class A | Technology | 0.08% | - | 0% | |
| MetLife Inc | Financial Services | 0.08% | - | 0% | |
| AMETEK Inc | Industrials | 0.08% | - | 0% | |
| Xcel Energy Inc | Utilities | 0.08% | - | 0% | |
| eBay Inc | Consumer Cyclical | 0.08% | - | 0% | |
| Fidelity National Information Services Inc | Technology | 0.08% | - | 0% | |
| Kimberly-Clark Corp | Consumer Defensive | 0.08% | - | 0% | |
| Monster Beverage Corp | Consumer Defensive | 0.08% | - | 0% | |
| Kenvue Inc | Consumer Defensive | 0.08% | - | 0% | |
| Entergy Corp | Utilities | 0.07% | - | 0% | |
| CoStar Group Inc | Real Estate | 0.07% | - | 0% | |
| Yum Brands Inc | Consumer Cyclical | 0.07% | - | 0% | |
| ResMed Inc | Healthcare | 0.07% | - | 0% | |
| Copart Inc | Industrials | 0.07% | - | 0% | |
| Nasdaq Inc | Financial Services | 0.07% | - | 0% | |
| Dell Technologies Inc Ordinary Shares - Class C | Technology | 0.07% | - | 0% | |
| Rockwell Automation Inc | Industrials | 0.07% | - | 0% | |
| D.R. Horton Inc | Consumer Cyclical | 0.07% | - | 0% | |
| Verisk Analytics Inc | Industrials | 0.07% | - | 0% | |
| The Trade Desk Inc Class A | Communication Services | 0.07% | - | 0% | |
| Sysco Corp | Consumer Defensive | 0.07% | - | 0% | |
| Take-Two Interactive Software Inc | Communication Services | 0.07% | - | 0% | |
| Consolidated Edison Inc | Utilities | 0.07% | - | 0% | |
| Cardinal Health Inc | Healthcare | 0.07% | - | 0% | |
| Prudential Financial Inc | Financial Services | 0.07% | - | 0% | |
| Microchip Technology Inc | Technology | 0.07% | - | 0% | |
| Vulcan Materials Co | Basic Materials | 0.07% | - | 0% | |
| Targa Resources Corp | Energy | 0.07% | - | 0% | |
| Cognizant Technology Solutions Corp Class A | Technology | 0.07% | - | 0% | |
| The Hartford Insurance Group Inc | Financial Services | 0.07% | - | 0% | |
| Xylem Inc | Industrials | 0.07% | - | 0% | |
| Fair Isaac Corp | Technology | 0.06% | - | 0% | |
| WEC Energy Group Inc | Utilities | 0.06% | - | 0% | |
| Electronic Arts Inc | Communication Services | 0.06% | - | 0% | |
| Delta Air Lines Inc | Industrials | 0.06% | - | 0% | |
| Martin Marietta Materials Inc | Basic Materials | 0.06% | - | 0% | |
| VICI Properties Inc Ordinary Shares | Real Estate | 0.06% | - | 0% | |
| Ingersoll Rand Inc | Industrials | 0.06% | - | 0% | |
| Monolithic Power Systems Inc | Technology | 0.06% | - | 0% | |
| Otis Worldwide Corp Ordinary Shares | Industrials | 0.06% | - | 0% | |
| Garmin Ltd | Technology | 0.06% | - | 0% | |
| Seagate Technology Holdings PLC | Technology | 0.06% | - | 0% | |
| Nucor Corp | Basic Materials | 0.06% | - | 0% | |
| Westinghouse Air Brake Technologies Corp | Industrials | 0.06% | - | 0% | |
| Agilent Technologies Inc | Healthcare | 0.06% | - | 0% | |
| NRG Energy Inc | Utilities | 0.06% | - | 0% | |
| GE HealthCare Technologies Inc Common Stock | Healthcare | 0.06% | - | 0% | |
| EQT Corp | Energy | 0.06% | - | 0% | |
| Arch Capital Group Ltd | Financial Services | 0.06% | - | 0% | |
| State Street Corp | Financial Services | 0.06% | - | 0% | |
| DexCom Inc | Healthcare | 0.06% | - | 0% | |
| Willis Towers Watson PLC | Financial Services | 0.06% | - | 0% | |
| Carnival Corp | Consumer Cyclical | 0.06% | - | 0% | |
| Occidental Petroleum Corp | Energy | 0.06% | - | 0% | |
| PG&E Corp | Utilities | 0.06% | - | 0% | |
| IQVIA Holdings Inc | Healthcare | 0.06% | - | 0% | |
| Raymond James Financial Inc | Financial Services | 0.06% | - | 0% | |
| Ventas Inc | Real Estate | 0.06% | - | 0% | |
| M&T Bank Corp | Financial Services | 0.06% | - | 0% | |
| Super Micro Computer Inc | Technology | 0.06% | - | 0% | |
| Tractor Supply Co | Consumer Cyclical | 0.06% | - | 0% | |
| Humana Inc | Healthcare | 0.06% | - | 0% | |
| DuPont de Nemours Inc | Basic Materials | 0.06% | - | 0% | |
| Equifax Inc | Industrials | 0.06% | - | 0% | |
| Warner Bros. Discovery Inc Ordinary Shares - Class A | Communication Services | 0.05% | - | 0% | |
| Broadridge Financial Solutions Inc | Technology | 0.05% | - | 0% | |
| United Airlines Holdings Inc | Industrials | 0.05% | - | 0% | |
| Iron Mountain Inc | Real Estate | 0.05% | - | 0% | |
| DTE Energy Co | Utilities | 0.05% | - | 0% | |
| Extra Space Storage Inc | Real Estate | 0.05% | - | 0% | |
| Keysight Technologies Inc | Technology | 0.05% | - | 0% | |
| Diamondback Energy Inc | Energy | 0.05% | - | 0% | |
| Fifth Third Bancorp | Financial Services | 0.05% | - | 0% | |
| Old Dominion Freight Line Inc Ordinary Shares | Industrials | 0.05% | - | 0% | |
| The Hershey Co | Consumer Defensive | 0.05% | - | 0% | |
| Western Digital Corp | Technology | 0.05% | - | 0% | |
| American Water Works Co Inc | Utilities | 0.05% | - | 0% | |
| Ameren Corp | Utilities | 0.05% | - | 0% | |
| Hewlett Packard Enterprise Co | Technology | 0.05% | - | 0% | |
| General Mills Inc | Consumer Defensive | 0.05% | - | 0% | |
| Synchrony Financial | Financial Services | 0.05% | - | 0% | |
| AvalonBay Communities Inc | Real Estate | 0.05% | - | 0% | |
| PPL Corp | Utilities | 0.05% | - | 0% | |
| Gartner Inc | Technology | 0.05% | - | 0% | |
| Lennar Corp Class A | Consumer Cyclical | 0.05% | - | 0% | |
| Archer-Daniels-Midland Co | Consumer Defensive | 0.05% | - | 0% | |
| Veralto Corp | Industrials | 0.05% | - | 0% | |
| Teledyne Technologies Inc | Technology | 0.05% | - | 0% | |
| PTC Inc | Technology | 0.05% | - | 0% | |
| Charter Communications Inc Class A | Communication Services | 0.05% | - | 0% | |
| Mettler-Toledo International Inc | Healthcare | 0.05% | - | 0% | |
| Brown & Brown Inc | Financial Services | 0.05% | - | 0% | |
| Constellation Brands Inc Class A | Consumer Defensive | 0.05% | - | 0% | |
| CenterPoint Energy Inc | Utilities | 0.05% | - | 0% | |
| Northern Trust Corp | Financial Services | 0.05% | - | 0% | |
| Tyler Technologies Inc | Technology | 0.05% | - | 0% | |
| Cboe Global Markets Inc | Financial Services | 0.05% | - | 0% | |
| Dover Corp | Industrials | 0.05% | - | 0% | |
| Atmos Energy Corp | Utilities | 0.05% | - | 0% | |
| International Paper Co | Consumer Cyclical | 0.05% | - | 0% | |
| Eversource Energy | Utilities | 0.05% | - | 0% | |
| SBA Communications Corp Class A | Real Estate | 0.04% | - | 0% | |
| Jabil Inc | Technology | 0.04% | - | 0% | |
| PPG Industries Inc | Basic Materials | 0.04% | - | 0% | |
| Huntington Bancshares Inc | Financial Services | 0.04% | - | 0% | |
| The Kraft Heinz Co | Consumer Defensive | 0.04% | - | 0% | |
| Darden Restaurants Inc | Consumer Cyclical | 0.04% | - | 0% | |
| ON Semiconductor Corp | Technology | 0.04% | - | 0% | |
| HP Inc | Technology | 0.04% | - | 0% | |
| Hubbell Inc | Industrials | 0.04% | - | 0% | |
| Live Nation Entertainment Inc | Communication Services | 0.04% | - | 0% | |
| Ulta Beauty Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Church & Dwight Co Inc | Consumer Defensive | 0.04% | - | 0% | |
| Dollar General Corp | Consumer Defensive | 0.04% | - | 0% | |
| Cincinnati Financial Corp | Financial Services | 0.04% | - | 0% | |
| GoDaddy Inc Class A | Technology | 0.04% | - | 0% | |
| Williams-Sonoma Inc | Consumer Cyclical | 0.04% | - | 0% | |
| CDW Corp | Technology | 0.04% | - | 0% | |
| Corpay Inc | Technology | 0.04% | - | 0% | |
| Regions Financial Corp | Financial Services | 0.04% | - | 0% | |
| Expand Energy Corp Ordinary Shares - New | Energy | 0.04% | - | 0% | |
| PulteGroup Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Tapestry Inc | Consumer Cyclical | 0.04% | - | 0% | |
| Dollar Tree Inc | Consumer Defensive | 0.04% | - | 0% | |
| NVR Inc | Consumer Cyclical | 0.04% | - | 0% | |
| T. Rowe Price Group Inc | Financial Services | 0.04% | - | 0% | |
| Steris PLC | Healthcare | 0.04% | - | 0% | |
| Lululemon Athletica Inc | Consumer Cyclical | 0.04% | - | 0% | |
| CMS Energy Corp | Utilities | 0.04% | - | 0% | |
| Smurfit WestRock PLC | Consumer Cyclical | 0.04% | - | 0% | |
| FirstEnergy Corp | Utilities | 0.04% | - | 0% | |
| Expedia Group Inc | Consumer Cyclical | 0.04% | - | 0% | |
| The Estee Lauder Companies Inc Class A | Consumer Defensive | 0.04% | - | 0% | |
| Labcorp Holdings Inc | Healthcare | 0.04% | - | 0% | |
| VeriSign Inc | Technology | 0.04% | - | 0% | |
| Equity Residential | Real Estate | 0.04% | - | 0% | |
| Kellanova | Consumer Defensive | 0.04% | - | 0% | |
| Amcor PLC Ordinary Shares | Consumer Cyclical | 0.04% | - | 0% | |
| Devon Energy Corp | Energy | 0.04% | - | 0% | |
| NetApp Inc | Technology | 0.04% | - | 0% | |
| Citizens Financial Group Inc | Financial Services | 0.04% | - | 0% | |
| WR Berkley Corp | Financial Services | 0.04% | - | 0% | |
| Leidos Holdings Inc | Technology | 0.04% | - | 0% | |
| Insulet Corp | Healthcare | 0.04% | - | 0% | |
| Edison International | Utilities | 0.04% | - | 0% | |
| Trimble Inc | Technology | 0.04% | - | 0% | |
| NiSource Inc | Utilities | 0.04% | - | 0% | |
| Global Payments Inc | Industrials | 0.04% | - | 0% | |
| Lennox International Inc | Industrials | 0.04% | - | 0% | |
| Halliburton Co | Energy | 0.04% | - | 0% | |
| Biogen Inc | Healthcare | 0.03% | - | 0% | |
| First Solar Inc | Technology | 0.03% | - | 0% | |
| Quest Diagnostics Inc | Healthcare | 0.03% | - | 0% | |
| Coterra Energy Inc Ordinary Shares | Energy | 0.03% | - | 0% | |
| Texas Pacific Land Corp | Energy | 0.03% | - | 0% | |
| International Flavors & Fragrances Inc | Basic Materials | 0.03% | - | 0% | |
| Weyerhaeuser Co | Real Estate | 0.03% | - | 0% | |
| Zimmer Biomet Holdings Inc | Healthcare | 0.03% | - | 0% | |
| F5 Inc | Technology | 0.03% | - | 0% | |
| Genuine Parts Co | Consumer Cyclical | 0.03% | - | 0% | |
| McCormick & Co Inc Ordinary Shares (Non Voting) | Consumer Defensive | 0.03% | - | 0% | |
| Las Vegas Sands Corp | Consumer Cyclical | 0.03% | - | 0% | |
| KeyCorp | Financial Services | 0.03% | - | 0% | |
| Southwest Airlines Co | Industrials | 0.03% | - | 0% | |
| Steel Dynamics Inc | Basic Materials | 0.03% | - | 0% | |
| Invitation Homes Inc | Real Estate | 0.03% | - | 0% | |
| Packaging Corp of America | Consumer Cyclical | 0.03% | - | 0% | |
| Teradyne Inc | Technology | 0.03% | - | 0% | |
| Zebra Technologies Corp Ordinary Shares - Class A | Technology | 0.03% | - | 0% | |
| West Pharmaceutical Services Inc | Healthcare | 0.03% | - | 0% | |
| Waters Corp | Healthcare | 0.03% | - | 0% | |
| Jacobs Solutions Inc | Industrials | 0.03% | - | 0% | |
| Pentair PLC | Industrials | 0.03% | - | 0% | |
| Snap-on Inc | Industrials | 0.03% | - | 0% | |
| Essex Property Trust Inc | Real Estate | 0.03% | - | 0% | |
| Alliant Energy Corp | Utilities | 0.03% | - | 0% | |
| Mid-America Apartment Communities Inc | Real Estate | 0.03% | - | 0% | |
| Dow Inc | Basic Materials | 0.03% | - | 0% | |
| Evergy Inc | Utilities | 0.03% | - | 0% | |
| Fortive Corp | Technology | 0.03% | - | 0% | |
| Deckers Outdoor Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Gen Digital Inc | Technology | 0.03% | - | 0% | |
| Rollins Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Principal Financial Group Inc | Financial Services | 0.03% | - | 0% | |
| Expeditors International of Washington Inc | Industrials | 0.03% | - | 0% | |
| Ball Corp | Consumer Cyclical | 0.03% | - | 0% | |
| Domino's Pizza Inc | Consumer Cyclical | 0.03% | - | 0% | |
| Loews Corp | Financial Services | 0.03% | - | 0% | |
| Clorox Co | Consumer Defensive | 0.03% | - | 0% | |
| FactSet Research Systems Inc | Financial Services | 0.03% | - | 0% | |
| CF Industries Holdings Inc | Basic Materials | 0.03% | - | 0% | |
| Tyson Foods Inc Class A | Consumer Defensive | 0.03% | - | 0% | |
| Aptiv PLC | Consumer Cyclical | 0.03% | - | 0% | |
| LyondellBasell Industries NV Class A | Basic Materials | 0.03% | - | 0% | |
| Hologic Inc | Healthcare | 0.03% | - | 0% | |
| Masco Corp | Industrials | 0.03% | - | 0% | |
| Kimco Realty Corp | Real Estate | 0.03% | - | 0% | |
| Everest Group Ltd | Financial Services | 0.03% | - | 0% | |
| Allegion PLC | Industrials | 0.03% | - | 0% | |
| The Cooper Companies Inc | Healthcare | 0.03% | - | 0% | |
| Omnicom Group Inc | Communication Services | 0.03% | - | 0% | |
| Builders FirstSource Inc | Industrials | 0.03% | - | 0% | |
| Textron Inc | Industrials | 0.03% | - | 0% | |
| C.H. Robinson Worldwide Inc | Industrials | 0.03% | - | 0% | |
| Avery Dennison Corp | Consumer Cyclical | 0.02% | - | 0% | |
| Centene Corp | Healthcare | 0.02% | - | 0% | |
| Best Buy Co Inc | Consumer Cyclical | 0.02% | - | 0% | |
| Jack Henry & Associates Inc | Technology | 0.02% | - | 0% | |
| IDEX Corp | Industrials | 0.02% | - | 0% | |
| Incyte Corp | Healthcare | 0.02% | - | 0% | |
| Fox Corp Class A | Communication Services | 0.02% | - | 0% | |
| Ralph Lauren Corp Class A | Consumer Cyclical | 0.02% | - | 0% | |
| UDR Inc | Real Estate | 0.02% | - | 0% | |
| Healthpeak Properties Inc | Real Estate | 0.02% | - | 0% | |
| Alexandria Real Estate Equities Inc | Real Estate | 0.02% | - | 0% | |
| Camden Property Trust | Real Estate | 0.02% | - | 0% | |
| Regency Centers Corp | Real Estate | 0.02% | - | 0% | |
| Globe Life Inc | Financial Services | 0.02% | - | 0% | |
| Pool Corp | Industrials | 0.02% | - | 0% | |
| Nordson Corp | Industrials | 0.02% | - | 0% | |
| Generac Holdings Inc | Industrials | 0.02% | - | 0% | |
| Norwegian Cruise Line Holdings Ltd | Consumer Cyclical | 0.02% | - | 0% | |
| The Mosaic Co | Basic Materials | 0.02% | - | 0% | |
| JM Smucker Co | Consumer Defensive | 0.02% | - | 0% | |
| Paycom Software Inc | Technology | 0.02% | - | 0% | |
| JB Hunt Transport Services Inc | Industrials | 0.02% | - | 0% | |
| TKO Group Holdings Inc | Communication Services | 0.02% | - | 0% | |
| Baxter International Inc | Healthcare | 0.02% | - | 0% | |
| Akamai Technologies Inc | Technology | 0.02% | - | 0% | |
| News Corp Class A | Communication Services | 0.02% | - | 0% | |
| Huntington Ingalls Industries Inc | Industrials | 0.02% | - | 0% | |
| Host Hotels & Resorts Inc | Real Estate | 0.02% | - | 0% | |
| Pinnacle West Capital Corp | Utilities | 0.02% | - | 0% | |
| Bunge Global SA | Consumer Defensive | 0.02% | - | 0% | |
| Stanley Black & Decker Inc | Industrials | 0.02% | - | 0% | |
| Revvity Inc | Healthcare | 0.02% | - | 0% | |
| Skyworks Solutions Inc | Technology | 0.02% | - | 0% | |
| Viatris Inc | Healthcare | 0.02% | - | 0% | |
| Moderna Inc | Healthcare | 0.02% | - | 0% | |
| Hasbro Inc | Consumer Cyclical | 0.02% | - | 0% | |
| Solventum Corp | Healthcare | 0.02% | - | 0% | |
| Wynn Resorts Ltd | Consumer Cyclical | 0.02% | - | 0% | |
| BXP Inc | Real Estate | 0.02% | - | 0% | |
| Universal Health Services Inc Class B | Healthcare | 0.02% | - | 0% | |
| Assurant Inc | Financial Services | 0.02% | - | 0% | |
| Invesco Ltd | Financial Services | 0.02% | - | 0% | |
| The AES Corp | Utilities | 0.02% | - | 0% | |
| Dayforce Inc | Technology | 0.02% | - | 0% | |
| The Interpublic Group of Companies Inc | Communication Services | 0.02% | - | 0% | |
| EPAM Systems Inc | Technology | 0.02% | - | 0% | |
| Erie Indemnity Co Class A | Financial Services | 0.02% | - | 0% | |
| Align Technology Inc | Healthcare | 0.02% | - | 0% | |
| Conagra Brands Inc | Consumer Defensive | 0.02% | - | 0% | |
| CarMax Inc | Consumer Cyclical | 0.02% | - | 0% | |
| Bio-Techne Corp | Healthcare | 0.02% | - | 0% | |
| Molina Healthcare Inc | Healthcare | 0.02% | - | 0% | |
| Match Group Inc Ordinary Shares - New | Communication Services | 0.02% | - | 0% | |
| Eastman Chemical Co | Basic Materials | 0.02% | - | 0% | |
| Walgreens Boots Alliance Inc | Healthcare | 0.02% | - | 0% | |
| Molson Coors Beverage Co Shs -B- Non-Voting | Consumer Defensive | 0.02% | - | 0% | |
| Charles River Laboratories International Inc | Healthcare | 0.02% | - | 0% | |
| Henry Schein Inc | Healthcare | 0.02% | - | 0% | |
| A.O. Smith Corp | Industrials | 0.02% | - | 0% | |
| Hormel Foods Corp | Consumer Defensive | 0.02% | - | 0% | |
| Lamb Weston Holdings Inc | Consumer Defensive | 0.01% | - | 0% | |
| Albemarle Corp | Basic Materials | 0.01% | - | 0% | |
| MarketAxess Holdings Inc | Financial Services | 0.01% | - | 0% | |
| LKQ Corp | Consumer Cyclical | 0.01% | - | 0% | |
| Paramount Global Class B | Communication Services | 0.01% | - | 0% | |
| MGM Resorts International | Consumer Cyclical | 0.01% | - | 0% | |
| Franklin Resources Inc | Financial Services | 0.01% | - | 0% | |
| Federal Realty Investment Trust | Real Estate | 0.01% | - | 0% | |
| APA Corp | Energy | 0.01% | - | 0% | |
| Fox Corp Class B | Communication Services | 0.01% | - | 0% | |
| The Campbell's Co | Consumer Defensive | 0.01% | - | 0% | |
| Mohawk Industries Inc | Consumer Cyclical | 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.
