₹19.43 0.0836%
07-05-202426.99%
Min. SIP ₹500
Min. Investment ₹500
| Allocation | |
|---|---|
| Others | 55.93 |
Capital Goods
Technology
Services
Consumer Discretionary
Healthcare
Financial
Energy
Consumer Staples
Insurance
Automobile
Communication
Others
Chemicals
Construction
Metals & Mining
Diversified
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Microsoft Corportion (US) | Technology | 7.07% | 0% | ||
| Apple Inc. (USA) | Consumer Discretionary | 5.63% | 0% | ||
| NVIDIA Corporation (USA) | Capital Goods | 5.05% | 0% | ||
| Amazon. com Inc. (USA) | Services | 3.73% | 0% | ||
| Meta Platforms Inc | Services | 2.42% | 0% | ||
| Berkshire Hathway Inc (US) | Insurance | 1.73% | 0% | ||
| Broadcom Corporation (USA) | Capital Goods | 1.32% | 0% | ||
| JP Morgan Chase & Co. (US) | Financial | 1.31% | 0% | ||
| Tesla Inc | Automobile | 1.1% | 0% | ||
| Exxon Mobil Corporation Ltd. (US) | Energy | 1.04% | 0% | ||
| Visa Inc | Financial | 1% | 0% | ||
| Johnson & Johnson Ltd. | Healthcare | 0.86% | 0% | ||
| Procter & Gamble (USA) | Consumer Staples | 0.86% | 0% | ||
| Merck & Co Inc (US) | Healthcare | 0.76% | 0% | ||
| Costco Wholesale Corporation (USA) | Services | 0.74% | 0% | ||
| Chevron Corporation | Energy | 0.62% | 0% | ||
| Bank of America | Financial | 0.59% | 0% | ||
| NetFlix Inc. (USA) | Services | 0.59% | 0% | ||
| Wal-Mart Stores (US) | Services | 0.58% | 0% | ||
| Coca Cola Co. (US) | Consumer Staples | 0.54% | 0% | ||
| Adobe Inc | Technology | 0.52% | 0% | ||
| Accenture PLC | Others | 0.49% | 0% | ||
| Cisco Systems Inc. (USA) | Communication | 0.46% | 0% | ||
| Mc DonaldS Corporation (US) | Services | 0.46% | 0% | ||
| Oracle Corporation (US) | Technology | 0.45% | 0% | ||
| QUALCOMM Inc. (USA) | Capital Goods | 0.43% | 0% | ||
| General Electric Company (GE_old) | Capital Goods | 0.43% | 0% | ||
| Intel Corporation (USA) | Capital Goods | 0.42% | 0% | ||
| Caterpillar INC (US) | Automobile | 0.42% | 0% | ||
| Intuit Inc. (USA) | Technology | 0.41% | 0% | ||
| International Business Machines | Technology | 0.4% | 0% | ||
| Comcast Corporation (USA) | Communication | 0.39% | 0% | ||
| Applied Materials Inc. (USA) | Capital Goods | 0.39% | 0% | ||
| Danaher Corporation | Healthcare | 0.37% | 0% | ||
| Texas Instruments Inc. (US) | Capital Goods | 0.36% | 0% | ||
| Pfizer INC | Healthcare | 0.35% | 0% | ||
| Amgen Inc. (USA) | Healthcare | 0.34% | 0% | ||
| Lowe S Companies Inc (USA) | Consumer Discretionary | 0.33% | 0% | ||
| Intuitive Surgical Inc. (USA) | Healthcare | 0.32% | 0% | ||
| Philip Morris International | Consumer Staples | 0.32% | 0% | ||
| Lam Research Corporation (USA) | Capital Goods | 0.29% | 0% | ||
| Micron Technology Inc. (USA) | Capital Goods | 0.29% | 0% | ||
| Medtronic | Healthcare | 0.26% | 0% | ||
| Chubb Corporation (US) | Insurance | 0.24% | 0% | ||
| Deere & Company Ltd. (USA) | Automobile | 0.24% | 0% | ||
| Vertex Pharmaceuticals Inc. (USA) | Healthcare | 0.24% | 0% | ||
| Starbucks Corporation (USA) | Services | 0.23% | 0% | ||
| Automatic Data Processing Inc. (USA) | Technology | 0.23% | 0% | ||
| Regeneron Pharmaceuticals Inc | Healthcare | 0.23% | 0% | ||
| CVS Health Corporation | Healthcare | 0.23% | 0% | ||
| Analog Devices Inc | Capital Goods | 0.22% | 0% | ||
| Fiserv Inc. (USA) | Technology | 0.22% | 0% | ||
| Gilead Sciences Inc. (USA) | Healthcare | 0.21% | 0% | ||
| KLA Corporation | Capital Goods | 0.21% | 0% | ||
| Mondelez International | Consumer Staples | 0.21% | 0% | ||
| Schlumberger Ltd. (Netherland) | Others | 0.18% | 0% | ||
| CSX Corporation (US) | Services | 0.17% | 0% | ||
| EOG Resources Inc | Energy | 0.17% | 0% | ||
| Colgate-Palmolive (USA) | Consumer Staples | 0.17% | 0% | ||
| Altria Group Inc | Consumer Staples | 0.17% | 0% | ||
| Marathon Petroleum Corp. (USA) | Energy | 0.17% | 0% | ||
| McKesson Corporation (USA) | Healthcare | 0.16% | 0% | ||
| FedEx Corp (USA) | Services | 0.15% | 0% | ||
| PACCAR Inc. (USA) | Automobile | 0.15% | 0% | ||
| O Reilly Automotive Inc. (USA) | Services | 0.15% | 0% | ||
| Freeport McMoran Copper & Gold Ltd. | Others | 0.15% | 0% | ||
| Northrop Grumman Co. (US) | Capital Goods | 0.15% | 0% | ||
| General Dynamics Corporation | Capital Goods | 0.15% | 0% | ||
| Pioneer Natural Resources Co | Energy | 0.14% | 0% | ||
| Valero Energy Corporation Ltd. (USA) | Energy | 0.13% | 0% | ||
| Autodesk Inc. (USA) | Technology | 0.13% | 0% | ||
| 3M (USA) | Diversified | 0.13% | 0% | ||
| Ecolab Inc | Chemicals | 0.13% | 0% | ||
| Nucor Corp (USA) | Metals & Mining | 0.11% | 0% | ||
| Microchip Technology Inc. (USA) | Capital Goods | 0.11% | 0% | ||
| ONEOK Inc | Energy | 0.11% | 0% | ||
| Ross Stores Inc. (USA) | Services | 0.11% | 0% | ||
| Hess Corp (Foreign) | Energy | 0.1% | 0% | ||
| Occidental Petroleum Corporation | Energy | 0.1% | 0% | ||
| Fastenal Co (USA) | Capital Goods | 0.1% | 0% | ||
| Monster Beverage Corporation (US) | Consumer Staples | 0.1% | 0% | ||
| Bank of New York Mellon (US) | Financial | 0.1% | 0% | ||
| Aflac Inc | Insurance | 0.1% | 0% | ||
| Paychex Inc. (USA) | Services | 0.09% | 0% | ||
| Sysco Corp (USA) | Services | 0.09% | 0% | ||
| Cummins (USA) | Automobile | 0.09% | 0% | ||
| Newmont Corporation (Newmont) | Metals & Mining | 0.09% | 0% | ||
| Kroger (US) | Services | 0.09% | 0% | ||
| Martin Marietta Materials | Construction | 0.09% | 0% | ||
| Amerisource Bergen Corp | Healthcare | 0.09% | 0% | ||
| Halliburton Co (USA) | Energy | 0.08% | 0% | ||
| PPG Industries | Chemicals | 0.08% | 0% | ||
| Baker Hughes Inc. (US) | Energy | 0.08% | 0% | ||
| Exelon (US) | Energy | 0.08% | 0% | ||
| Verisk Analytics Inc | Technology | 0.08% | 0% | ||
| Archer Daniels Midland Co. Ltd. (Chicago) | Consumer Staples | 0.08% | 0% | ||
| Kinder Morgan Inc | Energy | 0.08% | 0% | ||
| Vulcan Materials Co (USA) | Construction | 0.08% | 0% | ||
| Cognizant Technology Solutions Corp. | Technology | 0.08% | 0% | ||
| ResMed Inc (Australia) | Healthcare | 0.07% | 0% | ||
| Electronic Arts Inc. (USA) | Technology | 0.07% | 0% | ||
| Biogen Inc. | Healthcare | 0.07% | 0% | ||
| Kraft Heinz Co | Consumer Staples | 0.07% | 0% | ||
| Dollar Tree Inc. (USA) | Services | 0.06% | 0% | ||
| T Rowe Price Group | Financial | 0.06% | 0% | ||
| eBay Inc. (USA) | Services | 0.06% | 0% | ||
| Charter Communications | Communication | 0.06% | 0% | ||
| Hewlett Packard Company | Technology | 0.06% | 0% | ||
| The Cooper Companies Inc. | Healthcare | 0.05% | 0% | ||
| State Street Corp (US) | Financial | 0.05% | 0% | ||
| Garmin Ltd. (USA) | Services | 0.05% | 0% | ||
| Illumina Inc. (USA) | Healthcare | 0.05% | 0% | ||
| NetApp Inc. (USA) | Technology | 0.05% | 0% | ||
| American Water Works Co Inc | Energy | 0.05% | 0% | ||
| Western Digital Corporation | Technology | 0.05% | 0% | ||
| SBA Communications Corporation | Construction | 0.05% | 0% | ||
| Seagate Technology (USA) | Technology | 0.04% | 0% | ||
| Expedia Inc. (USA) | Services | 0.04% | 0% | ||
| CF Industries Holdings Inc (US) | Chemicals | 0.04% | 0% | ||
| Idex Corporation (Foreign) | Capital Goods | 0.04% | 0% | ||
| Marathon Oil Corporation (USA) | Energy | 0.04% | 0% | ||
| Akamai Technologies Inc. (USA) | Technology | 0.04% | 0% | ||
| Expeditors International of Washington Inc. | Services | 0.04% | 0% | ||
| VeriSign Inc. (USA) | Technology | 0.04% | 0% | ||
| Northern Trust (US) | Financial | 0.04% | 0% | ||
| Tyson Foods | Consumer Staples | 0.04% | 0% | ||
| Bunge Global SA | Consumer Staples | 0.03% | 0% | ||
| F5 Networks Inc. (USA) | Technology | 0.03% | 0% | ||
| Huntington Ingalls Industries Inc. (US) | Capital Goods | 0.03% | 0% | ||
| Amcor Ltd | Services | 0.03% | 0% | ||
| Wynn Resorts Ltd. (USA) | Services | 0.02% | 0% | ||
| Mosaic Company Ltd. | Chemicals | 0.02% | 0% | ||
| FMC Corporation (Philadelphia) | Chemicals | 0.02% | 0% | ||
| C. H. Robinson Worldwide Inc. (USA) | Services | 0.02% | 0% | ||
| Henry Schein Inc. (USA) | Healthcare | 0.02% | 0% | ||
| News Corporation B (USA) | Services | 0.02% | 0% | ||
| Franklin Resources (US) | Financial | 0.02% | 0% |
| Allocation | |
|---|---|
| Others | 0.09 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.09% | 0% |
| Allocation | |
|---|---|
| Others | -0.04 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | -0.04% | 0% |
Frequently Asked Questions’s
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.
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 holdings for Motilal Oswal S&P 500 Index Fund?
The top holdings of this fund are Microsoft Corportion (US), Apple Inc. (USA), NVIDIA Corporation (USA), Amazon. com Inc. (USA), Meta Platforms Inc
Top 5 Sector for Motilal Oswal S&P 500 Index Fund?
The major sectors of this fund are Capital Goods, Technology, Services, Consumer Discretionary, Healthcare.
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.
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 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.
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.
