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Fund Suitability Test
Asset Allocation (As on 30-Jun-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 90.79%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Small Cap | 67.59 |
| Mid Cap | 12 |
| Others | 6.07 |
| Large Cap | 5.14 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Industrials
Consumer Cyclical
Financial Services
Healthcare
Basic Materials
Consumer Defensive
Technology
Communication Services
Utilities
Energy
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 |
|---|---|---|---|---|---|
| Karur Vysya Bank Ltd | Small Cap | Financial Services (20.32) | 3.58% | 0 | 11.33% |
| CCL Products (India) Ltd | Small Cap | Consumer Defensive (70.74) | 3.46% | 36.28 | 36.94% |
| Dr Agarwals Health Care Ltd | Healthcare | 3.33% | - | 0% | |
| Styrenix Performance Materials Ltd | Small Cap | Basic Materials (28.8) | 2.92% | 0 | -45.72% |
| Campus Activewear Ltd | Small Cap | Consumer Cyclical (50.24) | 2.81% | 25.89 | 27.41% |
| Rainbow Childrens Medicare Ltd | Small Cap | Healthcare (48.39) | 2.53% | 59.63 | 27.53% |
| Shaily Engineering Plastics Ltd | Small Cap | Basic Materials (45.03) | 2.47% | 79.96 | 93.44% |
| Triveni Turbine Ltd | Small Cap | Industrials (53.51) | 2.46% | 54.19 | 1.24% |
| Apar Industries Ltd | Mid Cap | Industrials (58.31) | 2.43% | 47.05 | 6% |
| V-Guard Industries Ltd | Small Cap | Industrials (70.84) | 2.34% | 53.96 | -15.25% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (36.96) | 2.31% | 17.73 | 40.11% |
| V-Mart Retail Ltd | Small Cap | Consumer Cyclical (96.67) | 2.29% | 0 | -5.35% |
| VA Tech Wabag Ltd | Small Cap | Industrials (28.85) | 2.28% | 34.07 | 23.62% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (12.96) | 2.25% | 10.18 | -14.3% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (78.79) | 2.19% | 70.84 | 85.07% |
| V2 Retail Ltd | Small Cap | Consumer Cyclical (86.78) | 2.16% | 94.34 | 120.32% |
| Five-Star Business Finance Ltd | Small Cap | Financial Services (29.04) | 2.13% | 0 | -2.29% |
| Vijaya Diagnostic Centre Ltd | Small Cap | Healthcare (48.39) | 2.11% | 74.54 | 37.97% |
| Chalet Hotels Ltd | Small Cap | Consumer Cyclical (71.65) | 2.01% | 136.91 | 4.97% |
| Suzlon Energy Ltd | Mid Cap | Industrials (53.51) | 1.96% | 40.54 | -10.32% |
| Transformers & Rectifiers (India) Ltd | Small Cap | Industrials (28.85) | 1.95% | 0 | 36.09% |
| Gokaldas Exports Ltd | Small Cap | Consumer Cyclical (54.21) | 1.94% | 41.22 | -8.33% |
| Pricol Ltd | Small Cap | Consumer Cyclical (43.98) | 1.94% | 31.94 | -12.12% |
| eClerx Services Ltd | Small Cap | Technology (51.64) | 1.91% | 31.72 | 40.93% |
| Pitti Engineering Ltd | Small Cap | Industrials (43.98) | 1.91% | 29.03 | -20.6% |
| Aditya Birla Real Estate Ltd | Small Cap | Basic Materials (17.09) | 1.8% | -109.19 | -19.18% |
| Bharat Electronics Ltd | Large Cap | Industrials (47.83) | 1.78% | 53.57 | 21.36% |
| Varroc Engineering Ltd Ordinary Shares | Small Cap | Consumer Cyclical (30.37) | 1.72% | 134.41 | -16.81% |
| Sky Gold and Diamonds Ltd | Small Cap | Consumer Cyclical (71.07) | 1.71% | 28.48 | 36.56% |
| KEI Industries Ltd | Mid Cap | Industrials (48.05) | 1.7% | 50.3 | -9.32% |
| Siemens Energy India Ltd | Utilities | 1.69% | - | 0% | |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (204.54) | 1.62% | 0 | 65% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 1.55% | 206.18 | 772.74% |
| Premier Energies Ltd | Mid Cap | Technology | 1.48% | - | 0% |
| Deepak Fertilisers & Petrochemicals Corp Ltd | Small Cap | Basic Materials (26.65) | 1.47% | 21.11 | 61.22% |
| JM Financial Ltd | Small Cap | Financial Services (26.13) | 1.43% | 27.94 | 36.14% |
| KEC International Ltd | Small Cap | Industrials (26.89) | 1.28% | 213.91 | 49.58% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (114.65) | 1.25% | 128.78 | 24.88% |
| Rossari Biotech Ltd Ordinary Shares | Small Cap | Basic Materials (58.31) | 1.25% | 28.53 | -15.68% |
| P N Gadgil Jewellers Ltd | Small Cap | Consumer Cyclical | 1.25% | - | 0% |
| Godrej Agrovet Ltd Ordinary Shares | Small Cap | Consumer Defensive (31.87) | 1.21% | 28.14 | 16.59% |
| Sagility India Ltd | Small Cap | Healthcare | 1.13% | - | 0% |
| Central Depository Services (India) Ltd | Small Cap | Financial Services | 1.13% | - | 0% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 1.11% | 28.3 | 41.05% |
| Aegis Vopak Terminals Ltd | Energy | 1.05% | - | 0% | |
| Gufic Biosciences Ltd | Small Cap | Healthcare (55.16) | 0.99% | 36 | 45.63% |
| Carraro India Ltd | Small Cap | Consumer Cyclical | 0.94% | - | 0% |
| Inox Wind Ltd | Small Cap | Industrials (53.51) | 0.56% | 55.7 | -10.2% |
| Aegis Vopak Termin | 0% | - | 0% | ||
| Siemens Engy Ind | 0% | - | 0% | ||
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0% | 0 | 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 Small Cap 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 Small Cap 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.
