Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 193.88%
- Debt 0.04%
- Others 6.08%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 114.88 |
| Small Cap | 42.8 |
| Mid Cap | 33.94 |
| Others | 2.26 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Services
Automobile
Capital Goods
Energy
Technology
Consumer Staples
Healthcare
Materials
Construction
Metals & Mining
Communication
Consumer Discretionary
Insurance
Others
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Jul-2024 |
Holdings | PE Ratio 26-Jul-2024 |
1Y Return |
|---|---|---|---|---|---|
| HDFC Bank Ltd. | Large Cap | Financial (18.54) | 6.33% | 18.04 | -4.4% |
| HDFC Bank Ltd. | Large Cap | Financial (18.54) | 6.33% | 18.04 | -4.4% |
| ICICI Bank Ltd. | Large Cap | Financial (18.54) | 4.38% | 18.92 | 22.22% |
| ICICI Bank Ltd. | Large Cap | Financial (18.54) | 4.38% | 18.92 | 22.22% |
| Larsen & Toubro Ltd. | Large Cap | Construction (44.89) | 3.82% | 39.84 | 39.8% |
| Larsen & Toubro Ltd. | Large Cap | Construction (44.89) | 3.82% | 39.84 | 39.8% |
| Reliance Industries Ltd. | Large Cap | Energy (19.54) | 3.46% | 29.67 | 19.38% |
| Reliance Industries Ltd. | Large Cap | Energy (19.54) | 3.46% | 29.67 | 19.38% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 3.19% | 28.68 | 29.81% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 3.19% | 28.68 | 29.81% |
| Infosys Ltd. | Large Cap | Technology (36.3) | 3.13% | 29.3 | 39.45% |
| Infosys Ltd. | Large Cap | Technology (36.3) | 3.13% | 29.3 | 39.45% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (118.06) | 2.48% | 100.64 | 107.83% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (118.06) | 2.48% | 100.64 | 107.83% |
| Electronics Mart India Ltd. | Small Cap | Services (54.51) | 2.32% | 0 | -2.51% |
| Electronics Mart India Ltd. | Small Cap | Services (54.51) | 2.32% | 0 | -2.51% |
| NTPC Ltd. | Large Cap | Energy (24.33) | 2.19% | 18.5 | 96.92% |
| NTPC Ltd. | Large Cap | Energy (24.33) | 2.19% | 18.5 | 96.92% |
| Power Finance Corporation Ltd. | Large Cap | Financial (19.35) | 2.01% | 9 | 177.33% |
| Power Finance Corporation Ltd. | Large Cap | Financial (19.35) | 2.01% | 9 | 177.33% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (30.99) | 1.87% | 31.84 | 86.71% |
| Mahindra & Mahindra Ltd. | Large Cap | Automobile (30.99) | 1.87% | 31.84 | 86.71% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.84% | 44.61 | 34.3% |
| Ultratech Cement Ltd. | Large Cap | Materials (55.96) | 1.84% | 44.61 | 34.3% |
| Coal India Ltd. | Large Cap | Materials (19.75) | 1.81% | 9.33 | 120.46% |
| Coal India Ltd. | Large Cap | Materials (19.75) | 1.81% | 9.33 | 120.46% |
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (118.98) | 1.8% | 48.97 | 98.23% |
| Samvardhana Motherson International Ltd. | Mid Cap | Automobile (118.98) | 1.8% | 48.97 | 98.23% |
| State Bank of India | Large Cap | Financial (12.23) | 1.79% | 11.25 | 39.78% |
| State Bank of India | Large Cap | Financial (12.23) | 1.79% | 11.25 | 39.78% |
| SBI Life Insurance Company Ltd. | Large Cap | Insurance (25.38) | 1.64% | 0 | 35.36% |
| SBI Life Insurance Company Ltd. | Large Cap | Insurance (25.38) | 1.64% | 0 | 35.36% |
| Finolex Cables Ltd. | Small Cap | Capital Goods (54.43) | 1.55% | 36.61 | 54.19% |
| Finolex Cables Ltd. | Small Cap | Capital Goods (54.43) | 1.55% | 36.61 | 54.19% |
| Trent Ltd. | Large Cap | Services (103.02) | 1.52% | 128.89 | 216.07% |
| Trent Ltd. | Large Cap | Services (103.02) | 1.52% | 128.89 | 216.07% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (30.99) | 1.36% | 29.61 | 29.81% |
| Maruti Suzuki India Ltd. | Large Cap | Automobile (30.99) | 1.36% | 29.61 | 29.81% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 1.34% | 0 | 0% |
| Hindustan Unilever Ltd. | Large Cap | Consumer Staples (38.82) | 1.34% | 0 | 0% |
| Devyani International Ltd. | Mid Cap | Services (74.62) | 1.33% | 451.79 | -9.59% |
| Devyani International Ltd. | Mid Cap | Services (74.62) | 1.33% | 451.79 | -9.59% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 1.33% | 48.39 | 61.86% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 1.33% | 48.39 | 61.86% |
| JSW Infrastructure Ltd. | Mid Cap | Services | 1.31% | 0% | |
| JSW Infrastructure Ltd. | Mid Cap | Services | 1.31% | 0% | |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (71.12) | 1.18% | -267.62 | 41.29% |
| ITC Ltd. | Large Cap | Consumer Staples (30.08) | 1.18% | 30.65 | 6.29% |
| ITC Ltd. | Large Cap | Consumer Staples (30.08) | 1.18% | 30.65 | 6.29% |
| Godrej Consumer Products Ltd. | Large Cap | Consumer Staples (71.12) | 1.18% | -267.62 | 41.29% |
| Kirloskar Oil Engines Ltd. | Small Cap | Capital Goods (50.42) | 1.14% | 39.86 | 191.07% |
| Kirloskar Oil Engines Ltd. | Small Cap | Capital Goods (50.42) | 1.14% | 39.86 | 191.07% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (114.56) | 1.14% | -458.84 | 213.03% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (114.56) | 1.14% | -458.84 | 213.03% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 1.11% | 0 | 0% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 1.11% | 0 | 0% |
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 1.07% | 117.13 | 70.09% |
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 1.07% | 117.13 | 70.09% |
| Tech Mahindra Ltd. | Large Cap | Technology (36.3) | 1.05% | 63.96 | 34.78% |
| Tech Mahindra Ltd. | Large Cap | Technology (36.3) | 1.05% | 63.96 | 34.78% |
| Honeywell Automation India Ltd. | Mid Cap | Capital Goods (119.8) | 1.03% | 0 | 28.94% |
| Honeywell Automation India Ltd. | Mid Cap | Capital Goods (119.8) | 1.03% | 0 | 28.94% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (20.49) | 1% | 16.71 | 48.18% |
| Jindal Steel & Power Ltd. | Large Cap | Metals & Mining (20.49) | 1% | 16.71 | 48.18% |
| Gland Pharma Ltd. | Mid Cap | Healthcare (44.25) | 0.98% | 43.14 | 69.47% |
| Gland Pharma Ltd. | Mid Cap | Healthcare (44.25) | 0.98% | 43.14 | 69.47% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (44.25) | 0.96% | 43.09 | 13.04% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (44.25) | 0.96% | 43.09 | 13.04% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 0.95% | 26.45 | -0.13% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 0.95% | 167.31 | 197.56% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 0.95% | 167.31 | 197.56% |
| Kotak Mahindra Bank Ltd. | Large Cap | Financial (24.43) | 0.95% | 26.45 | -0.13% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (11.15) | 0.91% | 13.94 | -7.89% |
| Aditya Birla Sun Life AMC Ltd. | Small Cap | Financial (36.62) | 0.91% | 26.06 | 72.41% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (11.15) | 0.91% | 13.94 | -7.89% |
| Aditya Birla Sun Life AMC Ltd. | Small Cap | Financial (36.62) | 0.91% | 26.06 | 72.41% |
| RateGain Travel Technologies Ltd. | Small Cap | Technology (36.3) | 0.9% | 65.7 | 83.29% |
| RateGain Travel Technologies Ltd. | Small Cap | Technology (36.3) | 0.9% | 65.7 | 83.29% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.88% | 38.75 | 29.66% |
| Hindalco Industries Ltd. | Large Cap | Metals & Mining (30.32) | 0.88% | 38.75 | 29.66% |
| Bharti Hexacom Ltd. | Communication | 0.88% | 0% | ||
| Bharti Hexacom Ltd. | Communication | 0.88% | 0% | ||
| Zensar Technologies Ltd. | Small Cap | Technology (36.96) | 0.86% | 25.69 | 109.02% |
| Zensar Technologies Ltd. | Small Cap | Technology (36.96) | 0.86% | 25.69 | 109.02% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.86% | 40.82 | 136.49% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 0.86% | 40.82 | 136.49% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (74.62) | 0.84% | 71.67 | 65.84% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (74.62) | 0.84% | 71.67 | 65.84% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (104.1) | 0.76% | 67.18 | 33.88% |
| KFin Technologies Ltd. | Small Cap | Financial (31.71) | 0.76% | 53.97 | 103.41% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (104.1) | 0.76% | 67.18 | 33.88% |
| KFin Technologies Ltd. | Small Cap | Financial (31.71) | 0.76% | 53.97 | 103.41% |
| SBI Cards And Payment Services Ltd. | Large Cap | Financial (28.87) | 0.74% | 0 | -17.18% |
| SBI Cards And Payment Services Ltd. | Large Cap | Financial (28.87) | 0.74% | 0 | -17.18% |
| Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 0.72% | 20.64 | -6.8% |
| Apollo Tyres Ltd. | Mid Cap | Automobile (30.44) | 0.72% | 20.64 | -6.8% |
| Aditya Birla Fashion and Retail Ltd. | Small Cap | Services (103.02) | 0.71% | -53.35 | 52.82% |
| Aditya Birla Fashion and Retail Ltd. | Small Cap | Services (103.02) | 0.71% | -53.35 | 52.82% |
| R R Kabel Ltd. | Small Cap | Consumer Discretionary (54.43) | 0.71% | 66.48 | 0% |
| R R Kabel Ltd. | Small Cap | Consumer Discretionary (54.43) | 0.71% | 66.48 | 0% |
| Container Corporation Of India Ltd. | Mid Cap | Services (50.02) | 0.69% | 50.3 | 53.31% |
| Delhivery Ltd. | Mid Cap | Services (50.02) | 0.69% | -117.91 | -2.42% |
| Delhivery Ltd. | Mid Cap | Services (50.02) | 0.69% | -117.91 | -2.42% |
| Container Corporation Of India Ltd. | Mid Cap | Services (50.02) | 0.69% | 50.3 | 53.31% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (31.71) | 0.66% | 16.09 | 64.05% |
| Cholamandalam Financial Holdings Ltd. | Small Cap | Financial (31.71) | 0.66% | 16.09 | 64.05% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (35.88) | 0.65% | 29.28 | 74.41% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (35.88) | 0.65% | 29.28 | 74.41% |
| CESC Ltd. | Small Cap | Energy (24.33) | 0.63% | 16.09 | 118.59% |
| CESC Ltd. | Small Cap | Energy (24.33) | 0.63% | 16.09 | 118.59% |
| Syngene International Ltd. | Mid Cap | Healthcare (61.84) | 0.62% | 62 | 3.14% |
| Syngene International Ltd. | Mid Cap | Healthcare (61.84) | 0.62% | 62 | 3.14% |
| Harsha Engineers International Ltd. | Small Cap | Capital Goods (95.83) | 0.62% | 43.58 | 19.77% |
| Harsha Engineers International Ltd. | Small Cap | Capital Goods (95.83) | 0.62% | 43.58 | 19.77% |
| Somany Ceramics Ltd. | Small Cap | Materials (54.88) | 0.6% | 25.41 | 16.29% |
| Indusind Bank Ltd. | Large Cap | Financial (18.54) | 0.6% | 12.18 | -1.63% |
| Indusind Bank Ltd. | Large Cap | Financial (18.54) | 0.6% | 12.18 | -1.63% |
| Bajaj Finance Ltd. | Large Cap | Financial (28.87) | 0.6% | 28.18 | -8.54% |
| Bajaj Finance Ltd. | Large Cap | Financial (28.87) | 0.6% | 28.18 | -8.54% |
| Somany Ceramics Ltd. | Small Cap | Materials (54.88) | 0.6% | 25.41 | 16.29% |
| Interglobe Aviation Ltd. | Large Cap | Services (20.84) | 0.58% | 21.14 | 76.26% |
| Interglobe Aviation Ltd. | Large Cap | Services (20.84) | 0.58% | 21.14 | 76.26% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (95.83) | 0.57% | 64.7 | 51.87% |
| Crompton Greaves Consumer Electricals Ltd. | Small Cap | Consumer Discretionary (95.83) | 0.57% | 64.7 | 51.87% |
| Timken India Ltd. | Mid Cap | Capital Goods (58.74) | 0.56% | 0 | 21.82% |
| Timken India Ltd. | Mid Cap | Capital Goods (58.74) | 0.56% | 0 | 21.82% |
| Shriram Finance Ltd | Large Cap | Financial (28.87) | 0.56% | 14.96 | 61.14% |
| Shriram Finance Ltd | Large Cap | Financial (28.87) | 0.56% | 14.96 | 61.14% |
| Greenpanel Industries Ltd. | Small Cap | Materials (27.88) | 0.55% | 27.43 | -10.92% |
| Greenpanel Industries Ltd. | Small Cap | Materials (27.88) | 0.55% | 27.43 | -10.92% |
| Vijaya Diagnostic Centre Ltd. | Small Cap | Healthcare (82.17) | 0.55% | 68.42 | 74.83% |
| Siemens Ltd. | Large Cap | Capital Goods (119.8) | 0.55% | 105.68 | 84.02% |
| Siemens Ltd. | Large Cap | Capital Goods (119.8) | 0.55% | 105.68 | 84.02% |
| Vijaya Diagnostic Centre Ltd. | Small Cap | Healthcare (82.17) | 0.55% | 68.42 | 74.83% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 0.52% | 28.3 | 41.05% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 0.52% | 28.3 | 41.05% |
| India Shelter Finance Corporation Ltd. | Small Cap | Financial (14.37) | 0.5% | 0 | 0% |
| India Shelter Finance Corporation Ltd. | Small Cap | Financial (14.37) | 0.5% | 0 | 0% |
| NLC India Ltd. | Small Cap | Energy (24.33) | 0.5% | 21.45 | 144.92% |
| NLC India Ltd. | Small Cap | Energy (24.33) | 0.5% | 21.45 | 144.92% |
| Medplus Health Services Ltd. | Small Cap | Healthcare (44.25) | 0.47% | 123.35 | -27.66% |
| Medplus Health Services Ltd. | Small Cap | Healthcare (44.25) | 0.47% | 123.35 | -27.66% |
| Welspun Living Ltd. | Small Cap | Consumer Discretionary (28.94) | 0.46% | 26.11 | 81.8% |
| Welspun Living Ltd. | Small Cap | Consumer Discretionary (28.94) | 0.46% | 26.11 | 81.8% |
| Cyient Ltd. | Small Cap | Technology (36.3) | 0.45% | 29.09 | 22.55% |
| Cyient Ltd. | Small Cap | Technology (36.3) | 0.45% | 29.09 | 22.55% |
| Angel One Ltd. | Small Cap | Financial (31.71) | 0.45% | 16.04 | 33.84% |
| Angel One Ltd. | Small Cap | Financial (31.71) | 0.45% | 16.04 | 33.84% |
| Sapphire Foods India Ltd. | Small Cap | Services (74.62) | 0.42% | 187.65 | 12.25% |
| Sapphire Foods India Ltd. | Small Cap | Services (74.62) | 0.42% | 187.65 | 12.25% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (117.42) | 0.41% | 147.38 | 128.6% |
| Kaynes Technology India Ltd. | Small Cap | Capital Goods (117.42) | 0.41% | 147.38 | 128.6% |
| PVR Inox Ltd. | Small Cap | Services (34.88) | 0.39% | -113.76 | -2.16% |
| PVR Inox Ltd. | Small Cap | Services (34.88) | 0.39% | -113.76 | -2.16% |
| Radico Khaitan Ltd. | Small Cap | Consumer Staples (78.1) | 0.36% | 88.54 | 27.51% |
| Radico Khaitan Ltd. | Small Cap | Consumer Staples (78.1) | 0.36% | 88.54 | 27.51% |
| Coforge Ltd. | Mid Cap | Technology (36.3) | 0.35% | 54.12 | 34.67% |
| RHI Magnesita India Ltd. | Small Cap | Capital Goods (48.4) | 0.35% | -125.33 | -0.82% |
| Coforge Ltd. | Mid Cap | Technology (36.3) | 0.35% | 54.12 | 34.67% |
| RHI Magnesita India Ltd. | Small Cap | Capital Goods (48.4) | 0.35% | -125.33 | -0.82% |
| KNR Constructions Ltd. | Small Cap | Construction (44.89) | 0.31% | 13.26 | 50.38% |
| KNR Constructions Ltd. | Small Cap | Construction (44.89) | 0.31% | 13.26 | 50.38% |
| One97 Communications Ltd. | Mid Cap | Services (364.59) | 0.29% | -17.05 | -35.43% |
| Nuvoco Vistas Corporation Ltd. | Small Cap | Materials (55.13) | 0.29% | 85.13 | -1.8% |
| Nuvoco Vistas Corporation Ltd. | Small Cap | Materials (55.13) | 0.29% | 85.13 | -1.8% |
| Equitas Small Finance Bank Ltd. | Small Cap | Financial (18.54) | 0.29% | 0 | -10.37% |
| Equitas Small Finance Bank Ltd. | Small Cap | Financial (18.54) | 0.29% | 0 | -10.37% |
| One97 Communications Ltd. | Mid Cap | Services (364.59) | 0.29% | -17.05 | -35.43% |
| Supreme Industries Ltd. | Mid Cap | Materials (47.32) | 0.24% | 60.93 | 46.56% |
| Supreme Industries Ltd. | Mid Cap | Materials (47.32) | 0.24% | 60.93 | 46.56% |
| Rishabh Instruments Ltd. | Small Cap | Capital Goods (96.53) | 0.16% | 50.85 | 0% |
| Rishabh Instruments Ltd. | Small Cap | Capital Goods (96.53) | 0.16% | 50.85 | 0% |
| Awfis Space Solutions Ltd. | Services | 0.13% | 0% | ||
| Awfis Space Solutions Ltd. | Services | 0.13% | 0% | ||
| ideaForge Technology Ltd. | Small Cap | Others (52.31) | 0.12% | 78.99 | -29.29% |
| ideaForge Technology Ltd. | Small Cap | Others (52.31) | 0.12% | 78.99 | -29.29% |
| Grasim Industries - (Partly Paid Equity) | Materials | 0.12% | 0% | ||
| Grasim Industries - (Partly Paid Equity) | Materials | 0.12% | 0% | ||
| Happy Forgings Ltd. | Small Cap | Metals & Mining (32.09) | 0.1% | 0 | -100% |
| Happy Forgings Ltd. | Small Cap | Metals & Mining (32.09) | 0.1% | 0 | -100% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 0.04 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Others
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.02% | 0% | ||
| Others | Others | 0.02% | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 6.08 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 3.2% | 0% | ||
| Others | Others | 3.2% | 0% | ||
| Others | Others | -0.16% | 0% | ||
| Others | Others | -0.16% | 0% |
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View Stock Information
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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 Nippon India Flexi Cap Fund ?
The top holdings of this fund are HDFC Bank Ltd., HDFC Bank Ltd., ICICI Bank Ltd., ICICI Bank Ltd., Larsen & Toubro Ltd.
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 Nippon India Flexi Cap Fund ?
The major sectors of this fund are Financial, Services, Automobile, Capital Goods, Energy.
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.