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₹203.03
(0.7195%)
Current NAV 25-07-2024
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35.67%
1Y Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 98.67%
- Others 1.33%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 52.24 |
| Others | 19.65 |
| Small Cap | 13.7 |
| Mid Cap | 13.08 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Services
Communication
Healthcare
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 |
|---|---|---|---|---|---|
| Infosys Ltd. | Large Cap | Technology (36.3) | 25.24% | 29.3 | 39.45% |
| Bharti Airtel Ltd. | Large Cap | Communication (154.14) | 11.39% | 117.13 | 70.09% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (36.3) | 8.65% | 33.89 | 29.64% |
| Tech Mahindra Ltd. | Large Cap | Technology (36.3) | 6.96% | 63.96 | 34.78% |
| Coforge Ltd. | Mid Cap | Technology (36.3) | 4.33% | 54.12 | 34.67% |
| Firstsource Solutions Ltd. | Small Cap | Services (48.67) | 4.01% | 34.7 | 86.78% |
| Cognizant Technology Solutions Corp. | Technology | 4% | 0% | ||
| Microsoft Corportion (US) | Technology | 3.76% | 0% | ||
| Indiamart Intermesh Ltd. | Small Cap | Services (52.02) | 3.25% | -0.09 | 0% |
| Delhivery Ltd. | Mid Cap | Services (50.02) | 3.19% | -117.91 | -2.42% |
| NetFlix Inc. (USA) | Services | 3.06% | 0% | ||
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (164.26) | 2.97% | 1660.91 | 24.92% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 2.59% | 615.37 | 84.19% |
| Nazara Technologies Ltd. | Small Cap | Technology (71.59) | 2.53% | 93.74 | 35.03% |
| PVR Inox Ltd. | Small Cap | Services (34.88) | 2.43% | -113.76 | -2.16% |
| Alphabet Inc Class A | Services | 2.3% | 0% | ||
| Persistent Systems Ltd. | Technology | 2.15% | 0% | ||
| TBO Tek Ltd. | Services | 1.65% | 0% | ||
| EPAM Systems Inc | Technology | 1.61% | 0% | ||
| eMudhra Ltd. | Small Cap | Services (48.67) | 1.48% | 100.33 | 86.48% |
| Indegene Ltd. | Healthcare | 0.71% | 0% | ||
| Bharti Hexacom Ltd. | Communication | 0.41% | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 1.33 |
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 | 1.06% | 0% | ||
| Others | Others | 0.27% | 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 SBI Technology Opportunities Fund ?
The top holdings of this fund are Infosys Ltd., Bharti Airtel Ltd., Tata Consultancy Services Ltd., Tech Mahindra Ltd., Coforge 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 SBI Technology Opportunities Fund ?
The major sectors of this fund are Technology, Services, Communication, Healthcare.
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.