₹346.9 1.9526%
03-05-202453.75%
Min. SIP ₹500
Min. Investment ₹5000
| Allocation | |
|---|---|
| Large Cap | 34.89 |
| Mid Cap | 30.7 |
| Small Cap | 28.28 |
| Others | 5.02 |
Healthcare
Chemicals
Materials
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 06-May-2024 |
Holdings | PE Ratio 06-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Large Cap | Healthcare (56.57) | 14.81% | 41.21 | 57.61% |
| Cipla Ltd. | Large Cap | Healthcare (56.57) | 7.52% | 31.06 | 54.14% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (88.95) | 6.87% | 76.01 | 70.83% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (56.57) | 5.26% | 52.8 | 0% |
| Lonza Group Ag | Healthcare | 4.75% | 0% | ||
| Divi's Laboratories Ltd. | Large Cap | Healthcare (56.57) | 4.33% | 75.97 | 20.67% |
| Gland Pharma Ltd. | Mid Cap | Healthcare (56.57) | 4.22% | 42.69 | 22.22% |
| Aether Industries Ltd. | Small Cap | Chemicals (58.95) | 4.16% | 89.87 | -16.87% |
| Jupiter Life Line Hospitals Ltd. | Small Cap | Healthcare | 3.95% | 0% | |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 3.94% | 167.31 | 197.56% |
| Krishna Institute of Medical Sciences Ltd | Small Cap | Healthcare (85.11) | 3.92% | 64.18 | 53.97% |
| Rainbow Children's Medicare Ltd. | Small Cap | Healthcare (88.95) | 3.8% | 73.52 | 95.36% |
| Global Health Ltd. | Small Cap | Healthcare (88.95) | 3.77% | 83.6 | 178.49% |
| Abbott India Ltd. | Mid Cap | Healthcare (56.57) | 3.72% | 0 | 13.65% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.57) | 3.48% | 24.59 | 94.07% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (88.95) | 3.2% | 63.27 | 74.02% |
| Torrent Pharmaceuticals Ltd. | Large Cap | Healthcare (56.57) | 2.97% | 61.63 | 65.05% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 2.82% | 57.92 | -8.63% |
| Aster DM Healthcare Ltd. | Small Cap | Healthcare (88.95) | 2.81% | 52.85 | 40.66% |
| JB Chemicals & Pharmaceuticals Ltd. | Small Cap | Healthcare (55.16) | 2.51% | 48.39 | 61.86% |
| Zydus Lifesciences Ltd. | Mid Cap | Healthcare (56.57) | 2.45% | 34.74 | 98.8% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 1.34% | 0 | 9.05% |
| Gufic Biosciences Ltd. | Small Cap | Healthcare (55.16) | 1.08% | 36 | 45.63% |
| Dr. Lal Pathlabs Ltd. | Small Cap | Healthcare (88.95) | 0.52% | 58.99 | 19.77% |
| Vijaya Diagnostic Centre Ltd. | Small Cap | Healthcare (88.95) | 0.42% | 61.35 | 79.79% |
| Shreno Ltd. | Materials | 0.27% | 0% |
| Allocation | |
|---|---|
| Others | 1.11 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.29% | 0% | ||
| Others | Others | -0.18% | 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 SBI Healthcare Opportunities Fund?
The top holdings of this fund are Sun Pharmaceutical Industries Ltd., Cipla Ltd., Max Healthcare Institute Ltd., Mankind Pharma Ltd., Lonza Group Ag
Top 5 Sector for SBI Healthcare Opportunities Fund?
The major sectors of this fund are Healthcare, Chemicals, Materials.
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.
