₹103.19 0.4333%
03-05-202425.72%
Min. SIP ₹500
Min. Investment ₹5000
| Allocation | |
|---|---|
| Large Cap | 61.43 |
| Small Cap | 12.8 |
| Mid Cap | 12.68 |
| Others | 11.78 |
Technology
Services
Communication
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Infosys Ltd. | Large Cap | Technology (31.4) | 24.81% | 22.41 | 11.59% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.4) | 11.49% | 30.26 | 20.72% |
| Bharti Airtel Ltd. | Large Cap | Communication (71.97) | 8.51% | 87.89 | 64.21% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.4) | 6.59% | 51.77 | 20.25% |
| HCL Technologies Ltd. | Large Cap | Technology (31.4) | 6.04% | 23.3 | 27.25% |
| Wipro Ltd. | Large Cap | Technology (31.4) | 3.99% | 21.61 | 18.6% |
| Firstsource Solutions Ltd. | Small Cap | Services (41.24) | 3.76% | 27.69 | 76.09% |
| Delhivery Ltd. | Mid Cap | Services (37.91) | 3.58% | -98.38 | 24.53% |
| Coforge Ltd. | Mid Cap | Technology (31.4) | 3.58% | 39.26 | 9.42% |
| Microsoft Corportion (US) | Technology | 3.41% | 0% | ||
| Indiamart Intermesh Ltd. | Small Cap | Services (52.02) | 3.26% | -0.09 | 0% |
| NetFlix Inc. (USA) | Services | 2.61% | 0% | ||
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (912.46) | 2.59% | 1732.5 | 39.61% |
| EPAM Systems Inc | Technology | 2.51% | 0% | ||
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 2.48% | 60.39 | 85.06% |
| Nazara Technologies Ltd. | Small Cap | Technology (85.79) | 2.4% | 72.17 | 13.44% |
| PVR Inox Ltd. | Small Cap | Services (34.4) | 2.33% | -55.05 | -10.82% |
| Alphabet Inc Class A | Services | 1.68% | 0% | ||
| Cognizant Technology Solutions Corp. | Technology | 1.57% | 0% | ||
| eMudhra Ltd. | Small Cap | Services (41.24) | 1.05% | 81.14 | 161.46% |
| Tata Technologies Ltd | Mid Cap | Services (31.4) | 0.45% | 59.63 | 0% |
| Allocation | |
|---|---|
| Others | 1.31 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.52% | 0% | ||
| Others | Others | -0.21% | 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 Technology Opportunities Fund?
The top holdings of this fund are Infosys Ltd., Tata Consultancy Services Ltd., Bharti Airtel Ltd., Tech Mahindra Ltd., HCL Technologies Ltd.
Top 5 Sector for SBI Technology Opportunities Fund?
The major sectors of this fund are Technology, Services, Communication.
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.
