₹41.34 0.1326%
30-04-202434.77%
Min. SIP ₹100
Min. Investment ₹5000
| Allocation | |
|---|---|
| Large Cap | 69.45 |
| Small Cap | 15.72 |
| Mid Cap | 9.4 |
Technology
Services
Communication
Capital Goods
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 30-Apr-2024 |
Holdings | PE Ratio 30-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| Infosys Ltd. | Large Cap | Technology (31.65) | 19.01% | 22.49 | 13.46% |
| Tata Consultancy Services Ltd. | Large Cap | Technology (31.65) | 14.25% | 30.13 | 18.86% |
| HCL Technologies Ltd. | Large Cap | Technology (31.65) | 8.24% | 23.64 | 28.57% |
| Tech Mahindra Ltd. | Large Cap | Technology (31.65) | 8.03% | 52.28 | 23.27% |
| LTIMindtree Ltd. | Large Cap | Technology (36.96) | 6.26% | 33.85 | 6.16% |
| Wipro Ltd. | Large Cap | Technology (31.65) | 5.19% | 21.87 | 20.03% |
| Zomato Ltd. | Large Cap | Services (36.51) | 4.76% | -10.49 | 85.47% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 3.21% | 60.39 | 85.06% |
| Cyient Ltd. | Small Cap | Technology (31.65) | 3.18% | 29.46 | 53.39% |
| Sonata Software Ltd. | Small Cap | Technology (31.65) | 2.97% | 63.4 | 65.04% |
| Firstsource Solutions Ltd. | Small Cap | Services (41.73) | 2.07% | 28.23 | 81.56% |
| BSE Ltd. | Small Cap | Services | 1.79% | 0% | |
| Bharti Airtel Ltd. | Large Cap | Communication (72) | 1.64% | 90.9 | 65.76% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 1.56% | 615.37 | 84.19% |
| Newgen Software Technologies Ltd. | Small Cap | Technology (31.65) | 1.3% | 57.99 | 270.38% |
| ABB India Ltd. | Large Cap | Capital Goods (111) | 1.11% | 0 | 91.69% |
| Zensar Technologies Ltd. | Small Cap | Technology (36.96) | 1.07% | 25.69 | 109.02% |
| Siemens Ltd. | Large Cap | Capital Goods (104.5) | 0.96% | 103.32 | 68.44% |
| Tata Communications Ltd. | Mid Cap | Communication (85.39) | 0.93% | 174.94 | 65.69% |
| Info Edge (India) Ltd. | Mid Cap | Services (95.71) | 0.89% | 322.67 | 59.95% |
| Birlasoft Ltd. | Small Cap | Technology (36.96) | 0.88% | 83.08 | 166.81% |
| Coforge Ltd. | Mid Cap | Technology (31.65) | 0.72% | 44.67 | 21.89% |
| Mastek Ltd. | Small Cap | Technology (31.65) | 0.72% | 29.62 | 56.94% |
| Redington Ltd. | Small Cap | Services (18.72) | 0.67% | 14.27 | 30.37% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 0.59% | 0 | 0% |
| L&T Technology Services Ltd. | Mid Cap | Technology (41.73) | 0.55% | 37.65 | 22.94% |
| KPIT Technologies Ltd. | Mid Cap | Technology (31.65) | 0.55% | 75.54 | 62.85% |
| Netweb Technologies India Ltd. | Small Cap | Technology (64.11) | 0.45% | 0 | 0% |
| Honeywell Automation India Ltd. | Mid Cap | Capital Goods (104.5) | 0.4% | 0 | 26.64% |
| Yatra Online Ltd. | Small Cap | Services (86.12) | 0.33% | -2107.14 | 0% |
| Latent View Analytics Ltd. | Small Cap | Technology (35.49) | 0.18% | 69.32 | 38.04% |
| RateGain Travel Technologies Ltd. | Small Cap | Technology (31.65) | 0.11% | 64.47 | 99.46% |
| Allocation | |
|---|---|
| Others | 5.43 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 4.64% | 0% | ||
| Others | Others | 0.79% | 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 TATA Digital India Fund Regular Plan?
The top holdings of this fund are Infosys Ltd., Tata Consultancy Services Ltd., HCL Technologies Ltd., Tech Mahindra Ltd., LTIMindtree Ltd.
Top 5 Sector for TATA Digital India Fund Regular Plan?
The major sectors of this fund are Technology, Services, Communication, Capital Goods.
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.
