₹10.75 0.0587%
17-05-20240%
Min. SIP ₹500
Min. Investment ₹5000
| Allocation | |
|---|---|
| Small Cap | 43.79 |
| Mid Cap | 41.34 |
| Large Cap | 6.79 |
Services
Technology
Chemicals
Capital Goods
Healthcare
Materials
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 18-May-2024 |
Holdings | PE Ratio 18-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 7.02% | 615.37 | 84.19% |
| Zomato Ltd. | Large Cap | Services (36.51) | 6.79% | -10.49 | 85.47% |
| Info Edge (India) Ltd. | Mid Cap | Services (65.84) | 6.12% | 139.33 | 65.82% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Services (149.8) | 5.97% | 1767 | 40.52% |
| KPIT Technologies Ltd. | Mid Cap | Technology (31.37) | 4.99% | 69.71 | 60.66% |
| Praj Industries Ltd. | Small Cap | Capital Goods (62.37) | 4.47% | 34.32 | 45.51% |
| CE Info Systems Ltd. | Small Cap | Technology (45.72) | 4.35% | 18.8 | 37.71% |
| Indiamart Intermesh Ltd. | Small Cap | Services (52.02) | 4.23% | -0.09 | 0% |
| Affle (India) Ltd. | Small Cap | Technology (33.45) | 4.08% | 62.69 | 33.45% |
| Yatra Online Ltd. | Small Cap | Services (82.78) | 4.05% | 0 | 0% |
| Delhivery Ltd. | Mid Cap | Services (38.01) | 3.97% | -127.6 | 18% |
| RateGain Travel Technologies Ltd. | Small Cap | Technology (31.37) | 3.9% | 66.92 | 82.8% |
| Syngene International Ltd. | Mid Cap | Healthcare (55.88) | 3.84% | 54.46 | -1.21% |
| Clean Science And Technology Ltd. | Small Cap | Chemicals (62.27) | 3.72% | 58.34 | -11.21% |
| Latent View Analytics Ltd. | Small Cap | Technology (33.45) | 3.71% | 63.9 | 51.45% |
| L&T Technology Services Ltd. | Mid Cap | Technology (38.95) | 3.37% | 36.26 | 16.23% |
| Nazara Technologies Ltd. | Small Cap | Technology (84.14) | 3.21% | 70.93 | 7.95% |
| Happiest Minds Technologies Ltd. | Small Cap | Technology (31.37) | 2.89% | 50.21 | -6.59% |
| Route Mobile Ltd. | Small Cap | Technology (38.95) | 2.56% | 24.32 | 4.98% |
| Tata Elxsi Ltd. | Mid Cap | Technology (9.9) | 2.5% | 0 | 0% |
| PI Industries Ltd. | Mid Cap | Chemicals (34.78) | 2.48% | 34.1 | 10.1% |
| Borosil Renewables Ltd. | Small Cap | Materials (43.75) | 1.37% | 583.95 | -1.23% |
| MTAR Technologies Ltd. | Small Cap | Capital Goods (52.68) | 1.25% | 76.05 | 7.39% |
| One97 Communications Ltd. | Mid Cap | Services (341.03) | 1.08% | -21.08 | -51.53% |
| Allocation | |
|---|---|
| Others | 0.82 |
Financial
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Reserve Bank of India% 364-D 06/02/2025 | Financial | 0.74% | 0% | ||
| Clearing Corporation of India | Others | 0.08% | 0% |
| Allocation | |
|---|---|
| Others | 7.26 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 7.26% | 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 UTI?
The top holdings of this fund are PB Fintech Ltd., Zomato Ltd., Info Edge (India) Ltd., FSN E-Commerce Ventures Ltd., KPIT Technologies Ltd.
Top 5 Sector for UTI?
The major sectors of this fund are Services, Technology, Chemicals, Capital Goods, Healthcare.
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.
