₹22.4 -0.0036%
03-05-202470.83%
Min. SIP ₹500
Min. Investment ₹5000
| Allocation | |
|---|---|
| Large Cap | 68.43 |
| Mid Cap | 31.44 |
Automobile
Healthcare
Capital Goods
Financial
Construction
Services
Materials
Energy
Consumer Staples
Metals & Mining
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 03-May-2024 |
Holdings | PE Ratio 03-May-2024 |
1Y Return |
|---|---|---|---|---|---|
| Bajaj Auto Ltd. | Large Cap | Automobile (39.4) | 6.14% | 32.9 | 104.38% |
| Tata Motors Ltd. | Large Cap | Automobile (95.46) | 5.99% | 40.82 | 136.49% |
| Trent Ltd. | Large Cap | Services (96.56) | 5.77% | 108.41 | 226.14% |
| Coal India Ltd. | Large Cap | Materials (18.81) | 5.15% | 9.96 | 100.55% |
| Hindustan Aeronautics Ltd. | Large Cap | Capital Goods (29.93) | 5.12% | 42.68 | 30.41% |
| Dr. Reddy's Laboratories Ltd. | Large Cap | Healthcare (56.95) | 4.75% | 20.21 | 27.9% |
| NTPC Ltd. | Large Cap | Energy (27.65) | 4.71% | 18.16 | 107.27% |
| Larsen & Toubro Ltd. | Large Cap | Construction (47.8) | 4.68% | 38.89 | 48.52% |
| TVS Motor Company Ltd. | Large Cap | Automobile (39.4) | 4.68% | 59.63 | 77.47% |
| REC Ltd. | Large Cap | Financial (17.22) | 4.67% | 10.38 | 309.43% |
| Power Finance Corporation Ltd. | Large Cap | Financial (17.22) | 4.32% | 8.43 | 252.44% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (39.4) | 4.1% | 25.15 | 81.64% |
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 4.04% | 167.31 | 197.56% |
| Bharat Electronics Ltd. | Large Cap | Capital Goods (54.17) | 3.9% | 47.98 | 120.17% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.95) | 3.79% | 24.38 | 87.07% |
| DLF Ltd. | Large Cap | Construction (108) | 3.78% | 91.43 | 105.27% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (61.79) | 3.34% | -897.35 | 250.85% |
| Colgate-Palmolive (India) Ltd. | Mid Cap | Consumer Staples (59.31) | 2.94% | 0 | 75.83% |
| Polycab India Ltd. | Large Cap | Capital Goods (63.35) | 2.52% | 52.69 | 77.19% |
| Punjab National Bank | Large Cap | Financial (16.77) | 2.25% | 19.6 | 158.32% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 2.1% | 57.92 | -8.63% |
| NMDC Ltd. | Mid Cap | Metals & Mining (10.05) | 2.07% | 10.88 | 109.86% |
| Zydus Lifesciences Ltd. | Mid Cap | Healthcare (56.95) | 1.95% | 33.57 | 90.6% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 1.93% | 0 | 0% |
| Oberoi Realty Ltd. | Mid Cap | Construction (108) | 1.37% | 33.25 | 60.43% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.95) | 1.36% | 59.92 | 88.3% |
| L&T Finance Holdings Ltd. | Mid Cap | Financial (29.59) | 0.94% | 18.02 | 81.34% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (68.64) | 0.61% | 37.86 | 75.01% |
| The Ramco Cements Ltd. | Mid Cap | Materials (48.73) | 0.51% | 47.83 | 3.36% |
| Sun TV Network Ltd. | Mid Cap | Services (32.89) | 0.39% | 0 | -100% |
| Allocation | |
|---|---|
| Others | 0.13 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.13% | 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 Nifty 200 Momentum 30 Index Fund?
The top holdings of this fund are Bajaj Auto Ltd., Tata Motors Ltd., Trent Ltd., Coal India Ltd., Hindustan Aeronautics Ltd.
Top 5 Sector for UTI Nifty 200 Momentum 30 Index Fund?
The major sectors of this fund are Automobile, Healthcare, Capital Goods, Financial, Construction.
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.
