Holdings
51
Broad portfolio
Top 10 weight
39%
Concentration
Strategy
Active
Portfolio style
Equity
95%
Asset allocation
Portfolio
19Sectors2Large positions10.9%Top: Banks0.0%Cash
Market-cap allocation
Large cap37%
Mid cap16%
Small cap33%
Asset allocation
Equity95%
Top holdings
INDO-MIM Ltd.EQUITY6.8%
TrepsDERIVATIVE5.9%
Oracle Financial Services Software Ltd.EQUITY3.6%
SML Mahindra Ltd.EQUITY3.6%
Tata Motors Ltd.EQUITY3.4%
Garware Hi-Tech Films Ltd.EQUITY3.4%
KSH International Ltd.EQUITY3.3%
Tata Motors Passenger Vehicles Ltd.EQUITY3.2%
State Bank of IndiaEQUITY3.0%
Hitachi Energy India Ltd.EQUITY2.8%
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Portfolio read
- 95% equity.
- Large-cap exposure is 37%.
- Largest equity sector is Banks at 10.9%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Value Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks10.9%
Auto Components8.9%
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