Holdings
93
Broad portfolio
Top 10 weight
53%
Concentration
Strategy
Active
Portfolio style
Equity
40%
Asset allocation
Portfolio
33Sectors4Large positions11.1%Top: Banks0.0%Cash
Market-cap allocation
Large cap35%
Mid cap1%
Asset allocation
Equity40%
Top holdings
Invesco US Value Equity Fund - C Acc Shares ##MUTUAL_FUND11.4%
Mirae Asset Nifty Midcap 150 ETFMUTUAL_FUND5.1%
ICICI Prudential Nifty Midcap 150 ETFMUTUAL_FUND5.1%
HDFC Bank LimitedEQUITY4.2%
ICICI Bank LimitedEQUITY3.9%
ICICI Prudential Silver ETFSILVER3.1%
Raajmarg Infra Investment TrustREIT_INVIT2.5%
7.04% Government of India 2029DEBT2.2%
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Portfolio read
- 40% equity.
- Large-cap exposure is 35%.
- Largest equity sector is Banks at 11.1%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks11.1%
Automobiles2.7%
IT - Software2.6%
Finance2.1%
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