Holdings
34
Concentrated
Top 10 weight
46%
Concentration
Strategy
Active
Portfolio style
Equity
92%
Asset allocation
Portfolio
16Sectors3Large positions23.1%Top: Banks0.0%Cash
Market-cap allocation
Large cap53%
Mid cap13%
Small cap21%
Asset allocation
Equity92%
Top holdings
TREPS ^DERIVATIVE8.0%
HDFC Bank Ltd*EQUITY6.2%
ICICI Bank Ltd*EQUITY5.3%
Tata Consultancy Services Ltd*EQUITY4.7%
Infosys Ltd*EQUITY4.3%
Kotak Mahindra Bank Ltd*EQUITY3.9%
Exide Industries Ltd*EQUITY3.8%
Tech Mahindra Ltd*EQUITY3.5%
Container Corporation of India Ltd*EQUITY3.4%
Sign in for free to unlock all 34 holdings →Portfolio insights
Portfolio read
- 92% equity.
- Large-cap exposure is 53%.
- Largest equity sector is Banks at 23.1%.
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.
Banks23.1%
IT - Software15.1%
Insurance11.4%
Automobiles6.1%
Sign in for free to unlock all 16 sectors →