UTI - Unit Linked Insurance Plan
Holdings
113
Broad portfolio
Top 10 weight
33%
Concentration
Strategy
Active
Portfolio style
Equity
43%
Asset allocation
Portfolio
23Sectors1Large positions6.7%Top: Retailing0.0%Cash
Market-cap allocation
Large cap23%
Mid cap10%
Small cap4%
Asset allocation
Equity43%
Top holdings
07.18% GSEC MAT -24/07/2037DEBT8.0%
NET CURRENT ASSETSDERIVATIVE4.4%
07.32% GSEC MAT -13/11/2030DEBT4.0%
EQ - BAJAJ FINANCE LTD.EQUITY2.7%
EQ - ETERNAL LIMITEDEQUITY2.6%
EQ - ICICI BANK LTDEQUITY2.6%
7.24% GSEC MAT- 18/08/2055DEBT2.6%
EQ - HDFC BANK LIMITEDEQUITY2.1%
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Portfolio read
- 43% equity.
- Large-cap exposure is 23%.
- Largest equity sector is Retailing at 6.7%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Retailing6.7%
Banks6.4%
IT - Software4.0%
Automobiles3.1%
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