Holdings
3
Concentrated
Top 10 weight
97%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
1Sectors
3High-conviction bets
96%Top sector wt.
-Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Asset mix not available.
Top holdings
72.6%
20.4%
3.4%
TREPS / Reverse Repo InvestmentsCASH_EQUIVALENT
3.3%Net Receivables/PayablesCASH_EQUIVALENT
0.2%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Compact 3-stock portfolio - higher single-stock impact.
- High top-10 concentration (97%).
- Concentrated in Sovereign - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in this category.
No peers found in this category.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
96.5%