Holdings
29
Concentrated
Top 10 weight
72%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
6Sectors
15High-conviction bets
58%Top sector wt.
-Cash
Market-cap allocation
Large cap63%
Mid cap19%
Small cap9%
Asset allocation
Asset mix not available.
Top holdings
HDFC Bank Ltd.EQUITY
12.3%ICICI Bank Ltd.EQUITY
11.0%State Bank of IndiaEQUITY
8.9%Axis Bank Ltd.EQUITY
8.4%BSE Ltd.EQUITY
7.6%Kotak Mahindra Bank Ltd.EQUITY
6.8%Shriram Finance Ltd.EQUITY
5.4%4.8%
4.5%
Bajaj Finance Ltd.EQUITY
2.7%City Union Bank Ltd.EQUITY
2.3%Karur Vysya Bank Ltd.EQUITY
2.2%2.0%
2.0%
The Federal Bank Ltd.EQUITY
2.0%L&T Finance Ltd.EQUITY
1.9%Muthoot Finance Ltd.EQUITY
1.9%Clearing Corporation of India Ltd.CASH_EQUIVALENT
1.5%1.4%
PB Fintech Ltd.EQUITY
1.2%1.1%
1.0%
1.0%
Indian BankEQUITY
0.9%Bank of BarodaEQUITY
0.9%Canara BankEQUITY
0.9%0.7%
Net Receivables/(Payables)CASH_EQUIVALENT
0.0%Accrued InterestCASH_EQUIVALENT
0.0%AI Smart summary
Pros
- Large-cap tilt (63%) - relatively stable.
Cons
- High top-10 concentration (72%).
- Concentrated in Banks - 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.
57.5%
21.1%
9.4%
9.4%
1.2%