Holdings
136
Well diversified
Top 10 weight
46%
Concentration
Strategy data
N/A
Not reported
Equity
68%
Asset allocation
Portfolio
39Sectors
2Large positions
23.8%Top: Banks
1.7%Cash
Market-cap allocation
Large cap35%
Mid cap22%
Small cap10%
Asset allocation
Equity68%
Debt11%
Cash2%
Other19%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 68% equity, 11% debt, 2% cash.
- 136 disclosed positions across 39 classified equity sectors.
- Largest equity sector is Banks at 23.8% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
23.8%
5.3%
4.2%
4.0%
3.5%
2.8%
2.3%
2.1%
1.9%
1.9%
1.8%
1.5%
1.4%
1.4%
Other 25 sectors9.7%
1.3%
1.1%
1.1%
1.0%
0.8%
0.7%
0.6%
0.5%
0.3%
0.3%
0.3%
0.2%
0.2%
0.2%
0.2%
0.2%
0.2%
0.1%
0.1%
0.0%
0.0%
0.0%
0.0%
0.0%
0.0%