Holdings
41
Concentrated
Top 10 weight
47%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation
Portfolio
15Sectors
3Large positions
18.7%Top: Industrial Manufacturing
0.0%Cash
Market-cap allocation
Large cap25%
Mid cap15%
Small cap54%
Asset allocation
Equity96%
Top holdings
9.8%
Larsen & Toubro LimitedEQUITY
5.8%ABB India LimitedEQUITY
4.1%Grindwell Norton LimitedEQUITY
4.1%3.7%
3.5%
3.4%
Net Receivables / (Payables)DERIVATIVE
3.4%Linde India LimitedEQUITY
3.4%3.3%
2.9%
2.4%
Triveni Turbine LimitedEQUITY
2.3%KSB LimitedEQUITY
2.2%Indo-MIM LimitedEQUITY
2.2%Bharti Airtel LimitedEQUITY
2.1%Siemens LimitedEQUITY
2.0%Trualt Bioenergy LtdEQUITY
2.0%PTC Industries LtdEQUITY
2.0%Cummins India LimitedEQUITY
1.9%1.8%
Indiqube Spaces LimitedEQUITY
1.7%1.7%
Jyoti CNC Automation LtdEQUITY
1.7%1.6%
JNK India LimitedEQUITY
1.6%1.4%
1.3%
1.2%
Timken India LimitedEQUITY
1.1%1.1%
1.0%
AIA Engineering LimitedEQUITY
1.0%0.88%
Triparty RepoDERIVATIVE
0.77%0.67%
0.51%
AI Smart summary
Portfolio read
- 96% equity.
- 41 disclosed positions across 15 classified equity sectors.
- Largest equity sector is Industrial Manufacturing at 18.7% of the portfolio.
Watchpoints
- Small-cap exposure is 54%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral Fund.
WhiteOak Capital Banking & Financial Services Fund61 holdings · 52% top 10
WhiteOak Capital Pharma and Healthcare Fund59 holdings · 46% top 10
Edelweiss Financial Services Fund36 holdings · 67% top 10
Technology Fund30 holdings · 58% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
18.7%
16.8%
15.7%
11.5%
5.1%
4.9%
3.9%
3.7%
3.4%
3.4%
2.4%
2.1%
2.0%
1.2%
Other 1 sectors1.1%
1.1%