Holdings
17
Concentrated
Top 10 weight
84%
Concentration
Active share
-
Style
Equity
4%
Asset allocation
Portfolio
-Sectors
9High-conviction bets
-Top sector wt.
0.0%Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Equity4%
Debt92%
Top holdings
16.0%
8.0%
7.9%
TrepsCASH_EQUIVALENT
2.8%SBI CDMDF--A2MUTUAL_FUND
0.6%0.3%
Net Receivables / (Payables)CASH_EQUIVALENT
0.2%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Compact 17-stock portfolio - higher single-stock impact.
- High top-10 concentration (84%).
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.
52.9%
23.6%
8.2%
7.9%
4.0%