Holdings
14
Concentrated
Top 10 weight
98%
Concentration
Active share
-
Style
Equity
99%
Asset allocation
Portfolio
-Sectors
7High-conviction bets
-Top sector wt.
0.0%Cash
Market-cap allocation
Large cap78%
Mid cap20%
Small cap2%
Asset allocation
Equity99%
Top holdings
State Bank of IndiaEQUITY
33.1%Bank of BarodaEQUITY
13.9%Canara BankEQUITY
11.6%Punjab National BankEQUITY
10.1%Union Bank of IndiaEQUITY
9.1%Indian BankEQUITY
7.9%Bank of MaharashtraEQUITY
5.1%Bank of IndiaEQUITY
4.7%Central Bank of IndiaEQUITY
1.5%Indian Overseas BankEQUITY
1.4%UCO BankEQUITY
0.8%Net Receivables/PayablesCASH_EQUIVALENT
0.5%Punjab & Sind BankEQUITY
0.3%TREPS / Reverse Repo InvestmentsCASH_EQUIVALENT
0.0%AI Smart summary
Pros
- Large-cap tilt (78%) - relatively stable.
Cons
- Compact 14-stock portfolio - higher single-stock impact.
- High top-10 concentration (98%).
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.
99.5%