Holdings
70
Well diversified
Top 10 weight
33%
Concentration
Strategy data
N/A
Not reported
Equity
86%
Asset allocation
Portfolio
28Sectors
0Large positions
12.5%Top: Capital Markets
3.5%Cash
Market-cap allocation
Large cap41%
Mid cap20%
Small cap16%
Asset allocation
Equity86%
Debt9%
Cash3%
Other2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 86% equity, 9% debt, 3% cash.
- 70 disclosed positions across 28 classified equity sectors.
- Largest equity sector is Capital Markets at 12.5% of the portfolio.
- Top 10 positions account for 33%, indicating relatively distributed position weights.
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.
12.5%
8.4%
5.2%
4.8%
4.2%
3.7%
3.6%
3.6%
3.4%
2.9%
2.8%
2.7%
2.7%
2.2%
Other 14 sectors18.8%
2.2%
2.1%
2.0%
1.5%
1.5%
1.3%
1.3%
1.3%
1.2%
1.2%
0.9%
0.8%
0.8%
0.7%