Holdings
62
Well diversified
Top 10 weight
36%
Concentration
Strategy data
N/A
Not reported
Equity
94%
Asset allocation
Portfolio
25Sectors
2Large positions
24.1%Top: Banks
1.9%Cash
Market-cap allocation
Large cap60%
Mid cap7%
Small cap20%
Asset allocation
Equity94%
Debt1%
Cash2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 94% equity, 2% cash.
- 62 disclosed positions across 25 classified equity sectors.
- Largest equity sector is Banks at 24.1% of the portfolio.
- Top 10 positions account for 36%, 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
Other funds in Dividend Yield Fund.
HDFC Dividend Yield Fund129 holdings · 31% top 10
Tata Dividend Yield Fund80 holdings · 26% top 10
ICICI Prudential Dividend Yield Equity Fund74 holdings · 46% top 10
Aditya Birla Sun Life Dividend Yield Fund64 holdings · 40% top 10
Aditya Birla Sun Life Dividend Yield Fund62 holdings · 41% top 10
Lic Mf Dividend Yield Fund59 holdings · 35% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
24.1%
8.9%
7.7%
7.3%
5.1%
4.3%
4.0%
3.0%
3.0%
2.8%
2.8%
2.7%
2.2%
1.9%
Other 11 sectors14.3%
1.8%
1.6%
1.5%
1.5%
1.4%
1.3%
1.3%
1.1%
1.1%
1.0%
0.5%