Holdings
55
Well diversified
Top 10 weight
48%
Concentration
Strategy data
N/A
Not reported
Equity
68%
Asset allocation
Portfolio
23Sectors
4Large positions
20.7%Top: Banks
0.0%Cash
Market-cap allocation
Large cap58%
Mid cap4%
Asset allocation
Equity68%
Debt21%
Top holdings
8.0%
5.7%
NET CURRENT ASSETSDERIVATIVE
5.2%EQ - AXIS BANK LTD.EQUITY
5.1%4.7%
EQ - HDFC BANK LIMITEDEQUITY
4.6%4.2%
EQ - BHARTI AIRTEL LTD.EQUITY
3.8%3.5%
EQ - STATE BANK OF INDIAEQUITY
3.4%3.4%
EQ - ICICI BANK LTDEQUITY
3.2%EQ - BAJAJ FINANCE LTD.EQUITY
2.8%2.6%
2.4%
2.4%
INVIT - IRB INVIT FUNDREIT_INVIT
1.9%INVIT - INDUS INFRA TRUSTREIT_INVIT
1.7%1.6%
EQ - JSW STEEL LTD.EQUITY
1.5%1.3%
1.2%
1.2%
EQ - INFOSYS LTD.EQUITY
1.1%EQ - ITC LTD.EQUITY
1.1%EQ - INDUSIND BANKEQUITY
1.1%EQ - SHRIRAM FINANCE LTDEQUITY
1.1%1.0%
0.99%
0.98%
REIT- BROOKFIELD INDIA REAL ESTATE TRUSTREIT_INVIT
0.98%0.97%
EQ - DLF LTD.EQUITY
0.93%REIT- EMBASSY OFFICE PARKSREIT_INVIT
0.93%EQ - HERO MOTOCORP LTD.EQUITY
0.88%0.87%
0.86%
EQ - CIPLA LTD.EQUITY
0.82%0.78%
REIT- NEXUS SELECT TRUSTEQUITY
0.78%EQ - REC LTDEQUITY
0.77%EQ - NTPC LTD.EQUITY
0.75%EQ - LIC OF INDIAEQUITY
0.74%0.74%
EQ - BAJAJ FINSERV LTD.EQUITY
0.72%EQ - TATA MOTORS LTDEQUITY
0.68%0.63%
EQ - BAJAJ AUTO LTD.EQUITY
0.61%AXIS BANK LTD. STD - MARGINDERIVATIVE
0.59%0.57%
EQ - WIPRO LIMITEDEQUITY
0.57%EQ - COAL INDIA LTD.EQUITY
0.49%0.48%
0.39%
EQ - DABUR INDIA LTD.EQUITY
0.06%AI Smart summary
Portfolio read
- 68% equity, 21% debt.
- 55 disclosed positions across 23 classified equity sectors.
- Largest equity sector is Banks at 20.7% of the portfolio.
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 Equity Savings.
Axis Equity Savings Fund168 holdings · 75% top 10 · 57% AS
Kotak Equity Savings Fund168 holdings · 38% top 10 · 65% AS
Mirae Asset Equity Savings Fund167 holdings · 26% top 10 · 51% AS
Edelweiss Equity Savings Fund146 holdings · 41% top 10
ICICI Prudential Equity Savings Fund136 holdings · 46% top 10 · 56% AS
WhiteOak Capital Equity Savings Fund133 holdings · 41% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
20.7%
8.3%
5.3%
5.1%
3.9%
3.5%
2.4%
2.4%
2.3%
1.9%
1.8%
1.6%
1.5%
1.1%
Other 9 sectors6.4%
1.0%
1.0%
0.9%
0.9%
0.8%
0.7%
0.6%
0.5%
0.1%