Holdings
44
Concentrated
Top 10 weight
45%
Concentration
Strategy data
N/A
Not reported
Equity
95%
Asset allocation
Portfolio
4Sectors
2Large positions
68.6%Top: Pharmaceuticals & Biotechnology
5.0%Cash
Market-cap allocation
Large cap24%
Mid cap22%
Small cap48%
Asset allocation
Equity95%
Cash5%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 95% equity, 5% cash.
- 44 disclosed positions across 4 classified equity sectors.
- Largest equity sector is Pharmaceuticals & Biotechnology at 68.6% of the portfolio.
Watchpoints
- Small-cap exposure is 48%, which may increase volatility and liquidity risk.
- Sector concentration is elevated: Pharmaceuticals & Biotechnology represents 69%.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
UTI Quant Fund89 holdings · 36% top 10
Sundaram Multi-Factor Fund77 holdings · 28% top 10
Aditya Birla Sun Life Consumption Fund69 holdings · 38% top 10
UTI Infrastructure Fund66 holdings · 56% top 10
Edelweiss Business Cycle Fund64 holdings · 31% top 10
Union Business Cycle Fund63 holdings · 40% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
68.6%
23.7%
1.7%
1.0%