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₹ 93.60 Lakh

Current Value

₹ +59.62 Lakh | xirr% p.a.

₹ +88.73 Lakh | xirr% p.a.

Total Return

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Diversification

  • You may invest some portion of your money in an international equity fund to reduce vulnerability to country-specific risks

  • You have too much concentration in just one fund company which accounts for more than two-third of your fund investments. see details

Geographical distribution
% of total portfolio

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Composition

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Equity Portfolio Aggregates

Capitalisation Current Value % of equity
Giant81,47,69693.88
Large Cap2,78,9583.21
Mid Cap2,20,8942.55
Small Cap30,6850.35
Tiny690.00
Not Classified7770.01
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Fixed Income Portfolio Aggregates

Security type Current Value % of debt
Government Securities7,3481.09
Bonds / Debentures8,3551.24
Short Term Debt31,4474.68
Not Classified6,24,26692.98

Number of funds

Number of direct stock holdings

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Mutual Fund Investments

Fund name Rating Category Fund House Current Value % of funds % of total
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Sector Allocation
% of total equity investments

Sector Current Value % of equity investments
Chemicals47,47,12154.70
Technology27,13,10931.26
Financial4,95,5365.71
Services2,03,4602.34
Automobile1,46,3101.69
Healthcare1,05,7161.22
Energy82,5240.95
FMCG77,1730.89
Construction51,6980.60
Consumer Durable36,3280.42
Communication6,9670.08
Engineering6,3200.07
Insurance3,2500.04
Metals3,1510.04
Textiles3190.00
Others980.00
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Credit rating break-up
% of total debt investments

Rating Current Value % of debt investments
Rating not available6,62,80497.53
SOV7,3481.08
AAA7,3461.08
Cash Equivalent1,0930.16
Unrated5330.08
AA4730.07
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Equity Investments

Company Sector Capitalisation Current Value
direct holding
% of direct holding Current Value
indirect holding
% of indirect holding Current Value
total portfolio
% of equity
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Fixed Income Investments

Instrument name Instrument type Rating Current Value % of fixed income
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