Analysis - My Investment | Portfolio Manager | Value Research

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Demo Investments - 1
Demo Investments - 2

₹ 93.60 Lakh

Current Value

₹ +59.62 Lakh | p.a.

Change in

₹ +88.73 Lakh | 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
Giant	81,47,696	93.88
Large Cap	2,78,958	3.21
Mid Cap	2,20,894	2.55
Small Cap	30,685	0.35
Tiny	69	0.00
Not Classified	777	0.01

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Fixed Income Portfolio Aggregates

Security type	Current Value	% of debt
Government Securities	7,348	1.09
Bonds / Debentures	8,355	1.24
Short Term Debt	31,447	4.68
Not Classified	6,24,266	92.98

Diversification

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
Chemicals	47,47,121	54.70
Technology	27,13,109	31.26
Financial	4,95,536	5.71
Services	2,03,460	2.34
Automobile	1,46,310	1.69
Healthcare	1,05,716	1.22
Energy	82,524	0.95
FMCG	77,173	0.89
Construction	51,698	0.60
Consumer Durable	36,328	0.42
Communication	6,967	0.08
Engineering	6,320	0.07
Insurance	3,250	0.04
Metals	3,151	0.04
Textiles	319	0.00
Others	98	0.00

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Credit rating break-up
% of total debt investments

Rating	Current Value	% of debt investments
Rating not available	6,62,804	97.53
SOV	7,348	1.08
AAA	7,346	1.08
Cash Equivalent	1,093	0.16
Unrated	533	0.08
AA	473	0.07

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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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