Sector Analysis |
Sector/Ratings |
Net Asset(%) |
Cash |
30.84 |
Banking & Financial |
23.48 |
SOV |
6.52 |
Construction |
5.78 |
Petroleum Products |
5.74 |
Automobile |
5.73 |
AAA |
5.04 |
AA- |
4.74 |
AA+ |
3.75 |
Finance & Investments |
3.12 |
Unrated |
3.02 |
SERVICES |
2.95 |
Global Equity |
2.67 |
Textiles |
2.13 |
InvIT |
1.98 |
Healthcare |
1.94 |
Consumer Durables |
1.86 |
Metals |
1.79 |
AA |
1.6 |
Energy |
1.49 |
Telecom |
1.48 |
Software & Services |
1.43 |
Retail |
1.41 |
Transportation |
1.35 |
Chemicals |
1.22 |
Industrial Products |
1.11 |
Fertilisers |
0.9 |
Pharma & Biotech |
0.82 |
Ferrous Metals |
0.55 |
Aerospace & Defence |
0.42 |
Consumer Non Durable |
0.31 |
Electricals |
0.26 |
Miscellaneous |
0.17 |
Oil & GAS |
0.16 |
Food Beverage & Tobacco |
0.14 |
Minerals & Mining |
0.1 |
Trading |
0.09 |
Derivatives |
-28.09 |
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Portfolio Metrics |
|
PB Ratio |
2.88 |
PE Ratio |
18.84 |
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Top 25 Holdings |
|
Holdings |
Net Asset(%) |
Net Receivable / Payable |
28.56 |
HDFC Bank Limited |
9.12 |
Reliance Industries Limited |
5.51 |
Kotak Mahindra Bank Limited |
4.16 |
ICICI Bank Limited |
3.01 |
Bharti Telecom Ltd. |
2.69 |
Axis Bank Limited |
2.48 |
Larsen & Toubro Limited |
2.34 |
TREPS |
2.28 |
7.10% CGL 2034 |
2.28 |
State Bank of India |
2.20 |
Cube Highways Trust |
1.98 |
Embassy Office Parks (REIT) |
1.90 |
National Highways Infra Trust |
1.90 |
7.18% CGL 2033 |
1.83 |
Infopark Properties Ltd. |
1.77 |
Shree Cement Limited |
1.61 |
7.33% CGL 2026 |
1.34 |
SMFG India Home Finance Co. Ltd. |
1.33 |
Avanse Financial Services Ltd. |
1.32 |
SBFC Finance Ltd. |
1.32 |
Indus Towers Limited |
1.24 |
Mahindra & Mahindra Limited |
1.18 |
Brookfield India Real Estate Trust |
1.12 |
Bajaj Finance Limited |
1.10 |
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