Sector Analysis |
Sector/Ratings |
Net Asset(%) |
Cash |
39.45 |
Banking & Financial |
20.26 |
SOV |
14.56 |
Automobile |
7.22 |
AAA |
6.17 |
A1+ |
4.77 |
Telecom |
4.48 |
Pharma & Biotech |
3.96 |
Petroleum Products |
3.68 |
Software & Services |
3.39 |
Trading |
3.08 |
Finance & Investments |
2.89 |
Energy |
2.71 |
Miscellaneous |
2.62 |
Oil & GAS |
2.6 |
Metals |
2.16 |
FMCG |
1.79 |
Consumer Durables |
1.5 |
Unrated |
1.47 |
InvIT |
1.36 |
Construction |
1.05 |
AA+ |
1.03 |
Aerospace & Defence |
0.99 |
Ferrous Metals |
0.72 |
Chemicals |
0.56 |
SERVICES |
0.42 |
Retail |
0.33 |
Minerals & Mining |
0.3 |
Communication |
0.3 |
Transportation |
0.26 |
Food Beverage & Tobacco |
0.17 |
Fertilisers |
0.16 |
Electricals |
0.15 |
Healthcare |
0.13 |
Industrial Products |
0.05 |
Agricultural & Farm Machinery |
0.05 |
Derivatives |
-36.79 |
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Portfolio Metrics |
|
PB Ratio |
2.72 |
PE Ratio |
17.51 |
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Top 25 Holdings |
|
Holdings |
Net Asset(%) |
Net Receivable / Payable |
37.35 |
HDFC Bank Limited |
6.91 |
Reliance Industries Limited |
3.59 |
ICICI Bank Limited |
3.20 |
Adani Enterprises |
3.08 |
Axis Bank Limited |
2.86 |
7.38% GOI 2027 |
2.69 |
7.11% Maharashtra SDL 2038 |
2.45 |
Kotak Mahindra Bank Limited |
2.29 |
NTPC Limited |
2.07 |
Cipla Limited |
2.01 |
Indus Towers Limited |
2.00 |
Power Finance Corporation Limited |
2.00 |
Mahindra & Mahindra Limited |
1.97 |
State Bank of India |
1.92 |
Tata Motors Limited |
1.92 |
HDFC Bank Limited |
1.91 |
Bajaj Finance Limited |
1.89 |
ITC Limited |
1.71 |
SBI Life Insurance Co Ltd |
1.69 |
Brookfield India Real Estate |
1.47 |
7.09% GOI 2054 |
1.44 |
VODAFONE IDEA LIMITED |
1.44 |
8.51% GOI FRB 2033 |
1.43 |
Vedanta Limited |
1.41 |
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