Upto 100% in equity (cash portion may be deployed in liquid funds/ debt Securities). The Portfolio allocation across market caps is also given below.
Portfolio Construct: A typical Portfolio may generally consist maximum of 25 stocks. Indicative Portfolio construct could be as follows:
Market capitalization* |
Portfolio construct |
Large cap stocks |
25 – 100% |
Mid cap stocks |
0 – 75% |
Small caps |
0 – 20% |
*Market capitalization
Large cap stocks |
Market capitalization of 100th stock is the cut off for large cap |
Mid cap stocks |
Market capitalization between 101st to 400th stock is the cut off for Mid cap |
Small cap stocks |
Market capitalization below 400th |
Note: Market capitalization cut off will be taken from S&P BSE 500 as on 31st Dec (i.e. end of every calendar year) for succeeding calendar year.