Tickertape

% Debt Holding represents the portion of the portfolio invested into debt assets.

% Equity Holding represents the portion of the portfolio invested into equity assets.

% Cash holding represents the portion of the portfolio invested into cash to either handle redemptions or to park the funds temporarily before a longer term...

% Large Cap Holding is the portion of the portfolio invested into large cap stocks.

% Mid Cap Holding is the portion of the portfolio invested into mid cap stocks.

% Small Cap Holding is the portion of the portfolio invested into small cap stocks.

% Other Holding is the portion of the portfolio invested into stocks that cannot be categorised as large, mid or small caps. There are different categor...

This metric represents the % portfolio made up by the top 3 holdings.

This metric represents the % portfolio made up by the top 5 holdings.

This metric represents the % portfolio made up by the top 10 holdings. These metrics are a measure of concentration or diversification available in the ...