{"id":6573,"date":"2026-04-17T14:23:17","date_gmt":"2026-04-17T14:23:17","guid":{"rendered":"https:\/\/www.paytmmoney.com\/blog\/?p=6573"},"modified":"2026-04-17T14:23:17","modified_gmt":"2026-04-17T14:23:17","slug":"mutual-fund-holdings-companies-check","status":"publish","type":"post","link":"https:\/\/www.paytmmoney.com\/blog\/mutual-fund-holdings-companies-check\/","title":{"rendered":"How To Find Out Which Companies Your Mutual Fund Invests In"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Understanding where your money is invested can feel confusing at first. You may have selected a mutual fund based on returns, ratings, or recommendations, but have you ever wondered what companies actually sit inside your portfolio? The good news is that finding this information is easier than you think.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this guide, you will learn how to find out which companies your mutual fund invests in using simple, reliable methods. This will help you make smarter investment decisions, avoid unnecessary risks, and stay in control of your money.<\/span><\/p>\n<h2><b>Why You Should Check Mutual Fund Holdings<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Before diving into the steps, it is important to understand why checking mutual fund holdings matters.<\/span><\/p>\n<p><b>Key Reasons<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Transparency:<\/b><span style=\"font-weight: 400;\"> Know exactly where your money is invested<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Risk Management:<\/b><span style=\"font-weight: 400;\"> Avoid overexposure to a single company or sector<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Better Decisions:<\/b><span style=\"font-weight: 400;\"> Align investments with your financial goals<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Portfolio Clarity:<\/b><span style=\"font-weight: 400;\"> Understand diversification across funds<\/span><\/li>\n<\/ul>\n<h3><b>1. Download the Monthly Factsheet<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">The most accurate way to check which companies your mutual fund invests in is through the monthly factsheet published by the Asset Management Company (AMC).<\/span><\/p>\n<h4><b>What Is a Factsheet?<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">A factsheet is a monthly document that contains:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Complete list of stocks held<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Percentage allocation to each company<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sector-wise distribution<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Fund performance and strategy<\/span><\/li>\n<\/ul>\n<h4><b>How to Access It<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Visit the official website of your AMC such as SBI Mutual Fund, HDFC Mutual Fund, or ICICI Prudential<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to sections like \u201cDownloads\u201d, \u201cInvestor Corner\u201d, or \u201cPortfolio Disclosure\u201d<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Download the Monthly Factsheet for your specific scheme<\/span><\/li>\n<\/ul>\n<h4><b>What to Look For<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Inside the factsheet, find the Portfolio Statement section. It typically looks like this (illustrative example):<\/span><\/p>\n<div class=\"wp-block-table\" style=\"width: 100%; border: 1px solid #000000; margin-bottom: 20px;\">\n<table style=\"width: 100%; border-collapse: collapse; font-family: Arial, sans-serif; font-size: 15px; color: #000000; background-color: #ffffff;\">\n<thead>\n<tr style=\"border-bottom: 2px solid #000000;\">\n<th style=\"padding: 12px; border: 1px solid #000000; text-align: left; font-weight: bold; background-color: #ffffff;\">Company Name<\/th>\n<th style=\"padding: 12px; border: 1px solid #000000; text-align: left; font-weight: bold; background-color: #ffffff;\">Sector<\/th>\n<th style=\"padding: 12px; border: 1px solid #000000; text-align: right; font-weight: bold; background-color: #ffffff; width: 25%;\">Allocation (%)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Reliance Industries<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Energy<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000; text-align: right;\">9.50%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000;\">HDFC Bank<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Banking<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000; text-align: right;\">8.75%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Infosys<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">IT<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000; text-align: right;\">7.20%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p><span style=\"font-weight: 400;\">This table shows exactly how your money is distributed.<\/span><\/p>\n<h3><b>2. Use the \u201cPortfolio\u201d Tab on Investment Platforms<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If you prefer a simpler and more user-friendly method, investment platforms can help. Popular platforms like <\/span><a href=\"https:\/\/www.paytmmoney.com\/\"><span style=\"font-weight: 400;\">Paytm Money<\/span><\/a><span style=\"font-weight: 400;\"> make it easy to view your mutual fund holdings in a clear and organised way.<\/span><\/p>\n<h3><b>3. Check Independent Research Websites<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Another effective way to find which companies your mutual fund invests in is through third-party research platforms. Popular websites like Value Research and Moneycontrol can help you easily analyse <a href=\"https:\/\/www.paytmmoney.com\/blog\/analyse-mutual-fund-portfolio-paytm-money\/\"><span style=\"color: blue;\">mutual fund portfolios<\/span><\/a> and holdings.<\/span><\/p>\n<h4><b>Why Use These Platforms?<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy-to-read data<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Advanced analysis tools<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Portfolio comparison features<\/span><\/li>\n<\/ul>\n<h4><b>What You Can Analyse<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Market Capitalisation:<\/b><span style=\"font-weight: 400;\"> Large-cap vs mid-cap vs small-cap<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Portfolio Overlap:<\/b><span style=\"font-weight: 400;\"> Check if multiple funds hold the same stocks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Credit Quality:<\/b><span style=\"font-weight: 400;\"> Especially useful for debt funds<\/span><\/li>\n<\/ul>\n<p><b>Pro Tip:<\/b><span style=\"font-weight: 400;\"> Search your fund name and go to the Portfolio tab. You can quickly identify if you are investing in the same companies across different funds.<\/span><\/p>\n<h3><b>4. Use Consolidated Account Statement (CAS)<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">If you invest in <\/span><a href=\"https:\/\/www.paytmmoney.com\/blog\/how-to-compare-two-mutual-funds\/\"><span style=\"font-weight: 400;\"><span style=\"color: blue;\">multiple mutual funds<\/span><\/span><\/a><span style=\"font-weight: 400;\">, tracking each one separately can be time-consuming. This is where the Consolidated Account Statement (CAS) becomes useful.<\/span><\/p>\n<h4><b>What Is CAS?<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">CAS is a single report that shows:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">All your mutual fund investments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Holdings across different <a href=\"https:\/\/www.paytmmoney.com\/mutual-funds\/leading-amcs\"><span style=\"color: blue;\">AMCs<\/span><\/a><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Transaction history<\/span><\/li>\n<\/ul>\n<h4><b>How to Generate CAS<\/b><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Visit <\/span><a href=\"https:\/\/www.camsonline.com\/Investors\/Statements\/Consolidated-Account-Statement\"><span style=\"font-weight: 400;\"><span style=\"color: blue;\">CAMS<\/span><\/span><\/a><span style=\"font-weight: 400;\"> or KFintech websites<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Request a CAS using your PAN and registered email<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose the Detailed Portfolio Valuation option<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For a more modern experience, you can use <\/span><a href=\"https:\/\/www.mfcentral.com\/\"><span style=\"font-weight: 400;\"><span style=\"color: blue;\">MFCentral<\/span><\/span><\/a><span style=\"font-weight: 400;\">, which is a joint venture between CAMS and KFintech. It allows you to view and download a combined CAS directly after a simple OTP-based login.<\/span><\/li>\n<\/ul>\n<h4><b>What You Will See<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Some detailed CAS reports include underlying holdings of your mutual funds, helping you understand your total exposure. However, note that CAS typically shows scheme-level details (units, valuation), and stock-level holdings may not always be included.<\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">(<\/span><\/i><b><i>Source: <\/i><\/b><i><span style=\"font-weight: 400;\">SEBI, AMFI, Kfintech, Mutual funds sahi hai)<\/span><\/i><\/span><\/p>\n<h2><b>How to Check Holdings on Paytm Money<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">If you are using Paytm Money, follow these steps:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open &#8220;<a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.paytmmoney&amp;hl=en_IN\"><span style=\"color: blue;\">Paytm Money app<\/span><\/a>&#8221; and navigate to &#8220;Mutual Funds section&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select the &#8220;mutual fund&#8221; you want to explore from list<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tap on the &#8220;fund name&#8221; to open detailed scheme page<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Scroll down until you find the &#8220;Scheme Holdings section&#8221; clearly<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Inside holdings, switch to the &#8220;Companies tab&#8221; for stock list<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on &#8220;View All&#8221; to see complete portfolio with allocations<\/span><\/li>\n<\/ul>\n<p><b>You will now see:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Complete list of companies<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Percentage allocation for each stock<\/span><\/li>\n<\/ul>\n<h3><b>Benefits<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quick and easy access<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Clear visual representation<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Helps track diversification<\/span><\/li>\n<\/ul>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">(<\/span><\/i><b><i>Source: <\/i><\/b><a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.paytmmoney&amp;hl=en_IN\"><i><span style=\"font-weight: 400;\">Paytm Money App<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">)<\/span><\/i><\/span><\/p>\n<h2><b>How to Read a Mutual Fund Factsheet<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Knowing how to find out which companies your mutual fund invests in is only half the job. You should also understand how to read the factsheet properly.<\/span><\/p>\n<h3><b>Key Components Explained<\/b><\/h3>\n<div class=\"wp-block-table\" style=\"width: 100%; border: 1px solid #000000; margin-bottom: 20px;\">\n<table style=\"width: 100%; border-collapse: collapse; font-family: Arial, sans-serif; font-size: 15px; color: #000000; background-color: #ffffff;\">\n<thead>\n<tr style=\"border-bottom: 2px solid #000000;\">\n<th style=\"padding: 12px; border: 1px solid #000000; text-align: left; font-weight: bold; background-color: #ffffff; width: 35%;\">Section<\/th>\n<th style=\"padding: 12px; border: 1px solid #000000; text-align: left; font-weight: bold; background-color: #ffffff;\">Meaning<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000; font-weight: bold;\">Investment Objective<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Fund\u2019s goal and strategy<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000; font-weight: bold;\">NAV<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Current price per unit<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000; font-weight: bold;\">AUM<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Total assets managed<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000; font-weight: bold;\">Exit Load<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Fee for early withdrawal<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000; font-weight: bold;\">Riskometer<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">Risk level indicator<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border: 1px solid #000000; font-weight: bold;\">Portfolio<\/td>\n<td style=\"padding: 10px; border: 1px solid #000000;\">List of holdings<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<h2><b>Important Metrics to Watch<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Concentration Risk: <\/b><span style=\"font-weight: 400;\">If a fund invests more than 10% in a single company, it can increase risk. As per regulations, funds typically have limits around this level, but higher exposure may still occur in certain cases.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Style Drift: <\/b><span style=\"font-weight: 400;\">Check if the fund is sticking to its strategy. For example a large-cap fund should primarily invest in stable, large companies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Portfolio Overlap: <\/b><span style=\"font-weight: 400;\">If multiple funds you own invest in the same companies, your diversification reduces.<\/span><\/li>\n<\/ul>\n<h2><b>Understanding Riskometer<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Mutual funds use a riskometer to indicate risk levels:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Low: <\/b><span style=\"font-weight: 400;\">Minimal risk to the principal; typically associated with Liquid or Overnight funds.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Low to Moderate:<\/b><span style=\"font-weight: 400;\"> Slightly higher risk than liquid funds; often seen in Ultra Short Duration funds.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Moderate:<\/b><span style=\"font-weight: 400;\"> Medium risk; commonly found in Corporate Bond or Banking &amp; PSU Debt funds.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Moderately High:<\/b><span style=\"font-weight: 400;\"> Significant risk; often applied to Hybrid or Large-cap Debt funds.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>High:<\/b><span style=\"font-weight: 400;\"> Substantial risk to the principal; standard for most diversified Equity and Mid-cap funds.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Very High:<\/b><span style=\"font-weight: 400;\"> The highest risk level; typically assigned to Sectoral, Thematic, and Small-cap funds due to their extreme volatility.<\/span><\/li>\n<\/ul>\n<p><b>For example:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Equity funds usually fall under moderately high to high risk<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Liquid funds fall under low risk<\/span><\/li>\n<\/ul>\n<p><b>Important Note on Timing: <\/b><span style=\"font-weight: 400;\">Mutual fund holdings are not updated in real-time.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data is usually updated monthly<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Portfolio reflects holdings as of the last day of the previous month<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">As per regulatory guidelines, mutual funds disclose portfolio holdings within 10 days after the end of each month.<\/span><\/p>\n<p><b>This means:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Recent changes may not be visible immediately<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Always consider a slight delay in data<\/span><\/li>\n<\/ul>\n<h2><b>Key Takeaways<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use factsheets for the most accurate data<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Investment apps provide simplified views<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Research websites offer deeper insights<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">CAS helps track all investments in one place<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Always check for diversification and risk<\/span><\/li>\n<\/ul>\n<h2><b>Conclusion<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Learning how to find out which companies your mutual fund invests in is an essential step towards becoming a confident investor. It gives you clarity, control, and the ability to make informed decisions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You do not need advanced financial knowledge to do this. With tools like factsheets, apps, and research platforms, you can easily track your investments and ensure they align with your goals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Start reviewing your mutual fund holdings today. It is one of the simplest ways to improve your investment strategy.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 10pt;\"><b><i>Disclaimer:<\/i><\/b><i><span style=\"font-weight: 400;\"> Mutual fund investments are subject to market risks. Read all the related documents carefully before investing. This content is purely for information purpose only and in no way is to be considered as an advice or recommendation. The securities are quoted as an example and not as a recommendation. Investors are requested to do their own due diligence before investing.<\/span><\/i><\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">SEBI Reg No.: Broking \u2013 INZ000240532, Research Analyst \u2013 INH000020086, Depository Participant \u2013 IN-DP-416-2019, Depository Participant Number: CDSL \u2013 12088800, NSE (90165), BSE (6707), MCX (57525), NCDEX (1315), MSEI (85300).<\/span><\/i><\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">Registered Office: 136, 1st Floor, Devika Tower, Nehru Place, Delhi \u2013 110019.<\/span><\/i><\/span><\/p>\n<p><span style=\"font-size: 10pt;\"><i><span style=\"font-weight: 400;\">For complete Terms &amp; Conditions and Disclaimers, visit <\/span><\/i><a href=\"https:\/\/www.paytmmoney.com\/\"><i><span style=\"font-weight: 400;\">https:\/\/www.paytmmoney.com<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">.<\/span><\/i><\/span><\/p>\n<h2><b>FAQs<\/b><\/h2>\n<div style=\"max-width: 100%; margin: 20px 0; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Oxygen-Sans, Ubuntu, Cantarell, 'Helvetica Neue', sans-serif;\">\n<style>\n        \/* Hides default browser arrow\/triangle for a clean professional look *\/<br \/>        summary::-webkit-details-marker { display: none; }<br \/>        summary { list-style: none; outline: none; }<br \/>    <\/style>\n<details style=\"border-bottom: 1px solid #e2e8f0; padding: 15px 0; cursor: pointer;\">\n<summary style=\"display: flex; justify-content: space-between; align-items: center; width: 100%;\"><span style=\"font-weight: 600; color: #1a202c; font-size: 18px; text-align: left;\">1. How can I check which companies my mutual fund invests in?<\/span><br \/>\n<span style=\"font-size: 24px; color: #007bff; margin-left: 10px;\">+<\/span><\/summary>\n<div style=\"padding-top: 10px; color: #4a5568; line-height: 1.6; text-align: left;\">You can check mutual fund holdings by downloading the monthly factsheet from the AMC (Asset Management Company) website, using investment apps like Paytm Money, or visiting research platforms. These sources provide a detailed list of companies and their percentage allocation in the fund.<\/div>\n<\/details>\n<details style=\"border-bottom: 1px solid #e2e8f0; padding: 15px 0; cursor: pointer;\">\n<summary style=\"display: flex; justify-content: space-between; align-items: center; width: 100%;\"><span style=\"font-weight: 600; color: #1a202c; font-size: 18px; text-align: left;\">2. Are mutual fund holdings updated in real-time?<\/span><br \/>\n<span style=\"font-size: 24px; color: #007bff; margin-left: 10px;\">+<\/span><\/summary>\n<div style=\"padding-top: 10px; color: #4a5568; line-height: 1.6; text-align: left;\">No, mutual fund holdings are not updated in real-time. Fund houses disclose their portfolio on a monthly basis, usually within 10 days after the end of the month, as per SEBI regulatory guidelines.<\/div>\n<\/details>\n<details style=\"border-bottom: 1px solid #e2e8f0; padding: 15px 0; cursor: pointer;\">\n<summary style=\"display: flex; justify-content: space-between; align-items: center; width: 100%;\"><span style=\"font-weight: 600; color: #1a202c; font-size: 18px; text-align: left;\">3. What is a mutual fund factsheet and what does it include?<\/span><br \/>\n<span style=\"font-size: 24px; color: #007bff; margin-left: 10px;\">+<\/span><\/summary>\n<div style=\"padding-top: 10px; color: #4a5568; line-height: 1.6; text-align: left;\">A mutual fund factsheet is a vital monthly document that provides key details such as portfolio holdings, sector allocation, fund performance vs benchmark, NAV, AUM, and riskometer level. It is the best tool for understanding how your money is being managed.<\/div>\n<\/details>\n<details style=\"border-bottom: 1px solid #e2e8f0; padding: 15px 0; cursor: pointer;\">\n<summary style=\"display: flex; justify-content: space-between; align-items: center; width: 100%;\"><span style=\"font-weight: 600; color: #1a202c; font-size: 18px; text-align: left;\">4. Can I see all my mutual fund investments in one place?<\/span><br \/>\n<span style=\"font-size: 24px; color: #007bff; margin-left: 10px;\">+<\/span><\/summary>\n<div style=\"padding-top: 10px; color: #4a5568; line-height: 1.6; text-align: left;\">Yes, you can view all your investments through a Consolidated Account Statement (CAS). This single statement shows your holdings across different fund houses, including current valuations and transaction history.<\/div>\n<\/details>\n<details style=\"border-bottom: 1px solid #e2e8f0; padding: 15px 0; cursor: pointer;\">\n<summary style=\"display: flex; justify-content: space-between; align-items: center; width: 100%;\"><span style=\"font-weight: 600; color: #1a202c; font-size: 18px; text-align: left;\">5. Why is it important to check mutual fund holdings?<\/span><br \/>\n<span style=\"font-size: 24px; color: #007bff; margin-left: 10px;\">+<\/span><\/summary>\n<div style=\"padding-top: 10px; color: #4a5568; line-height: 1.6; text-align: left;\">Checking holdings is crucial to ensure your fund matches your investment goals. It helps you identify sector concentration, avoid &#8220;hidden&#8221; overlap between multiple funds, and ensure you aren&#8217;t overexposed to a single company.<\/div>\n<\/details>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Understanding where your money is invested can feel confusing at first. You may have selected a mutual fund based on returns, ratings, or recommendations, but have you ever wondered what companies actually sit inside your portfolio? The good news is that finding this information is easier than you think. In this guide, you will learn<a href=\"https:\/\/www.paytmmoney.com\/blog\/mutual-fund-holdings-companies-check\/\">Continue reading <span class=\"sr-only\">&#8220;How To Find Out Which Companies Your Mutual Fund Invests In&#8221;<\/span><\/a><\/p>\n","protected":false},"author":51,"featured_media":6574,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[827],"tags":[1477,1474,1481,1482,1480,1478,1475,1476,623,1479],"class_list":["post-6573","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds","tag-check-mutual-fund-portfolio","tag-how-to-find-out-which-companies-your-mutual-fund-invests-in","tag-how-to-read-mutual-fund-factsheet","tag-investment-portfolio-breakdown","tag-mutual-fund-companies-list","tag-mutual-fund-factsheet","tag-mutual-fund-holdings","tag-mutual-fund-portfolio","tag-mutual-fund-portfolio-analysis","tag-portfolio-allocation-mutual-funds"],"_links":{"self":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/6573","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/users\/51"}],"replies":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/comments?post=6573"}],"version-history":[{"count":0,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/6573\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media\/6574"}],"wp:attachment":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media?parent=6573"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/categories?post=6573"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/tags?post=6573"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}