% Other Holding

Portion of the portfolio invested into stocks that cannot be categorized as large, mid or small caps

There are different categories of funds : Large caps, Mid caps, Small caps and at any given point a small cap fund is never generally invested into 100% small cap stocks. It has some portion of the portfolio allocated to mid caps or large caps or both.

For eg : your friend’s mid cap fund might have 70% mid cap holdings and 30% small cap holdings. We can use these filters to check which funds are staying true to their stated strategy and what allocation is being made to different market cap stocks.