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Glossary· Portfolio

What is ASM?

Also known as Additional Surveillance Measure

An NSE flag on a stock showing unusual price or volume activity.

Flagged names carry higher margins and, at stage II, trade-for-trade settlement. It is the exchange's response to trading behaviour, not a verdict on the company or the fund. A diversified fund holding a fraction of a percent in one flagged small cap is ordinary; several percent is worth noticing.

For the formula and the constants behind this figure, see Methodology.

More on portfolio

What the fund actually holds, aggregated from its published holdings.

AUM
The total money the scheme currently manages.
P/E ratio
The weighted-average P/E of the fund's equity holdings.
P/B ratio
The weighted-average price-to-book of the fund's equity holdings.
Average market cap
The weighted-average size of the companies the fund holds.
Large / mid / small cap split
How the equity portfolio divides across the three SEBI size bands.