What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Aditya Birla SL Conglomerate Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.15%Others: 0.85%

Market Cap

Large Cap: 59.97%Mid Cap: 13.23%Small Cap: 20.19%Others: 5.75%

Number of stocks

Top 10 Holdings

99.15% of portfolio

Market Cap of Equity

Large Cap

59.97%

Mid Cap

13.23%

Small Cap

20.19%

Others

5.75%

Companies Allocation of Equity

Reliance Industries Ltd13.093%

Larsen & Toubro Ltd6.446%

Mahindra & Mahindra Ltd4.651%

Adani Enterprises Ltd4.251%

Tube Investments of India Ltd Ordinary Shares4.126%

Tech Mahindra Ltd3.785%

Welspun Corp Ltd3.439%

Grasim Industries Ltd3.428%

Adani Ports & Special Economic Zone Ltd3.383%

LTM Ltd2.954%

Bajaj Finance Ltd2.355%

Trent Ltd2.321%

Tata Capital Ltd2.264%

TVS Holdings Ltd2.215%

UltraTech Cement Ltd2.167%

Adani Energy Solutions Ltd2.128%

Bajaj Finserv Ltd2.000%

Ambuja Cements Ltd1.981%

Arvind Ltd1.838%

Godrej Properties Ltd1.781%

Jindal Steel Ltd1.673%

GMR Airports Ltd1.585%

JSW Steel Ltd1.521%

Firstsource Solutions Ltd1.499%

Cholamandalam Investment and Finance Co Ltd1.455%

Aditya Birla Real Estate Ltd1.424%

JSW Dulux Ltd1.380%

Bharat Forge Ltd1.274%

Tata Steel Ltd1.260%

Atul Ltd1.212%

Ceat Ltd1.139%

Orient Electric Ltd Ordinary Shares1.138%

Mrs Bectors Food Specialities Ltd Ordinary Shares1.132%

Voltas Ltd1.077%

Hindalco Industries Ltd1.057%

Jubilant Foodworks Ltd0.996%

Tata Chemicals Ltd0.995%

Finolex Industries Ltd0.972%

PCBL Chemical Ltd0.924%

L&T Technology Services Ltd0.721%

CG Power & Industrial Solutions Ltd0.707%

Sonata Software Ltd0.646%

Vedanta Aluminium Metal Ltd0.636%

Carborundum Universal Ltd0.536%

Vedanta Ltd0.469%

Tata Consultancy Services Ltd0.461%

Torrent Pharmaceuticals Ltd0.451%

Malco Energy Ltd0.106%

Talwandi Sabo Power Ltd0.063%

Vedanta Iron And Steel Ltd0.031%

Sector Allocation of Equity

Energy17.34%

Industrials17.76%

Consumer Cyclical16.65%

Technology10.07%

Basic Materials21.51%

Financial Services8.07%

Utilities2.13%

Real Estate3.20%

Consumer Defensive1.13%

Equity0.84%

Healthcare0.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla SL Conglomerate Fund - Regular (G)

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Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.