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 SUN LIFE ELSS TAX SAVER FUND -Regular - IDCW - Portfolio Analysis

Equity
ELSS
Status: Closed

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.00%Others: 2.00%

Market Cap

Large Cap: 63.58%Mid Cap: 10.46%Small Cap: 17.09%Others: 6.87%

Number of stocks

Top 10 Holdings

98.00% of portfolio

Market Cap of Equity

Large Cap

63.58%

Mid Cap

10.46%

Small Cap

17.09%

Others

6.87%

Companies Allocation of Equity

ICICI Bank Ltd6.808%

HDFC Bank Ltd6.468%

Reliance Industries Ltd4.240%

Infosys Ltd4.178%

State Bank of India4.088%

Axis Bank Ltd3.979%

Adani Ports & Special Economic Zone Ltd2.875%

Bharti Airtel Ltd2.837%

Mahindra & Mahindra Ltd2.552%

Larsen & Toubro Ltd2.490%

Fortis Healthcare Ltd2.489%

The Federal Bank Ltd2.446%

Hindalco Industries Ltd2.397%

Tech Mahindra Ltd2.359%

Eternal Ltd2.241%

Cummins India Ltd2.193%

TVS Holdings Ltd2.187%

Sun Pharmaceuticals Industries Ltd2.154%

Godrej Consumer Products Ltd1.836%

Varun Beverages Ltd1.726%

Bajaj Finance Ltd1.677%

Adani Power Ltd1.628%

Emcure Pharmaceuticals Ltd1.577%

NTPC Ltd1.575%

Computer Age Management Services Ltd Ordinary Shares1.549%

Avenue Supermarts Ltd1.510%

Cholamandalam Investment and Finance Co Ltd1.464%

Titan Co Ltd1.437%

Gillette India Ltd1.310%

Meesho Ltd1.261%

ZF Commercial Vehicle Control Systems India Ltd1.199%

UltraTech Cement Ltd1.175%

Aditya Birla Real Estate Ltd1.045%

Max Financial Services Ltd1.040%

L&T Finance Ltd1.009%

Hindustan Unilever Ltd0.998%

Dixon Technologies (India) Ltd0.948%

Thyrocare Technologies Ltd0.932%

Balrampur Chini Mills Ltd0.909%

Sumitomo Chemical India Ltd Ordinary Shares0.908%

SBFC Finance Ltd0.869%

Medi Assist Healthcare Services Ltd0.862%

Home First Finance Co India Ltd ---0.794%

Persistent Systems Ltd0.741%

Vinati Organics Ltd0.713%

Thomas Cook India Ltd0.691%

Go Digit General Insurance Ltd0.689%

Nippon Life India Asset Management Ltd Ordinary Shares0.639%

Chalet Hotels Ltd0.561%

Kirloskar Brothers Ltd0.561%

Prestige Estates Projects Ltd0.554%

Sai Life Sciences Ltd0.515%

Whirlpool of India Ltd0.449%

LG Electronics India Ltd0.380%

Urban Co Ltd0.372%

Suraksha Diagnostic Ltd0.324%

Biocon Ltd0.317%

Aditya Birla Capital Ltd0.199%

GlaxoSmithKline Pharmaceuticals Ltd0.081%

Sector Allocation of Equity

Financial Services32.17%

Energy4.24%

Technology10.52%

Industrials8.12%

Communication Services2.84%

Consumer Cyclical12.58%

Healthcare9.25%

Basic Materials5.19%

Consumer Defensive8.29%

Utilities3.20%

Real Estate1.60%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND -Regular - IDCW

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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.