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 Large & Mid Cap Fund - Regular Growth - Portfolio Analysis

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 97.80%Others: 2.20%

Market Cap

Large Cap: 47.88%Mid Cap: 39.61%Small Cap: 10.31%

Number of stocks

Top 10 Holdings

55.02% of portfolio

Market Cap of Equity

Large Cap

47.8800%

Mid Cap

39.6100%

Small Cap

10.3100%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-8.54%

AU SMALL FINANCE BANK LIMITED EQ6.98%

STATE BANK OF INDIA EQ NEW RE. 1/-6.58%

J.K.CEMENT LIMITED EQ6.22%

INFOSYS LIMITED EQ FV RS 55.00%

APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-4.68%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-4.60%

JINDAL STEEL & POWER LIMITED EQ. NEW RS.14.26%

UNO MINDA LIMITED EQ NEW FV RS. 2/-4.16%

ASTRAL LIMITED EQ NEW FV RE. 1/-4.00%

Sector Allocation of Equity

Banks13.74%

Cement & Cement Products3.11%

IT - Software5.77%

Industrial Products5.89%

Insurance3.75%

Ferrous Metals2.13%

Auto Components6.02%

Non - Ferrous Metals2.00%

Finance7.15%

Aerospace & Defense3.52%

Chemicals & Petrochemicals2.51%

Beverages3.22%

Automobiles3.15%

Consumer Durables3.02%

Healthcare Services3.01%

Realty2.57%

Textiles & Apparels2.71%

Pharmaceuticals & Biotechnology5.01%

Telecom - Services1.44%

Leisure Services2.57%

Construction1.25%

Retailing4.93%

Fertilizers & Agrochemicals1.23%

Petroleum Products1.92%

Transport Services1.08%

Electrical Equipment1.28%

Diversified Metals0.80%

Power1.59%

Personal Products0.75%

Transport Infrastructure0.68%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

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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.