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 Equity Savings Fund - Regular Plan - Growth - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 66.64%Others: 24.07%Debt: 9.28%

Market Cap

Large Cap: 42.48%Small Cap: 4.59%Others: 7.33%Mid Cap: 12.25%

Number of stocks

115

Top 10 Holdings

66.64% of portfolio

Market Cap of Equity

Large Cap

42.48%

Small Cap

4.59%

Others

7.33%

Mid Cap

12.25%

Companies Allocation of Equity

ICICI Bank Ltd7.065%

HDFC Bank Ltd6.616%

Reliance Industries Ltd4.245%

RBL Bank Ltd3.980%

Kotak Mahindra Bank Ltd2.826%

Mahindra & Mahindra Ltd2.808%

GMR Airports Ltd2.623%

Adani Ports & Special Economic Zone Ltd2.617%

State Bank of India2.505%

Bajaj Finance Ltd1.699%

Patanjali Foods Ltd1.559%

Axis Bank Ltd1.502%

Bharti Airtel Ltd1.360%

Nexus Select Trust Reits1.244%

Vodafone Idea Ltd1.223%

Canara Bank1.170%

One97 Communications Ltd1.148%

Adani Enterprises Ltd1.113%

BSE Ltd1.105%

Asian Paints Ltd1.015%

Sun Pharmaceuticals Industries Ltd0.947%

Oil & Natural Gas Corp Ltd0.871%

ITC Ltd0.854%

Glenmark Pharmaceuticals Ltd0.755%

Larsen & Toubro Ltd0.698%

National Aluminium Co Ltd0.675%

Tata Steel Ltd0.671%

Infosys Ltd0.606%

Bajaj Finserv Ltd0.572%

Eternal Ltd0.520%

DLF Ltd0.503%

Bharat Electronics Ltd0.380%

Crompton Greaves Consumer Electricals Ltd0.376%

Vishal Mega Mart Ltd0.370%

Havells India Ltd0.342%

Exide Industries Ltd0.332%

Info Edge (India) Ltd0.322%

Tata Consultancy Services Ltd0.303%

Swiggy Ltd0.278%

IndusInd Bank Ltd0.258%

Grasim Industries Ltd0.258%

Embassy Office Parks REIT0.253%

Tata Power Co Ltd0.243%

Hindustan Unilever Ltd0.240%

NTPC Ltd0.234%

Container Corporation of India Ltd0.234%

Bandhan Bank Ltd0.231%

Titan Co Ltd0.218%

Mphasis Ltd0.216%

Syngene International Ltd0.215%

Maruti Suzuki India Ltd0.210%

Brookfield India Real Estate Trust0.201%

GAIL (India) Ltd0.189%

Hindalco Industries Ltd0.181%

NMDC Ltd0.179%

Raajmarg Infra Investment Trust Units0.179%

Power Grid Corp Of India Ltd0.174%

UltraTech Cement Ltd0.164%

Shriram Finance Ltd0.157%

HCL Technologies Ltd0.153%

JSW Steel Ltd0.144%

Coal India Ltd0.134%

Bajaj Auto Ltd0.134%

Nestle India Ltd0.127%

HDB Financial Services Ltd0.122%

InterGlobe Aviation Ltd0.118%

Eicher Motors Ltd0.117%

Hindustan Zinc Ltd0.114%

Tech Mahindra Ltd0.113%

Trent Ltd0.111%

Tata Motors Ltd0.110%

SBI Life Insurance Co Ltd0.100%

Billionbrains Garage Ventures Ltd0.099%

Dr Reddy's Laboratories Ltd0.098%

Jio Financial Services Ltd0.097%

Apollo Hospitals Enterprise Ltd0.094%

Tata Motors Passenger Vehicles Ltd0.091%

Max Healthcare Institute Ltd Ordinary Shares0.091%

Tata Consumer Products Ltd0.089%

Cipla Ltd0.087%

Knowledge Realty Trust Units0.073%

Wipro Ltd0.070%

HDFC Life Insurance Co Ltd0.059%

Siemens Ltd0.024%

Studds Accessories Ltd0.024%

Siemens Energy India Ltd0.018%

Kwality Walls India Ltd0.003%

Sector Allocation of Equity

Financial Services30.34%

Energy6.36%

Consumer Cyclical5.70%

Industrials7.04%

Consumer Defensive2.87%

Communication Services2.90%

Real Estate2.27%

Technology2.61%

Basic Materials3.40%

Healthcare2.29%

Utilities0.86%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - 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.