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 Flexi Cap Fund - Growth - Regular Plan - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.61%Others: 1.39%

Market Cap

Large Cap: 51.81%Others: 11.43%Mid Cap: 22.20%Small Cap: 13.17%

Number of stocks

Top 10 Holdings

98.61% of portfolio

Market Cap of Equity

Large Cap

51.81%

Others

11.43%

Mid Cap

22.20%

Small Cap

13.17%

Companies Allocation of Equity

ICICI Bank Ltd5.841%

HDFC Bank Ltd3.613%

Kotak Mahindra Bank Ltd3.454%

Reliance Industries Ltd3.185%

Infosys Ltd2.841%

State Bank of India2.709%

Bharti Airtel Ltd2.282%

Hindalco Industries Ltd2.227%

Bharat Forge Ltd2.117%

HCL Technologies Ltd1.920%

Godrej Consumer Products Ltd1.819%

Axis Bank Ltd1.732%

Jindal Steel Ltd1.710%

SBI Life Insurance Co Ltd1.703%

Sona BLW Precision Forgings Ltd1.658%

Ather Energy Ltd1.641%

Tech Mahindra Ltd1.621%

Mahindra & Mahindra Ltd1.613%

Radico Khaitan Ltd1.603%

Larsen & Toubro Ltd1.594%

Lenskart Solutions Ltd1.580%

The Federal Bank Ltd1.567%

Tata Consumer Products Ltd1.510%

Mankind Pharma Ltd1.459%

ICICI Lombard General Insurance Co Ltd1.376%

Bajaj Finserv Ltd1.373%

Persistent Systems Ltd1.358%

Grasim Industries Ltd1.357%

United Spirits Ltd1.345%

Apollo Hospitals Enterprise Ltd1.343%

Welspun Corp Ltd1.303%

Avenue Supermarts Ltd1.285%

CG Power & Industrial Solutions Ltd1.269%

SRF Ltd1.256%

Hindustan Petroleum Corp Ltd1.242%

Meesho Ltd1.214%

Bajaj Auto Ltd1.213%

Sun Pharmaceuticals Industries Ltd1.178%

Exide Industries Ltd1.153%

Angel One Ltd Ordinary Shares1.144%

Atul Ltd1.130%

GMR Airports Ltd1.129%

Maruti Suzuki India Ltd1.091%

AU Small Finance Bank Ltd1.090%

Eternal Ltd1.073%

Adani Ports & Special Economic Zone Ltd1.067%

R R Kabel Ltd1.024%

APL Apollo Tubes Ltd1.020%

V-Guard Industries Ltd1.012%

Dr. Lal PathLabs Ltd0.971%

Cholamandalam Investment and Finance Co Ltd0.902%

Max Financial Services Ltd0.891%

Cummins India Ltd0.822%

SBFC Finance Ltd0.792%

Anthem Biosciences Ltd0.748%

Vinati Organics Ltd0.747%

Shriram Finance Ltd0.731%

Asian Paints Ltd0.678%

ZF Commercial Vehicle Control Systems India Ltd0.615%

Amagi Media Labs Ltd0.585%

Sumitomo Chemical India Ltd Ordinary Shares0.578%

Whirlpool of India Ltd0.558%

L&T Finance Ltd0.554%

Havells India Ltd0.548%

Sobha Ltd0.542%

Metropolis Healthcare Ltd0.520%

PI Industries Ltd0.466%

Tube Investments of India Ltd Ordinary Shares0.414%

CreditAccess Grameen Ltd Ordinary Shares0.412%

Vedant Fashions Ltd0.408%

Trent Ltd0.402%

Sai Life Sciences Ltd0.376%

OneSource Specialty Pharma Ltd0.330%

Honeywell Automation India Ltd0.305%

H.G. Infra Engineering Ltd Ordinary Shares0.279%

Happy Forgings Ltd0.223%

Aditya Birla Capital Ltd0.091%

Solara Active Pharma Sciences Ltd Ordinary Shares0.081%

Sector Allocation of Equity

Financial Services29.98%

Energy4.43%

Technology8.32%

Communication Services2.28%

Basic Materials11.22%

Consumer Cyclical14.76%

Consumer Defensive7.56%

Industrials10.94%

Healthcare8.59%

Real Estate0.54%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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.