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 Multi Asset Allocation Fund-Regular IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 70.57%Others: 18.15%Debt: 11.28%

Market Cap

Large Cap: 39.16%Others: 12.82%Mid Cap: 13.62%Small Cap: 4.96%

Number of stocks

107

Top 10 Holdings

70.57% of portfolio

Market Cap of Equity

Large Cap

39.16%

Others

12.82%

Mid Cap

13.62%

Small Cap

4.96%

Companies Allocation of Equity

ICICI Bank Ltd4.137%

Axis Bank Ltd3.246%

Reliance Industries Ltd2.535%

Bharti Airtel Ltd2.167%

Infosys Ltd2.151%

Larsen & Toubro Ltd2.084%

HDFC Bank Ltd1.861%

Hindustan Unilever Ltd1.831%

Kotak Mahindra Bank Ltd1.670%

Bank of Maharashtra1.642%

Thermax Ltd1.601%

Tech Mahindra Ltd1.399%

Hindalco Industries Ltd1.294%

State Bank of India1.258%

Eternal Ltd1.249%

PB Fintech Ltd1.246%

Torrent Pharmaceuticals Ltd1.199%

Hindustan Petroleum Corp Ltd1.127%

Nexus Select Trust Reits1.120%

Sedemac Mechatronics Ltd1.107%

Sansera Engineering Ltd1.098%

Mahindra & Mahindra Ltd1.072%

SJS Enterprises Ltd1.042%

Swiggy Ltd1.040%

Adani Ports & Special Economic Zone Ltd1.001%

IndiGrid Infrastructure Trust Units Series - IV0.973%

Varun Beverages Ltd0.972%

NTPC Ltd0.965%

Coforge Ltd0.887%

Embassy Office Parks REIT0.841%

UltraTech Cement Ltd0.838%

Mankind Pharma Ltd0.835%

HDB Financial Services Ltd0.811%

Brookfield India Real Estate Trust0.809%

Vishal Mega Mart Ltd0.791%

Shriram Finance Ltd0.785%

Avenue Supermarts Ltd0.772%

Billionbrains Garage Ventures Ltd0.766%

United Spirits Ltd0.755%

Bajaj Auto Ltd0.752%

SRF Ltd0.694%

ICICI Lombard General Insurance Co Ltd0.694%

Bajaj Finance Ltd0.673%

Tata Steel Ltd0.671%

Karur Vysya Bank Ltd0.669%

Coal India Ltd0.663%

Star Health and Allied Insurance Co Ltd0.652%

Apollo Hospitals Enterprise Ltd0.651%

Ipca Laboratories Ltd0.616%

Sun Pharmaceuticals Industries Ltd0.616%

Sona BLW Precision Forgings Ltd0.603%

Bajaj Finserv Ltd0.596%

Shree Cement Ltd0.582%

Godrej Consumer Products Ltd0.569%

ITC Ltd0.567%

Max Financial Services Ltd0.548%

LG Electronics India Ltd0.537%

ICICI Prudential Asset Management Co Ltd0.533%

Brigade Enterprises Ltd0.528%

JK Cement Ltd0.470%

Oil & Natural Gas Corp Ltd0.469%

LTM Ltd0.433%

Indian Hotels Co Ltd0.430%

Dixon Technologies (India) Ltd0.430%

Blue Star Ltd0.345%

Hexaware Technologies Ltd Ordinary Shares0.338%

Container Corporation of India Ltd0.318%

City Union Bank Ltd0.288%

Knowledge Realty Trust Units0.284%

Indus Infra Trust Unit0.274%

H.G. Infra Engineering Ltd Ordinary Shares0.251%

Raajmarg Infra Investment Trust Units0.250%

Westlife Foodworld Ltd0.218%

Pitti Engineering Ltd0.160%

Mindspace Business Parks REIT Unit0.160%

Go Digit General Insurance Ltd0.060%

Sector Allocation of Equity

Financial Services22.66%

Energy4.79%

Communication Services2.17%

Technology6.18%

Industrials6.45%

Consumer Defensive5.47%

Basic Materials3.85%

Consumer Cyclical9.40%

Healthcare3.92%

Real Estate3.74%

Utilities1.94%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.