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-Cap Fund-Regular-IDCW Payout - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.15%Others: 4.85%

Market Cap

Large Cap: 39.21%Small Cap: 31.05%Mid Cap: 19.51%Others: 5.37%

Number of stocks

Top 10 Holdings

95.15% of portfolio

Market Cap of Equity

Large Cap

39.21%

Small Cap

31.05%

Mid Cap

19.51%

Others

5.37%

Companies Allocation of Equity

Reliance Industries Ltd3.637%

State Bank of India3.384%

ICICI Bank Ltd2.766%

Larsen & Toubro Ltd2.609%

Indus Towers Ltd Ordinary Shares2.555%

Eternal Ltd2.213%

RBL Bank Ltd1.906%

Axis Bank Ltd1.862%

HDFC Bank Ltd1.859%

TD Power Systems Ltd1.834%

One97 Communications Ltd1.671%

Avenue Supermarts Ltd1.628%

SJS Enterprises Ltd1.622%

Persistent Systems Ltd1.582%

Varun Beverages Ltd1.547%

Sansera Engineering Ltd1.489%

Mahindra & Mahindra Ltd1.482%

Max Financial Services Ltd1.452%

Sai Life Sciences Ltd1.447%

Power Finance Corp Ltd1.438%

Shriram Finance Ltd1.412%

Infosys Ltd1.410%

Tata Steel Ltd1.400%

Craftsman Automation Ltd1.334%

Fortis Healthcare Ltd1.321%

City Union Bank Ltd1.306%

UltraTech Cement Ltd1.255%

Vedanta Aluminium Metal Ltd1.236%

Aditya Birla Real Estate Ltd1.200%

Bharat Forge Ltd1.199%

Jindal Steel Ltd1.197%

Trent Ltd1.158%

V-Guard Industries Ltd1.148%

Coforge Ltd1.135%

United Spirits Ltd1.119%

Emcure Pharmaceuticals Ltd1.113%

CG Power & Industrial Solutions Ltd1.102%

Granules India Ltd1.087%

Cholamandalam Financial Holdings Ltd1.082%

Ather Energy Ltd1.062%

Bank of Maharashtra1.062%

Vishal Mega Mart Ltd1.050%

Vinati Organics Ltd1.039%

TVS Motor Co Ltd1.027%

Arvind Ltd1.014%

GMR Airports Ltd0.999%

SBFC Finance Ltd0.973%

The Federal Bank Ltd0.971%

Ujjivan Small Finance Bank Ltd Ordinary Shares0.934%

K.P.R. Mill Ltd0.928%

Vedanta Ltd0.911%

Prestige Estates Projects Ltd0.891%

Apar Industries Ltd0.882%

Triveni Turbine Ltd0.863%

Voltas Ltd0.862%

Radico Khaitan Ltd0.825%

InterGlobe Aviation Ltd0.818%

Torrent Power Ltd0.798%

Asahi India Glass Ltd0.798%

GlaxoSmithKline Pharmaceuticals Ltd0.796%

JK Cement Ltd0.796%

Bharat Heavy Electricals Ltd0.796%

Polycab India Ltd0.786%

Whirlpool of India Ltd0.781%

Hexaware Technologies Ltd Ordinary Shares0.744%

Jupiter Life Line Hospitals Ltd0.710%

Manorama Industries Ltd0.682%

Home First Finance Co India Ltd ---0.672%

Timken India Ltd0.671%

Tech Mahindra Ltd0.666%

Suzlon Energy Ltd0.608%

Metropolis Healthcare Ltd0.592%

Hindalco Industries Ltd0.581%

Hindustan Petroleum Corp Ltd0.581%

Cyient Ltd0.576%

Lenskart Solutions Ltd0.532%

Mrs Bectors Food Specialities Ltd Ordinary Shares0.481%

Ramco Cements Ltd0.478%

Sumitomo Chemical India Ltd Ordinary Shares0.327%

Malco Energy Ltd0.206%

Talwandi Sabo Power Ltd0.122%

Vedanta Iron And Steel Ltd0.060%

Sector Allocation of Equity

Energy4.22%

Financial Services23.08%

Industrials13.69%

Communication Services2.55%

Consumer Cyclical18.02%

Technology7.21%

Consumer Defensive6.28%

Healthcare7.60%

Basic Materials7.99%

Equity1.62%

Real Estate2.09%

Utilities0.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Multi-Cap Fund-Regular-IDCW Payout

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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.