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 NIFTY INDIA DEFENCE INDEX FUND REGULAR PLAY IDCW PAYOUT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.94%Others: 0.06%

Market Cap

Large Cap: 37.47%Mid Cap: 39.87%Small Cap: 19.29%Others: 3.31%

Number of stocks

Top 10 Holdings

99.94% of portfolio

Market Cap of Equity

Large Cap

37.47%

Mid Cap

39.87%

Small Cap

19.29%

Others

3.31%

Companies Allocation of Equity

Hindustan Aeronautics Ltd Ordinary Shares19.968%

Bharat Electronics Ltd17.500%

Bharat Forge Ltd14.730%

Solar Industries India Ltd11.045%

Mazagon Dock Shipbuilders Ltd6.098%

Cochin Shipyard Ltd4.309%

MTAR Technologies Ltd4.060%

Bharat Dynamics Ltd Ordinary Shares3.692%

Data Patterns (India) Ltd3.549%

Astra Microwave Products Ltd2.796%

Garden Reach Shipbuilders & Engineers Ltd2.521%

Zen Technologies Ltd2.263%

BEML Ltd2.028%

Dynamatic Technologies Ltd1.324%

Apollo Micro Systems Ltd Ordinary Shares1.161%

AXISCADES Technologies Ltd1.055%

Paras Defence And Space Technologies Ltd0.828%

Mishra Dhatu Nigam Ltd Ordinary Shares0.559%

Aequs Ltd0.450%

Sector Allocation of Equity

Industrials69.48%

Consumer Cyclical16.05%

Basic Materials11.60%

Technology2.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

ADITYA BIRLA SUN LIFE NIFTY INDIA DEFENCE INDEX FUND REGULAR PLAY 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.