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 Smallcap 50 Index Fund-Regular - Payout of IDCW - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.01%

Market Cap

Small Cap: 81.85%Mid Cap: 9.67%Others: 8.49%

Number of stocks

Top 10 Holdings

100.01% of portfolio

Market Cap of Equity

Small Cap

81.85%

Mid Cap

9.67%

Others

8.49%

Companies Allocation of Equity

Karur Vysya Bank Ltd3.811%

Sona BLW Precision Forgings Ltd3.742%

Delhivery Ltd3.585%

Navin Fluorine International Ltd3.447%

Piramal Finance Ltd3.303%

Central Depository Services (India) Ltd3.115%

RBL Bank Ltd2.792%

Angel One Ltd Ordinary Shares2.748%

PNB Housing Finance Ltd2.701%

City Union Bank Ltd2.680%

Bandhan Bank Ltd2.447%

Computer Age Management Services Ltd Ordinary Shares2.440%

Aster DM Healthcare Ltd Ordinary Shares2.440%

Hindustan Copper Ltd2.413%

Crompton Greaves Consumer Electricals Ltd2.405%

Amber Enterprises India Ltd Ordinary Shares2.404%

Welspun Corp Ltd2.282%

Manappuram Finance Ltd2.221%

Cholamandalam Financial Holdings Ltd2.121%

Anand Rathi Wealth Ltd2.111%

Poonawalla Fincorp Ltd2.040%

Sai Life Sciences Ltd2.023%

Himadri Speciality Chemical Ltd1.961%

Gland Pharma Ltd1.915%

Neuland Laboratories Ltd1.778%

Redington Ltd1.763%

Tata Chemicals Ltd1.740%

Kaynes Technology India Ltd1.739%

Narayana Hrudayalaya Ltd1.678%

KFin Technologies Ltd1.643%

CESC Ltd1.625%

Indraprastha Gas Ltd1.601%

Wockhardt Ltd1.585%

Amara Raja Energy & Mobility Ltd1.472%

IIFL Finance Ltd1.467%

Dr. Lal PathLabs Ltd1.464%

Piramal Pharma Ltd1.379%

Tata Technologies Ltd1.373%

Natco Pharma Ltd1.351%

Inox Wind Ltd1.338%

NBCC India Ltd1.304%

Five-Star Business Finance Ltd1.277%

Affle 3i Ltd1.239%

Castrol India Ltd1.227%

Syngene International Ltd1.220%

Aegis Logistics Ltd1.209%

PG Electroplast Ltd1.180%

Reliance Power Ltd1.135%

Cohance Lifesciences Ltd1.081%

KEC International Ltd1.000%

Sector Allocation of Equity

Financial Services34.83%

Consumer Cyclical8.55%

Industrials8.70%

Basic Materials11.84%

Technology10.14%

Healthcare17.91%

Utilities4.36%

Communication Services1.24%

Energy2.44%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular - Payout of IDCW

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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.