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 PSU Equity Fund-Regular Plan-Growth - Portfolio Analysis

Equity
PSU Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.37%Others: 0.63%

Market Cap

Large Cap: 66.64%Mid Cap: 25.63%Small Cap: 5.77%Others: 1.32%

Number of stocks

Top 10 Holdings

99.37% of portfolio

Market Cap of Equity

Large Cap

66.64%

Mid Cap

25.63%

Small Cap

5.77%

Others

1.32%

Companies Allocation of Equity

State Bank of India18.075%

NTPC Ltd8.713%

Power Grid Corp Of India Ltd7.443%

Bharat Heavy Electricals Ltd5.420%

Bharat Electronics Ltd5.097%

GAIL (India) Ltd4.561%

Bank of Maharashtra4.304%

Oil & Natural Gas Corp Ltd3.902%

NMDC Ltd3.564%

PNB Housing Finance Ltd3.386%

Bank of Baroda3.380%

Bharat Petroleum Corp Ltd3.270%

Bank of India3.100%

Coal India Ltd2.933%

Hindustan Aeronautics Ltd Ordinary Shares2.395%

Hindustan Petroleum Corp Ltd2.101%

SBI Life Insurance Co Ltd1.828%

Indian Oil Corp Ltd1.803%

Oil India Ltd1.569%

Life Insurance Corporation of India1.383%

Mahanagar Gas Ltd1.329%

Steel Authority Of India Ltd1.219%

National Aluminium Co Ltd1.163%

Power Finance Corp Ltd1.072%

Union Bank of India1.039%

Indraprastha Gas Ltd0.857%

Canara Robeco Asset Management Co Ltd0.697%

BEML Ltd0.627%

Punjab National Bank0.589%

Container Corporation of India Ltd0.492%

Lic Housing Finance Limited0.462%

Indian Railway Catering And Tourism Corp Ltd0.419%

Gujarat Gas Ltd0.386%

State Bank Of India0.322%

Union Bank Of India0.274%

REC Ltd0.195%

Sector Allocation of Equity

Financial Services39.05%

Utilities23.29%

Industrials14.03%

Energy15.58%

Basic Materials5.95%

Equity1.06%

Consumer Cyclical0.42%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth

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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.