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 Value Fund - Growth Option - Portfolio Analysis

Equity
Value
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 97.15%Others: 2.81%

Market Cap

Large Cap: 47.53%Small Cap: 32.30%Mid Cap: 17.32%

Number of stocks

Top 10 Holdings

61.42% of portfolio

Market Cap of Equity

Large Cap

47.5300%

Small Cap

32.3000%

Mid Cap

17.3200%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ7.72%

INFOSYS LIMITED EQ FV RS 57.52%

Shriram Finance Limited6.76%

WELSPUN CORP LIMITED EQ NEW FV RS.5/-6.14%

TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-5.90%

AXIS BANK LIMITED EQ NE FV RS. 2/-5.86%

NTPC LIMITED EQ5.78%

MINDA CORPORATION LIMITED EQ NEW FV RS. 2/-5.66%

MCX INDIA LIMITED EQ NEW RS. 10/-5.20%

HDFC BANK LIMITED EQ NEW FV RE. 1/-4.88%

Sector Allocation of Equity

Petroleum Products4.64%

IT - Software10.10%

Finance6.14%

Industrial Products5.79%

Banks13.78%

Power2.89%

Auto Components7.22%

Capital Markets3.76%

Pharmaceuticals & Biotechnology6.56%

Ferrous Metals2.09%

Diversified Metals1.98%

Electrical Equipment1.78%

Realty2.67%

Construction3.45%

Cement & Cement Products3.92%

Healthcare Services1.71%

Transport Infrastructure1.64%

Automobiles3.01%

IT - Services1.10%

Aerospace & Defense1.08%

Gas1.03%

Insurance2.03%

Fertilizers & Agrochemicals0.96%

Industrial Manufacturing2.18%

Retailing0.89%

Chemicals & Petrochemicals0.89%

Agricultural Food & other Products0.84%

Minerals & Mining0.71%

Leisure Services0.66%

Diversified FMCG0.47%

Transport Services0.44%

Personal Products0.39%

Commercial Services & Supplies0.35%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Value Fund - Growth Option

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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.