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.

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Aditya Birla SL Quant Fund - Regular (G)
Portfolio

Aditya Birla SL Quant Fund - Regular (G) - Portfolio Analysis

Equity
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Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.61%Others: 0.17%

Market Cap

Large Cap: 55.65%Mid Cap: 43.96%

Number of stocks

Top 10 Holdings

77.74% of portfolio

Market Cap of Equity

Large Cap

55.6500%

Mid Cap

43.9600%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.90%

ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-8.74%

STATE BANK OF INDIA EQ NEW RE. 1/-8.64%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-8.50%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.76%

MARICO LIMITED NEW EQ RE.17.72%

BHARAT PETROLEUM CORPORATION LTD. EQ7.00%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-6.88%

GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-6.80%

APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-6.80%

Sector Allocation of Equity

Banks15.32%

Agricultural, Commercial & Construction Vehicles4.37%

Telecom - Services3.88%

Agricultural Food & other Products6.07%

Petroleum Products6.22%

Automobiles8.71%

Cement & Cement Products8.30%

Healthcare Services3.40%

Non - Ferrous Metals3.36%

Finance12.62%

Capital Markets2.59%

Ferrous Metals2.59%

Beverages2.37%

Pharmaceuticals & Biotechnology4.89%

Fertilizers & Agrochemicals4.47%

Industrial Products2.49%

Diversified Metals1.98%

IT - Software1.64%

Insurance1.07%

Food Products0.93%

Consumer Durables0.81%

Financial Technology (Fintech)0.61%

Minerals & Mining0.47%

Retailing0.45%

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Aditya Birla SL Quant Fund - Regular (G)

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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.