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 Special Opportunities Fund-Regular - IDCW - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.93%Others: 5.07%

Market Cap

Others: 24.70%Large Cap: 36.65%Mid Cap: 11.99%Small Cap: 21.58%

Number of stocks

Top 10 Holdings

94.93% of portfolio

Market Cap of Equity

Others

24.70%

Large Cap

36.65%

Mid Cap

11.99%

Small Cap

21.58%

Companies Allocation of Equity

Aditya Infotech Ltd5.302%

Bharti Airtel Ltd5.220%

Shriram Finance Ltd3.705%

ICICI Bank Ltd3.679%

Bank of Maharashtra2.912%

Axis Bank Ltd2.710%

Infosys Ltd2.697%

Billionbrains Garage Ventures Ltd2.533%

Kotak Mahindra Bank Ltd1.979%

Navin Fluorine International Ltd1.966%

RBL Bank Ltd1.905%

Ambuja Cements Ltd1.878%

Mahindra & Mahindra Ltd1.804%

Indus Towers Ltd Ordinary Shares1.791%

Tata Motors Ltd1.635%

Tata Consumer Products Ltd1.627%

PhysicsWallah Ltd1.598%

Bikaji Foods International Ltd1.591%

Sobha Ltd1.545%

Fortis Healthcare Ltd1.535%

ICICI Lombard General Insurance Co Ltd1.522%

Bajaj Finserv Ltd1.503%

Reliance Industries Ltd1.491%

Ceat Ltd1.451%

Tech Mahindra Ltd1.430%

Vedanta Aluminium Metal Ltd1.345%

Ujjivan Small Finance Bank Ltd Ordinary Shares1.335%

HDFC Bank Ltd1.329%

Swiggy Ltd1.304%

Eternal Ltd1.294%

Coforge Ltd1.277%

Atul Ltd1.267%

TBO Tek Ltd1.258%

Anthem Biosciences Ltd1.254%

Vishal Mega Mart Ltd1.237%

Biocon Ltd1.106%

Amagi Media Labs Ltd1.101%

Sedemac Mechatronics Ltd1.016%

Hindalco Industries Ltd1.011%

Vedanta Ltd0.991%

UTI Asset Management Co Ltd0.986%

United Spirits Ltd0.965%

OneSource Specialty Pharma Ltd0.963%

Jindal Steel Ltd0.948%

Varun Beverages Ltd0.913%

Sun Pharmaceuticals Industries Ltd0.909%

IndusInd Bank Ltd0.889%

Grasim Industries Ltd0.884%

PNC Infratech Ltd0.830%

LG Electronics India Ltd0.828%

VRL Logistics Ltd0.826%

SAMHI Hotels Ltd0.818%

AIA Engineering Ltd0.745%

Rategain Travel Technologies Ltd0.740%

Dabur India Ltd0.729%

K.P.R. Mill Ltd0.727%

Inventurus Knowledge Solutions Ltd0.725%

Stylam Industries Ltd0.627%

Pitti Engineering Ltd0.594%

Safari Industries (India) Ltd0.524%

Meesho Ltd0.512%

ICICI Prudential Asset Management Co Ltd0.511%

Hero MotoCorp Ltd0.495%

Bluestone Jewellery And Lifestyle Ltd0.491%

Carborundum Universal Ltd0.468%

Orient Electric Ltd Ordinary Shares0.352%

Mphasis Ltd0.326%

Malco Energy Ltd0.224%

Talwandi Sabo Power Ltd0.133%

Vedanta Iron And Steel Ltd0.065%

Jubilant Foodworks Ltd0.046%

Sector Allocation of Equity

Industrials8.76%

Communication Services7.01%

Financial Services27.50%

Technology8.40%

Basic Materials8.95%

Consumer Cyclical15.59%

Consumer Defensive7.42%

Real Estate1.54%

Healthcare6.49%

Energy1.49%

Equity1.77%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Special Opportunities Fund-Regular - IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.