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 SL Transportation and Logistics Fund-Reg (G) - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.07%Others: 0.93%

Market Cap

Large Cap: 62.24%Others: 8.87%Small Cap: 22.61%Mid Cap: 5.35%

Number of stocks

Top 10 Holdings

99.07% of portfolio

Market Cap of Equity

Large Cap

62.24%

Others

8.87%

Small Cap

22.61%

Mid Cap

5.35%

Companies Allocation of Equity

Mahindra & Mahindra Ltd10.752%

Maruti Suzuki India Ltd7.917%

Eternal Ltd7.790%

Samvardhana Motherson International Ltd6.651%

TVS Motor Co Ltd5.290%

Hero MotoCorp Ltd4.796%

InterGlobe Aviation Ltd4.796%

Tata Motors Ltd3.913%

Adani Ports & Special Economic Zone Ltd3.783%

Minda Corp Ltd3.493%

Sedemac Mechatronics Ltd3.426%

Bajaj Auto Ltd3.304%

Sansera Engineering Ltd2.822%

Eicher Motors Ltd2.576%

Swiggy Ltd2.568%

Sona BLW Precision Forgings Ltd2.477%

Ceat Ltd2.248%

Pitti Engineering Ltd2.224%

Happy Forgings Ltd2.167%

Ashok Leyland Ltd2.055%

Hyundai Motor India Ltd2.018%

Craftsman Automation Ltd1.964%

SJS Enterprises Ltd1.528%

Gabriel India Ltd1.512%

Asahi India Glass Ltd1.429%

ZF Commercial Vehicle Control Systems India Ltd1.363%

VRL Logistics Ltd1.079%

Meesho Ltd0.957%

Tube Investments of India Ltd Ordinary Shares0.815%

Cyient DLM Ltd0.781%

Ather Energy Ltd0.571%

Sector Allocation of Equity

Consumer Cyclical81.37%

Industrials16.92%

Technology0.78%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla SL Transportation and Logistics Fund-Reg (G)

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.