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 Large & Mid Cap Fund -Regular - IDCW - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.35%Others: 1.13%

Market Cap

Large Cap: 47.83%Mid Cap: 41.90%Small Cap: 8.62%

Number of stocks

Top 10 Holdings

56.34% of portfolio

Market Cap of Equity

Large Cap

47.8300%

Mid Cap

41.9000%

Small Cap

8.6200%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-8.66%

STATE BANK OF INDIA EQ NEW RE. 1/-7.00%

AU SMALL FINANCE BANK LIMITED EQ6.88%

J.K.CEMENT LIMITED EQ5.84%

INFOSYS LIMITED EQ FV RS 55.08%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-5.06%

APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-5.06%

UNO MINDA LIMITED EQ NEW FV RS. 2/-4.40%

JINDAL STEEL & POWER LIMITED EQ. NEW RS.14.28%

ASTRAL LIMITED EQ NEW FV RE. 1/-4.08%

Sector Allocation of Equity

Banks14.58%

Cement & Cement Products2.92%

IT - Software6.08%

Insurance3.98%

Industrial Products6.40%

Auto Components6.37%

Ferrous Metals2.14%

Non - Ferrous Metals1.94%

Finance6.24%

Retailing6.71%

Chemicals & Petrochemicals2.59%

Aerospace & Defense3.35%

Beverages1.84%

Automobiles3.38%

Pharmaceuticals & Biotechnology5.15%

Realty2.60%

Fertilizers & Agrochemicals1.67%

Consumer Durables2.35%

Healthcare Services2.72%

Textiles & Apparels2.43%

Telecom - Services1.33%

Financial Technology (Fintech)1.33%

Construction1.28%

Petroleum Products1.84%

Leisure Services1.66%

Diversified Metals0.99%

Transport Services0.99%

Electrical Equipment0.83%

Power1.88%

Personal Products0.71%

Agricultural, Commercial & Construction Vehicles0.07%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Large & Mid Cap Fund -Regular - IDCW

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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.