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 Arbitrage Fund-Regular - IDCW - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 78.08%Debt: 4.23%

Market Cap

Large Cap: 55.91%Mid Cap: 19.08%Small Cap: 3.09%

Number of stocks

194

Top 10 Holdings

52.84% of portfolio

Market Cap of Equity

Large Cap

55.9100%

Mid Cap

19.0800%

Small Cap

3.0900%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ9.36%

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.20%

ICICI BANK LIMITED EQ NEW FV RS. 2/-6.60%

AXIS BANK LIMITED EQ NE FV RS. 2/-5.68%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.46%

ZOMATO LIMITED EQ4.32%

VEDANTA LIMITED EQ NEW RS.1/-4.30%

VODAFONE IDEA LIMITED EQ3.84%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-3.48%

INDUSIND BANK LIMITED EQ2.60%

Sector Allocation of Equity

Petroleum Products5.49%

Banks17.89%

Automobiles3.66%

Retailing2.44%

Diversified Metals2.15%

Telecom - Services4.04%

Finance6.59%

Construction1.57%

Non - Ferrous Metals2.35%

Diversified FMCG1.23%

Aerospace & Defense1.97%

Power2.59%

Capital Markets2.14%

Ferrous Metals2.45%

Food Products1.04%

Cement & Cement Products1.47%

Consumer Durables1.64%

Pharmaceuticals & Biotechnology2.61%

Oil0.67%

Agricultural Food & other Products1.08%

Minerals & Mining0.63%

IT - Software1.54%

Healthcare Services1.12%

Beverages0.85%

Industrial Products0.80%

Financial Technology (Fintech)0.70%

Realty1.24%

Gas0.60%

Transport Infrastructure0.76%

Electrical Equipment0.84%

Chemicals & Petrochemicals0.63%

Metals & Minerals Trading0.32%

Consumable Fuels0.31%

Auto Components0.95%

Industrial Manufacturing0.29%

Leisure Services0.24%

Fertilizers & Agrochemicals0.21%

Insurance0.64%

Transport Services0.28%

IT - Services0.02%

Personal Products0.03%

Textiles & Apparels0.01%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Arbitrage 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.