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 Small Cap Fund -Regular - IDCW - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 95.23%Others: 4.35%

Market Cap

Mid Cap: 17.58%Small Cap: 76.36%Large Cap: 1.29%

Number of stocks

Top 10 Holdings

43.44% of portfolio

Market Cap of Equity

Mid Cap

17.5800%

Small Cap

76.3600%

Large Cap

1.2900%

Companies Allocation of Equity

MCX INDIA LIMITED EQ NEW RS. 10/-5.78%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-5.76%

Sai Life Sciences Limited4.52%

TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-4.26%

CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-4.12%

PNB HOUSING FINANCE LTD EQ4.08%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-4.06%

S.J.S. ENTERPRISES LIMITED EQ4.02%

CRAFTSMAN AUTOMATION LIMITED EQ3.42%

THE RAMCO CEMENTS LIMITED EQ NEW RE.1/-3.42%

Sector Allocation of Equity

Capital Markets4.32%

Chemicals & Petrochemicals3.55%

Pharmaceuticals & Biotechnology8.88%

Electrical Equipment5.32%

Agricultural Food & other Products2.06%

Finance8.00%

Banks7.67%

Auto Components7.42%

Cement & Cement Products2.90%

Textiles & Apparels3.40%

Non - Ferrous Metals1.66%

Healthcare Services4.49%

Industrial Manufacturing3.30%

Paper, Forest & Jute Products1.52%

Realty2.56%

Power1.49%

Beverages1.44%

Food Products3.64%

IT - Software1.73%

Industrial Products4.63%

Retailing2.08%

Consumer Durables4.36%

Construction2.25%

IT - Services1.68%

Commercial Services & Supplies1.50%

Financial Technology (Fintech)0.82%

Ferrous Metals0.81%

Minerals & Mining0.79%

Leisure Services0.64%

Personal Products0.32%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Small 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.