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.

DSP BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 95.49%Others: 4.51%

Market Cap

Large Cap: 39.92%Mid Cap: 23.37%Others: 12.50%Small Cap: 19.71%

Number of stocks

Top 10 Holdings

95.49% of portfolio

Market Cap of Equity

Large Cap

39.92%

Mid Cap

23.37%

Others

12.50%

Small Cap

19.71%

Companies Allocation of Equity

State Bank of India7.079%

Axis Bank Ltd5.171%

Mahindra & Mahindra Ltd4.330%

Apollo Hospitals Enterprise Ltd4.271%

Multi Commodity Exchange of India Ltd4.047%

Infosys Ltd3.833%

Bharti Airtel Ltd3.441%

NTPC Ltd3.216%

Kotak Mahindra Bank Ltd3.203%

Gland Pharma Ltd2.844%

Tata Consultancy Services Ltd2.832%

Amber Enterprises India Ltd Ordinary Shares2.737%

ICICI Bank Ltd2.615%

TVS Motor Co Ltd2.599%

KEI Industries Ltd2.269%

Voltas Ltd2.268%

Max Financial Services Ltd2.042%

Coforge Ltd2.020%

R R Kabel Ltd1.641%

Oberoi Realty Ltd1.622%

Nippon Life India Asset Management Ltd Ordinary Shares1.576%

Samvardhana Motherson International Ltd1.548%

Kalpataru Projects International Ltd1.519%

Schaeffler India Ltd1.500%

United Breweries Ltd1.472%

Coromandel International Ltd1.394%

CG Power & Industrial Solutions Ltd1.384%

Ipca Laboratories Ltd1.286%

Tata Capital Ltd1.191%

Greenlam Industries Ltd1.169%

Angel One Ltd Ordinary Shares1.151%

Apollo Tyres Ltd1.144%

Cyient Ltd1.069%

Syngene International Ltd1.053%

Navin Fluorine International Ltd1.035%

Siemens Ltd1.012%

JSW Infrastructure Ltd1.008%

Triveni Engineering & Industries Ltd0.972%

Bayer CropScience Ltd0.961%

Siemens Energy India Ltd0.885%

INOX India Ltd0.860%

Cipla Ltd0.858%

Mphasis Ltd0.846%

Carborundum Universal Ltd0.810%

Dhanuka Agritech Ltd0.771%

Sona BLW Precision Forgings Ltd0.763%

Sudarshan Chemical Industries Ltd0.733%

Kovai Medical Center & Hospital Ltd0.656%

Sheela Foam Ltd0.425%

H.G. Infra Engineering Ltd Ordinary Shares0.361%

Sector Allocation of Equity

Financial Services28.07%

Consumer Cyclical18.48%

Healthcare10.97%

Technology9.53%

Communication Services3.44%

Utilities4.10%

Industrials11.93%

Real Estate1.62%

Consumer Defensive2.44%

Basic Materials4.89%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT

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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.