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 MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 45.10%Others: 43.44%Debt: 11.46%

Market Cap

Large Cap: 21.85%Others: 15.39%Mid Cap: 4.31%Small Cap: 3.56%

Number of stocks

Top 10 Holdings

45.10% of portfolio

Market Cap of Equity

Large Cap

21.85%

Others

15.39%

Mid Cap

4.31%

Small Cap

3.56%

Companies Allocation of Equity

HDFC Bank Ltd2.444%

Bharti Airtel Ltd2.270%

Axis Bank Ltd2.115%

Embassy Office Parks REIT1.773%

ICICI Bank Ltd1.530%

Infosys Ltd1.399%

NVIDIA Corp1.369%

Power Grid Corp Of India Ltd1.166%

Indus Towers Ltd Ordinary Shares1.161%

HCL Technologies Ltd1.130%

Larsen & Toubro Ltd1.127%

GAIL (India) Ltd1.008%

Mahindra & Mahindra Ltd1.003%

Oil India Ltd0.958%

Angel One Ltd Ordinary Shares0.916%

Alibaba Group Holding Ltd Ordinary Shares0.904%

Brookfield India Real Estate Trust0.867%

Jindal Steel Ltd0.866%

Knowledge Realty Trust Units0.861%

Samvardhana Motherson International Ltd0.842%

Sun Pharmaceuticals Industries Ltd0.837%

UltraTech Cement Ltd0.832%

Tata Motors Ltd0.810%

Amazon.com Inc0.805%

Microsoft Corp0.782%

Contemporary Amperex Technology Co Ltd Class A0.771%

SK Hynix Inc0.770%

Oberoi Realty Ltd0.742%

Sony Group Corp0.731%

Hindustan Petroleum Corp Ltd0.691%

Mahindra & Mahindra Financial Services Ltd0.677%

Craftsman Automation Ltd0.669%

Schneider Electric SE0.660%

Maruti Suzuki India Ltd0.636%

L'Oreal SA0.628%

Bajaj Finserv Ltd0.624%

LT Foods Ltd0.595%

CIE Automotive India Ltd0.534%

Tencent Holdings Ltd0.525%

Novo Nordisk AS ADR0.524%

KFin Technologies Ltd0.484%

Mindspace Business Parks REIT Unit0.445%

POWERGRID Infrastructure Investment Trust Units0.440%

Raajmarg Infra Investment Trust Units0.429%

Hindalco Industries Ltd0.405%

Nike Inc Class B0.359%

Apollo Tyres Ltd0.346%

Kalpataru Projects International Ltd0.335%

Tata Steel Ltd0.325%

Hero MotoCorp Ltd0.285%

Godrej Consumer Products Ltd0.270%

Hindustan Zinc Ltd0.257%

Archean Chemical Industries Ltd0.233%

Ipca Laboratories Ltd0.196%

Tata Motors Passenger Vehicles Ltd0.188%

NMDC Ltd0.177%

Sapphire Foods India Ltd0.098%

Alembic Pharmaceuticals Ltd0.089%

Gland Pharma Ltd0.089%

GMM Pfaudler Ltd0.084%

Sony Financial Group Inc0.016%

Sector Allocation of Equity

Financial Services8.75%

Communication Services3.96%

Real Estate4.69%

Technology6.67%

Utilities2.61%

Industrials2.98%

Consumer Cyclical7.48%

Energy1.65%

Basic Materials3.10%

Healthcare1.73%

Consumer Defensive1.49%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW REINVESTMENT

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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.