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.

SIP Online
Mutual Fund
ELSS
ITI ELSS Tax Saver Fund Regular - Growth
Portfolio

ITI ELSS Tax Saver Fund Regular - Growth - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.95%Others: 1.05%

Market Cap

Large Cap: 41.20%Small Cap: 50.22%Mid Cap: 7.53%

Number of stocks

Top 10 Holdings

61.84% of portfolio

Market Cap of Equity

Large Cap

41.2000%

Small Cap

50.2200%

Mid Cap

7.5300%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-9.72%

INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-8.40%

AXIS BANK LIMITED EQ NE FV RS. 2/-6.50%

CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-5.96%

PNB HOUSING FINANCE LTD EQ5.76%

STATE BANK OF INDIA EQ NEW RE. 1/-5.52%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-5.32%

Bajaj Finance Limited5.30%

Aditya Birla Real Estate Limited4.82%

WELSPUN CORP LIMITED EQ NEW FV RS.5/-4.54%

Sector Allocation of Equity

Banks17.09%

Transport Services4.20%

Finance14.64%

Automobiles4.68%

Paper, Forest & Jute Products2.41%

Industrial Products8.40%

Realty3.24%

Telecom - Services1.92%

IT - Services1.76%

Commercial Services & Supplies3.36%

Construction5.61%

Auto Components1.63%

Pharmaceuticals & Biotechnology2.60%

Power4.88%

Industrial Manufacturing4.93%

Diversified Metals1.26%

Chemicals & Petrochemicals1.93%

Agricultural, Commercial & Construction Vehicles1.62%

Capital Markets2.02%

Food Products1.80%

Consumer Durables1.67%

Agricultural Food & other Products0.99%

Leisure Services1.92%

IT - Software0.90%

Electrical Equipment0.89%

Diversified FMCG0.78%

Retailing1.82%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

ITI ELSS Tax Saver Fund Regular - Growth

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.