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.

MOTILAL OSWAL ARBITRAGE FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 14.74%Others: 81.23%Debt: 4.03%

Market Cap

Large Cap: 44.78%Mid Cap: 15.04%Others: 5.25%

Number of stocks

116

Top 10 Holdings

71.57% of portfolio

Market Cap of Equity

Large Cap

44.78%

Mid Cap

15.04%

Others

5.25%

Companies Allocation of Equity

Reliance Industries Ltd6.604%

HDFC Bank Ltd5.216%

Cholamandalam Investment and Finance Co Ltd4.545%

Bharti Airtel Ltd4.468%

Aditya Birla Capital Ltd2.848%

Kotak Mahindra Bank Ltd2.644%

IndusInd Bank Ltd2.462%

Inox Wind Ltd2.443%

Axis Bank Ltd2.375%

One97 Communications Ltd1.819%

Vodafone Idea Ltd1.798%

Sammaan Capital Ltd1.746%

Maruti Suzuki India Ltd1.614%

Eternal Ltd1.610%

Mahindra & Mahindra Ltd1.607%

Grasim Industries Ltd1.298%

TVS Motor Co Ltd1.274%

CG Power & Industrial Solutions Ltd1.225%

PNB Housing Finance Ltd1.109%

Patanjali Foods Ltd1.108%

Bharat Electronics Ltd1.005%

Jio Financial Services Ltd0.880%

Coforge Ltd0.876%

PB Fintech Ltd0.820%

ICICI Bank Ltd0.771%

Sun Pharmaceuticals Industries Ltd0.708%

InterGlobe Aviation Ltd0.704%

Multi Commodity Exchange of India Ltd0.702%

ITC Ltd0.696%

Shriram Finance Ltd0.639%

Britannia Industries Ltd0.597%

State Bank of India0.576%

Cipla Ltd0.551%

Titan Co Ltd0.539%

Supreme Industries Ltd0.492%

Steel Authority Of India Ltd0.489%

RBL Bank Ltd0.479%

Hero MotoCorp Ltd0.440%

Oil India Ltd0.407%

Adani Enterprises Ltd0.395%

Adani Green Energy Ltd0.393%

JSW Steel Ltd0.393%

Bajaj Finserv Ltd0.334%

Bajaj Finance Ltd0.332%

Indus Towers Ltd Ordinary Shares0.324%

DLF Ltd0.319%

Yes Bank Ltd0.308%

Waaree Energies Ltd0.303%

Eicher Motors Ltd0.295%

Asian Paints Ltd0.294%

Divi's Laboratories Ltd0.283%

Crompton Greaves Consumer Electricals Ltd0.278%

Tata Steel Ltd0.277%

Hindustan Zinc Ltd0.270%

Godrej Properties Ltd0.270%

Bajaj Holdings and Investment Ltd0.228%

Prestige Estates Projects Ltd0.228%

PG Electroplast Ltd0.219%

Bandhan Bank Ltd0.195%

Bharat Heavy Electricals Ltd0.194%

Larsen & Toubro Ltd0.193%

Kalyan Jewellers India Ltd0.183%

Bank of Baroda0.177%

Ambuja Cements Ltd0.176%

IDFC First Bank Ltd0.167%

United Spirits Ltd0.164%

HDFC Life Insurance Co Ltd0.157%

Cummins India Ltd0.156%

LIC Housing Finance Ltd0.141%

Max Healthcare Institute Ltd Ordinary Shares0.137%

Biocon Ltd0.133%

Adani Ports & Special Economic Zone Ltd0.129%

AU Small Finance Bank Ltd0.121%

JSW Energy Ltd0.115%

HDFC Asset Management Co Ltd0.114%

Avenue Supermarts Ltd0.113%

Indian Hotels Co Ltd0.099%

Max Financial Services Ltd0.076%

Suzlon Energy Ltd0.074%

Lodha Developers Ltd0.071%

APL Apollo Tubes Ltd0.071%

Tube Investments of India Ltd Ordinary Shares0.068%

Adani Energy Solutions Ltd0.063%

UltraTech Cement Ltd0.062%

Info Edge (India) Ltd0.052%

Delhivery Ltd0.036%

Hindalco Industries Ltd0.033%

Muthoot Finance Ltd0.027%

Mphasis Ltd0.026%

Hindustan Unilever Ltd0.025%

BSE Ltd0.022%

The Federal Bank Ltd0.018%

Hindustan Aeronautics Ltd Ordinary Shares0.016%

Glenmark Pharmaceuticals Ltd0.015%

Oil & Natural Gas Corp Ltd0.011%

Dabur India Ltd0.004%

Tata Motors Passenger Vehicles Ltd0.004%

Sector Allocation of Equity

Energy7.42%

Financial Services30.23%

Communication Services6.64%

Industrials6.74%

Technology3.24%

Consumer Cyclical7.95%

Basic Materials3.36%

Consumer Defensive2.71%

Healthcare1.83%

Utilities0.57%

Real Estate0.89%

Equity-56.83%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

MOTILAL OSWAL ARBITRAGE FUND REGULAR PLAN IDCW PAYOUT

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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.