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 Business Cycle Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.74%Others: 5.26%

Market Cap

Mid Cap: 32.99%Large Cap: 28.02%Others: 17.10%Small Cap: 16.64%

Number of stocks

Top 10 Holdings

94.74% of portfolio

Market Cap of Equity

Mid Cap

32.99%

Large Cap

28.02%

Others

17.10%

Small Cap

16.64%

Companies Allocation of Equity

Kalyan Jewellers India Ltd9.198%

Persistent Systems Ltd8.627%

Eternal Ltd8.068%

Coforge Ltd7.234%

HealthCare Global Enterprises Ltd6.550%

ICICI Bank Ltd5.200%

Ellenbarrie Industrial Gases Ltd5.061%

PG Electroplast Ltd5.047%

HDFC Bank Ltd4.391%

Bharti Airtel Ltd3.947%

CG Power & Industrial Solutions Ltd3.417%

Neuland Laboratories Ltd3.284%

IndusInd Bank Ltd3.089%

Dr Reddy's Laboratories Ltd2.995%

Apollo Hospitals Enterprise Ltd2.780%

AU Small Finance Bank Ltd2.686%

Kotak Mahindra Bank Ltd2.441%

Muthoot Finance Ltd2.433%

Billionbrains Garage Ventures Ltd2.361%

Ashok Leyland Ltd2.330%

UNO Minda Ltd1.844%

Thirumalai Chemicals Ltd1.760%

Sector Allocation of Equity

Consumer Cyclical19.11%

Technology20.91%

Healthcare15.61%

Financial Services22.60%

Basic Materials6.82%

Communication Services3.95%

Industrials5.75%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Motilal Oswal Business Cycle Fund - Regular (G)

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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.