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 Innovation Opportunities Fund-Reg (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 91.76%Others: 8.24%

Market Cap

Others: 18.54%Large Cap: 8.47%Small Cap: 50.61%Mid Cap: 14.14%

Number of stocks

Top 10 Holdings

91.76% of portfolio

Market Cap of Equity

Others

18.54%

Large Cap

8.47%

Small Cap

50.61%

Mid Cap

14.14%

Companies Allocation of Equity

Emmvee Photovoltaic Power Ltd5.090%

CG Power & Industrial Solutions Ltd4.591%

JM Financial Ltd3.994%

Avalon Technologies Ltd3.957%

Aditya Birla Sun Life AMC Ltd3.899%

InterGlobe Aviation Ltd3.879%

Global Health Ltd3.579%

Syrma SGS Technology Ltd3.542%

Dixon Technologies (India) Ltd3.526%

PG Electroplast Ltd3.481%

Allied Blenders and Distillers Ltd3.467%

Le Travenues Technology Ltd3.412%

Clean Science and Technology Ltd3.371%

Amagi Media Labs Ltd3.367%

Bharat Heavy Electricals Ltd3.362%

Pine Labs Ltd3.187%

Restaurant Brands Asia Ltd Ordinary Shares3.112%

Aditya Vision Ltd3.109%

Eris Lifesciences Ltd Registered Shs3.065%

UNO Minda Ltd2.981%

Chalet Hotels Ltd2.900%

Central Depository Services (India) Ltd2.887%

Birlasoft Ltd2.837%

Coforge Ltd2.676%

Ola Electric Mobility Ltd2.212%

Fractal Analytics Ltd2.146%

GNG Electronics Ltd2.071%

Hitachi Energy India Ltd Ordinary Shares2.056%

Sector Allocation of Equity

Technology35.88%

Industrials13.89%

Financial Services10.78%

Healthcare6.64%

Consumer Defensive3.47%

Consumer Cyclical17.73%

Basic Materials3.37%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Motilal Oswal Innovation Opportunities Fund-Reg (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.