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 Large and Midcap Fund Regular - IDCW Payout/Reinvestment - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.38%Others: 2.62%

Market Cap

Others: 28.17%Large Cap: 22.01%Mid Cap: 35.27%Small Cap: 11.93%

Number of stocks

Top 10 Holdings

97.38% of portfolio

Market Cap of Equity

Others

28.17%

Large Cap

22.01%

Mid Cap

35.27%

Small Cap

11.93%

Companies Allocation of Equity

Multi Commodity Exchange of India Ltd5.253%

CG Power & Industrial Solutions Ltd5.178%

Eternal Ltd5.073%

Muthoot Finance Ltd5.054%

Billionbrains Garage Ventures Ltd4.608%

Shriram Finance Ltd4.307%

Apar Industries Ltd4.188%

Waaree Energies Ltd3.979%

OneSource Specialty Pharma Ltd3.954%

PTC Industries Ltd3.946%

Bharat Electronics Ltd3.881%

Premier Energies Ltd3.830%

Ather Energy Ltd3.728%

One97 Communications Ltd3.546%

Suzlon Energy Ltd3.546%

Amber Enterprises India Ltd Ordinary Shares3.414%

Zen Technologies Ltd3.260%

Samvardhana Motherson International Ltd3.232%

Gujarat Fluorochemicals Ltd Ordinary Shares3.059%

Titan Co Ltd2.700%

Bharat Dynamics Ltd Ordinary Shares2.685%

Bajaj Finance Ltd2.565%

Ola Electric Mobility Ltd2.293%

TVS Motor Co Ltd1.947%

Jain Resource Recycling Ltd1.938%

V2 Retail Ltd1.815%

GE Vernova T&D India Ltd1.635%

Apollo Hospitals Enterprise Ltd1.454%

Religare Enterprises Ltd1.308%

Sector Allocation of Equity

Financial Services23.10%

Industrials28.32%

Consumer Cyclical24.20%

Technology11.36%

Healthcare5.41%

Basic Materials5.00%

Real Estate0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment

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.