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 Focused 25 Fund Regular - IDCW Payout/Reinvestment - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 93.26%Others: 6.74%

Market Cap

Large Cap: 34.43%Others: 21.00%Small Cap: 19.24%Mid Cap: 18.59%

Number of stocks

Top 10 Holdings

93.26% of portfolio

Market Cap of Equity

Large Cap

34.43%

Others

21.00%

Small Cap

19.24%

Mid Cap

18.59%

Companies Allocation of Equity

CG Power & Industrial Solutions Ltd4.200%

Acutaas Chemicals Ltd4.190%

MTAR Technologies Ltd4.128%

ICICI Bank Ltd4.124%

AU Small Finance Bank Ltd4.075%

Aditya Infotech Ltd4.024%

ICICI Prudential Asset Management Co Ltd4.019%

Eternal Ltd3.947%

Gabriel India Ltd3.644%

Apollo Hospitals Enterprise Ltd3.584%

Aditya Vision Ltd3.545%

Persistent Systems Ltd3.433%

Reliance Industries Ltd3.341%

IndusInd Bank Ltd3.300%

Jain Resource Recycling Ltd3.262%

Rubicon Research Ltd3.104%

Titan Co Ltd3.002%

Radico Khaitan Ltd3.000%

NTPC Ltd2.974%

One97 Communications Ltd2.552%

UltraTech Cement Ltd2.484%

PTC Industries Ltd2.475%

Religare Enterprises Ltd2.451%

Shriram Finance Ltd2.395%

Maruti Suzuki India Ltd2.349%

Hindustan Unilever Ltd2.253%

State Bank of India1.980%

InterGlobe Aviation Ltd1.939%

Bharat Electronics Ltd1.842%

BSE Ltd1.646%

Sector Allocation of Equity

Industrials18.61%

Basic Materials9.94%

Financial Services23.99%

Consumer Cyclical16.49%

Healthcare6.69%

Technology5.99%

Energy3.34%

Consumer Defensive5.25%

Utilities2.97%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Motilal Oswal Focused 25 Fund Regular - IDCW Payout/Reinvestment

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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.