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 Flexi cap Fund Regular - IDCW Payout/Reinvestment - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.29%Others: 1.71%

Market Cap

Mid Cap: 30.25%Large Cap: 39.10%Others: 24.59%Small Cap: 4.35%

Number of stocks

Top 10 Holdings

98.29% of portfolio

Market Cap of Equity

Mid Cap

30.25%

Large Cap

39.10%

Others

24.59%

Small Cap

4.35%

Companies Allocation of Equity

Kalyan Jewellers India Ltd7.364%

CG Power & Industrial Solutions Ltd6.433%

Eternal Ltd5.320%

Coforge Ltd5.274%

Bharti Airtel Ltd5.171%

Persistent Systems Ltd4.556%

Shriram Finance Ltd4.133%

Waaree Energies Ltd4.055%

Larsen & Toubro Ltd4.041%

ICICI Bank Ltd3.861%

Ather Energy Ltd3.806%

Multi Commodity Exchange of India Ltd3.723%

IndusInd Bank Ltd3.609%

Apollo Hospitals Enterprise Ltd3.026%

State Bank of India2.834%

HDFC Asset Management Co Ltd2.819%

Bharat Electronics Ltd2.772%

Piramal Finance Ltd2.751%

Polycab India Ltd2.650%

PG Electroplast Ltd2.601%

Suzlon Energy Ltd2.457%

Ashok Leyland Ltd2.369%

InterGlobe Aviation Ltd2.363%

Samvardhana Motherson International Ltd2.282%

OneSource Specialty Pharma Ltd2.202%

Radico Khaitan Ltd1.753%

Aditya Infotech Ltd1.688%

Siemens Ltd1.371%

ICICI Prudential Asset Management Co Ltd1.010%

Sector Allocation of Equity

Consumer Cyclical18.77%

Industrials26.14%

Technology16.49%

Communication Services5.17%

Financial Services24.74%

Healthcare5.23%

Consumer Defensive1.75%

Energy0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Motilal Oswal Flexi cap 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.