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.

SIP Online
Mutual Fund
Small Cap
Motilal Oswal Small Cap Fund - Regular (G)
Portfolio

Motilal Oswal Small Cap Fund - Regular (G) - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 95.22%Others: 4.79%

Market Cap

Small Cap: 81.23%Mid Cap: 12.61%Large Cap: 1.38%

Number of stocks

Top 10 Holdings

63.34% of portfolio

Market Cap of Equity

Small Cap

81.2300%

Mid Cap

12.6100%

Large Cap

1.3800%

Companies Allocation of Equity

Dr Agarwals Health Care Ltd. 8.56%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-8.20%

CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-8.16%

CAMPUS ACTIVEWEAR LIMITED EQ NEW FV RS.5/-6.16%

V2 RETAIL LIMITED EQ6.02%

MCX INDIA LIMITED EQ NEW RS. 10/-5.50%

Rubicon Research Limited5.38%

VA TECH WABAG LIMITED EQ NEW RS. 2/-5.20%

PRICOL LIMITED EQ5.12%

Shaily Engineering Plastics Limited5.04%

Sector Allocation of Equity

Healthcare Services8.65%

Banks7.08%

Agricultural Food & other Products4.08%

Consumer Durables7.44%

Retailing7.13%

Capital Markets4.15%

Other Utilities2.60%

Auto Components8.51%

Industrial Products4.40%

Finance7.03%

Commercial Services & Supplies3.16%

Electrical Equipment6.80%

Aerospace & Defense2.66%

Chemicals & Petrochemicals5.77%

Pharmaceuticals & Biotechnology2.69%

Oil1.74%

Leisure Services1.55%

IT - Software2.68%

Textiles & Apparels1.40%

Paper, Forest & Jute Products1.31%

Construction1.28%

Industrial Manufacturing1.38%

IT - Services0.93%

Diversified Metals0.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Motilal Oswal Small Cap Fund - Regular (G)

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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.