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 SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 95.51%Others: 4.49%

Market Cap

Small Cap: 83.60%Mid Cap: 10.51%Large Cap: 1.40%

Number of stocks

Top 10 Holdings

61.58% of portfolio

Market Cap of Equity

Small Cap

83.6000%

Mid Cap

10.5100%

Large Cap

1.4000%

Companies Allocation of Equity

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-10.00%

CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-8.98%

CAMPUS ACTIVEWEAR LIMITED EQ NEW FV RS.5/-6.38%

Dr Agarwals Health Care Ltd. 5.94%

V2 RETAIL LIMITED EQ5.30%

Multi Commodity Exchange of India Limited5.24%

ASAHI INDIA GLASS LIMITED EQ FV RE 1/-5.12%

VA TECH WABAG LIMITED EQ NEW RS. 2/-5.04%

PRICOL LIMITED EQ4.80%

VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/-4.78%

Sector Allocation of Equity

Banks8.48%

Agricultural Food & other Products4.49%

Consumer Durables7.63%

Healthcare Services7.21%

Retailing7.01%

Capital Markets3.98%

Auto Components8.73%

Other Utilities2.52%

Industrial Products4.07%

Commercial Services & Supplies3.23%

Aerospace & Defense3.19%

Electrical Equipment6.30%

Finance6.73%

Pharmaceuticals & Biotechnology3.01%

Chemicals & Petrochemicals5.52%

Oil1.82%

Leisure Services1.65%

IT - Software2.96%

Industrial Manufacturing1.63%

Construction1.23%

Textiles & Apparels1.13%

Paper, Forest & Jute Products1.11%

IT - Services0.95%

Minerals & Mining0.83%

Beverages0.10%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

MOTILAL OSWAL SMALL CAP FUND REGULAR PLAN IDCW 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.