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.

Sundaram Infrastructure Advantage Fund Regular Plan - Growth - Portfolio Analysis

Equity
Infrastructure
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.84%Others: 4.16%

Market Cap

Large Cap: 57.53%Mid Cap: 16.78%Small Cap: 20.93%Others: 0.60%

Number of stocks

Top 10 Holdings

95.84% of portfolio

Market Cap of Equity

Large Cap

57.53%

Mid Cap

16.78%

Small Cap

20.93%

Others

0.60%

Companies Allocation of Equity

Larsen & Toubro Ltd8.513%

Bharti Airtel Ltd7.908%

Reliance Industries Ltd7.369%

NTPC Ltd5.402%

UltraTech Cement Ltd3.276%

Bharat Electronics Ltd2.940%

Power Grid Corp Of India Ltd2.572%

Hitachi Energy India Ltd Ordinary Shares2.372%

GE Vernova T&D India Ltd2.300%

State Bank of India2.158%

Kirloskar Oil Engines Ltd1.921%

Tata Power Co Ltd1.863%

TD Power Systems Ltd1.863%

ICICI Bank Ltd1.850%

SJS Enterprises Ltd1.827%

Bharat Petroleum Corp Ltd1.745%

Kalpataru Projects International Ltd1.742%

Amber Enterprises India Ltd Ordinary Shares1.742%

Adani Ports & Special Economic Zone Ltd1.674%

Oil & Natural Gas Corp Ltd1.664%

Thermax Ltd1.647%

Esab India Ltd1.582%

Torrent Power Ltd1.543%

KSB Ltd1.532%

ZF Commercial Vehicle Control Systems India Ltd1.410%

Suzlon Energy Ltd1.403%

Indus Towers Ltd Ordinary Shares1.345%

JK Cement Ltd1.335%

Cummins India Ltd1.276%

Siemens Ltd1.269%

Craftsman Automation Ltd1.242%

Delhivery Ltd1.226%

ABB India Ltd1.168%

Bharat Heavy Electricals Ltd1.157%

InterGlobe Aviation Ltd1.085%

NCC Ltd1.075%

Schaeffler India Ltd1.041%

GAIL (India) Ltd1.030%

Bharti Hexacom Ltd0.996%

Triveni Turbine Ltd0.993%

Sobha Ltd0.970%

Apollo Hospitals Enterprise Ltd0.964%

Kirloskar Pneumatic Co Ltd0.911%

Elecon Engineering Co Ltd0.895%

JSW Infrastructure Ltd0.824%

Ambuja Cements Ltd0.785%

Tata Steel Ltd0.640%

Jindal Steel Ltd0.618%

Siemens Energy India Ltd0.596%

Container Corporation of India Ltd0.578%

Sector Allocation of Equity

Industrials41.95%

Communication Services10.25%

Energy10.78%

Utilities13.01%

Basic Materials6.65%

Financial Services4.01%

Consumer Cyclical7.26%

Real Estate0.97%

Healthcare0.96%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Infrastructure Advantage Fund Regular Plan - Growth

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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.