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.

Tata Aggressive Hybrid Fund- Regular Plan - Monthly Payout of IDCW Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 75.33%Debt: 19.80%Others: 4.94%

Market Cap

Large Cap: 55.06%Small Cap: 11.11%Mid Cap: 9.16%

Number of stocks

Top 10 Holdings

70.98% of portfolio

Market Cap of Equity

Large Cap

55.0600%

Small Cap

11.1100%

Mid Cap

9.1600%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ10.92%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-10.60%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-7.82%

INFOSYS LIMITED EQ FV RS 56.74%

RBL BANK LIMITED EQ6.74%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-5.84%

HDFC BANK LIMITED EQ NEW FV RE. 1/-5.80%

Shriram Finance Limited5.78%

STATE BANK OF INDIA EQ NEW RE. 1/-5.64%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-5.10%

Sector Allocation of Equity

Petroleum Products5.46%

Telecom - Services5.95%

Construction4.70%

IT - Software6.29%

Banks17.17%

Finance4.15%

Diversified FMCG4.03%

Cement & Cement Products3.22%

Automobiles5.05%

Beverages1.96%

Fertilizers & Agrochemicals1.82%

Agricultural Food & other Products2.41%

Pharmaceuticals & Biotechnology3.04%

Industrial Manufacturing1.17%

Retailing1.10%

Transport Infrastructure1.09%

Industrial Products1.08%

Personal Products1.06%

Power1.04%

Insurance0.92%

Auto Components0.84%

Consumer Durables1.33%

Realty0.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Aggressive Hybrid Fund- Regular Plan - Monthly Payout of IDCW Option

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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.