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 Business Cycle Fund-Regular Plan-Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.52%Others: 3.48%

Market Cap

Large Cap: 39.10%Mid Cap: 25.30%Small Cap: 22.65%Others: 9.47%

Number of stocks

Top 10 Holdings

96.52% of portfolio

Market Cap of Equity

Large Cap

39.10%

Mid Cap

25.30%

Small Cap

22.65%

Others

9.47%

Companies Allocation of Equity

Reliance Industries Ltd5.295%

HDFC Bank Ltd4.250%

Jindal Steel Ltd3.866%

Metropolis Healthcare Ltd3.771%

Axis Bank Ltd3.741%

Larsen & Toubro Ltd3.082%

L&T Finance Ltd2.938%

Delhivery Ltd2.905%

Cummins India Ltd2.658%

Ambuja Cements Ltd2.630%

Lupin Ltd2.378%

PB Fintech Ltd2.361%

Apollo Hospitals Enterprise Ltd2.314%

Godrej Properties Ltd2.163%

Tata Steel Ltd2.129%

Adani Energy Solutions Ltd2.112%

Shriram Finance Ltd2.054%

Niva Bupa Health Insurance Co Ltd2.021%

Adani Power Ltd2.002%

Kotak Mahindra Bank Ltd1.982%

Varun Beverages Ltd1.912%

Marico Ltd1.881%

Ramco Cements Ltd1.808%

Bank of Baroda1.773%

Sedemac Mechatronics Ltd1.711%

Adani Ports & Special Economic Zone Ltd1.560%

ICICI Lombard General Insurance Co Ltd1.528%

ACME Solar Holdings Ltd1.430%

HDFC Life Insurance Co Ltd1.428%

Bajaj Finserv Ltd1.391%

KEC International Ltd1.375%

Dr. Lal PathLabs Ltd1.373%

One97 Communications Ltd1.309%

Nuvoco Vista Corp Ltd1.253%

Havells India Ltd1.251%

DCB Bank Ltd1.174%

Emmvee Photovoltaic Power Ltd1.102%

Bayer CropScience Ltd1.101%

Gravita India Ltd1.096%

Hindustan Unilever Ltd1.067%

360 One Wam Ltd Ordinary Shares1.055%

Dabur India Ltd1.045%

PI Industries Ltd1.040%

ITC Ltd1.015%

Bharat Heavy Electricals Ltd1.002%

Five-Star Business Finance Ltd0.992%

Graphite India Ltd0.991%

Shree Cement Ltd0.958%

Vedanta Ltd0.763%

Tata Capital Ltd0.610%

NHPC Ltd0.505%

Malco Energy Ltd0.340%

Talwandi Sabo Power Ltd0.340%

Vedanta Aluminium Metal Ltd0.340%

Vedanta Iron And Steel Ltd0.340%

Kwality Walls India Ltd0.013%

Sector Allocation of Equity

Energy5.29%

Financial Services29.30%

Basic Materials15.55%

Healthcare9.84%

Industrials15.92%

Real Estate2.16%

Utilities6.05%

Consumer Defensive6.93%

Consumer Cyclical1.71%

Technology2.41%

Equity1.36%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Business Cycle 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.