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-IDCW Reinvestment - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.14%Others: 0.86%

Market Cap

Large Cap: 58.81%Small Cap: 21.02%Mid Cap: 19.26%Equity: 0.05%

Number of stocks

Top 10 Holdings

74.72% of portfolio

Market Cap of Equity

Large Cap

58.8100%

Small Cap

21.0200%

Mid Cap

19.2600%

Equity

0.0500%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ14.38%

HDFC BANK LIMITED EQ NEW FV RE. 1/-10.18%

JINDAL STEEL & POWER LIMITED EQ. NEW RS.17.78%

AXIS BANK LIMITED EQ NE FV RS. 2/-6.98%

METROPOLIS HEALTHCARE LIMITED EQ NEW FV RS. 2/-6.72%

L & T FINANCE HOLDINGS LIMITED EQ6.62%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-6.20%

AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-6.14%

LUPIN LIMITED EQ NEW F.V. RS.2/-4.90%

PB FINTECH LIMITED EQ NEW FV RS. 2/-4.82%

Sector Allocation of Equity

Petroleum Products7.19%

Banks12.96%

Ferrous Metals4.58%

Healthcare Services6.48%

Finance9.38%

Construction4.79%

Cement & Cement Products8.43%

Pharmaceuticals & Biotechnology3.96%

Financial Technology (Fintech)2.41%

Industrial Products2.35%

Transport Services2.75%

Realty2.20%

Insurance5.36%

Power2.91%

Agricultural Food & other Products1.70%

Consumer Durables2.84%

Diversified FMCG2.52%

Telecom - Services1.50%

Beverages1.44%

Transport Infrastructure1.29%

Capital Markets1.13%

Personal Products1.11%

IT - Software3.09%

Minerals & Mining1.03%

Fertilizers & Agrochemicals1.03%

Automobiles0.99%

Electrical Equipment0.94%

Aerospace & Defense0.93%

Diversified Metals0.79%

Retailing1.01%

Equity0.05%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Business Cycle 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.