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 Large & Mid Cap Fund Regular Plan - Payout of IDCW Option - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.79%Others: 4.21%

Market Cap

Large Cap: 46.42%Mid Cap: 38.97%Small Cap: 10.41%

Number of stocks

Top 10 Holdings

95.79% of portfolio

Market Cap of Equity

Large Cap

46.42%

Mid Cap

38.97%

Small Cap

10.41%

Companies Allocation of Equity

HDFC Bank Ltd8.506%

State Bank of India5.752%

Varun Beverages Ltd4.609%

IDFC First Bank Ltd4.307%

Reliance Industries Ltd4.218%

PI Industries Ltd4.147%

Bharti Airtel Ltd4.056%

Godrej Properties Ltd3.999%

SBI Cards and Payment Services Ltd Ordinary Shares3.796%

ICICI Bank Ltd3.723%

Tega Industries Ltd2.558%

Bharat Forge Ltd2.495%

Tata Communications Ltd2.330%

Mahindra & Mahindra Financial Services Ltd2.290%

Godrej Industries Ltd2.146%

ACC Ltd2.041%

United Breweries Ltd1.978%

Thermax Ltd1.881%

Larsen & Toubro Ltd1.868%

Wockhardt Ltd1.751%

Adani Energy Solutions Ltd1.665%

Sundaram Fasteners Ltd1.580%

Tube Investments of India Ltd Ordinary Shares1.562%

Ambuja Cements Ltd1.423%

LIC Housing Finance Ltd1.374%

Ramco Cements Ltd1.318%

Sudarshan Chemical Industries Ltd1.266%

BASF India Ltd1.231%

Fortis Healthcare Ltd1.181%

ELANTAS Beck India Ltd1.161%

Abbott India Ltd1.033%

Tata Consultancy Services Ltd0.996%

ITC Ltd0.929%

Tata Motors Passenger Vehicles Ltd0.919%

NHPC Ltd0.847%

Devyani International Ltd0.832%

UltraTech Cement Ltd0.832%

Mankind Pharma Ltd0.749%

Lupin Ltd0.739%

Kotak Mahindra Bank Ltd0.712%

Infosys Ltd0.696%

JSW Dulux Ltd0.688%

Network People Services Technologies Ltd0.657%

Oracle Financial Services Software Ltd0.623%

Quess Corp Ltd0.603%

Patanjali Foods Ltd0.523%

Alkem Laboratories Ltd0.436%

Digitide Solutions Ltd0.297%

Divi's Laboratories Ltd0.228%

Bluspring Enterprises Ltd0.197%

ITC Hotels Ltd0.047%

Sector Allocation of Equity

Financial Services30.46%

Consumer Defensive8.04%

Energy4.22%

Basic Materials14.11%

Communication Services6.39%

Real Estate4.00%

Industrials11.11%

Consumer Cyclical5.87%

Healthcare6.12%

Utilities2.51%

Technology2.97%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Large & Mid Cap Fund Regular Plan - 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.